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
Maria Houle Maria Houle's Barclays Wealth Experience 2003 - 2007
Job Director, Thunderbird SHARE Fellowship Program Developer | Mentor | Employment Strategist
Industry Nonprofit Organization Management
Experience
Thunderbird SHARE Fellowship April 2009 - Present
Barclays Wealth 2003 - 2007
Bank Leu April 2001 - February 2003
Chase Manhattan Bank June 1994 - March 2001
Salvatore Ferragamo June 1991 - June 1994
Americas Society/Council of the Americas 1989 - 1991
Esprit 1987 - 1988
Skills
Private Banking, Organizational..., Investments, Wealth Management, Estate Planning, Portfolio Management, Job Coaching, Higher Education, Non-profit...
Education
Thunderbird School of Global Management 1986 — 1987
MBA
University of Arizona 1981 — 1985
Bachelor's degree, Political Science and Italian Language
Arcadia High School 1977 — 1981
Thunderbird SHARE Fellowship April 2009 - Present
Barclays Wealth 2003 - 2007
Bank Leu April 2001 - February 2003
Chase Manhattan Bank June 1994 - March 2001
Salvatore Ferragamo June 1991 - June 1994
Americas Society/Council of the Americas 1989 - 1991
Esprit 1987 - 1988
Skills
Private Banking, Organizational..., Investments, Wealth Management, Estate Planning, Portfolio Management, Job Coaching, Higher Education, Non-profit...
Education
Thunderbird School of Global Management 1986 — 1987
MBA
University of Arizona 1981 — 1985
Bachelor's degree, Political Science and Italian Language
Arcadia High School 1977 — 1981
Elizabeth Tierney Elizabeth Tierney's Barclays Wealth Experience September 2008 - July 2010
Job Senior Sales Associate Neuberger Berman Wealth Management
Industry Financial Services
Experience
Neuberger Berman July 2010 - February 2015
Barclays Wealth September 2008 - July 2010
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Equities, series 66, Alternative Investments, Financial Analysis, Investments, Mutual Funds
Education
Northeastern University 2001 — 2006
Bachelor's of Science in Business Administration, Finance and Marketing
Neuberger Berman July 2010 - February 2015
Barclays Wealth September 2008 - July 2010
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Equities, series 66, Alternative Investments, Financial Analysis, Investments, Mutual Funds
Education
Northeastern University 2001 — 2006
Bachelor's of Science in Business Administration, Finance and Marketing
Tom Ryan's Barclays Wealth Experience 2006 - 2008
Job COO, Head of Ventures, Archer Gray LLC
Industry Venture Capital & Private Equity
Experience
Archer Gray LLC July 2013 - Present
Made in NY Media Center by IFP December 2014 - Present
Anthemis Group SA January 2015 - Present
Barclays Capital June 2012 - July 2013
Barclays Capital 2008 - June 2012
Barclays Wealth 2006 - 2008
Barclays Capital 2004 - 2006
BGC Partners 2002 - 2004
Chlopak, Leonard, Schechter & Associates 1999 - 2002
Maryland General Assembly 1998 - 1999
Skills
Electronic Trading, Equities, E-commerce, Marketing Strategy, Investments, Business Development, Capital Markets, Product Marketing, Marketing, Rates, Sales, Strategic Planning, Derivatives, Trading Systems, Product Development
Education
University of Maryland College Park 1994 — 1998
Archer Gray LLC July 2013 - Present
Made in NY Media Center by IFP December 2014 - Present
Anthemis Group SA January 2015 - Present
Barclays Capital June 2012 - July 2013
Barclays Capital 2008 - June 2012
Barclays Wealth 2006 - 2008
Barclays Capital 2004 - 2006
BGC Partners 2002 - 2004
Chlopak, Leonard, Schechter & Associates 1999 - 2002
Maryland General Assembly 1998 - 1999
Skills
Electronic Trading, Equities, E-commerce, Marketing Strategy, Investments, Business Development, Capital Markets, Product Marketing, Marketing, Rates, Sales, Strategic Planning, Derivatives, Trading Systems, Product Development
Education
University of Maryland College Park 1994 — 1998
Josh Yafa Josh Yafa's Barclays Wealth Experience June 2006 - March 2011
Job Client Portfolio Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2012 - Present
Franklin Templeton Investments March 2011 - June 2012
Barclays Wealth June 2006 - March 2011
Understood Communications December 2001 - September 2005
Tambourine, Inc August 2000 - December 2001
The Balance Bar Company August 1997 - September 1999
Skills
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, Mutual Funds, Series 7, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Strategy, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1993 — 1997
BA (Honors), Business Economics
University of Melbourne 1996 — 1996
Commerce
Thornburg Investment Management June 2012 - Present
Franklin Templeton Investments March 2011 - June 2012
Barclays Wealth June 2006 - March 2011
Understood Communications December 2001 - September 2005
Tambourine, Inc August 2000 - December 2001
The Balance Bar Company August 1997 - September 1999
Skills
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, Mutual Funds, Series 7, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Strategy, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1993 — 1997
BA (Honors), Business Economics
University of Melbourne 1996 — 1996
Commerce
Marlene Bernstein's Barclays Wealth Experience December 2008 - December 2009
Job Chef + Owner of Savour This Kitchen
Industry Food & Beverages
Experience
Savour This Kitchen August 2011 - Present
Zooey Magazine March 2014 - Present
Chef Penguin November 2011 - 2013
Maiden Kitchen August 2011 - 2013
Los Angeles Hebrew High School January 2010 - August 2011
Cobalt Events and Luxe Life Events October 2009 - August 2010
Vita Luna Group February 2010 - May 2010
Barclays Wealth December 2008 - December 2009
Alliance Beverage November 2007 - July 2008
Sony Pictures June 2007 - August 2007
Skills
Cooking, Catering, Event Planning, Weddings, Event Management, Parties, Food & Beverage, Food, Wine, Customer Service, Menu Development, Blogging, Social Media, Restaurants, Marketing, Food Service, Process Scheduler, Restaurant Management
Education
Le Cordon Bleu 2010 — 2011
Culinary Diploma, Culinary Arts
University of Arizona 2005 — 2008
BA, Media Arts, Business
Florence University of the Arts 2006 — 2006
Savour This Kitchen August 2011 - Present
Zooey Magazine March 2014 - Present
Chef Penguin November 2011 - 2013
Maiden Kitchen August 2011 - 2013
Los Angeles Hebrew High School January 2010 - August 2011
Cobalt Events and Luxe Life Events October 2009 - August 2010
Vita Luna Group February 2010 - May 2010
Barclays Wealth December 2008 - December 2009
Alliance Beverage November 2007 - July 2008
Sony Pictures June 2007 - August 2007
Skills
Cooking, Catering, Event Planning, Weddings, Event Management, Parties, Food & Beverage, Food, Wine, Customer Service, Menu Development, Blogging, Social Media, Restaurants, Marketing, Food Service, Process Scheduler, Restaurant Management
Education
Le Cordon Bleu 2010 — 2011
Culinary Diploma, Culinary Arts
University of Arizona 2005 — 2008
BA, Media Arts, Business
Florence University of the Arts 2006 — 2006
Maximillian Powers Maximillian Powers's Barclays Wealth Experience January 2001 - January 2012
Job Owner at Garam Technologies, Inc.
Industry Financial Services
Experience
Garam Technologies, Inc. March 2012 - Present
Barclays Wealth January 2001 - January 2012
Skills
Equities, Hedge Funds, Alternative Investments, Asset Management, Wealth Management, Investments, Bloomberg, Derivatives, Asset Allocation, Investment Banking, Investment Strategies, Financial Markets, Investment Management, Mutual Funds, Trading, FX Options, Options, Securities, Valuation, Equity Research, Risk Management, Private Equity, Equity Trading, Electronic Trading, Wealth, Credit Risk, Strategic Financial..., Series 7, ETFs, Financial Analysis, Banking, Finance, Commodity, Credit, Due Diligence, Corporate Finance, Bonds, Emerging Markets, Portfolio Management, Investment Advisory, Equity Derivatives, Trading Systems, Financial Risk, Financial Services, Fixed Income, Capital Markets, Structured Products, Financial Modeling, Hedging, Funding
Education
Orange Coast College
Associate of Arts (A.A.), Interior Design
University of Southern California
Bachelor of Applied Science (B.A.Sc.), Environmental Engineering Technology/Environmental Technology
Garam Technologies, Inc. March 2012 - Present
Barclays Wealth January 2001 - January 2012
Skills
Equities, Hedge Funds, Alternative Investments, Asset Management, Wealth Management, Investments, Bloomberg, Derivatives, Asset Allocation, Investment Banking, Investment Strategies, Financial Markets, Investment Management, Mutual Funds, Trading, FX Options, Options, Securities, Valuation, Equity Research, Risk Management, Private Equity, Equity Trading, Electronic Trading, Wealth, Credit Risk, Strategic Financial..., Series 7, ETFs, Financial Analysis, Banking, Finance, Commodity, Credit, Due Diligence, Corporate Finance, Bonds, Emerging Markets, Portfolio Management, Investment Advisory, Equity Derivatives, Trading Systems, Financial Risk, Financial Services, Fixed Income, Capital Markets, Structured Products, Financial Modeling, Hedging, Funding
Education
Orange Coast College
Associate of Arts (A.A.), Interior Design
University of Southern California
Bachelor of Applied Science (B.A.Sc.), Environmental Engineering Technology/Environmental Technology
Sue Hadden Sue Hadden's Barclays Wealth Experience November 2010 - July 2012
Job Head of Practice Management at Barclays
Industry Professional Training & Coaching
Experience
Barclays March 2014 - Present
Barclays July 2012 - March 2014
Barclays Wealth November 2010 - July 2012
Merrill Lynch August 2007 - February 2009
HSBC May 2006 - August 2007
RBS August 2002 - August 2005
Coutts Bank May 1999 - June 2002
Skills
Recruiting, Talent Management, Assessment Center, Training, Employee Engagement, Psychometrics, Management, Graduate Recruitment, Performance Management, Investment Banking, Career Counseling, Interviews, Coaching, Personnel Management, Career Development, Management Development, Leadership, Succession Planning, Talent Acquisition
Education
CAPT Training School 2014 — 2014
MBTI Certification
The Coaching Academy 2011 — 2011
NLP Practitioner, NLP
Chris Howard Training Academy 2010 — 2010
Rich Heart Wealthy Mind
The Coaching Institute 2009 — 2010
Certificate IV in Life Coaching
Unleash Your Secret Power 2009 — 2009
Queensland University of Technology 1996 — 1998
BA, Human Resource Management
Barclays March 2014 - Present
Barclays July 2012 - March 2014
Barclays Wealth November 2010 - July 2012
Merrill Lynch August 2007 - February 2009
HSBC May 2006 - August 2007
RBS August 2002 - August 2005
Coutts Bank May 1999 - June 2002
Skills
Recruiting, Talent Management, Assessment Center, Training, Employee Engagement, Psychometrics, Management, Graduate Recruitment, Performance Management, Investment Banking, Career Counseling, Interviews, Coaching, Personnel Management, Career Development, Management Development, Leadership, Succession Planning, Talent Acquisition
Education
CAPT Training School 2014 — 2014
MBTI Certification
The Coaching Academy 2011 — 2011
NLP Practitioner, NLP
Chris Howard Training Academy 2010 — 2010
Rich Heart Wealthy Mind
The Coaching Institute 2009 — 2010
Certificate IV in Life Coaching
Unleash Your Secret Power 2009 — 2009
Queensland University of Technology 1996 — 1998
BA, Human Resource Management
Abhay Nayak, CFA Abhay Nayak, CFA's Barclays Wealth Experience June 2008 - August 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2015 - Present
McKinsey & Company June 2014 - August 2014
Barclays August 2009 - June 2013
Barclays Wealth June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Economics, Valuation, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Emerging Markets, Fixed Income, Business Analysis, Project Management, Data Analysis, Mergers & Acquisitions, Finance, LBO, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Palmer Scholar
University of Pennsylvania 2005 — 2009
BA, Economics
London School of Economics and Political Science 2007 — 2008
Study Abroad, International History and Economics
McKinsey & Company July 2015 - Present
McKinsey & Company June 2014 - August 2014
Barclays August 2009 - June 2013
Barclays Wealth June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Economics, Valuation, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Emerging Markets, Fixed Income, Business Analysis, Project Management, Data Analysis, Mergers & Acquisitions, Finance, LBO, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Palmer Scholar
University of Pennsylvania 2005 — 2009
BA, Economics
London School of Economics and Political Science 2007 — 2008
Study Abroad, International History and Economics
Nicholas Brand's Barclays Wealth Experience March 2011 - November 2011
Job
Industry Financial Services
Experience
BDT & Company July 2015 - Present
The Chicago Council on Global Affairs July 2014 - July 2015
The Chicago Council on Global Affairs November 2011 - July 2014
Barclays Wealth March 2011 - November 2011
Morgan Stanley Smith Barney June 2006 - March 2011
Education
University of Chicago 2004 — 2005
Master of Arts (M.A.)
University of Vermont 2000 — 2004
Bachelor of Arts (B.A.)
University of Cape Town 2002 — 2002
BDT & Company July 2015 - Present
The Chicago Council on Global Affairs July 2014 - July 2015
The Chicago Council on Global Affairs November 2011 - July 2014
Barclays Wealth March 2011 - November 2011
Morgan Stanley Smith Barney June 2006 - March 2011
Education
University of Chicago 2004 — 2005
Master of Arts (M.A.)
University of Vermont 2000 — 2004
Bachelor of Arts (B.A.)
University of Cape Town 2002 — 2002
Alex Eidelzon's Barclays Wealth Experience January 2008 - July 2012
Job Investment Performance Measurement and Analysis
Industry Investment Management
Experience
Barclays Wealth and Investment Management April 2014 - Present
Temenos July 2012 - April 2014
Barclays Wealth January 2008 - July 2012
Invesco May 2002 - January 2008
Skills
Equities, Asset Managment, Fixed Income, Wealth Management, Portfolio Management, Hedge Funds, Performance Attribution, Securities, Bloomberg, Business Analysis, Capital Markets, Alternative Investments, Derivatives, Investment Management, Performance Measurement, Client Reporting, GIPS, Private Banking, Institutional Investors
Education
University of Alabama at Birmingham 1995 — 1999
Bachelor of Science, Finance
Barclays Wealth and Investment Management April 2014 - Present
Temenos July 2012 - April 2014
Barclays Wealth January 2008 - July 2012
Invesco May 2002 - January 2008
Skills
Equities, Asset Managment, Fixed Income, Wealth Management, Portfolio Management, Hedge Funds, Performance Attribution, Securities, Bloomberg, Business Analysis, Capital Markets, Alternative Investments, Derivatives, Investment Management, Performance Measurement, Client Reporting, GIPS, Private Banking, Institutional Investors
Education
University of Alabama at Birmingham 1995 — 1999
Bachelor of Science, Finance
Lysander Bryant Lysander Bryant's Barclays Wealth Experience March 2008 - June 2009
Job at EDF Trading North America
Industry Oil & Energy
Experience
EDF Trading September 2013 - Present
EDF Trading July 2009 - September 2013
Barclays Wealth March 2008 - June 2009
MacIntyre Hudson August 2005 - February 2008
ABB Inc. June 2004 - July 2005
Three Valleys Water April 2003 - May 2004
Skills
Financial instruments, Technical accounting, Financial reporting, Financial analysis, Financial planning, Accounting policy, Audit management, M&A due diligence, Financial Risk, Foreign Exchange..., Commodities, Energy Trading, Budget and forecasting, Consolidation, Cash Flow, Accounting, IFRS, Commodity, Commodity Markets, Due Diligence, Forecasting, Strategic Financial...
Education
UCL 1998 — 2002
MEng, Chemical engineering
Institute of Chartered Accountants in England and Wales
Chartered accountant (ACA)
EDF Trading September 2013 - Present
EDF Trading July 2009 - September 2013
Barclays Wealth March 2008 - June 2009
MacIntyre Hudson August 2005 - February 2008
ABB Inc. June 2004 - July 2005
Three Valleys Water April 2003 - May 2004
Skills
Financial instruments, Technical accounting, Financial reporting, Financial analysis, Financial planning, Accounting policy, Audit management, M&A due diligence, Financial Risk, Foreign Exchange..., Commodities, Energy Trading, Budget and forecasting, Consolidation, Cash Flow, Accounting, IFRS, Commodity, Commodity Markets, Due Diligence, Forecasting, Strategic Financial...
Education
UCL 1998 — 2002
MEng, Chemical engineering
Institute of Chartered Accountants in England and Wales
Chartered accountant (ACA)
Gabriela Orselli's Barclays Wealth Experience May 2011 - September 2013
Job Executive Director Capital Advisor J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - October 2014
Barclays Wealth May 2011 - September 2013
Wells Fargo March 2008 - May 2011
Citibank August 2000 - March 2007
HSBC Bank (former Credit Commercial de France) June 1993 - January 1998
Skills
Finance, Credit, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Valuation, Business Strategy, Capital Markets, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance
EAESP - FUNDACAO GETULIO VARGAS 1989 — 1993
BBA, Business Administration - Finance
J.P. Morgan September 2013 - October 2014
Barclays Wealth May 2011 - September 2013
Wells Fargo March 2008 - May 2011
Citibank August 2000 - March 2007
HSBC Bank (former Credit Commercial de France) June 1993 - January 1998
Skills
Finance, Credit, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Valuation, Business Strategy, Capital Markets, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance
EAESP - FUNDACAO GETULIO VARGAS 1989 — 1993
BBA, Business Administration - Finance
Steve Rudolph Steve Rudolph's Barclays Wealth Experience March 2012 - April 2012
Job Executive Director Head of Field Operations, Supervision and Risk at UBS Wealth Management
Industry Financial Services
Experience
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
Nam-June Joe Nam-June Joe's Barclays Wealth Experience 2008 - October 2010
Job Director, Compliance at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2010 - Present
Barclays Wealth 2008 - October 2010
Lehman Brothers March 2001 - September 2008
Salomon Smith Barney/Citigroup July 1996 - March 2001
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Financial Services, Securities, Compliance, Surveillance, Actimize, Project Management, Hedge Funds, Investment Banking, Asset Management, Leadership, Market Data, Electronic Trading, Options, Equity Derivatives, Equity Trading, Alternative Investments, Prime Brokerage, Structured Products, Control Room, FX Options, Trading, Credit Derivatives, Financial Markets, Middle Office
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Pennsylvania 1992 — 1996
BAS, Computer Science and Engineering
RBC Capital Markets September 2010 - Present
Barclays Wealth 2008 - October 2010
Lehman Brothers March 2001 - September 2008
Salomon Smith Barney/Citigroup July 1996 - March 2001
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Financial Services, Securities, Compliance, Surveillance, Actimize, Project Management, Hedge Funds, Investment Banking, Asset Management, Leadership, Market Data, Electronic Trading, Options, Equity Derivatives, Equity Trading, Alternative Investments, Prime Brokerage, Structured Products, Control Room, FX Options, Trading, Credit Derivatives, Financial Markets, Middle Office
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Pennsylvania 1992 — 1996
BAS, Computer Science and Engineering
G.M. Nicholas Vik's Barclays Wealth Experience July 2011 - August 2011
Job ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital November 2014 - Present
Cambridge Associates July 2013 - November 2014
Barclays Wealth July 2011 - August 2011
Barclays Capital June 2011 - July 2011
Merrill Lynch June 2011 - June 2011
BNP Paribas June 2010 - August 2010
Skills
Spanish, Bloomberg Terminal, Microsoft Office, French, Microsoft Excel, Mandarin, Excel, Visual Basic, Adobe Creative Suite, Microsoft Access, Basic Arabic, Basic Mandarin
Education
Tufts University 2009 — 2013
BA, International Relations and Economics
Princeton Day School 2004 — 2009
High School
International School of Monaco 2001 — 2004
IB-MYP
ICONIQ Capital November 2014 - Present
Cambridge Associates July 2013 - November 2014
Barclays Wealth July 2011 - August 2011
Barclays Capital June 2011 - July 2011
Merrill Lynch June 2011 - June 2011
BNP Paribas June 2010 - August 2010
Skills
Spanish, Bloomberg Terminal, Microsoft Office, French, Microsoft Excel, Mandarin, Excel, Visual Basic, Adobe Creative Suite, Microsoft Access, Basic Arabic, Basic Mandarin
Education
Tufts University 2009 — 2013
BA, International Relations and Economics
Princeton Day School 2004 — 2009
High School
International School of Monaco 2001 — 2004
IB-MYP
David Bressler David Bressler's Barclays Wealth Experience September 2010 - February 2011
Job VP Financial Services Solutions at CA Technologies
Industry Computer Software
Experience
CA Technologies November 2013 - Present
Where's Your Heart? Foundation June 2009 - Present
Elephant's Paycheck 2013 - 2015
Elephant's Paycheck 2013 - 2015
Software AG January 2013 - October 2013
Software AG August 2011 - October 2013
Barclays Wealth September 2010 - February 2011
Progress Software December 2009 - September 2010
Progress Software January 2006 - April 2010
Actional December 2003 - January 2006
Skills
BPM, SOA, Mobile Technology, Cloud Computing, Digital Strategy, Social Media Marketing, APIs, Business Process Design, Enterprise Architecture, TIBCO, Enterprise Software, Field Enablement, Solution Selling, Digital Innovation, Product Marketing, Product Management, Public Speaking, Big Data, Pre-sales, Strategic Partnerships, SaaS, Integration, Strategy, Start-ups, Agile Methodologies, Leadership, Solution Architecture, Management, Business Development, Middleware, Business Process, Partner Management, Web Services, Software Development, Competitive Analysis, Architecture, Snakes, Professional Services, Messaging, Thought Leadership, Go-to-market Strategy, SDLC, Mobile Applications, IT Strategy, Direct Sales, Architectures, Business Intelligence, Sales Operations, Product Development, Business Process...
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, International Business, Information Technology
City University of New York, Queens College 1985 — 1989
BA, Mathematics, Physics
CA Technologies November 2013 - Present
Where's Your Heart? Foundation June 2009 - Present
Elephant's Paycheck 2013 - 2015
Elephant's Paycheck 2013 - 2015
Software AG January 2013 - October 2013
Software AG August 2011 - October 2013
Barclays Wealth September 2010 - February 2011
Progress Software December 2009 - September 2010
Progress Software January 2006 - April 2010
Actional December 2003 - January 2006
Skills
BPM, SOA, Mobile Technology, Cloud Computing, Digital Strategy, Social Media Marketing, APIs, Business Process Design, Enterprise Architecture, TIBCO, Enterprise Software, Field Enablement, Solution Selling, Digital Innovation, Product Marketing, Product Management, Public Speaking, Big Data, Pre-sales, Strategic Partnerships, SaaS, Integration, Strategy, Start-ups, Agile Methodologies, Leadership, Solution Architecture, Management, Business Development, Middleware, Business Process, Partner Management, Web Services, Software Development, Competitive Analysis, Architecture, Snakes, Professional Services, Messaging, Thought Leadership, Go-to-market Strategy, SDLC, Mobile Applications, IT Strategy, Direct Sales, Architectures, Business Intelligence, Sales Operations, Product Development, Business Process...
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, International Business, Information Technology
City University of New York, Queens College 1985 — 1989
BA, Mathematics, Physics
David LaCasse David LaCasse's Barclays Wealth Experience August 2010 - November 2010
Job Team Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF July 2012 - February 2015
NYC Health and Hospitals Corporation October 2011 - April 2012
Capgemini January 2011 - May 2011
First New York Securities LLC December 2010 - January 2011
Barclays Wealth August 2010 - November 2010
iKindi January 2010 - August 2010
Merrill Lynch June 2009 - September 2009
IntegriDATA August 2008 - February 2009
UBS Wealth Management December 2007 - August 2008
Skills
Bloomberg Data License, Bloomberg Software, Eagle PACE, Portia, Advent Geneva, MS, Microsoft Office, Informatica, Charles River IMS, Golden Source, SQL, Toad, Investran, Omgeo Oasys, FIX, Fixed Income, CDS, FX Options, FX trading, FX Hedging, FX Derivatives, Equities, Private Equity, Hedge Funds, Bank Debt, Municipal Bonds, High Yield Bonds, Cash Management, GIC, Operations Management, Market Data, Process Improvement, Middle Office, Capital Markets, Bonds, Portfolio Management, Derivatives, Investments, Finance, Bloomberg, Asset Management, Trading, Trading Systems, Securities, Settlement, Business Analysis, Corporate Actions, Back Office, SDLC, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1992
Bachelor of Science, Finance
TIAA-CREF February 2015 - Present
TIAA-CREF July 2012 - February 2015
NYC Health and Hospitals Corporation October 2011 - April 2012
Capgemini January 2011 - May 2011
First New York Securities LLC December 2010 - January 2011
Barclays Wealth August 2010 - November 2010
iKindi January 2010 - August 2010
Merrill Lynch June 2009 - September 2009
IntegriDATA August 2008 - February 2009
UBS Wealth Management December 2007 - August 2008
Skills
Bloomberg Data License, Bloomberg Software, Eagle PACE, Portia, Advent Geneva, MS, Microsoft Office, Informatica, Charles River IMS, Golden Source, SQL, Toad, Investran, Omgeo Oasys, FIX, Fixed Income, CDS, FX Options, FX trading, FX Hedging, FX Derivatives, Equities, Private Equity, Hedge Funds, Bank Debt, Municipal Bonds, High Yield Bonds, Cash Management, GIC, Operations Management, Market Data, Process Improvement, Middle Office, Capital Markets, Bonds, Portfolio Management, Derivatives, Investments, Finance, Bloomberg, Asset Management, Trading, Trading Systems, Securities, Settlement, Business Analysis, Corporate Actions, Back Office, SDLC, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1992
Bachelor of Science, Finance
Wesley Okazaki Wesley Okazaki's Barclays Wealth Experience June 2010 - September 2010
Job Underwriter at Central Pacific Bank
Industry Financial Services
Experience
Central Pacific Bank February 2013 - Present
Utrip, Inc. June 2011 - February 2013
Hui Hoaloha Ulana (Hawaii Club) June 2010 - June 2011
BEDC Multicultural Marketing (Small Business Consulting) Class January 2011 - March 2011
Barclays Wealth June 2010 - September 2010
Greater Seattle Chamber of Commerce January 2010 - April 2010
Kalihi Valley Recreation Center May 2008 - September 2009
Queens Hospital June 2009 - August 2009
University of Washington Judo Club September 2008 - June 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Public Speaking, Research, Leadership, Project Management, Business Strategy, Social Media Marketing, Marketing, Microsoft Word, Investments, Account Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Bachelor's degree, Business Administration: Finance
Punahou School 2003 — 2007
Central Pacific Bank February 2013 - Present
Utrip, Inc. June 2011 - February 2013
Hui Hoaloha Ulana (Hawaii Club) June 2010 - June 2011
BEDC Multicultural Marketing (Small Business Consulting) Class January 2011 - March 2011
Barclays Wealth June 2010 - September 2010
Greater Seattle Chamber of Commerce January 2010 - April 2010
Kalihi Valley Recreation Center May 2008 - September 2009
Queens Hospital June 2009 - August 2009
University of Washington Judo Club September 2008 - June 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Public Speaking, Research, Leadership, Project Management, Business Strategy, Social Media Marketing, Marketing, Microsoft Word, Investments, Account Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Bachelor's degree, Business Administration: Finance
Punahou School 2003 — 2007
Liz Ann McEwen Liz Ann McEwen's Barclays Wealth Experience June 2010 - May 2011
Job Looking for a Forward Thinking Company.
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2011 - March 2014
Barclays Wealth June 2010 - May 2011
Barclays Wealth December 2008 - May 2010
Lehman Brothers February 2005 - March 2008
Lehman Brothers March 2002 - February 2005
Lehman Brothers June 2000 - March 2002
Lehman Brothers May 1998 - June 2000
Lehman Brothers May 1997 - May 1998
National Prescription Administrators, Inc. (NPA) September 1996 - May 1997
National Prescription Administrators, Inc. (NPA) September 1994 - May 1995
Skills
Risk Management, Program Management, Project Management, Management, Training, Fixed Income, Leadership, Business Intelligence, Software Documentation, Vendor Management, Business Analysis, Equities, Strategy, Finance, Analysis, Securities, Financial Services, Portfolio Management, Hedge Funds, Derivatives, Banking, AML, Capital Markets, Investment Banking, Series 7, Trading Systems, Alternative Investments, Operational Risk
Education
Marist College 1991 — 1995
BS, Business Administration/International Business
Murry Bergtraum HS 1987 — 1991
High Scool, Business Administration
Barclays Wealth and Investment Management May 2011 - March 2014
Barclays Wealth June 2010 - May 2011
Barclays Wealth December 2008 - May 2010
Lehman Brothers February 2005 - March 2008
Lehman Brothers March 2002 - February 2005
Lehman Brothers June 2000 - March 2002
Lehman Brothers May 1998 - June 2000
Lehman Brothers May 1997 - May 1998
National Prescription Administrators, Inc. (NPA) September 1996 - May 1997
National Prescription Administrators, Inc. (NPA) September 1994 - May 1995
Skills
Risk Management, Program Management, Project Management, Management, Training, Fixed Income, Leadership, Business Intelligence, Software Documentation, Vendor Management, Business Analysis, Equities, Strategy, Finance, Analysis, Securities, Financial Services, Portfolio Management, Hedge Funds, Derivatives, Banking, AML, Capital Markets, Investment Banking, Series 7, Trading Systems, Alternative Investments, Operational Risk
Education
Marist College 1991 — 1995
BS, Business Administration/International Business
Murry Bergtraum HS 1987 — 1991
High Scool, Business Administration
Brett Eckman's Barclays Wealth Experience February 2012 - September 2012
Job Analyst SMA New Accounts at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
Barclays Wealth February 2012 - September 2012
Lloyds Banking Group July 2011 - November 2011
Morgan Stanley January 2009 - May 2010
Skills
Fixed Income, Equities, Bonds, Mutual Funds, Banking, Financial Analysis, Risk Management, Investments, Asset Managment, Portfolio Management, Financial Services, Finance, Microsoft Excel
Education
Monmouth University 2004 — 2008
Bachelor of Science (B.S.), Business/Marketing
BlackRock September 2012 - Present
Barclays Wealth February 2012 - September 2012
Lloyds Banking Group July 2011 - November 2011
Morgan Stanley January 2009 - May 2010
Skills
Fixed Income, Equities, Bonds, Mutual Funds, Banking, Financial Analysis, Risk Management, Investments, Asset Managment, Portfolio Management, Financial Services, Finance, Microsoft Excel
Education
Monmouth University 2004 — 2008
Bachelor of Science (B.S.), Business/Marketing
Adam Lituchy Adam Lituchy's Barclays Wealth Experience June 2009 - August 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Barclays Wealth June 2009 - August 2009
RBC June 2008 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
BBA, Finance
Barclays Wealth June 2009 - August 2009
RBC June 2008 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
BBA, Finance
Carlos Senon Carlos Senon's Barclays Wealth Experience January 2006 - January 2007
Job Securities Markets at The World Bank / International Finance Corporation at The World Bank
Industry Capital Markets
Experience
The World Bank October 2012 - Present
Intermoney Titulización SGFT, S.A. February 2007 - October 2011
Barclays Wealth January 2006 - January 2007
Confederattion of Savings Banks of Spain September 2005 - January 2006
Savings Bank San Sebastian & Guipuzcoa July 2005 - September 2005
Insurance Company MAPFRE June 2004 - September 2004
Skills
Capital Markets, Financial Analysis, Financial Markets, Derivatives, Structured Finance, Asset Management, Valuation, Securities Market, Infrastructure, PPP projects, Project Finance, International Finance, Securitization, Funding, Bloomberg
Education
Universidad Complutense de Madrid 2000 — 2005
Master Degree, Economics, Major: Financial and Monetary Policy
Universidad Complutense de Madrid 1997 — 2000
Bachelor Degree, Business Administration and Finance
The World Bank October 2012 - Present
Intermoney Titulización SGFT, S.A. February 2007 - October 2011
Barclays Wealth January 2006 - January 2007
Confederattion of Savings Banks of Spain September 2005 - January 2006
Savings Bank San Sebastian & Guipuzcoa July 2005 - September 2005
Insurance Company MAPFRE June 2004 - September 2004
Skills
Capital Markets, Financial Analysis, Financial Markets, Derivatives, Structured Finance, Asset Management, Valuation, Securities Market, Infrastructure, PPP projects, Project Finance, International Finance, Securitization, Funding, Bloomberg
Education
Universidad Complutense de Madrid 2000 — 2005
Master Degree, Economics, Major: Financial and Monetary Policy
Universidad Complutense de Madrid 1997 — 2000
Bachelor Degree, Business Administration and Finance
Gail Carmody Gail Carmody's Barclays Wealth Experience June 2010 - September 2012
Job Chief Operating Officer at Family Management Corporation
Industry Investment Management
Experience
Family Management Corporation June 2015 - Present
Barclays September 2012 - September 2014
Barclays Wealth June 2010 - September 2012
Barclays Capital (Post Lehman Bros. Acquisition) April 2009 - June 2010
Barclays Capital April 2006 - April 2009
Barclays Capital September 1998 - April 2006
Skills
Risk Management, Management, Investment Banking, Capital Markets, Equities, Portfolio Management, Budgets, Strategic Financial..., Banking, Financial Services, Financial Risk, Finance, Derivatives, Credit, Investments, Trading, Financial Planning, Business Management, Private Equity, Vendor Management, Compliance, Hedge Funds, Control Theory, Governance, Control, Budgeting
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Manchester
BA (Hons), Economics and Social Studies
Family Management Corporation June 2015 - Present
Barclays September 2012 - September 2014
Barclays Wealth June 2010 - September 2012
Barclays Capital (Post Lehman Bros. Acquisition) April 2009 - June 2010
Barclays Capital April 2006 - April 2009
Barclays Capital September 1998 - April 2006
Skills
Risk Management, Management, Investment Banking, Capital Markets, Equities, Portfolio Management, Budgets, Strategic Financial..., Banking, Financial Services, Financial Risk, Finance, Derivatives, Credit, Investments, Trading, Financial Planning, Business Management, Private Equity, Vendor Management, Compliance, Hedge Funds, Control Theory, Governance, Control, Budgeting
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Manchester
BA (Hons), Economics and Social Studies
Sarah Conroy Sarah Conroy's Barclays Wealth Experience April 2010 - October 2011
Job Private Wealth Management, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
Barclays Wealth April 2010 - October 2011
Education
University of Hartford 2004 — 2008
B.A., Art History and Spanish
Universidad de Sevilla 2006 — 2007
Study Abroad
J.P. Morgan October 2011 - Present
Barclays Wealth April 2010 - October 2011
Education
University of Hartford 2004 — 2008
B.A., Art History and Spanish
Universidad de Sevilla 2006 — 2007
Study Abroad
Amy Richtsteig Amy Richtsteig's Barclays Wealth Experience June 2010 - August 2010
Job Private Banking Executive
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2013 - Present
Barclays Wealth and Investment Management September 2012 - May 2013
Wealth and Investment Management at Barclays April 2012 - September 2012
Wealth and Investment Management at Barclays August 2011 - March 2012
Barclays Wealth June 2010 - August 2010
Studio Melchior June 2009 - July 2009
Skills
Wealth Management, Business Analysis, Business Strategy, Information Management, Data Analysis, Human-computer..., Java, Software Engineering, Information Systems..., Investment Banking, Relationship Management, Due Diligence, Asset Allocation, Equities, Financial Modeling
Education
University College London, U. of London 2008 — 2011
IMB, Information Technology and Management
Barclays Wealth and Investment Management May 2013 - Present
Barclays Wealth and Investment Management September 2012 - May 2013
Wealth and Investment Management at Barclays April 2012 - September 2012
Wealth and Investment Management at Barclays August 2011 - March 2012
Barclays Wealth June 2010 - August 2010
Studio Melchior June 2009 - July 2009
Skills
Wealth Management, Business Analysis, Business Strategy, Information Management, Data Analysis, Human-computer..., Java, Software Engineering, Information Systems..., Investment Banking, Relationship Management, Due Diligence, Asset Allocation, Equities, Financial Modeling
Education
University College London, U. of London 2008 — 2011
IMB, Information Technology and Management
Philip Cooke Philip Cooke's Barclays Wealth Experience June 2010 - May 2013
Job Crossover Capital LLC
Industry Financial Services
Experience
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Noah Hopkins Noah Hopkins's Barclays Wealth Experience May 2008 - July 2008
Job Associate at FBR
Industry Investment Banking
Experience
FBR May 2014 - Present
Choice Hotels International March 2014 - April 2014
Choice Hotels International May 2012 - February 2014
Choice Hotels International May 2011 - May 2012
University of Alabama January 2008 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2009 - May 2009
Barclays Wealth May 2008 - July 2008
Skills
Management, Finance, Data Analysis, Research, Financial Analysis, PowerPoint, Access, Social Media, Market Research, Microsoft Excel, Microsoft Office, Competitive Analysis, Microsoft Word, Project Management, Marketing
Education
Univeristiy of Maryland 2011 — 2012
Masters, Finance
University of Alabama 2005 — 2009
Bachelors, Econmics & Finance
FBR May 2014 - Present
Choice Hotels International March 2014 - April 2014
Choice Hotels International May 2012 - February 2014
Choice Hotels International May 2011 - May 2012
University of Alabama January 2008 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2009 - May 2009
Barclays Wealth May 2008 - July 2008
Skills
Management, Finance, Data Analysis, Research, Financial Analysis, PowerPoint, Access, Social Media, Market Research, Microsoft Excel, Microsoft Office, Competitive Analysis, Microsoft Word, Project Management, Marketing
Education
Univeristiy of Maryland 2011 — 2012
Masters, Finance
University of Alabama 2005 — 2009
Bachelors, Econmics & Finance
John Zarmakoupis's Barclays Wealth Experience August 2011 - April 2012
Job Asset Management Operations
Industry Investment Management
Experience
Barclay's Wealth August 2011 - April 2012
EFG Capital Asset Management June 2010 - December 2010
Franklin Templeton, Inc June 2007 - May 2010
KLS Professional Advisors, Inc May 2004 - May 2007
ING Furman-Selz Capital Management/Bank February 2002 - April 2004
Salomon Smith Barney Inc. Asset Management March 2001 - September 2001
Skills
Securities, FX Options, Account Reconciliation, Bloomberg, Fixed Income, Hedge Funds, Equities, Mutual Funds, Bonds, Series 7, Derivatives, Asset Managment, Advent Axys, Advent Moxy, Security APL, Portfolio Performance..., Trade Support, Trade Settlements
Education
St. John's University 1997 — 2000
Bachelor of Science, Finance
Barclay's Wealth August 2011 - April 2012
EFG Capital Asset Management June 2010 - December 2010
Franklin Templeton, Inc June 2007 - May 2010
KLS Professional Advisors, Inc May 2004 - May 2007
ING Furman-Selz Capital Management/Bank February 2002 - April 2004
Salomon Smith Barney Inc. Asset Management March 2001 - September 2001
Skills
Securities, FX Options, Account Reconciliation, Bloomberg, Fixed Income, Hedge Funds, Equities, Mutual Funds, Bonds, Series 7, Derivatives, Asset Managment, Advent Axys, Advent Moxy, Security APL, Portfolio Performance..., Trade Support, Trade Settlements
Education
St. John's University 1997 — 2000
Bachelor of Science, Finance
Alex Kennedy Alex Kennedy's Barclays Wealth Experience June 2011 - July 2011
Job Founder at E2E
Industry Information Technology and Services
Experience
E2E May 2013 - Present
Balanced April 2013 - June 2013
Nimbus Applications January 2013 - March 2013
stipso ltd August 2011 - September 2011
Barclays Wealth June 2011 - July 2011
Morgan Stanley July 2010 - August 2010
Rothschild July 2010 - July 2010
Skills
Entrepreneurship, Dogecoin, Management, Business Strategy, Marketing Strategy, Social Media, Java, Android Development, Wordpress
Education
University of Warwick - Warwick Business School 2010 — 2013
Bachelor of Science (BSc), Management
Peking University 2012 — 2013
Exchange, Guanghua School of Management
Merchiston Castle School 2004 — 2009
E2E May 2013 - Present
Balanced April 2013 - June 2013
Nimbus Applications January 2013 - March 2013
stipso ltd August 2011 - September 2011
Barclays Wealth June 2011 - July 2011
Morgan Stanley July 2010 - August 2010
Rothschild July 2010 - July 2010
Skills
Entrepreneurship, Dogecoin, Management, Business Strategy, Marketing Strategy, Social Media, Java, Android Development, Wordpress
Education
University of Warwick - Warwick Business School 2010 — 2013
Bachelor of Science (BSc), Management
Peking University 2012 — 2013
Exchange, Guanghua School of Management
Merchiston Castle School 2004 — 2009
Garry Welsh's Barclays Wealth Experience August 2002 - September 2005
Job Chief Financial Officer and Chief Administrative Officer
Industry Insurance
Experience
Zenith American Solutions December 2013 - Present
GJW Consulting July 2009 - December 2013
Gevity HR March 2007 - June 2009
GJW Consulting October 2005 - February 2007
Barclays Wealth August 2002 - September 2005
Barclays Wealth September 1999 - January 2002
Oracle Corporation January 1999 - July 1999
Aviva January 1995 - December 1998
Aviva September 1993 - December 1994
Aviva Investors ( formerly Norwich Union Investment Management) September 1987 - August 1993
Skills
Change Management, Strategy, Mergers, Business Development, Start-ups, Program Management, Mergers & Acquisitions, Strategic Planning
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA
Institute of Investment Management & Research 1989 — 1990
Investment Management
Chartered Association of Certified Accountants 1983 — 1985
Professional Accountancy Qualifications
Norwich College, UK 1981 — 1983
Finance and Business
Zenith American Solutions December 2013 - Present
GJW Consulting July 2009 - December 2013
Gevity HR March 2007 - June 2009
GJW Consulting October 2005 - February 2007
Barclays Wealth August 2002 - September 2005
Barclays Wealth September 1999 - January 2002
Oracle Corporation January 1999 - July 1999
Aviva January 1995 - December 1998
Aviva September 1993 - December 1994
Aviva Investors ( formerly Norwich Union Investment Management) September 1987 - August 1993
Skills
Change Management, Strategy, Mergers, Business Development, Start-ups, Program Management, Mergers & Acquisitions, Strategic Planning
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA
Institute of Investment Management & Research 1989 — 1990
Investment Management
Chartered Association of Certified Accountants 1983 — 1985
Professional Accountancy Qualifications
Norwich College, UK 1981 — 1983
Finance and Business
Gene Dalais Gene Dalais's Barclays Wealth Experience 2006 - 2007
Job Marketing Consultant at Self Employed
Industry Health, Wellness and Fitness
Experience
Self Employed March 2014 - Present
Aviva Investors Americas August 2013 - March 2014
Singita Pilates February 2012 - March 2014
Aviva Investors July 2011 - March 2014
Fitness Formula Clubs May 2011 - February 2012
DePaul University April 2011 - July 2011
Valeant Pharmaceuticals 2008 - 2010
Capital Group March 2008 - June 2008
Barclays Wealth 2006 - 2007
Skills
Marketing, Marketing Communications, Leadership, Management, Email Marketing, Sales, Public Relations, Social Media, Fitness Training, Event Planning, Brand Development, Movement, Business Development, Event Management, Retail, Social Media Marketing, Time Management, Budgets, Marketing Strategy, Public Speaking, Coaching, Analysis, Corporations, Athletics, Sports, Training, Entrepreneurship, Creative Direction, InDesign, Creative Writing, Online Marketing, Nutrition, Teamwork, Personal Training, Prenatal, Pilates, Fitness, Eventbrite, Survey Monkey..., Mailchimp Automation
Education
Body Arts Science International 2010 — 2011
Comprehensive Pilates Teacher Training, Certified
University of California, Los Angeles 2010 — 2010
Fiction Writing
Saddleback College 2009 — 2009
Photoshop
University of KwaZulu-Natal 2001 — 2003
BA, Media and Communications
Self Employed March 2014 - Present
Aviva Investors Americas August 2013 - March 2014
Singita Pilates February 2012 - March 2014
Aviva Investors July 2011 - March 2014
Fitness Formula Clubs May 2011 - February 2012
DePaul University April 2011 - July 2011
Valeant Pharmaceuticals 2008 - 2010
Capital Group March 2008 - June 2008
Barclays Wealth 2006 - 2007
Skills
Marketing, Marketing Communications, Leadership, Management, Email Marketing, Sales, Public Relations, Social Media, Fitness Training, Event Planning, Brand Development, Movement, Business Development, Event Management, Retail, Social Media Marketing, Time Management, Budgets, Marketing Strategy, Public Speaking, Coaching, Analysis, Corporations, Athletics, Sports, Training, Entrepreneurship, Creative Direction, InDesign, Creative Writing, Online Marketing, Nutrition, Teamwork, Personal Training, Prenatal, Pilates, Fitness, Eventbrite, Survey Monkey..., Mailchimp Automation
Education
Body Arts Science International 2010 — 2011
Comprehensive Pilates Teacher Training, Certified
University of California, Los Angeles 2010 — 2010
Fiction Writing
Saddleback College 2009 — 2009
Photoshop
University of KwaZulu-Natal 2001 — 2003
BA, Media and Communications
Renee Gatz Renee Gatz's Barclays Wealth Experience May 2011 - September 2013
Job Corporate Vice President at New York Life, Eagle Strategies
Industry Financial Services
Experience
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
Volney Stefflre Volney Stefflre's Barclays Wealth Experience July 2010 - June 2011
Job Knowledgent
Industry Hospital & Health Care
Experience
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
John Desgranges John Desgranges's Barclays Wealth Experience March 2009 - September 2009
Job European Financial Specialist Sales at Autonomous Research LLP
Industry Financial Services
Experience
Autonomous Research LLP April 2015 - Present
Barclays Bank September 2009 - March 2015
Barclays Wealth March 2009 - September 2009
Barclays UK Retail Banking September 2008 - March 2009
Skills
Investor Relations, Finance, Analysis
Education
University of Bath 2004 — 2008
MMath, Pure, applied and statistical mathematics
Autonomous Research LLP April 2015 - Present
Barclays Bank September 2009 - March 2015
Barclays Wealth March 2009 - September 2009
Barclays UK Retail Banking September 2008 - March 2009
Skills
Investor Relations, Finance, Analysis
Education
University of Bath 2004 — 2008
MMath, Pure, applied and statistical mathematics
Veni Dhir's Barclays Wealth Experience June 2011 - June 2011
Job Associate at J.H. Whitney
Industry Financial Services
Experience
Houlihan Lokey August 2013 - July 2015
Morgan Stanley Investment Management June 2012 - July 2013
Stifel Nicolaus June 2011 - August 2011
Barclays Wealth June 2011 - June 2011
PwC February 2009 - April 2009
Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation
Education
University of Virginia 2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics
London School of Economics and Political Science 2010 — 2010
Summer School
Raffles Junior College 2007 — 2008
GCE 'A' levels
Houlihan Lokey August 2013 - July 2015
Morgan Stanley Investment Management June 2012 - July 2013
Stifel Nicolaus June 2011 - August 2011
Barclays Wealth June 2011 - June 2011
PwC February 2009 - April 2009
Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation
Education
University of Virginia 2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics
London School of Economics and Political Science 2010 — 2010
Summer School
Raffles Junior College 2007 — 2008
GCE 'A' levels
Abhi Bhardwaj Abhi Bhardwaj's Barclays Wealth Experience July 2010 - June 2011
Job Vice President at CIT
Industry Financial Services
Experience
CIT July 2011 - Present
Barclays Wealth July 2010 - June 2011
Barclays Capital June 2007 - June 2010
Barclays Capital March 2005 - May 2007
Credit Suisse, New York July 2004 - February 2005
AstraZeneca Pharmaceuticals, Delaware June 2002 - June 2004
Deutsche Bank February 2001 - June 2002
Opus360 Corporation January 2000 - January 2001
Hewlett-Packard Financial Services February 1999 - December 1999
NetAcross October 1997 - January 1999
Skills
Microsoft SQL Server, Oracle, .NET, Unix, SSIS, C#, Java, CRM, MBS, Software Project..., SQL, Sybase, ITIL, ASP.NET, Requirements Analysis, Basel II, FRY-9C, FRY-9LP, Call Reports, TIC Reports, FFIEC009, Enterprise Architecture, IT Strategy, SDLC, Integration, Business Analysis, Data Warehousing, DB2, SOA, Web Applications, Business Process, Solution Architecture, Requirements Gathering, VB.NET, Agile Methodologies
Education
D.Y. P. Collage of Engineering, Pune 1991 — 1995
B.E., Computer Science
University of Pune 1991 — 1995
BE, Computer Science
CIT July 2011 - Present
Barclays Wealth July 2010 - June 2011
Barclays Capital June 2007 - June 2010
Barclays Capital March 2005 - May 2007
Credit Suisse, New York July 2004 - February 2005
AstraZeneca Pharmaceuticals, Delaware June 2002 - June 2004
Deutsche Bank February 2001 - June 2002
Opus360 Corporation January 2000 - January 2001
Hewlett-Packard Financial Services February 1999 - December 1999
NetAcross October 1997 - January 1999
Skills
Microsoft SQL Server, Oracle, .NET, Unix, SSIS, C#, Java, CRM, MBS, Software Project..., SQL, Sybase, ITIL, ASP.NET, Requirements Analysis, Basel II, FRY-9C, FRY-9LP, Call Reports, TIC Reports, FFIEC009, Enterprise Architecture, IT Strategy, SDLC, Integration, Business Analysis, Data Warehousing, DB2, SOA, Web Applications, Business Process, Solution Architecture, Requirements Gathering, VB.NET, Agile Methodologies
Education
D.Y. P. Collage of Engineering, Pune 1991 — 1995
B.E., Computer Science
University of Pune 1991 — 1995
BE, Computer Science
Rashi Dhanda's Barclays Wealth Experience January 2010 - April 2014
Job Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Barclays Wealth January 2010 - April 2014
PNC July 2008 - January 2010
Skills
Asset Management, Equities, Financial Services, Portfolio Management, Wealth Management, Investments
Education
Rutgers University
Morgan Stanley April 2014 - Present
Barclays Wealth January 2010 - April 2014
PNC July 2008 - January 2010
Skills
Asset Management, Equities, Financial Services, Portfolio Management, Wealth Management, Investments
Education
Rutgers University
Andrew Venturi's Barclays Wealth Experience June 2011 - October 2011
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Jessica (Davis) Margolis Jessica (Davis) Margolis's Barclays Wealth Experience September 2008 - March 2012
Job Talent Acquisition at Capital One
Industry Staffing and Recruiting
Experience
Capital One September 2013 - Present
Privately Held Multi Family Office April 2012 - August 2013
Barclays Wealth September 2008 - March 2012
Lehman Brothers June 2007 - September 2008
U.S. Trust Company, N.A. June 2005 - June 2007
Education
Washington University in St. Louis 2001 — 2005
BSBA
Universidad Carlos III de Madrid 2004 — 2004
Study Abroad - Spring Semester
Berwick Academy
Capital One September 2013 - Present
Privately Held Multi Family Office April 2012 - August 2013
Barclays Wealth September 2008 - March 2012
Lehman Brothers June 2007 - September 2008
U.S. Trust Company, N.A. June 2005 - June 2007
Education
Washington University in St. Louis 2001 — 2005
BSBA
Universidad Carlos III de Madrid 2004 — 2004
Study Abroad - Spring Semester
Berwick Academy
Vera Arsova Vera Arsova's Barclays Wealth Experience August 2010 - March 2012
Job Sr. Software Engineer at Moody's
Industry Financial Services
Experience
Moody's Analytics October 2014 - Present
Moody's Investors Service October 2013 - Present
National Guardian Life Insurance Company March 2012 - August 2013
Barclays Wealth August 2010 - March 2012
The Depository Trust & Clearing Corporation (DTCC) January 2010 - March 2011
AT&T October 2007 - October 2009
Qwest Communications March 2005 - October 2007
NEC America, Inc March 2002 - March 2005
Global INC January 2001 - March 2002
US Home Express INC April 2000 - January 2001
Skills
Java, JSP, Struts, J2EE Application..., Agile Methodologies, XML, SQL, Unix, Requirements Analysis, Oracle, Software Development, Spring, SOA, Web Services, Microsoft SQL Server, Business Analysis, JavaScript, PL/SQL, Databases, Weblogic, UML, Scrum, MySQL, JMS, Eclipse, Requirements Gathering, HTML, Architecture, Design Patterns, JUnit, Testing, Hibernate, Tomcat, C#, Data Warehousing, SDLC, Java Enterprise Edition, Unix Shell Scripting, Software Project..., DB2, Architectures, EJB
Education
Gimnazija 'Slavco Stoimenski'
University of Miami
computer science, Chriptography and Network Security
Moody's Analytics October 2014 - Present
Moody's Investors Service October 2013 - Present
National Guardian Life Insurance Company March 2012 - August 2013
Barclays Wealth August 2010 - March 2012
The Depository Trust & Clearing Corporation (DTCC) January 2010 - March 2011
AT&T October 2007 - October 2009
Qwest Communications March 2005 - October 2007
NEC America, Inc March 2002 - March 2005
Global INC January 2001 - March 2002
US Home Express INC April 2000 - January 2001
Skills
Java, JSP, Struts, J2EE Application..., Agile Methodologies, XML, SQL, Unix, Requirements Analysis, Oracle, Software Development, Spring, SOA, Web Services, Microsoft SQL Server, Business Analysis, JavaScript, PL/SQL, Databases, Weblogic, UML, Scrum, MySQL, JMS, Eclipse, Requirements Gathering, HTML, Architecture, Design Patterns, JUnit, Testing, Hibernate, Tomcat, C#, Data Warehousing, SDLC, Java Enterprise Edition, Unix Shell Scripting, Software Project..., DB2, Architectures, EJB
Education
Gimnazija 'Slavco Stoimenski'
University of Miami
computer science, Chriptography and Network Security
Anna Christensen Anna Christensen's Barclays Wealth Experience June 2007 - August 2007
Job Event Planner at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2014 - Present
Cole Capital April 2012 - May 2014
Northern Trust October 2007 - April 2012
Barclays Wealth June 2007 - August 2007
Union Bank of California May 2006 - August 2006
Union Bank of California June 2005 - August 2005
Skills
Alternative Investments, Relationship Management, Financial Services, Customer Service, Wealth Management..., Banking, High Net Worth..., Salesforce.com, Investment Advisory, Financial Markets, CRM, Event Planning, Credit, Credit Analysis, Competitive Analysis, Commercial Lending, Derivatives, Private Equity, Analysis, Sales, Management, Asset Management, Wealth Management, Financial Analysis
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Cole Capital June 2014 - Present
Cole Capital April 2012 - May 2014
Northern Trust October 2007 - April 2012
Barclays Wealth June 2007 - August 2007
Union Bank of California May 2006 - August 2006
Union Bank of California June 2005 - August 2005
Skills
Alternative Investments, Relationship Management, Financial Services, Customer Service, Wealth Management..., Banking, High Net Worth..., Salesforce.com, Investment Advisory, Financial Markets, CRM, Event Planning, Credit, Credit Analysis, Competitive Analysis, Commercial Lending, Derivatives, Private Equity, Analysis, Sales, Management, Asset Management, Wealth Management, Financial Analysis
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Caroline Boy's Barclays Wealth Experience April 2008 - March 2010
Job Looking for a new opportunity in the fashion industry
Industry Luxury Goods & Jewelry
Experience
Sodexo Prestige April 2011 - April 2015
Barclays Wealth April 2008 - March 2010
JCI - JCE Monaco 2008 - 2010
Paco Rabanne 2004 - 2006
Skills
French, Business Strategy, Marketing Communications, E-commerce, Marketing Strategy, Business Planning, English, Project Management, Team Management, Online Marketing, Web Marketing, Marketing, Communication marketing, Français, Stratégie commerciale, Stratégie marketing, Gestion d'équipe, Gestion d'évènement, Gestion de projet, Management, Marketing en ligne, Planification...
Education
SKEMA Business School 2003 — 2006
Master in Management, Marketing & Project Management, GPA: 4.11/5, Ranking: 11th/422
Lycée Georges Duby, Luynes 2001 — 2003
BTS, International Business
Lycée Paul Cézanne
Sodexo Prestige April 2011 - April 2015
Barclays Wealth April 2008 - March 2010
JCI - JCE Monaco 2008 - 2010
Paco Rabanne 2004 - 2006
Skills
French, Business Strategy, Marketing Communications, E-commerce, Marketing Strategy, Business Planning, English, Project Management, Team Management, Online Marketing, Web Marketing, Marketing, Communication marketing, Français, Stratégie commerciale, Stratégie marketing, Gestion d'équipe, Gestion d'évènement, Gestion de projet, Management, Marketing en ligne, Planification...
Education
SKEMA Business School 2003 — 2006
Master in Management, Marketing & Project Management, GPA: 4.11/5, Ranking: 11th/422
Lycée Georges Duby, Luynes 2001 — 2003
BTS, International Business
Lycée Paul Cézanne
Stefano Mascoli Stefano Mascoli's Barclays Wealth Experience October 2010 - Present
Job Forex Trader & Advisor
Industry Banking
Experience
Barclays Wealth October 2010 - Present
HSBC Private Bank December 2007 - September 2010
Fideuram Bank Luxembourg 2000 - 2007
Skills
FX Options, Investments, Financial Markets, Treasury, Money Market, Foreign Exchange, Financial Structuring, Private Banking, Financial Advisory, Derivatives, Equities, Fixed Income, Hedge Funds, Structured Products, Trading
Education
Università degli Studi di Milano 1991 — 1996
Economics
A. Gramsci 1983 — 1988
Barclays Wealth October 2010 - Present
HSBC Private Bank December 2007 - September 2010
Fideuram Bank Luxembourg 2000 - 2007
Skills
FX Options, Investments, Financial Markets, Treasury, Money Market, Foreign Exchange, Financial Structuring, Private Banking, Financial Advisory, Derivatives, Equities, Fixed Income, Hedge Funds, Structured Products, Trading
Education
Università degli Studi di Milano 1991 — 1996
Economics
A. Gramsci 1983 — 1988
Beth Benson Beth Benson's Barclays Wealth Experience September 2008 - August 2009
Job at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2010 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 1992 - 2005
Credit Suisse First Boston 1986 - 1992
Skills
Market Data, Project Management, Financial Services, Program Management, Sales, Training, Risk Management, IT Strategy, Vendor Management, SDLC, Portfolio Management, IT Management, Quality Assurance, Business Analysis, Leadership, Management, Trading Systems, Capital Markets, Business Intelligence, Strategy, Integration, Mergers & Acquisitions, CRM, Investment Banking, Fixed Income, Equities, Asset Management, Information Technology
Education
Rutgers University-New Brunswick
BA, Economics
Microsoft July 2010 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 1992 - 2005
Credit Suisse First Boston 1986 - 1992
Skills
Market Data, Project Management, Financial Services, Program Management, Sales, Training, Risk Management, IT Strategy, Vendor Management, SDLC, Portfolio Management, IT Management, Quality Assurance, Business Analysis, Leadership, Management, Trading Systems, Capital Markets, Business Intelligence, Strategy, Integration, Mergers & Acquisitions, CRM, Investment Banking, Fixed Income, Equities, Asset Management, Information Technology
Education
Rutgers University-New Brunswick
BA, Economics
Nicole Aquino's Barclays Wealth Experience June 2010 - September 2012
Job Credit Products Analyst at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management September 2012 - Present
Barclays Wealth June 2010 - September 2012
Skills
Portfolio Management, Investments, Credit
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BS, Communication, Psychology
Barclays Wealth and Investment Management September 2012 - Present
Barclays Wealth June 2010 - September 2012
Skills
Portfolio Management, Investments, Credit
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BS, Communication, Psychology
Alexandra Igleheart Alexandra Igleheart's Barclays Wealth Experience June 2009 - July 2009
Job Senior Legislative Assistant for Chairman Mac Thornberry (TX13)
Industry Government Administration
Experience
U.S. House of Representatives February 2015 - Present
U.S. House of Representatives May 2012 - February 2015
U. S. House of Representatives January 2011 - May 2012
U.S. House of Representatives September 2010 - January 2011
Barclays Wealth June 2009 - July 2009
J.Crew June 2007 - December 2007
Euramex December 2006 - December 2006
Family Wealth Services June 2006 - July 2006
Skills
Financial Analysis, Microsoft Office, Business Planning, Managerial Finance, Nonprofits, Finance, Fundraising, Government, Marketing, Public Speaking, Data Analysis, Business Strategy, Political Campaigns, Legislative Relations, Grassroots Organizing, Public Policy, Legislative Research, Grassroots, Politics
Education
Cox School of Business 2006 — 2010
Bachelors of Business Administration, Finance
Southern Methodist University 2006 — 2010
BBA, Finance
U.S. House of Representatives February 2015 - Present
U.S. House of Representatives May 2012 - February 2015
U. S. House of Representatives January 2011 - May 2012
U.S. House of Representatives September 2010 - January 2011
Barclays Wealth June 2009 - July 2009
J.Crew June 2007 - December 2007
Euramex December 2006 - December 2006
Family Wealth Services June 2006 - July 2006
Skills
Financial Analysis, Microsoft Office, Business Planning, Managerial Finance, Nonprofits, Finance, Fundraising, Government, Marketing, Public Speaking, Data Analysis, Business Strategy, Political Campaigns, Legislative Relations, Grassroots Organizing, Public Policy, Legislative Research, Grassroots, Politics
Education
Cox School of Business 2006 — 2010
Bachelors of Business Administration, Finance
Southern Methodist University 2006 — 2010
BBA, Finance
Matt Shapiro Matt Shapiro's Barclays Wealth Experience November 2009 - March 2012
Job FP&A at NETGEAR
Industry Wireless
Experience
Opal's Kitchen April 2014 - Present
NETGEAR February 2014 - Present
Electronic Arts October 2012 - February 2014
Lanna, LLC March 2009 - July 2012
Barclays Wealth November 2009 - March 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Citigroup October 2006 - July 2007
Skills
Management, Budgets, Financial Analysis, Financial Modeling, Managerial Finance, Finance, Project Planning, Analysis, Forecasting, International Business, Marketing Strategy, Budget, Financial Reporting, Business Partner Support, Business Analysis, Project Management, Strategic Financial..., Strategy, Variance Analysis, Portfolio Management
Education
Tufts University 2002 — 2006
BA, Economics, Political Science
Tufts University 2002 — 2006
Economics, Economics
Opal's Kitchen April 2014 - Present
NETGEAR February 2014 - Present
Electronic Arts October 2012 - February 2014
Lanna, LLC March 2009 - July 2012
Barclays Wealth November 2009 - March 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Citigroup October 2006 - July 2007
Skills
Management, Budgets, Financial Analysis, Financial Modeling, Managerial Finance, Finance, Project Planning, Analysis, Forecasting, International Business, Marketing Strategy, Budget, Financial Reporting, Business Partner Support, Business Analysis, Project Management, Strategic Financial..., Strategy, Variance Analysis, Portfolio Management
Education
Tufts University 2002 — 2006
BA, Economics, Political Science
Tufts University 2002 — 2006
Economics, Economics
Ivy Russell Ivy Russell's Barclays Wealth Experience May 2007 - February 2010
Job CEO, Maya.com.bd
Industry Investment Management
Experience
Maya.com.bd December 2010 - Present
Fisher Investments September 2013 - April 2014
Barclays Wealth May 2007 - February 2010
GAM May 2005 - April 2007
HSBC Investments August 2004 - April 2005
Davis Langdon August 2003 - July 2004
Skills
Financial Analysis, Alternative Investments, Project Management, Investment Strategies, Investment Products, Wealth Management, Financial Reporting, Entrepreneurship, Social Entrepreneurship, Community Management, Sales Support, Strategic Planning, Self Starter, Business Planning
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc., Finance and Economics
University of Essex 1998 — 2001
BSc, Economics
Scholastica School, Dhaka, Bangladesh 1993 — 1997
GCE A Levels and O Levels
Maya.com.bd December 2010 - Present
Fisher Investments September 2013 - April 2014
Barclays Wealth May 2007 - February 2010
GAM May 2005 - April 2007
HSBC Investments August 2004 - April 2005
Davis Langdon August 2003 - July 2004
Skills
Financial Analysis, Alternative Investments, Project Management, Investment Strategies, Investment Products, Wealth Management, Financial Reporting, Entrepreneurship, Social Entrepreneurship, Community Management, Sales Support, Strategic Planning, Self Starter, Business Planning
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc., Finance and Economics
University of Essex 1998 — 2001
BSc, Economics
Scholastica School, Dhaka, Bangladesh 1993 — 1997
GCE A Levels and O Levels
Mike Palazzoto Mike Palazzoto's Barclays Wealth Experience July 2010 - October 2010
Job VP, Senior Product Manager NetExchange Services at Pershing, LLC
Industry Financial Services
Experience
Pershing, LLC September 2010 - Present
Barclays Wealth July 2010 - October 2010
Fidelity Capital Markets April 2008 - August 2010
Bear Stearns December 1999 - April 2008
Corillian Corporation July 2005 - July 2006
Symbiotic September 1998 - November 1999
SIAC June 1995 - August 1997
EDS October 1989 - June 1995
ITT World Comm July 1979 - November 1989
Skills
Integration, SDLC, Equities, Trading, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Trading, Quality Assurance, Program Management, Software Documentation, Market Data, Software Project...
Education
Registered Rep. Series 7, Series 63 2003 — 2004
Series 7, Series 63
New York Institute of Technology 1985 — 1990
BS, CS
DeVry Technical Institute 1977 — 1979
Electrical Engineering
Queens College 1976 — 1977
Accounting and Business Law
Pershing, LLC September 2010 - Present
Barclays Wealth July 2010 - October 2010
Fidelity Capital Markets April 2008 - August 2010
Bear Stearns December 1999 - April 2008
Corillian Corporation July 2005 - July 2006
Symbiotic September 1998 - November 1999
SIAC June 1995 - August 1997
EDS October 1989 - June 1995
ITT World Comm July 1979 - November 1989
Skills
Integration, SDLC, Equities, Trading, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Trading, Quality Assurance, Program Management, Software Documentation, Market Data, Software Project...
Education
Registered Rep. Series 7, Series 63 2003 — 2004
Series 7, Series 63
New York Institute of Technology 1985 — 1990
BS, CS
DeVry Technical Institute 1977 — 1979
Electrical Engineering
Queens College 1976 — 1977
Accounting and Business Law
Lance Bylow Lance Bylow's Barclays Wealth Experience September 2008 - October 2011
Job
Industry Financial Services
Experience
US Trust April 2013 - Present
Bessemer Trust October 2011 - March 2013
Barclays Wealth September 2008 - October 2011
Lehman Brothers 2003 - September 2008
Lehman Brothers 1996 - 2003
General Motors 1995 - 1995
Lehman Brothers 1992 - 1994
Price Waterhouse 1990 - 1992
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1991
MS, Accounting
Northwestern University 1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences
Brookfield Central High School
US Trust April 2013 - Present
Bessemer Trust October 2011 - March 2013
Barclays Wealth September 2008 - October 2011
Lehman Brothers 2003 - September 2008
Lehman Brothers 1996 - 2003
General Motors 1995 - 1995
Lehman Brothers 1992 - 1994
Price Waterhouse 1990 - 1992
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1991
MS, Accounting
Northwestern University 1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences
Brookfield Central High School
Jeffrey Hyman's Barclays Wealth Experience February 2010 - May 2012
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2012 - Present
Barclays Wealth February 2010 - May 2012
MD Sass November 2009 - February 2010
Aon Benfield April 2008 - August 2008
Education
University of Michigan 2005 — 2009
B.A, Political Science
UBS Financial Services, Inc. May 2012 - Present
Barclays Wealth February 2010 - May 2012
MD Sass November 2009 - February 2010
Aon Benfield April 2008 - August 2008
Education
University of Michigan 2005 — 2009
B.A, Political Science
Mitchell Feinstein Mitchell Feinstein's Barclays Wealth Experience August 2010 - June 2012
Job Experienced Software Development Specialist
Industry Computer Software
Experience
Major League Baseball Advanced Media March 2013 - Present
It's All Grad, LLC October 2012 - March 2013
Barclays Wealth August 2010 - June 2012
UBS Americas May 1999 - August 2010
UBS Investment Bank October 2006 - November 2007
Dreyfus September 1994 - May 1999
Con Edison March 1992 - September 1994
National Westminster Bank June 1988 - March 1992
Skills
Business Analysis, Equities, Fixed Income, Wealth Management, Java, J2EE Application..., Web Services, PHP, Databases, Database Design, XML, Oracle SQL, Sybase, Microsoft SQL Server, DB2, MySQL, XMLBeans, JAXB, Open Source Integration, Content Management, Workflow Software, SDLC, Agile Methodologies, JUnit, Mockito, TeamCity, Continuous Integration, WebSphere Application..., WebSphere MQ, RAD, Scrum, Tortoise SVN, PVCS, Problem Solving, Software Development, Software Design, Software Installation, Enterprise Software, Load Balancing, Quality Center, JIRA, JMeter, Spring, Unix, Trading Systems, Weblogic, Tomcat, JMS, Websphere, Market Data
Education
New York Institute of Technology 1992 — 1994
MBA
Stony Brook University 1985 — 1989
BS, Computer Science
Major League Baseball Advanced Media March 2013 - Present
It's All Grad, LLC October 2012 - March 2013
Barclays Wealth August 2010 - June 2012
UBS Americas May 1999 - August 2010
UBS Investment Bank October 2006 - November 2007
Dreyfus September 1994 - May 1999
Con Edison March 1992 - September 1994
National Westminster Bank June 1988 - March 1992
Skills
Business Analysis, Equities, Fixed Income, Wealth Management, Java, J2EE Application..., Web Services, PHP, Databases, Database Design, XML, Oracle SQL, Sybase, Microsoft SQL Server, DB2, MySQL, XMLBeans, JAXB, Open Source Integration, Content Management, Workflow Software, SDLC, Agile Methodologies, JUnit, Mockito, TeamCity, Continuous Integration, WebSphere Application..., WebSphere MQ, RAD, Scrum, Tortoise SVN, PVCS, Problem Solving, Software Development, Software Design, Software Installation, Enterprise Software, Load Balancing, Quality Center, JIRA, JMeter, Spring, Unix, Trading Systems, Weblogic, Tomcat, JMS, Websphere, Market Data
Education
New York Institute of Technology 1992 — 1994
MBA
Stony Brook University 1985 — 1989
BS, Computer Science
Jatin Rana's Barclays Wealth Experience September 2010 - June 2014
Job Systems Project Leader, at Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
Barclays Wealth September 2010 - June 2014
Citi Personal Wealth Management August 2008 - September 2010
Citi August 2007 - August 2008
Skills
Business Analysis, Project Management, UAT coordination, Business Relationship..., Data Analysis, Strategic Planning, Project Planning, Visio, Business Process..., MS Project, PMO, SDLC, Process Improvement, Vendor Management, IT Strategy, Risk Management, Management, Financial Services
Education
New Jersey Institute of Technology 2003 — 2007
The Boston Consulting Group July 2014 - Present
Barclays Wealth September 2010 - June 2014
Citi Personal Wealth Management August 2008 - September 2010
Citi August 2007 - August 2008
Skills
Business Analysis, Project Management, UAT coordination, Business Relationship..., Data Analysis, Strategic Planning, Project Planning, Visio, Business Process..., MS Project, PMO, SDLC, Process Improvement, Vendor Management, IT Strategy, Risk Management, Management, Financial Services
Education
New Jersey Institute of Technology 2003 — 2007
Chris Babcock Chris Babcock's Barclays Wealth Experience June 2012 - Present
Job Senior Business Analyst
Industry Investment Management
Experience
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Barclays Wealth June 2012 - Present
Babcock Consulting, LLC May 2009 - Present
Credit Suisse June 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Lehman Brothers January 1994 - March 2008
Deloitte & Touche May 1990 - January 1994
Shearson Lehman Brothers June 1986 - April 1990
Deloitte Haskins & Sells January 1985 - May 1986
Skills
Wealth Management, Asset Management, Portfolio Management, Securities, Capital Markets, Business Analysis, Trading, Investment Banking, Investments, Bloomberg, Fixed Income, Trading Systems, Investment Management, Equities, Bonds, Integration
Education
New York University, School of Continuing Education
Diploma, Computer Technology / Programming
University of Nebraska-Lincoln
BS, Education
Kelly Sandefer Kelly Sandefer's Barclays Wealth Experience September 2009 - February 2012
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Barclays Wealth September 2009 - February 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Analysis, Insurance, Investments
Education
The University of Georgia 2003 — 2007
BA, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Morgan Stanley February 2012 - Present
Barclays Wealth September 2009 - February 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Analysis, Insurance, Investments
Education
The University of Georgia 2003 — 2007
BA, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Tyler Topalian's Barclays Wealth Experience November 2010 - September 2014
Job Client Onboarding Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Barclays Wealth November 2010 - September 2014
Northwestern Mutual June 2010 - October 2010
Michigan Department of Information Technology (MDIT) January 2010 - May 2010
Norwalk Hospital July 2009 - August 2009
Skills
Asset Managment, Project Management, Financial Modeling, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Asset Management, Sales
Education
Michigan State University 2006 — 2010
BS: Media and Information Technology, Media Management and Research
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Telecommunications Management
J.P. Morgan September 2014 - Present
Barclays Wealth November 2010 - September 2014
Northwestern Mutual June 2010 - October 2010
Michigan Department of Information Technology (MDIT) January 2010 - May 2010
Norwalk Hospital July 2009 - August 2009
Skills
Asset Managment, Project Management, Financial Modeling, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Asset Management, Sales
Education
Michigan State University 2006 — 2010
BS: Media and Information Technology, Media Management and Research
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Telecommunications Management
Kelsey Gallagher Kelsey Gallagher's Barclays Wealth Experience February 2009 - April 2009
Job HR Generalist at Endemol Shine North America
Industry Entertainment
Experience
Endemol Shine North America February 2015 - Present
KnowledgePath Solutions LLC, a DMI Company May 2013 - February 2015
Bullhorn October 2010 - March 2013
Bullhorn July 2010 - October 2010
Barclays Wealth February 2009 - April 2009
UBS Wealth Management May 2007 - August 2007
Skills
Onboarding, Employee Relations, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Recruiting, SaaS, Social Media, Sourcing, Project Management, CRM, Customer Service, Cold Calling, Benefits Administration, Performance Management, Event Planning, ADP Payroll, Payroll, Training, Internet Recruiting, Leadership, Account Management, Management, Contract Recruitment, Employee Benefits, HRIS, Interviews, Talent Management, College Recruiting, Screening Resumes, Human Resources, Executive Search, Hiring, Personnel Management
Education
The University of Connecticut 2006 — 2010
Bachelor's Degree, International Business, Minor in Spanish
Endemol Shine North America February 2015 - Present
KnowledgePath Solutions LLC, a DMI Company May 2013 - February 2015
Bullhorn October 2010 - March 2013
Bullhorn July 2010 - October 2010
Barclays Wealth February 2009 - April 2009
UBS Wealth Management May 2007 - August 2007
Skills
Onboarding, Employee Relations, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Recruiting, SaaS, Social Media, Sourcing, Project Management, CRM, Customer Service, Cold Calling, Benefits Administration, Performance Management, Event Planning, ADP Payroll, Payroll, Training, Internet Recruiting, Leadership, Account Management, Management, Contract Recruitment, Employee Benefits, HRIS, Interviews, Talent Management, College Recruiting, Screening Resumes, Human Resources, Executive Search, Hiring, Personnel Management
Education
The University of Connecticut 2006 — 2010
Bachelor's Degree, International Business, Minor in Spanish
Michael Fradkin's Barclays Wealth Experience March 2009 - February 2011
Job Information Architect at Knowledgent
Industry Information Technology and Services
Experience
Knowledgent May 2013 - Present
ForwardThink Group February 2011 - May 2013
Barclays Wealth March 2009 - February 2011
EMC (formerly - BusinessEdge Solutions) August 2004 - February 2009
CGI (formerly - American Management Systems, Inc.) June 1997 - August 2004
CEA 1996 - 1997
Carleton University 1993 - 1995
Skills
Data Warehousing, Business Intelligence, Requirements Analysis, ETL, Enterprise Architecture, Data Modeling, Enterprise Software, Data Integration, ERP, Master Data Management, Oracle, Architecture, Sybase, Siebel, SDLC, Architectures, Hadoop, SQL, Big Data, Unix, OBIEE, DB2, PL/SQL, Microstrategy, Machine Learning, Data Science, Python, R
Education
Национальный Исследовательский Технологический Университет - «МИСиС» (бывший Московский Государственный Институт Стали и Сплавов) 1987 — 1990
PhD, Math & Physics
National University of Science and Technology "MISIS" (Moscow Institute of Steel and Alloys) 1978 — 1984
M.Eng, Physical Chemistry
Knowledgent May 2013 - Present
ForwardThink Group February 2011 - May 2013
Barclays Wealth March 2009 - February 2011
EMC (formerly - BusinessEdge Solutions) August 2004 - February 2009
CGI (formerly - American Management Systems, Inc.) June 1997 - August 2004
CEA 1996 - 1997
Carleton University 1993 - 1995
Skills
Data Warehousing, Business Intelligence, Requirements Analysis, ETL, Enterprise Architecture, Data Modeling, Enterprise Software, Data Integration, ERP, Master Data Management, Oracle, Architecture, Sybase, Siebel, SDLC, Architectures, Hadoop, SQL, Big Data, Unix, OBIEE, DB2, PL/SQL, Microstrategy, Machine Learning, Data Science, Python, R
Education
Национальный Исследовательский Технологический Университет - «МИСиС» (бывший Московский Государственный Институт Стали и Сплавов) 1987 — 1990
PhD, Math & Physics
National University of Science and Technology "MISIS" (Moscow Institute of Steel and Alloys) 1978 — 1984
M.Eng, Physical Chemistry
Cheryl Schimpf's Barclays Wealth Experience September 2008 - December 2009
Job
Industry Information Technology and Services
Experience
Urban Outfitters December 2009 - Present
Barclays Wealth September 2008 - December 2009
Lehman Brothers June 2001 - September 2008
TD Waterhouse June 1996 - May 2001
Skills
Project Planning, Business Analysis, Business Strategy, Business Process..., Requirements Analysis, Business Intelligence, IT Management, Management, Project Management, CRM, Strategic Planning, Integration, Quality Assurance, Data Analysis, MS Project, SDLC, Vendor Management, Leadership, Software Project..., Process Improvement, Program Management, PMO, Business Process, Product Management, IT Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science
Urban Outfitters December 2009 - Present
Barclays Wealth September 2008 - December 2009
Lehman Brothers June 2001 - September 2008
TD Waterhouse June 1996 - May 2001
Skills
Project Planning, Business Analysis, Business Strategy, Business Process..., Requirements Analysis, Business Intelligence, IT Management, Management, Project Management, CRM, Strategic Planning, Integration, Quality Assurance, Data Analysis, MS Project, SDLC, Vendor Management, Leadership, Software Project..., Process Improvement, Program Management, PMO, Business Process, Product Management, IT Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science
Nirav Shukla's Barclays Wealth Experience October 2008 - August 2011
Job Vice President at Markit
Industry Information Technology and Services
Experience
Markit August 2011 - Present
Barclays Wealth October 2008 - August 2011
eBAS May 2005 - June 2010
Lehman Brothers June 2007 - September 2008
Bunge Global Markets May 2005 - June 2007
IRIS PASSCAL January 2004 - December 2004
PRRC January 2003 - December 2003
Skills
Linux, Windows, SDLC, Unix, Requirements Analysis, SQL, Integration, XML, Data Analysis, Agile, Testing, Visio, Business Analysis, Agile Methodologies, Quality Assurance, Oracle, Scrum, Quality Center, Management, MS Project, Software Quality..., Requirements Gathering, Business Intelligence, Java, User Acceptance Testing, SharePoint, Microsoft SQL Server, Databases, Software Project..., System Testing, Software Development, SOA, UML, Enterprise Architecture, PL/SQL, DB2, ETL, Web Services, Database Design, Data Warehousing, Systems Analysis
Education
New Mexico Institute of Mining and Technology 2003 — 2004
Master of Science (MS), Computer Science
New York Institute of Technology-Old Westbury 2001 — 2002
computer science
The Maharaja Sayajirao University of Baroda 1996 — 2000
B.E., Engineering
Baroda high school 1984 — 1996
Markit August 2011 - Present
Barclays Wealth October 2008 - August 2011
eBAS May 2005 - June 2010
Lehman Brothers June 2007 - September 2008
Bunge Global Markets May 2005 - June 2007
IRIS PASSCAL January 2004 - December 2004
PRRC January 2003 - December 2003
Skills
Linux, Windows, SDLC, Unix, Requirements Analysis, SQL, Integration, XML, Data Analysis, Agile, Testing, Visio, Business Analysis, Agile Methodologies, Quality Assurance, Oracle, Scrum, Quality Center, Management, MS Project, Software Quality..., Requirements Gathering, Business Intelligence, Java, User Acceptance Testing, SharePoint, Microsoft SQL Server, Databases, Software Project..., System Testing, Software Development, SOA, UML, Enterprise Architecture, PL/SQL, DB2, ETL, Web Services, Database Design, Data Warehousing, Systems Analysis
Education
New Mexico Institute of Mining and Technology 2003 — 2004
Master of Science (MS), Computer Science
New York Institute of Technology-Old Westbury 2001 — 2002
computer science
The Maharaja Sayajirao University of Baroda 1996 — 2000
B.E., Engineering
Baroda high school 1984 — 1996
James Boothby's Barclays Wealth Experience July 2007 - December 2010
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2011 - Present
Barclays Wealth July 2007 - December 2010
Lehman Brothers 2007 - 2008
Delaware Investments 2006 - 2007
Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking
Education
Trinity College-Hartford 2002 — 2006
BA, Political Science and Government
Chestnut Hill Academy 1990 — 2002
HS
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2011 - Present
Barclays Wealth July 2007 - December 2010
Lehman Brothers 2007 - 2008
Delaware Investments 2006 - 2007
Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking
Education
Trinity College-Hartford 2002 — 2006
BA, Political Science and Government
Chestnut Hill Academy 1990 — 2002
HS
Benjamin Loesser's Barclays Wealth Experience March 2011 - November 2012
Job Vice President at Unit Pack Company Inc.
Industry Packaging and Containers
Experience
Unit Pack Company Inc. June 2015 - Present
Geller & Company October 2013 - May 2015
PineBridge Investments December 2012 - October 2013
Barclays Wealth March 2011 - November 2012
BNY Mellon April 2007 - March 2011
Saks Fifth Avenue January 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Investments, Asset Management, Equities, Data Analysis, Forecasting, Microsoft Excel, Corporate Finance, Finance, Portfolio Management, Bloomberg, Hedge Funds, Private Equity, Valuation, Fixed Income, Business Strategy, Strategic Planning, Asset Managment, Contract Manufacturing, Pharmaceutical Packaging, Cosmetics Packaging, Industrial Packaging
Education
Skidmore College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Unit Pack Company Inc. June 2015 - Present
Geller & Company October 2013 - May 2015
PineBridge Investments December 2012 - October 2013
Barclays Wealth March 2011 - November 2012
BNY Mellon April 2007 - March 2011
Saks Fifth Avenue January 2006 - April 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Investments, Asset Management, Equities, Data Analysis, Forecasting, Microsoft Excel, Corporate Finance, Finance, Portfolio Management, Bloomberg, Hedge Funds, Private Equity, Valuation, Fixed Income, Business Strategy, Strategic Planning, Asset Managment, Contract Manufacturing, Pharmaceutical Packaging, Cosmetics Packaging, Industrial Packaging
Education
Skidmore College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Solomon Niyazov's Barclays Wealth Experience February 2010 - May 2010
Job
Industry Information Technology and Services
Experience
Thomson Reuters October 2015 - Present
Goldman Sachs October 2013 - October 2015
Barclays June 2010 - September 2013
Barclays Wealth February 2010 - May 2010
ProfitCenter Software January 2006 - August 2009
ProfitCenter Software January 2005 - December 2005
Systemax May 2002 - December 2004
Thor Technologies November 2000 - May 2002
Computer Associates, Inc November 1998 - November 2000
Skills
Software Development, Java Enterprise Edition, Software Project..., Oracle, Integration, SDLC, Databases, XML, Web Applications, Requirements Gathering, Java, SQL, IT Management, MySQL, Weblogic, E-commerce, JavaScript, Vendor Management, Enterprise Architecture, Struts, JSP, Leadership, JBoss Application Server, Business Process, HTML, Tomcat, Ant, Architecture, REST, J2EE, Spring, Design Patterns, Servlets, Team Building, Application Development, Hibernate, TIBCO BusinessWorks, SOAP, Agile Project Management, Sybase, DB2
Education
The Polytechnic Institute of New York University 2000 — 2002
MS
Queens College 1994 — 1998
BA
Thomson Reuters October 2015 - Present
Goldman Sachs October 2013 - October 2015
Barclays June 2010 - September 2013
Barclays Wealth February 2010 - May 2010
ProfitCenter Software January 2006 - August 2009
ProfitCenter Software January 2005 - December 2005
Systemax May 2002 - December 2004
Thor Technologies November 2000 - May 2002
Computer Associates, Inc November 1998 - November 2000
Skills
Software Development, Java Enterprise Edition, Software Project..., Oracle, Integration, SDLC, Databases, XML, Web Applications, Requirements Gathering, Java, SQL, IT Management, MySQL, Weblogic, E-commerce, JavaScript, Vendor Management, Enterprise Architecture, Struts, JSP, Leadership, JBoss Application Server, Business Process, HTML, Tomcat, Ant, Architecture, REST, J2EE, Spring, Design Patterns, Servlets, Team Building, Application Development, Hibernate, TIBCO BusinessWorks, SOAP, Agile Project Management, Sybase, DB2
Education
The Polytechnic Institute of New York University 2000 — 2002
MS
Queens College 1994 — 1998
BA
Fadi Farhan's Barclays Wealth Experience February 2009 - Present
Job Investment Representative at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth February 2009 - Present
Merrill Lynch August 2007 - January 2009
Education
The University of Chicago 2000 — 2002
MPP, Finance/Public Finance
Ohio University 1993 — 1997
BS, Chemistry
Barclays Wealth February 2009 - Present
Merrill Lynch August 2007 - January 2009
Education
The University of Chicago 2000 — 2002
MPP, Finance/Public Finance
Ohio University 1993 — 1997
BS, Chemistry
Frank Vendome's Barclays Wealth Experience 2008 - January 2010
Job Managing Director at 1199SEIU
Industry Financial Services
Experience
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
Anina Fraser's Barclays Wealth Experience September 2008 - October 2009
Job Vice President, Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse 2009 - Present
Barclays Wealth September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Fixed Income, Hedge Funds, Private Equity, Capital Markets
Education
Princeton University 2003 — 2007
Deerfield Academy 2000 — 2003
Brearley
Credit Suisse 2009 - Present
Barclays Wealth September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Fixed Income, Hedge Funds, Private Equity, Capital Markets
Education
Princeton University 2003 — 2007
Deerfield Academy 2000 — 2003
Brearley
Andres Cazenave's Barclays Wealth Experience October 2011 - September 2012
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
Chris Harrington's Barclays Wealth Experience September 2008 - November 2010
Job Director Sales Manager
Industry Financial Services
Experience
Barclays Wealth and Investment Management November 2010 - Present
Barclays Wealth September 2008 - November 2010
Lehman Brothers May 2005 - September 2008
Lehman Brothers - Boston February 2004 - May 2005
Skills
Wealth Management, Risk Management, Fixed Income, Series 7, Capital Markets, High Net Worth..., Series 63, Asset Management, Investments, Equities, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Alternative Investments, Sales, Asset Allocation, Investment Advisory, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
University of South Carolina-Aiken 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Glens Falls High School 1993 — 1996
Barclays Wealth and Investment Management November 2010 - Present
Barclays Wealth September 2008 - November 2010
Lehman Brothers May 2005 - September 2008
Lehman Brothers - Boston February 2004 - May 2005
Skills
Wealth Management, Risk Management, Fixed Income, Series 7, Capital Markets, High Net Worth..., Series 63, Asset Management, Investments, Equities, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Alternative Investments, Sales, Asset Allocation, Investment Advisory, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
University of South Carolina-Aiken 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Glens Falls High School 1993 — 1996
Trang Mellon's Barclays Wealth Experience September 2008 - July 2011
Job Sales Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Securities July 2011 - Present
Barclays Wealth September 2008 - July 2011
Lehman Brothers March 2004 - September 2008
Education
Penn State University 1996 — 2000
B.S.
JPMorgan Securities July 2011 - Present
Barclays Wealth September 2008 - July 2011
Lehman Brothers March 2004 - September 2008
Education
Penn State University 1996 — 2000
B.S.
Adria Carvalho Moreira's Barclays Wealth Experience October 2009 - September 2010
Job Client Sales Assistant at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth October 2009 - September 2010
Fortis Bank July 2006 - June 2009
Fortis Bank January 2007 - January 2009
Fortis Bank March 2008 - September 2008
HSBC 2005 - 2006
Citibank 2003 - 2005
Citibank 2001 - 2003
Skills
Back Office, Banking, Capital Markets, Corporate Actions, Derivatives, Equities, Financial Markets, Fixed Income, Payments, Trading
Education
Universidade Presbiteriana Mackenzie 2000 — 2004
2004, B.S. in Information Systems and Supply Chain
Barclays Wealth October 2009 - September 2010
Fortis Bank July 2006 - June 2009
Fortis Bank January 2007 - January 2009
Fortis Bank March 2008 - September 2008
HSBC 2005 - 2006
Citibank 2003 - 2005
Citibank 2001 - 2003
Skills
Back Office, Banking, Capital Markets, Corporate Actions, Derivatives, Equities, Financial Markets, Fixed Income, Payments, Trading
Education
Universidade Presbiteriana Mackenzie 2000 — 2004
2004, B.S. in Information Systems and Supply Chain
Mario Maccario's Barclays Wealth Experience November 2007 - May 2013
Job Senior Trader at EFG Bank
Industry Banking
Experience
EFG Bank August 2013 - Present
Barclays Wealth November 2007 - May 2013
UBS Monaco 2003 - 2007
Global Securities SAM May 1991 - April 2003
PaineWebber June 1988 - April 1991
PaineWebber January 1988 - June 1988
EF Hutton November 1986 - December 1987
Skills
Wealth Management, Private Banking, Investment Advisory, Trading Systems, Portfolio Management, Equities, Structured Products, FX Options, Investments, Wealth Management..., Alternative Investments, Fixed Income, Asset Management, Asset Allocation, Financial Markets, Derivatives, Capital Markets, Bonds, Private Equity, Trading, Investment Banking, Investment Strategies, Equity Derivatives, Emerging Markets, Bloomberg, Hedge Funds, Options, Financial Structuring, Financial Modeling, Banking, Securities, Fund Of Funds, Investment Management, Funding, Commodity, Electronic Trading, Equity Trading, Structured Finance, Swaps, Mutual Funds, Financial Services, ETFs, Hedging, Valuation, Financial Risk, Financial Advisory, Middle Office, Interest Rate..., Proprietary Trading, FX trading
Education
Università degli Studi di Milano 1981 — 1986
Bachelor in Political Science, International Politics
Buscaglia
Liceo Classico Tito Livio
EFG Bank August 2013 - Present
Barclays Wealth November 2007 - May 2013
UBS Monaco 2003 - 2007
Global Securities SAM May 1991 - April 2003
PaineWebber June 1988 - April 1991
PaineWebber January 1988 - June 1988
EF Hutton November 1986 - December 1987
Skills
Wealth Management, Private Banking, Investment Advisory, Trading Systems, Portfolio Management, Equities, Structured Products, FX Options, Investments, Wealth Management..., Alternative Investments, Fixed Income, Asset Management, Asset Allocation, Financial Markets, Derivatives, Capital Markets, Bonds, Private Equity, Trading, Investment Banking, Investment Strategies, Equity Derivatives, Emerging Markets, Bloomberg, Hedge Funds, Options, Financial Structuring, Financial Modeling, Banking, Securities, Fund Of Funds, Investment Management, Funding, Commodity, Electronic Trading, Equity Trading, Structured Finance, Swaps, Mutual Funds, Financial Services, ETFs, Hedging, Valuation, Financial Risk, Financial Advisory, Middle Office, Interest Rate..., Proprietary Trading, FX trading
Education
Università degli Studi di Milano 1981 — 1986
Bachelor in Political Science, International Politics
Buscaglia
Liceo Classico Tito Livio
Girish Wadhvani's Barclays Wealth Experience May 2010 - April 2012
Job Starwood Hotels & Resorts Worldwide Inc
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - Present
Barclays Wealth May 2010 - April 2012
JP Morgan October 2008 - June 2010
Lehman Brothers April 2007 - October 2008
Cognizant Technology Solutions June 2005 - April 2007
Harris Direct 2004 - 2005
Skills
SDLC, Equities, Capital Markets, Investment Banking, Fixed Income, Business Analysis, Financial Services, Visio, Portfolio Management
Education
New Jersey Institute of Technology
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - Present
Barclays Wealth May 2010 - April 2012
JP Morgan October 2008 - June 2010
Lehman Brothers April 2007 - October 2008
Cognizant Technology Solutions June 2005 - April 2007
Harris Direct 2004 - 2005
Skills
SDLC, Equities, Capital Markets, Investment Banking, Fixed Income, Business Analysis, Financial Services, Visio, Portfolio Management
Education
New Jersey Institute of Technology
Robert Sterner's Barclays Wealth Experience August 2008 - June 2010
Job Managing Director at Rangeley Capital
Industry Financial Services
Experience
Rangeley Capital 2011 - Present
Rangeley Capital Community Fund 2011 - Present
Lyster Watson June 2010 - July 2011
Barclays Wealth August 2008 - June 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers July 2005 - June 2008
Skills
Asset Management, Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Private Equity, Fund Of Funds, Investment Management, Alternative Investments, High Net Worth..., Asset Allocation, Financial Advisory
Education
The George Washington University 2001 — 2005
Bachelor of Arts, Major Degree: Human Services; Minor Degrees: Religion, Sociology
Rangeley Capital 2011 - Present
Rangeley Capital Community Fund 2011 - Present
Lyster Watson June 2010 - July 2011
Barclays Wealth August 2008 - June 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers July 2005 - June 2008
Skills
Asset Management, Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Private Equity, Fund Of Funds, Investment Management, Alternative Investments, High Net Worth..., Asset Allocation, Financial Advisory
Education
The George Washington University 2001 — 2005
Bachelor of Arts, Major Degree: Human Services; Minor Degrees: Religion, Sociology
Mario Lamar's Barclays Wealth Experience September 2008 - April 2011
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2011 - Present
Barclays Wealth September 2008 - April 2011
Lehman Brothers August 2006 - September 2008
Morgan Stanley Private Wealth Management 1998 - 2002
Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance
University of Florida 1992 — 1997
BS, Mechanical Engineering
JP Morgan 2011 - Present
Barclays Wealth September 2008 - April 2011
Lehman Brothers August 2006 - September 2008
Morgan Stanley Private Wealth Management 1998 - 2002
Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance
University of Florida 1992 — 1997
BS, Mechanical Engineering
Monika Goldstein's Barclays Wealth Experience October 2010 - Present
Job Business Analyst at Barclays Wealth
Industry Information Technology and Services
Experience
Barclays Wealth October 2010 - Present
Citi October 2007 - September 2011
Jersey Eagle Sales 2004 - 2007
Saucon Technologies 2000 - 2004
Education
New Jersey Institute of Technology - School of Management 2007 — 2008
EMBA
Rutgers University-New Brunswick 1998 — 2003
BA, Spanish/Economics
Barclays Wealth October 2010 - Present
Citi October 2007 - September 2011
Jersey Eagle Sales 2004 - 2007
Saucon Technologies 2000 - 2004
Education
New Jersey Institute of Technology - School of Management 2007 — 2008
EMBA
Rutgers University-New Brunswick 1998 — 2003
BA, Spanish/Economics
Alexander Royzen's Barclays Wealth Experience March 2011 - May 2013
Job VP at Bank of Tokyo Mitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Barclays Wealth March 2011 - May 2013
Barclays Wealth November 2008 - March 2011
Lehman Brothers August 2004 - September 2008
Goodwill Industries May 2003 - August 2004
TFS LTD November 1999 - December 2001
Skills
Integration, Databases, ETL, Access, Informatica, Management, EAI, Trading Systems, Fixed Income, Sybase, VBA, Investment Banking, Unix, TIBCO, Risk Management, Perl, SDLC, Agile Methodologies, Requirements Gathering
Education
Queens College 1998 — 2003
BA, Computer Science
Queens College
Bachelor of Arts (BA), Computer Science
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Barclays Wealth March 2011 - May 2013
Barclays Wealth November 2008 - March 2011
Lehman Brothers August 2004 - September 2008
Goodwill Industries May 2003 - August 2004
TFS LTD November 1999 - December 2001
Skills
Integration, Databases, ETL, Access, Informatica, Management, EAI, Trading Systems, Fixed Income, Sybase, VBA, Investment Banking, Unix, TIBCO, Risk Management, Perl, SDLC, Agile Methodologies, Requirements Gathering
Education
Queens College 1998 — 2003
BA, Computer Science
Queens College
Bachelor of Arts (BA), Computer Science
Alexander Merced's Barclays Wealth Experience June 2010 - January 2013
Job Senior Business Analyst at Quantitative Management Associates LLC
Industry Information Technology and Services
Experience
Quantitative Management Associates LLC January 2015 - Present
Barclays Investment Bank January 2013 - December 2014
Barclays Wealth June 2010 - January 2013
Trillium Trading, LLC June 2008 - August 2010
Volt August 2006 - May 2008
EasyLink Services March 2007 - January 2008
Skills
Technical Support, Trading, Quality Assurance, ITIL v3 Foundations..., Equities, Data Center, Data Analysis, Microsoft Excel, Financial Markets, Investments, Bloomberg, Hardware, Equity Trading, Financial Analysis, Customer Service, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Information Technology and Informatics
Quantitative Management Associates LLC January 2015 - Present
Barclays Investment Bank January 2013 - December 2014
Barclays Wealth June 2010 - January 2013
Trillium Trading, LLC June 2008 - August 2010
Volt August 2006 - May 2008
EasyLink Services March 2007 - January 2008
Skills
Technical Support, Trading, Quality Assurance, ITIL v3 Foundations..., Equities, Data Center, Data Analysis, Microsoft Excel, Financial Markets, Investments, Bloomberg, Hardware, Equity Trading, Financial Analysis, Customer Service, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Information Technology and Informatics
Siddharth Sheopori's Barclays Wealth Experience March 2009 - Present
Job Charles River Implementation Expert
Industry Investment Management
Experience
Barclays Wealth and Investment Management March 2013 - Present
Barclays Wealth March 2009 - Present
Barclays Wealth September 2008 - March 2009
Lehman Brothers July 2006 - September 2008
Dibon Solutions January 2005 - March 2007
Credit Suisse June 2005 - June 2006
Gateway Chamber of Commerce May 2004 - December 2004
NJIT September 2003 - May 2004
Skills
Portfolio Management, Fixed Income, Market Data, .NET, Microsoft SQL Server, Equity Trading, Electronic Trading, Autosys, Java, Bloomberg, C#, Informatica, Hedge Funds, Business Analysis, Trading Systems, Prime Brokerage, Reference Data, ASP.NET, jQuery, C++, Rational Rose, Charles River, VBA, DB2/SQL, SQL Server, HTML, IIS, ADO.NET, Visual Studio, WinForms, Oracle SQL, .NET Remoting, Moxy, Advent, Bloomberg TOMS, Bloomberg POMS, Axys, Private Equity, JavaScript, MongoDB, CouchDB
Education
New Jersey Institute of Technology 2003 — 2004
MS, Information Systems
University of Mumbai
BS, Physics
Barclays Wealth and Investment Management March 2013 - Present
Barclays Wealth March 2009 - Present
Barclays Wealth September 2008 - March 2009
Lehman Brothers July 2006 - September 2008
Dibon Solutions January 2005 - March 2007
Credit Suisse June 2005 - June 2006
Gateway Chamber of Commerce May 2004 - December 2004
NJIT September 2003 - May 2004
Skills
Portfolio Management, Fixed Income, Market Data, .NET, Microsoft SQL Server, Equity Trading, Electronic Trading, Autosys, Java, Bloomberg, C#, Informatica, Hedge Funds, Business Analysis, Trading Systems, Prime Brokerage, Reference Data, ASP.NET, jQuery, C++, Rational Rose, Charles River, VBA, DB2/SQL, SQL Server, HTML, IIS, ADO.NET, Visual Studio, WinForms, Oracle SQL, .NET Remoting, Moxy, Advent, Bloomberg TOMS, Bloomberg POMS, Axys, Private Equity, JavaScript, MongoDB, CouchDB
Education
New Jersey Institute of Technology 2003 — 2004
MS, Information Systems
University of Mumbai
BS, Physics
Tiffany Wells's Barclays Wealth Experience August 2009 - March 2011
Job Client Strategies Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management March 2011 - Present
Barclays Wealth August 2009 - March 2011
Education
The College of William and Mary - The Mason School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Applied Mathematics
AQR Capital Management March 2011 - Present
Barclays Wealth August 2009 - March 2011
Education
The College of William and Mary - The Mason School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Applied Mathematics
Richard Hillson's Barclays Wealth Experience 2004 - 2007
Job CEO at Third Seven Capital LLC/Managing Director of BHG GLobal LLC
Industry Banking
Experience
Third Seven Capital LLC March 2013 - Present
BHG Global LLC July 2011 - Present
InterMerchant Securities October 2009 - 2011
ARjENT March 2007 - October 2009
Barclays Wealth 2004 - 2007
Skills
Equities, Hedge Funds, Investments, Wealth Management, Private Equity, Investment Banking, M&A Advisory Services, Private Placements, Investment Management, Portfolio Management, Finance, Alternative Investments, Corporate Finance, Strategy, Restructuring
Education
University of Nottingham 1999 — 2002
BA (hons), Law
The King's School, Peterborough 1992 — 1999
Third Seven Capital LLC March 2013 - Present
BHG Global LLC July 2011 - Present
InterMerchant Securities October 2009 - 2011
ARjENT March 2007 - October 2009
Barclays Wealth 2004 - 2007
Skills
Equities, Hedge Funds, Investments, Wealth Management, Private Equity, Investment Banking, M&A Advisory Services, Private Placements, Investment Management, Portfolio Management, Finance, Alternative Investments, Corporate Finance, Strategy, Restructuring
Education
University of Nottingham 1999 — 2002
BA (hons), Law
The King's School, Peterborough 1992 — 1999
Andreas Voutsinas's Barclays Wealth Experience April 2011 - September 2013
Job Private Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management September 2013 - Present
Barclays Wealth April 2011 - September 2013
Toussaint Capital Partners May 2010 - April 2011
MidCap Advisors, LLC October 2009 - May 2010
Merrill Lynch October 2007 - February 2009
Skills
Financial Analysis, Mergers, Microsoft Excel, Microsoft Office, Corporate Finance, Risk Management
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance: Investment Management
Ramapo College of New Jersey 2003 — 2007
bachelor of arts, Political Science, Economics, Public Policy
Barclays Wealth and Investment Management September 2013 - Present
Barclays Wealth April 2011 - September 2013
Toussaint Capital Partners May 2010 - April 2011
MidCap Advisors, LLC October 2009 - May 2010
Merrill Lynch October 2007 - February 2009
Skills
Financial Analysis, Mergers, Microsoft Excel, Microsoft Office, Corporate Finance, Risk Management
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance: Investment Management
Ramapo College of New Jersey 2003 — 2007
bachelor of arts, Political Science, Economics, Public Policy
Nelda Raful's Barclays Wealth Experience September 2008 - Present
Job Managing Director at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2008 - Present
Lehman Brothers December 2007 - September 2008
Lehman Brothers November 2003 - November 2007
Lehman Brothers March 2002 - October 2003
Lehman Brothers April 1998 - December 2001
Lehman Brothers September 1995 - March 1998
Lehman Brothers October 1993 - August 1995
Credomatic June 1992 - February 1993
Credomatic May 1988 - May 1992
Banco Popular August 1987 - April 1988
Skills
Fixed Income, Trading Systems, Equities
Education
Universidad Nacional Pedro Henríquez Ureña 1982 — 1986
Computer Engineering
Barclays Wealth September 2008 - Present
Lehman Brothers December 2007 - September 2008
Lehman Brothers November 2003 - November 2007
Lehman Brothers March 2002 - October 2003
Lehman Brothers April 1998 - December 2001
Lehman Brothers September 1995 - March 1998
Lehman Brothers October 1993 - August 1995
Credomatic June 1992 - February 1993
Credomatic May 1988 - May 1992
Banco Popular August 1987 - April 1988
Skills
Fixed Income, Trading Systems, Equities
Education
Universidad Nacional Pedro Henríquez Ureña 1982 — 1986
Computer Engineering
Phaninder Pathri's Barclays Wealth Experience August 2010 - Present
Job Datawarehouse Architect/Assistant Vice President at Barclays Wealth
Industry Computer Software
Experience
Barclays Wealth August 2010 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. October 2009 - October 2010
TCS June 2007 - October 2009
CVS Caremark Corporation 2007 - 2009
TCS April 2001 - June 2007
Education
Osmania University 1999 — 2001
Master Of Technology, Computer Science and Engineering
Vasavi College of Engineering 1995 — 1999
BE, CIVIL
Barclays Wealth August 2010 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. October 2009 - October 2010
TCS June 2007 - October 2009
CVS Caremark Corporation 2007 - 2009
TCS April 2001 - June 2007
Education
Osmania University 1999 — 2001
Master Of Technology, Computer Science and Engineering
Vasavi College of Engineering 1995 — 1999
BE, CIVIL
Jessica Pemstein's Barclays Wealth Experience October 2008 - June 2010
Job Director of College Counseling at CollegeBound Initiative
Industry Primary/Secondary Education
Experience
CollegeBound Initiative July 2013 - Present
Abyssinian Development Corporation September 2012 - June 2013
The Beacon School September 2011 - June 2012
Barclays Wealth October 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Skills
College Counseling, Student Counseling, Career Counseling, Curriculum Development, Teaching, Student Financial Aid, Higher Education, Adolescents, Event Planning, Training, Recruiting, Program Development
Education
Teachers College of Columbia University 2010 — 2012
Ed.M., MA, Psychological Counseling
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
CollegeBound Initiative July 2013 - Present
Abyssinian Development Corporation September 2012 - June 2013
The Beacon School September 2011 - June 2012
Barclays Wealth October 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Skills
College Counseling, Student Counseling, Career Counseling, Curriculum Development, Teaching, Student Financial Aid, Higher Education, Adolescents, Event Planning, Training, Recruiting, Program Development
Education
Teachers College of Columbia University 2010 — 2012
Ed.M., MA, Psychological Counseling
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Michele Fitzgerald-Winick's Barclays Wealth Experience August 2010 - August 2011
Job CFO Engagement and Support at Stage 1 Financial
Industry Financial Services
Experience
Stage 1 Financial May 2015 - Present
YOGAMAZE January 2014 - May 2015
Fitzgerald-Winick Consulting August 2011 - January 2014
Barclays Wealth August 2010 - August 2011
Merrill Lynch June 2007 - August 2010
The Ryness Company 2004 - 2007
Coldwell Banker 2002 - 2004
L.A. Bike Tours, LLC October 1999 - November 2002
Educational and Tutorial Services May 1993 - June 2000
Skills
Asset Managment, Real Estate, Series 7, Investments, Wealth Management, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Series 63, Mortgage Lending, Estate Planning, Investment Properties, Real Estate Transactions, Public Speaking, Alternative Investments, Fixed Income, Asset Management, Social Media, Financial Advisory, Marketing, Management, Finance, Strategic Planning, Marketing Strategy, Strategy, Equities
Education
Syracuse University 1987 — 1991
BA, S.I. Newhouse School of Communications
Syracuse University - Maxwell School 1987 — 1991
BS, Political Science
Stage 1 Financial May 2015 - Present
YOGAMAZE January 2014 - May 2015
Fitzgerald-Winick Consulting August 2011 - January 2014
Barclays Wealth August 2010 - August 2011
Merrill Lynch June 2007 - August 2010
The Ryness Company 2004 - 2007
Coldwell Banker 2002 - 2004
L.A. Bike Tours, LLC October 1999 - November 2002
Educational and Tutorial Services May 1993 - June 2000
Skills
Asset Managment, Real Estate, Series 7, Investments, Wealth Management, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Series 63, Mortgage Lending, Estate Planning, Investment Properties, Real Estate Transactions, Public Speaking, Alternative Investments, Fixed Income, Asset Management, Social Media, Financial Advisory, Marketing, Management, Finance, Strategic Planning, Marketing Strategy, Strategy, Equities
Education
Syracuse University 1987 — 1991
BA, S.I. Newhouse School of Communications
Syracuse University - Maxwell School 1987 — 1991
BS, Political Science
Monique Wise's Barclays Wealth Experience 2008 - Present
Job Head of Corp Comms, Barclays Wealth Americas
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Barclays Wealth 2008 - Present
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - March 2008
Chiquita Brands February 2003 - June 2004
Bloomberg News 1996 - 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA, European Studies, Economics
Stanford University 1985 — 1989
BA, English
Barclays Capital October 2008 - Present
Barclays Wealth 2008 - Present
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - March 2008
Chiquita Brands February 2003 - June 2004
Bloomberg News 1996 - 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA, European Studies, Economics
Stanford University 1985 — 1989
BA, English
John Magrini's Barclays Wealth Experience November 2008 - May 2013
Job Vice President at J.P. Morgan Private Bank
Industry Information Technology and Services
Experience
J.P. Morgan Private Bank May 2013 - Present
Barclays Wealth November 2008 - May 2013
Lehman Brothers Inc. 2006 - 2008
Skills
Fixed Income, Sybase, Trading Systems, Wealth Management, Series 7, Hedge Funds, Equities, SDLC, Asset Managment, Axys, Reference Data, PMO, Requirements Analysis, Risk Management, Advent, Derivatives, Asset Management, Business Analysis, Portfolio Management, Electronic Trading, Project Portfolio..., Bloomberg, Agile Methodologies, Capital Markets, Software Project...
Education
Stony Brook University 2002 — 2006
Bachelor of Science (BS), Computer Science
J.P. Morgan Private Bank May 2013 - Present
Barclays Wealth November 2008 - May 2013
Lehman Brothers Inc. 2006 - 2008
Skills
Fixed Income, Sybase, Trading Systems, Wealth Management, Series 7, Hedge Funds, Equities, SDLC, Asset Managment, Axys, Reference Data, PMO, Requirements Analysis, Risk Management, Advent, Derivatives, Asset Management, Business Analysis, Portfolio Management, Electronic Trading, Project Portfolio..., Bloomberg, Agile Methodologies, Capital Markets, Software Project...
Education
Stony Brook University 2002 — 2006
Bachelor of Science (BS), Computer Science
Jessica Gabriele's Barclays Wealth Experience 2008 - 2010
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management 2010 - Present
Barclays Wealth 2008 - 2010
Lehman Brothers 2005 - 2008
Deutsche Bank March 2004 - July 2005
Education
Northeastern University 1999 — 2003
Marketing
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management 2010 - Present
Barclays Wealth 2008 - 2010
Lehman Brothers 2005 - 2008
Deutsche Bank March 2004 - July 2005
Education
Northeastern University 1999 — 2003
Marketing
Supriya Challa's Barclays Wealth Experience June 2008 - August 2008
Job MBA Candidate at Wharton Business School
Industry Financial Services
Experience
Deustche Bank July 2010 - May 2014
Deutsche Bank June 2009 - August 2009
SeventySix Capital (formerly ETF Venture Funds) January 2009 - May 2009
Barclays Wealth June 2008 - August 2008
Skills
Series 7, Bloomberg, High Yield, Analysis, Leveraged Finance, Fixed Income, Financial Markets, Series 63, Asset Allocation, Economics, Bonds, Capital Markets, Portfolio Management, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Economics
Deustche Bank July 2010 - May 2014
Deutsche Bank June 2009 - August 2009
SeventySix Capital (formerly ETF Venture Funds) January 2009 - May 2009
Barclays Wealth June 2008 - August 2008
Skills
Series 7, Bloomberg, High Yield, Analysis, Leveraged Finance, Fixed Income, Financial Markets, Series 63, Asset Allocation, Economics, Bonds, Capital Markets, Portfolio Management, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Economics
Don Browne's Barclays Wealth Experience 2009 - Present
Job Director at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth 2009 - Present
Morgan Stanley Private Wealth Management 2001 - 2008
Ashbridge Investment Management January 1999 - December 2000
Bank of America 1996 - 1998
Citibank Private Bank 1986 - 1995
Skills
Wealth Management, Fixed Income, Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management
Education
Trinity College-Hartford 1963 — 1967
BA, Economics
Barclays Wealth 2009 - Present
Morgan Stanley Private Wealth Management 2001 - 2008
Ashbridge Investment Management January 1999 - December 2000
Bank of America 1996 - 1998
Citibank Private Bank 1986 - 1995
Skills
Wealth Management, Fixed Income, Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management
Education
Trinity College-Hartford 1963 — 1967
BA, Economics
Charman Hayes's Barclays Wealth Experience December 2008 - August 2010
Job Vice President HR at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
Jessica Rosenberg's Barclays Wealth Experience September 2008 - August 2010
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Barclays Wealth September 2008 - August 2010
Education
University of Florida
J.P. Morgan May 2011 - Present
Barclays Wealth September 2008 - August 2010
Education
University of Florida
Jessica Spruill's Barclays Wealth Experience September 2008 - May 2010
Job General Management, Product Development and Strategy Professional
Industry Executive Office
Experience
Barclays Wealth September 2008 - May 2010
Lehman Brothers August 1998 - September 2008
Skills
Investment Banking, Wealth Management, Investment Management, Product Development, Business Strategy, Strategic Partnerships, Strategic Thinking, Product Marketing, Financial Analysis, Valuation, Mergers, Corporate Development, Management, Fixed Income, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA, General Management / Finance
Vassar College 1988 — 1992
BA, International Relations / Economics
Barclays Wealth September 2008 - May 2010
Lehman Brothers August 1998 - September 2008
Skills
Investment Banking, Wealth Management, Investment Management, Product Development, Business Strategy, Strategic Partnerships, Strategic Thinking, Product Marketing, Financial Analysis, Valuation, Mergers, Corporate Development, Management, Fixed Income, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA, General Management / Finance
Vassar College 1988 — 1992
BA, International Relations / Economics
Takesha Bartley's Barclays Wealth Experience June 2010 - February 2011
Job at
Industry Financial Services
Experience
Federal Home Loan Bank of New York January 2015 - Present
Marsh & McLennan Companies, Inc. January 2014 - January 2015
FactSet Research Systems May 2011 - April 2013
Barclays Wealth June 2010 - February 2011
Thomson Reuters 2006 - 2008
Skills
Recruiting, Talent Acquisition, Diversity, Program Management, Vendor Management, Applicant Tracking..., Onboarding, Talent Management, Technical Recruiting, Employee Relations, Human Resources, Business Development, Performance Management, College Recruiting, Sourcing
Education
New York University
MS, Human Resources Management and Development
University of Massachusetts, Amherst
BA, Communications
Federal Home Loan Bank of New York January 2015 - Present
Marsh & McLennan Companies, Inc. January 2014 - January 2015
FactSet Research Systems May 2011 - April 2013
Barclays Wealth June 2010 - February 2011
Thomson Reuters 2006 - 2008
Skills
Recruiting, Talent Acquisition, Diversity, Program Management, Vendor Management, Applicant Tracking..., Onboarding, Talent Management, Technical Recruiting, Employee Relations, Human Resources, Business Development, Performance Management, College Recruiting, Sourcing
Education
New York University
MS, Human Resources Management and Development
University of Massachusetts, Amherst
BA, Communications
Elisa Cheng's Barclays Wealth Experience June 2004 - Present
Job Project Lead at Barclays Wealth
Industry Investment Management
Experience
Barclays Wealth June 2004 - Present
American Management Systems (AMS) July 1999 - June 2004
Hess Corporation 1997 - 1999
Education
New York University
BA, Computer Science/Economics
Barclays Wealth June 2004 - Present
American Management Systems (AMS) July 1999 - June 2004
Hess Corporation 1997 - 1999
Education
New York University
BA, Computer Science/Economics
William Gambrill's Barclays Wealth Experience September 2008 - Present
Job Investment Representative at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2008 - Present
Lehman Brothers April 2004 - September 2008
Credit Suisse Asset Management 2002 - 2004
Education
Trinity College-Hartford 1997 — 2001
B.A. in History, History
The Taft School 1994 — 1997
Barclays Wealth September 2008 - Present
Lehman Brothers April 2004 - September 2008
Credit Suisse Asset Management 2002 - 2004
Education
Trinity College-Hartford 1997 — 2001
B.A. in History, History
The Taft School 1994 — 1997
William Gambrill's Barclays Wealth Experience April 2004 - May 2011
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2011 - Present
Barclays Wealth April 2004 - May 2011
Credit Suisse Asset Mangement 2002 - 2004
Skills
Portfolio Management, Hedge Funds, Capital Markets
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts, History
Taft School 1994 — 1997
Credit Suisse May 2011 - Present
Barclays Wealth April 2004 - May 2011
Credit Suisse Asset Mangement 2002 - 2004
Skills
Portfolio Management, Hedge Funds, Capital Markets
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts, History
Taft School 1994 — 1997
Greg Karolewski's Barclays Wealth Experience August 2009 - February 2010
Job VP AMER Head of Credit, Securitized Products Trade Floor Support and Trade Processing at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Barclays Wealth August 2009 - February 2010
Morgan Stanley September 2008 - April 2009
Citigroup February 2007 - September 2008
Citigroup August 2005 - February 2007
Bristol-Myers Squibb February 2001 - August 2005
BASF September 1999 - February 2001
Skills
Fixed Income, Electronic Trading, Market Data, Series 7, Trading Systems, Derivatives, Investment Banking, Series 63, Trading, Management, Credit Derivatives, Credit, SQL
Education
Rider University 2003 — 2009
Finance
Ocean County College 1996 — 1999
Associates, Computer Science
Barclays Capital February 2010 - Present
Barclays Wealth August 2009 - February 2010
Morgan Stanley September 2008 - April 2009
Citigroup February 2007 - September 2008
Citigroup August 2005 - February 2007
Bristol-Myers Squibb February 2001 - August 2005
BASF September 1999 - February 2001
Skills
Fixed Income, Electronic Trading, Market Data, Series 7, Trading Systems, Derivatives, Investment Banking, Series 63, Trading, Management, Credit Derivatives, Credit, SQL
Education
Rider University 2003 — 2009
Finance
Ocean County College 1996 — 1999
Associates, Computer Science
Claire Rosati's Barclays Wealth Experience September 2008 - May 2010
Job Wealth Management
Industry Financial Services
Experience
Greenleaf Trust March 2015 - Present
Citi November 2011 - March 2015
Barclays Wealth Trustees (U.S), N.A. May 2010 - November 2011
Barclays Wealth September 2008 - May 2010
Skills
Attorney, Asset Management, Wealth Management, Investments, Risk Management, Securities, Portfolio Management, Asset Managment, Alternative Investments, Estate Planning, Trusts, Wealth Management..., Hedge Funds, Investment Advisory, Investment Management, Private Banking, Wealth, High Net Worth...
Education
Detroit College of Law at MSU 1982 — 1986
Juris Doctor, Law
University of Michigan 1977 — 1981
Bachelor of Arts, Germanic Languages
Greenleaf Trust March 2015 - Present
Citi November 2011 - March 2015
Barclays Wealth Trustees (U.S), N.A. May 2010 - November 2011
Barclays Wealth September 2008 - May 2010
Skills
Attorney, Asset Management, Wealth Management, Investments, Risk Management, Securities, Portfolio Management, Asset Managment, Alternative Investments, Estate Planning, Trusts, Wealth Management..., Hedge Funds, Investment Advisory, Investment Management, Private Banking, Wealth, High Net Worth...
Education
Detroit College of Law at MSU 1982 — 1986
Juris Doctor, Law
University of Michigan 1977 — 1981
Bachelor of Arts, Germanic Languages
Sylve Whitfield's Barclays Wealth Experience July 2006 - March 2008
Job Manager, Field Marketing at TD Bank Financial Group
Industry Financial Services
Experience
TD Bank Financial Group April 2014 - Present
TD Wealth June 2012 - April 2014
TD Waterhouse Private Banking May 2008 - June 2012
Barclays Wealth July 2006 - March 2008
CBMG 2004 - 2006
CIBC 1998 - 2004
CIBC 1998 - 1999
CIBC 1992 - 1998
Skills
Wealth Management, Private Banking, Leadership, Banking, Retail Banking, Strategy, Change Management, Portfolio Management, Manage Client..., Customer Journey Mapping, Consulting, Wealth Management..., Finance, Investment Advisory, Relationship Management, Financial Services, Risk Management, Mutual Funds, Investments, High Net Worth...
Education
University of Saskatchewan 1986 — 1990
B Comm, Finance
TD Bank Financial Group April 2014 - Present
TD Wealth June 2012 - April 2014
TD Waterhouse Private Banking May 2008 - June 2012
Barclays Wealth July 2006 - March 2008
CBMG 2004 - 2006
CIBC 1998 - 2004
CIBC 1998 - 1999
CIBC 1992 - 1998
Skills
Wealth Management, Private Banking, Leadership, Banking, Retail Banking, Strategy, Change Management, Portfolio Management, Manage Client..., Customer Journey Mapping, Consulting, Wealth Management..., Finance, Investment Advisory, Relationship Management, Financial Services, Risk Management, Mutual Funds, Investments, High Net Worth...
Education
University of Saskatchewan 1986 — 1990
B Comm, Finance
Dawn Levy-Charmatz's Barclays Wealth Experience Investment AssociateUBSFebruary 1999 - January 2006
Job Investment Associate at Barclays Wealth
Industry Investment Management
Experience
Barclays Wealth Investment AssociateUBSFebruary 1999 - January 2006
Education
State University of New York College at Oneonta 1993 — 1996
Bachelors of Science, Business Economics
Barclays Wealth Investment AssociateUBSFebruary 1999 - January 2006
Education
State University of New York College at Oneonta 1993 — 1996
Bachelors of Science, Business Economics
Eugene Tetlow's Barclays Wealth Experience May 2008 - April 2011
Job Business Development Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg May 2011 - Present
Barclays Wealth May 2008 - April 2011
Information Management Network (Euromoney) 2005 - 2008
Skills
Emerging Markets, Equities, Relationship Management, Financial Markets, Investments, Business Development, Capital Markets, New Business Development, Interest Rate...
Education
Mountbatten 2005 — 2006
International Business, International Business & Cultural Exchange (Cambridge)
The University of Hull 2000 — 2004
American Studies, American Literature, Business & History
University of Massachusetts, Amherst 2002 — 2003
Year abroad, Political Science
Bloomberg May 2011 - Present
Barclays Wealth May 2008 - April 2011
Information Management Network (Euromoney) 2005 - 2008
Skills
Emerging Markets, Equities, Relationship Management, Financial Markets, Investments, Business Development, Capital Markets, New Business Development, Interest Rate...
Education
Mountbatten 2005 — 2006
International Business, International Business & Cultural Exchange (Cambridge)
The University of Hull 2000 — 2004
American Studies, American Literature, Business & History
University of Massachusetts, Amherst 2002 — 2003
Year abroad, Political Science
Aziz AlRajhi's Barclays Wealth Experience January 2011 - May 2011
Job Student at Northeastern University
Industry Financial Services
Experience
Northeastern University 2009 - Present
Barclays Wealth January 2011 - May 2011
Barclays 2011 - 2011
BofA Merrill Lynch June 2009 - July 2009
Education
Northeastern University 2009 — 2012
Northeastern University 2009 - Present
Barclays Wealth January 2011 - May 2011
Barclays 2011 - 2011
BofA Merrill Lynch June 2009 - July 2009
Education
Northeastern University 2009 — 2012
Zina Pinkhasov's Barclays Wealth Experience February 2011 - Present
Job Production Support Analyst at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth February 2011 - Present
System Analyst at New York City Health and Hospitals Corporation June 2010 - February 2011
ING July 2006 - 2009
AXA Financial January 2000 - January 2005
Aetna January 1997 - January 2000
AXA/EQUITABLE INSURANCE COMPANY January 1990 - January 1997
AXA Equitable January 1987 - January 1990
Skills
COBOL, DB2, Unix, Agile Methodologies, SQL, SDLC, Testing, JCL, Visio, Business Analysis, Systems Analysis, Change Management, CICS, ITIL, OmniPlus, Autosys, Integration, Unix Shell Scripting, Informatica, JIRA, Service-Now, IT Service Management, Data Center, Software Project..., Websphere, Weblogic, COBOLII, Oracle SQL, Xpediter, Endeavor, Unit Testing, OmniPlan, Fixed Annuities, Microsoft Word, CMDB, CMS, Regulatory Requirements, Sunguard, KYC, DBARTISAN, Embarcadero, Adobe LiveCycle, ITIL v3 Foundations..., Adobe Design Programs, Trading Systems, Foreign Exchange, Investment Banking, Equities, Fixed Income, Middleware
Education
Loyalist Certification Services 2012 — 2012
ITIL certification, ITIL
New York University 2000 — 2000
Java
Barclays Wealth February 2011 - Present
System Analyst at New York City Health and Hospitals Corporation June 2010 - February 2011
ING July 2006 - 2009
AXA Financial January 2000 - January 2005
Aetna January 1997 - January 2000
AXA/EQUITABLE INSURANCE COMPANY January 1990 - January 1997
AXA Equitable January 1987 - January 1990
Skills
COBOL, DB2, Unix, Agile Methodologies, SQL, SDLC, Testing, JCL, Visio, Business Analysis, Systems Analysis, Change Management, CICS, ITIL, OmniPlus, Autosys, Integration, Unix Shell Scripting, Informatica, JIRA, Service-Now, IT Service Management, Data Center, Software Project..., Websphere, Weblogic, COBOLII, Oracle SQL, Xpediter, Endeavor, Unit Testing, OmniPlan, Fixed Annuities, Microsoft Word, CMDB, CMS, Regulatory Requirements, Sunguard, KYC, DBARTISAN, Embarcadero, Adobe LiveCycle, ITIL v3 Foundations..., Adobe Design Programs, Trading Systems, Foreign Exchange, Investment Banking, Equities, Fixed Income, Middleware
Education
Loyalist Certification Services 2012 — 2012
ITIL certification, ITIL
New York University 2000 — 2000
Java
Andrew Papai's Barclays Wealth Experience March 2010 - April 2010
Job Turnaround and Restructuring Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal April 2013 - Present
The Blackstone Group June 2012 - April 2013
YMCA Retirement Fund June 2011 - August 2011
YMCA Retirement Fund May 2010 - August 2010
Barclays Wealth March 2010 - April 2010
Quinnipiac University Polling Institute May 2009 - December 2009
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science in Finance; Minor in Accounting
Cathedral 2004 — 2008
Alvarez & Marsal April 2013 - Present
The Blackstone Group June 2012 - April 2013
YMCA Retirement Fund June 2011 - August 2011
YMCA Retirement Fund May 2010 - August 2010
Barclays Wealth March 2010 - April 2010
Quinnipiac University Polling Institute May 2009 - December 2009
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science in Finance; Minor in Accounting
Cathedral 2004 — 2008
marisa margarites's Barclays Wealth Experience September 2008 - December 2008
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2009 - Present
Barclays Wealth September 2008 - December 2008
Lehman Brothers September 1994 - September 2008
Education
SUNY Stony Brook
Psychology
Morgan Stanley December 2009 - Present
Barclays Wealth September 2008 - December 2008
Lehman Brothers September 1994 - September 2008
Education
SUNY Stony Brook
Psychology
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
Mélanie Goolen's Barclays Wealth Experience November 2011 - January 2012
Job Chargée d'Affaires Particuliers/ Professionnels/ Entreprises at Crédit du Nord Monaco
Industry Financial Services
Experience
Crédit du Nord February 2012 - Present
Barclays Wealth November 2011 - January 2012
Finantec SAM November 2010 - May 2011
BNP Paribas December 2009 - June 2010
Education
Toulouse Business School 2007 — 2010
Crédit du Nord February 2012 - Present
Barclays Wealth November 2011 - January 2012
Finantec SAM November 2010 - May 2011
BNP Paribas December 2009 - June 2010
Education
Toulouse Business School 2007 — 2010
Denis Waldron's Barclays Wealth Experience June 2009 - August 2009
Job Dutchess Capital
Industry Financial Services
Experience
Dutchess July 2013 - January 2014
John Thomas Financial October 2012 - April 2013
Warren D Nadel & Company September 2010 - October 2012
Euclid Investment Advisory May 2010 - July 2010
Euclid Investment Advisory March 2010 - July 2010
Barclays Wealth June 2009 - August 2009
Warren D Nadel & Co May 2008 - August 2008
Skills
Wealth Management, Series 7, Series 63, Series 3, Series 24, Microsoft Office, Sales, Business Analysis, Team Leadership, Sales Presentations, Trading, Building Relationships, Investment Banking, Private Placements, Finance, Institutional...
Education
Towson University 2006 — 2010
BS, Business Administration - Finance Concentration
Dutchess July 2013 - January 2014
John Thomas Financial October 2012 - April 2013
Warren D Nadel & Company September 2010 - October 2012
Euclid Investment Advisory May 2010 - July 2010
Euclid Investment Advisory March 2010 - July 2010
Barclays Wealth June 2009 - August 2009
Warren D Nadel & Co May 2008 - August 2008
Skills
Wealth Management, Series 7, Series 63, Series 3, Series 24, Microsoft Office, Sales, Business Analysis, Team Leadership, Sales Presentations, Trading, Building Relationships, Investment Banking, Private Placements, Finance, Institutional...
Education
Towson University 2006 — 2010
BS, Business Administration - Finance Concentration
Paulina Ostafijczuk's Barclays Wealth Experience Analyst/AssociateLehman Brothers Holdings Inc.May 2005 - September 2008
Job Analyst at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth Analyst/AssociateLehman Brothers Holdings Inc.May 2005 - September 2008
Education
University of Illinois at Chicago 2000 — 2003
Bachelor's, Finance/International Business
Barclays Wealth Analyst/AssociateLehman Brothers Holdings Inc.May 2005 - September 2008
Education
University of Illinois at Chicago 2000 — 2003
Bachelor's, Finance/International Business
Christopher McEvily's Barclays Wealth Experience January 2009 - December 2014
Job Change Management Analyst at Barclays Wealth America Assisant Vice President
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
Barclays Wealth January 2009 - December 2014
Trinity Trading Corporation March 2005 - March 2008
Galway Securities Inc. July 2001 - December 2003
New York Stock Exchange September 1993 - July 2001
Skills
Asset Managment, Risk Management, Securities, Business Analysis, Financial Services, Wealth Management, Process Improvement, SDLC, Team Leadership, Capital Markets, Change Management, Asset Management, Vendor Management, PMO, Equities, Management, CRM
Education
University of Dayton 1989 — 1993
Bachelor of Arts (BA), Communication and Media Studies
JPMorgan Chase & Co. February 2015 - Present
Barclays Wealth January 2009 - December 2014
Trinity Trading Corporation March 2005 - March 2008
Galway Securities Inc. July 2001 - December 2003
New York Stock Exchange September 1993 - July 2001
Skills
Asset Managment, Risk Management, Securities, Business Analysis, Financial Services, Wealth Management, Process Improvement, SDLC, Team Leadership, Capital Markets, Change Management, Asset Management, Vendor Management, PMO, Equities, Management, CRM
Education
University of Dayton 1989 — 1993
Bachelor of Arts (BA), Communication and Media Studies
Melamed David's Barclays Wealth Experience April 2009 - Present
Job
Industry Financial Services
Experience
Barclays Wealth April 2009 - Present
UBS November 2008 - April 2009
Lehman Brothers April 2000 - November 2008
Education
Baruch College 1995 — 1999
BA, International Marketing
University of Miami 1993 — 1994
Barclays Wealth April 2009 - Present
UBS November 2008 - April 2009
Lehman Brothers April 2000 - November 2008
Education
Baruch College 1995 — 1999
BA, International Marketing
University of Miami 1993 — 1994
Dana Grbic's Barclays Wealth Experience May 2010 - July 2011
Job Director, Business Process Management at FlexiVan Leasing
Industry Financial Services
Experience
Flexi-Van Leasing August 2011 - Present
Barclays Wealth May 2010 - July 2011
NYK Line January 1994 - May 2010
Barton Incorporated September 1990 - December 1992
Education
Northern Illinois University 1985 — 1989
BS, Economics
Flexi-Van Leasing August 2011 - Present
Barclays Wealth May 2010 - July 2011
NYK Line January 1994 - May 2010
Barton Incorporated September 1990 - December 1992
Education
Northern Illinois University 1985 — 1989
BS, Economics
David Friedenberg's Barclays Wealth Experience July 2010 - April 2011
Job Vice President, Project Manager at Citi Group
Industry Financial Services
Experience
Citi Group March 2011 - Present
Barclays Wealth July 2010 - April 2011
UBS Wealth Management August 1994 - September 2010
Prudential Financial May 1987 - August 1994
Education
Rutgers University-New Brunswick 1982 — 1987
BA, Economics
Pace University - Lubin School of Business
MBA, Accounting
Citi Group March 2011 - Present
Barclays Wealth July 2010 - April 2011
UBS Wealth Management August 1994 - September 2010
Prudential Financial May 1987 - August 1994
Education
Rutgers University-New Brunswick 1982 — 1987
BA, Economics
Pace University - Lubin School of Business
MBA, Accounting
James Frank's Barclays Wealth Experience 2009 - Present
Job
Industry
Experience
Barclays Wealth 2009 - Present
AllianceBernstein May 1999 - May 2009
Education
University of Pennsylvania 1980 — 1982
BA, American History
Skidmore College 1978 — 1980
American Studies
Barclays Wealth 2009 - Present
AllianceBernstein May 1999 - May 2009
Education
University of Pennsylvania 1980 — 1982
BA, American History
Skidmore College 1978 — 1980
American Studies
Pratima Malviya's Barclays Wealth Experience March 2009 - July 2009
Job Experienced Associate at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PricewaterhouseCoopers August 2014 - Present
Amazon June 2013 - September 2013
Anand Rathi Securities September 2010 - December 2010
Angel Broking August 2009 - August 2010
Barclays Wealth March 2009 - July 2009
Barclays Bank February 2008 - February 2009
Credit Agricole CIB June 2007 - February 2008
Skills
AML, Process Improvement, Internal Audit, Analysis, Auditing, Microsoft Office, Risk Management, Management, Project Management
Education
University of Washington 2012 — 2014
Master's degree, Information Management
The Institute of Chartered Accountants of India 2006 — 2007
PGDBFI, Finance
University of Mumbai 2003 — 2006
Bachelor of Science (B.Sc.), Chemistry
PricewaterhouseCoopers August 2014 - Present
Amazon June 2013 - September 2013
Anand Rathi Securities September 2010 - December 2010
Angel Broking August 2009 - August 2010
Barclays Wealth March 2009 - July 2009
Barclays Bank February 2008 - February 2009
Credit Agricole CIB June 2007 - February 2008
Skills
AML, Process Improvement, Internal Audit, Analysis, Auditing, Microsoft Office, Risk Management, Management, Project Management
Education
University of Washington 2012 — 2014
Master's degree, Information Management
The Institute of Chartered Accountants of India 2006 — 2007
PGDBFI, Finance
University of Mumbai 2003 — 2006
Bachelor of Science (B.Sc.), Chemistry
Susan Goodearl's Barclays Wealth Experience September 2008 - February 2011
Job Business Unit Compliance Officer at Bank of the West
Industry Financial Services
Experience
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
Lauren Davis Cruise's Barclays Wealth Experience September 2008 - February 2011
Job Human Resouces Generalist at Jane Street Capital
Industry Financial Services
Experience
Jane Street Capital January 2011 - Present
Barclays Wealth September 2008 - February 2011
Lehman Brothers May 2008 - September 2008
Skills
Human Resources, Personnel Management, Onboarding, Talent Management, Employee Relations, Performance Management, Employee Benefits, Succession Planning, HRIS
Education
University of Richmond 2002 — 2006
Political Science, Leadership Studies
Jane Street Capital January 2011 - Present
Barclays Wealth September 2008 - February 2011
Lehman Brothers May 2008 - September 2008
Skills
Human Resources, Personnel Management, Onboarding, Talent Management, Employee Relations, Performance Management, Employee Benefits, Succession Planning, HRIS
Education
University of Richmond 2002 — 2006
Political Science, Leadership Studies
Maida Baez's Barclays Wealth Experience January 2009 - June 2010
Job Trade Support at Millennium Partners
Industry Investment Management
Experience
Millennium Partners July 2010 - Present
Barclays Wealth January 2009 - June 2010
Lehman Brothers / Barclays Capital December 2007 - January 2009
Lehman Brothers / Barclays Capital January 2006 - December 2007
Lehman Brothers December 2004 - January 2006
Citibank North America July 2004 - December 2004
Smith Barney 2001 - 2003
Education
Pace University - Lubin School of Business
Bachelor, Business Administration; Finance
Millennium Partners July 2010 - Present
Barclays Wealth January 2009 - June 2010
Lehman Brothers / Barclays Capital December 2007 - January 2009
Lehman Brothers / Barclays Capital January 2006 - December 2007
Lehman Brothers December 2004 - January 2006
Citibank North America July 2004 - December 2004
Smith Barney 2001 - 2003
Education
Pace University - Lubin School of Business
Bachelor, Business Administration; Finance
Rao Kanuri's Barclays Wealth Experience January 2011 - August 2014
Job Lead Test Automation/Performance Testing
Industry Information Technology and Services
Experience
Ford Motor Company February 2015 - Present
Ford Motor Company September 2014 - February 2015
Barclays Wealth January 2011 - August 2014
Wells Fargo August 2010 - December 2010
Merrill Lynch December 2009 - August 2010
Wipro Technologies June 2006 - December 2009
Skills
Test Automation, QTP, Quality Center, Testing, Selenium, ClearQuest, JIRA, Perforce, SQL Server, DB2, VBScript, ISTQB Certified, Quality Assurance, SQL, HP Quality Center, SDLC, HP QTP, TestNG, Microsoft SQL Server, Performance Testing, LoadRunner, SoapUI, Test Management, User Acceptance Testing
Education
Pondicherry University 2001 — 2005
B.tech, Computers
Ford Motor Company February 2015 - Present
Ford Motor Company September 2014 - February 2015
Barclays Wealth January 2011 - August 2014
Wells Fargo August 2010 - December 2010
Merrill Lynch December 2009 - August 2010
Wipro Technologies June 2006 - December 2009
Skills
Test Automation, QTP, Quality Center, Testing, Selenium, ClearQuest, JIRA, Perforce, SQL Server, DB2, VBScript, ISTQB Certified, Quality Assurance, SQL, HP Quality Center, SDLC, HP QTP, TestNG, Microsoft SQL Server, Performance Testing, LoadRunner, SoapUI, Test Management, User Acceptance Testing
Education
Pondicherry University 2001 — 2005
B.tech, Computers
Leslie Cammuso's Barclays Wealth Experience June 2010 - August 2010
Job Dual Card Strategy at GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - November 2014
GE Capital 2011 - 2013
Barclays Wealth June 2010 - August 2010
Merrill Lynch 2008 - 2009
Ironwood Capital Management February 2006 - February 2008
Skills
Cross-functional Team..., Financial Modeling, Strategy, Product Management, Hedge Funds, Competitive Analysis, Venture Capital, Strategic Partnerships, Marketing, Management Consulting, Start-ups, Leadership, Investor Relations, Risk Management, Entrepreneurship, Integrated Marketing, Brand Management, Sales Management, Data Analysis, Financial Services, Business Analysis
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (MBA), General Management and Marketing
Boston College 2001 — 2005
Bachelor of Arts (BA), History
GE Capital June 2013 - November 2014
GE Capital 2011 - 2013
Barclays Wealth June 2010 - August 2010
Merrill Lynch 2008 - 2009
Ironwood Capital Management February 2006 - February 2008
Skills
Cross-functional Team..., Financial Modeling, Strategy, Product Management, Hedge Funds, Competitive Analysis, Venture Capital, Strategic Partnerships, Marketing, Management Consulting, Start-ups, Leadership, Investor Relations, Risk Management, Entrepreneurship, Integrated Marketing, Brand Management, Sales Management, Data Analysis, Financial Services, Business Analysis
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (MBA), General Management and Marketing
Boston College 2001 — 2005
Bachelor of Arts (BA), History
Frederick Bowers, II's Barclays Wealth Experience October 2008 - December 2008
Job Consultant at The Jericho Project
Industry Nonprofit Organization Management
Experience
The Jericho Project January 2009 - Present
Barclays Wealth October 2008 - December 2008
Lehman Brothers June 1999 - October 2008
JP Morgan Chase June 1993 - May 1999
OTC, Inc. August 1990 - December 1992
Skills
Private Equity, IPO, Equities, Strategic Consulting, Fundamental Analysis, Capital Markets, Emerging Markets, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Hedge Funds, Business Strategy, Asset Management, Bloomberg, Management, Due Diligence, Strategy, Trading, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
The Naganuma School Tokyo School of Japanese Language 1991 — 1992
Williams College 1986 — 1990
BA
Universidad Argentina de la Empresa 1988 — 1988
Phillips Exeter Academy 1982 — 1986
High School
The Jericho Project January 2009 - Present
Barclays Wealth October 2008 - December 2008
Lehman Brothers June 1999 - October 2008
JP Morgan Chase June 1993 - May 1999
OTC, Inc. August 1990 - December 1992
Skills
Private Equity, IPO, Equities, Strategic Consulting, Fundamental Analysis, Capital Markets, Emerging Markets, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Hedge Funds, Business Strategy, Asset Management, Bloomberg, Management, Due Diligence, Strategy, Trading, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
The Naganuma School Tokyo School of Japanese Language 1991 — 1992
Williams College 1986 — 1990
BA
Universidad Argentina de la Empresa 1988 — 1988
Phillips Exeter Academy 1982 — 1986
High School
Isabelle Wang's Barclays Wealth Experience June 2007 - July 2007
Job Senior Manager, US Tax Desk at EY
Industry Accounting
Meghan Muntean's Barclays Wealth Experience September 2008 - June 2010
Job VP, Business Development at Bustle
Industry Health, Wellness and Fitness
Experience
Bustle October 2014 - Present
ChickRx 2010 - Present
Barclays Wealth September 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Education
Princeton University 2002 — 2006
Bustle October 2014 - Present
ChickRx 2010 - Present
Barclays Wealth September 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Education
Princeton University 2002 — 2006
Tom Clarke's Barclays Wealth Experience June 2008 - August 2008
Job Sales Executive Americas Hedge Funds at FactSet
Industry Computer Software
Experience
FactSet April 2014 - Present
FactSet Research Systems January 2013 - April 2014
FactSet Research Systems September 2010 - January 2013
Emerald Asset Management May 2009 - December 2009
Barclays Wealth June 2008 - August 2008
ICAP May 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Excel, Microsoft Excel, Financial Markets, Project Management, Process Improvement, Financial Analysis, Analysis, Finance, Analytics, Sales, Valuation, Business Analysis, Employee Relations, Hedge Funds, Portfolio Management, Investments, Equities
Education
Villanova University 2006 — 2010
Bachelor of Science (BS), Finance & Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance
Bridgewater-Raritan High School 2002 — 2006
High School
FactSet April 2014 - Present
FactSet Research Systems January 2013 - April 2014
FactSet Research Systems September 2010 - January 2013
Emerald Asset Management May 2009 - December 2009
Barclays Wealth June 2008 - August 2008
ICAP May 2007 - August 2007
Skills
Data Analysis, Financial Modeling, Excel, Microsoft Excel, Financial Markets, Project Management, Process Improvement, Financial Analysis, Analysis, Finance, Analytics, Sales, Valuation, Business Analysis, Employee Relations, Hedge Funds, Portfolio Management, Investments, Equities
Education
Villanova University 2006 — 2010
Bachelor of Science (BS), Finance & Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance
Bridgewater-Raritan High School 2002 — 2006
High School
Adevic Manjares's Barclays Wealth Experience December 2009 - December 2011
Job AML Surveillance at CITI
Industry Financial Services
Experience
CITI July 2015 - Present
Citi April 2014 - July 2015
Credit Suisse January 2012 - April 2014
Barclays Wealth December 2009 - December 2011
Citi 2007 - 2009
Citi 2006 - 2007
Citi 2004 - 2006
Skills
Project Management, Electronic Trading, Calypso, Bloomberg, Settlement, Mutual Funds, Equities, Dodd-Frank, CDS, Process Analysis, Actimize, Business Analysis, PMO, Trading, Financial Risk, Bonds, Sybase, Risk Management, Asset Management, Distributed Team..., Team-oriented, Leadership, Fixed Income
Education
New York Institute of Technology-Old Westbury 1999 — 2003
BS, Computer Science
CITI July 2015 - Present
Citi April 2014 - July 2015
Credit Suisse January 2012 - April 2014
Barclays Wealth December 2009 - December 2011
Citi 2007 - 2009
Citi 2006 - 2007
Citi 2004 - 2006
Skills
Project Management, Electronic Trading, Calypso, Bloomberg, Settlement, Mutual Funds, Equities, Dodd-Frank, CDS, Process Analysis, Actimize, Business Analysis, PMO, Trading, Financial Risk, Bonds, Sybase, Risk Management, Asset Management, Distributed Team..., Team-oriented, Leadership, Fixed Income
Education
New York Institute of Technology-Old Westbury 1999 — 2003
BS, Computer Science
Nadine Renaud-Cacace's Barclays Wealth Experience January 1995 - July 2011
Job Senior Private Banker CFM MONACO
Industry Banking
Experience
CFM MONACO August 2011 - Present
Barclays Wealth January 1995 - July 2011
Barclays Bank September 1991 - December 1994
Education
Université Bordeaux I 1990 — 1991
DESS Banque Finance Negoce intl, Bank Finance, DESS
dess banque finance Bordeaux
DESS - MBA
CFM MONACO August 2011 - Present
Barclays Wealth January 1995 - July 2011
Barclays Bank September 1991 - December 1994
Education
Université Bordeaux I 1990 — 1991
DESS Banque Finance Negoce intl, Bank Finance, DESS
dess banque finance Bordeaux
DESS - MBA
Ryan Ludgate's Barclays Wealth Experience February 2009 - June 2014
Job Vice President at Christie's
Industry Financial Services
Experience
Christie's June 2014 - Present
Barclays Wealth February 2009 - June 2014
Lehman Brothers Holdings Inc. August 2006 - February 2009
Bank of America September 2005 - August 2006
American Express Financial Advisors May 2004 - August 2005
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Mutual Funds, Equities, Asset Managment, Wealth Management, Portfolio Management, Fixed Income, Private Equity, Investment Advisory, Capital Markets, Asset Allocation, Financial Analysis, Fund Of Funds, Due Diligence, Strategic Financial..., Investment Strategies, Securities, Investment Management, Bloomberg, Derivatives, Finance, Investment Banking, Project Management, Asset Management
Education
Providence College 1998 — 2002
Bachelor or Science, Finance, General
Forsyth Country Day School 1995 — 1998
Christie's June 2014 - Present
Barclays Wealth February 2009 - June 2014
Lehman Brothers Holdings Inc. August 2006 - February 2009
Bank of America September 2005 - August 2006
American Express Financial Advisors May 2004 - August 2005
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Mutual Funds, Equities, Asset Managment, Wealth Management, Portfolio Management, Fixed Income, Private Equity, Investment Advisory, Capital Markets, Asset Allocation, Financial Analysis, Fund Of Funds, Due Diligence, Strategic Financial..., Investment Strategies, Securities, Investment Management, Bloomberg, Derivatives, Finance, Investment Banking, Project Management, Asset Management
Education
Providence College 1998 — 2002
Bachelor or Science, Finance, General
Forsyth Country Day School 1995 — 1998