Barclays Wealth and Investment Management

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 and Investment Management Employees

Employee
Years
Job
Industry
Joanna Crespo Joanna Crespo New York, New York Details
Joanna Crespo's Barclays Wealth and Investment Management Experience May 2015 - July 2015
Job MBA, Business Analyst, Workshop Facilitator
Industry Banking
Experience
New York Open Center  February 2010 - Present
Barclays Wealth and Investment Management   May 2015 - July 2015
Portgon AG (fka WestLB AG)   October 1990 - December 2014

Skills
Reiki, Securitization, Energy Healing, Kundalini Yoga, Teaching, Wellness, Public Speaking, Banking, Holistic Health, Personal Development, Meditation, Leadership, Microsoft Office, Management, Finance, Investment Banking, Loan Servicing

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance

SUNY Stony Brook
Bachelor of Science (BS), Applied Mathematics & Statistics

Arjun Kedia Arjun Kedia Philadelphia, Pennsylvania Details
Arjun Kedia's Barclays Wealth and Investment Management Experience July 2012 - August 2012
Job Operations Analyst at Accusource LLC
Industry Financial Services
Experience
Accusource LLC  March 2014 - Present
Barclays Wealth and Investment Management   July 2012 - August 2012
MDN Shares & Stock Brokers Private Limited   July 2010 - August 2010
Vakarangee Software Limited   June 2008 - July 2008

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Marketing, Leadership, Basic SQL, Factset, Accounting, Auditing, Financial Analysis, Banking, Process Improvement, Project Management, Business Analysis, Access

Education
Drexel University - College of Business and Administration   2009 — 2013
Bachelor of Science in Business Administration, Finance, Marketing and International Business

Alex Torgueman Alex Torgueman Greater New York City Area Details
Alex Torgueman's Barclays Wealth and Investment Management Experience June 2009 - September 2009
Job Territory Sales Manager at Irmat Pharmacy
Industry Pharmaceuticals
Experience
Irmat Pharmacy  May 2015 - Present
Freelance Consultant  October 2014 - Present
Beta Theta Pi  January 2012 - May 2014
Panorama Productions  September 2013 - December 2013
SFX Entertainment, Inc.   June 2013 - September 2013
The Natural Sapphire Company  June 2006 - August 2012
Barclays Wealth and Investment Management   June 2009 - September 2009
Lehman Brothers  June 2008 - September 2008

Skills
Blogging, Microsoft Office, Data Entry, Nonprofits, Social Media Marketing, Social Media Strategist, SEO, Google Analytics, Google Adwords, Facebook Marketing, Google+, Twitter, Instagram, Financial Analysis, Music, Music Industry, Nightlife, Nightclub, Concerts, Entertainment, Entertainment Industry, WordPress, Social Media, Public Speaking, Microsoft Excel, Management, Microsoft Word, PowerPoint, Marketing, Social Networking, Research, Event Planning, Writing

Education
University of Maryland College Park   2010 — 2014
Bachelor of Arts (B.A.), History

Charles University in Prague   2011 — 2011
Faculty of Philosophy and Arts, European History

Kevin Gavey Kevin Gavey Greater New York City Area Details
Kevin Gavey's Barclays Wealth and Investment Management Experience October 2013 - August 2015
Job Associate at Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors   August 2015 - Present
Barclays Wealth and Investment Management   October 2013 - August 2015
GR-NEAM  June 2012 - August 2012
Weybosset Research   March 2012 - May 2012
Black Mountain Capital Management   June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Financial Modeling, Economics

Education
Brown University   2009 — 2013
BA, Commerce, Organization & Entrepreneurship

Hector Roman, MBA Hector Roman, MBA New York, New York Details
Hector Roman, MBA's Barclays Wealth and Investment Management Experience September 2008 - June 2013
Job Global Compliance Program Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management  April 2015 - Present
PwC (PricewaterhouseCoopers)   July 2014 - April 2015
Barclays Investment Bank  June 2013 - July 2014
Barclays Wealth and Investment Management   September 2008 - June 2013
Lehman Brothers-Neuberger Berman   May 2005 - September 2008
Citigroup  July 2002 - January 2005

Education
The George Washington University - School of Business

Learning Tree International (NYC - Financial District)

Dowling College   2009 — 2010
Masters Business Administration

Stony Brook University   2002 — 2005
Bachelor of Science

David Huot-Marchand David Huot-Marchand Monaco area Details
David Huot-Marchand's Barclays Wealth and Investment Management Experience
Job Director chez Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  

Skills
Investment Banking, Investments, Gestion de portefeuille, Hedge Funds, Investissements, Marché financier, Produits dérivés

Education
Scuola di amministrazione aziendale di Torino   1992 — 1993
MA, Management

IAE Lyon   1991 — 1993
DESS, International trade

University of Sussex   1990 — 1991
Master's degree, International economics and applied mathematics

Université Joseph Fourier (Grenoble I)   1989 — 1990
Matrise économie - mathématiques appliquées

Gabriela Amaya Gabriela Amaya Miami/Fort Lauderdale Area Details
Gabriela Amaya's Barclays Wealth and Investment Management Experience September 2013 - June 2014
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  June 2014 - Present
Barclays Wealth and Investment Management   September 2013 - June 2014
Via Mat International (USA) Inc   August 2012 - August 2013
American Society for Engineering Education  September 2010 - July 2012
Florida International University  June 2006 - July 2010

Skills
Community Outreach, Policy Analysis, Research, Public Policy, Nonprofits, International Relations, Government Contracting, Event Management, International Logistics, International Sales, International..., Compliance, Corporate Governance, Government Proposals, Account Management, New Business Development, Event Planning, Organizational..., Leadership Development, Project Management, Program Evaluation, Federal Government, Import/Export Operations, Proposal Writing, Leadership, Public Relations, Spanish, Strategic Planning, Government, DoD, Financial Reporting, Public Speaking, Fundraising, Project Planning, Social Networking, English, Data Analysis, Qualitative Research, FINRA, Investment Banking, Market Research, Wealth Management..., Business Analysis, International Business..., Regional Integration, Economics, Politics, Entrepreneurship, Team Building, Social Media

Education
Florida International University   2006 — 2010
B.A.S., International Relations

Tara Kheradpir Tara Kheradpir New York, New York Details
Tara Kheradpir's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Securitized Product Sales Analyst at Nomura Securities
Industry
Experience
Nomura Securities  July 2014 - Present
Barclays Wealth and Investment Management   June 2013 - August 2013
Numera Services Ltd.   July 2012 - August 2012
BT  June 2012 - July 2012

Education
Cornell University   2010 — 2014
Bachelor of Science (B.S.), Government and Near Eastern Studies

University of Jordan   2013 — 2013

London School of Economics and Political Science   2011 — 2011

The Chapin School   2003 — 2010

Jeffrey Hitt Jeffrey Hitt Tampa/St. Petersburg, Florida Area Details
Jeffrey Hitt's Barclays Wealth and Investment Management Experience October 2009 - March 2013
Job The Silver Alert® Post
Industry Medical Devices
Experience
The Silver Alert® Post   April 2013 - Present
Barclays Wealth and Investment Management   October 2009 - March 2013
United States Air Force  2002 - 2005

Skills
Alzheimer's Care, Dementia, Alzheimer's disease, Series 7 & Series 66, Leadership, Strategic Planning, Marketing, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Team Building, PowerPoint, Portfolio Management

Education
California Coast University
Bachelor's degree, Business Marketing

Palm Beach State College

Jennifer Prashad Jennifer Prashad Greater New York City Area Details
Jennifer Prashad's Barclays Wealth and Investment Management Experience May 2013 - Present
Job Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   May 2013 - Present
Morgan Stanley  April 2000 - May 2013
Evermax/Bruce Doug Corp   June 1993 - April 2000

Skills
Microsoft Office, Visual Basic, Visio, Technical Analysis, Technical Writing, Financial Services, Accounting, Strategic Planning, Business Analysis, Business Strategy, Series 7, Series 66, Series 9, FINRA, Uniform Combined State..., Equities, Securities, Series 63, Portfolio Management

Education
CUNY York College   2000 — 2006
Bachelor of Science (BS), Accounting

Nicholas Maharajh Nicholas Maharajh Brooklyn, New York Details
Nicholas Maharajh's Barclays Wealth and Investment Management Experience September 2012 - December 2012
Job
Industry Law Practice
Experience
BRONX CIVIL COURT  May 2015 - August 2015
Binder & Binder  February 2014 - April 2014
Barclays Wealth and Investment Management   September 2012 - December 2012
Dandin Realty   September 2009 - June 2012
Student Logistic Incorporation   September 2009 - May 2012
Boston University School of Theology  September 2010 - May 2011
Good Samaritan Hospital  February 2009 - May 2009
Empire Scientific Corporation   May 2008 - August 2008

Skills
Condos, Real Estate, Investment Properties, Relocation, Property Management, Microsoft Office, Spanish, Facebook, PowerPoint, Recruiting, Access, Marketing, Market Research, Investments, Microsoft Excel, Analysis, Online Marketing, Data Analysis, Marketing Strategy, Microsoft Word

Education
Boston University   2009 — 2013
Double Major: Bachelor of Arts in International Relations and Economics, Dual Concentration: Foreign Policy and Security Studies; International Economics and Business, GPA: 3.71/4.00

Deer Park High School   2005 — 2009

Brooklyn Law School

Anthony Marsella Anthony Marsella King Of Prussia, Pennsylvania Details
Anthony Marsella's Barclays Wealth and Investment Management Experience August 2014 - December 2014
Job MultiFunctional Financial Analyst at Lockheed Martin IS&GS
Industry Information Technology and Services
Experience
Lockheed Martin - IS&GS  April 2015 - Present
Barclays Wealth and Investment Management   August 2014 - December 2014
Bank of America Merrill Lynch  April 2014 - August 2014
J.J. White Incorporated   February 2013 - April 2014
Prudential Financial  August 2012 - October 2012
Central Loan Administration and Reporting   March 2012 - April 2012
Cenlar Loan Administration and Reporting   November 2011 - April 2012
Chapman Auto   February 2007 - August 2007

Skills
Data Entry, Leadership, Microsoft Office, Internet, Customer Service, Fast-paced, Lotus Notes, Research, Sage Timberline Office, Timberscan, Citrix, Accounts Receivable, Invoicing, Account Reconciliation, Time Management, Training, Microsoft Excel, Financial Statements, Accruals, Access, Accounting, Outlook, Financial Analysis, PowerPoint, Call Centers, Microsoft Word, Teamwork, General Ledger, Microsoft Office 2007, Finance, Marketing, Analysis

Education
East Stroudsburg University of Pennsylvania   2007 — 2010
Bachelor's degree, Business Management/Marketing Major

Holy Family University   2005 — 2007
Business

Anthony Matthew Lipari Anthony Matthew Lipari New York, New York Details
Anthony Matthew Lipari's Barclays Wealth and Investment Management Experience January 2014 - April 2015
Job AVP Global Compliance at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2014 - April 2015
Hudson Community Enterprises Non-Profit   July 2013 - December 2013
Morgan Stanley Investment Management  January 2010 - June 2012
Morgan Stanley Investment Management- Van Kampen Investments   January 2008 - January 2010
HRP  October 2007 - December 2007
Special Friends Inc   August 2006 - November 2006

Education
Ramapo College of New Jersey   2003 — 2006
Bachelor of Arts Degree, Psychology; Theoretical and Applied Sciences

East Stroudsburg University of Pennsylvania

Laura Kane, CFA, CPA Laura Kane, CFA, CPA Greater New York City Area Details
Laura Kane, CFA, CPA's Barclays Wealth and Investment Management Experience April 2013 - August 2015
Job Director, Thematic & Sustainable Investing at UBS
Industry Financial Services
Experience
UBS  August 2015 - Present
Barclays Wealth and Investment Management   April 2013 - August 2015
JPMorgan Asset Management  March 2011 - April 2013
JPMorgan Private Bank  February 2010 - March 2011
JPMorgan Chase  July 2007 - February 2010

Skills
Investments, Equity Research, Asset Management

Education
Cornell University   2003 — 2007
BS - Summa Cum Laude, Applied Economics and Management

JingShun Kee JingShun Kee Boston, Massachusetts Details
JingShun Kee's Barclays Wealth and Investment Management Experience February 2015 - April 2015
Job Product Management Intern at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2015 - April 2015
Boston University  January 2015 - April 2015
Boston University Questrom School of Business  September 2014 - December 2014
Market Realist  January 2014 - August 2014
CMIA Capital Partners   July 2013 - September 2013
Singapore Armed Forces  February 2010 - December 2011

Skills
Leadership, Microsoft Excel, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Market Research, Management, Event Planning, Bloomberg Terminal

Education
Boston University Questrom School of Business   2012 — 2016
Bachelor of Science in Business Administration (BSBA), Accounting/Finance, Minor in Economics

Fudan University   2012 — 2012

St. George's School   2007 — 2009
11-12

Avi (Safaei) Kougemitros Avi (Safaei) Kougemitros New York, New York Details
Avi (Safaei) Kougemitros's Barclays Wealth and Investment Management Experience December 2012 - Present
Job Executive Director at JP Morgan Securities
Industry Financial Services
Experience
J.P. Morgan   May 2015 - Present
Barclays Wealth and Investment Management   December 2012 - Present
Neuberger Berman  December 2004 - November 2012
Morgan Stanley Smith Barney  August 2003 - December 2004

Education
Cornell University - S.C. Johnson Graduate School of Management   2008 — 2010
Executive MBA

New York University   2000 — 2003
BA, Economics

Camalae Thomas Camalae Thomas Chestnut Hill, Massachusetts Details
Camalae Thomas's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  August 2015 - Present
Bank of America  September 2014 - August 2015
Fluent Grp  August 2013 - June 2014
Boston College Connor’s Tutoring Center   September 2012 - May 2014
Barclays Wealth and Investment Management   June 2013 - August 2013
Flynn Recreational Complex   September 2011 - May 2013
BBVA Compass  June 2012 - August 2012
Jamaica Service Trip   May 2012 - June 2012
Regulated Boston College   September 2011 - May 2012
Black Student Forum   September 2010 - May 2011

Skills
Strategy, Policy, Time Management, Microsoft Excel, Management, PowerPoint, Marketing, Finance, Presentations, Program Management, Analysis

Education
Boston College   2010 — 2014
Bachelor of Science (BS), Finance

Boston College   2010 — 2014
Bachelor of Science (BS), Finance

Monsignor Edward Pace High School   2006 — 2010
Bachelor of Science (B.S.), Finance

Jamel Hicks Jamel Hicks Brooklyn, New York Details
Jamel Hicks's Barclays Wealth and Investment Management Experience May 2014 - August 2015
Job Mentee at Barclays Wealth and Investment Management
Industry Real Estate
Experience
Forest City Ratner Companies  June 2015 - August 2015
Barclays Wealth and Investment Management   May 2014 - August 2015
Asiadog   August 2014 - December 2014
YMCA of Greater New York  June 2014 - September 2014

Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Research, Public Speaking, Customer Service, Time Management, Leadership, Social Media, Accounting, Organization Skills

Education
Baruch College, City University of New York (CUNY)   2014 — 2017
Bachelor of Business Administration (BBA), Finance, General, 3.3

City University of New York-John Jay College of Criminal Justice   2013 — 2014
Bachelor of Science (BS), International Criminal Justice, 3.5

City University of New York-Hunter College   2013 — 2013
Economics, B+

High School of Economics & Finance   2009 — 2013
H.S Diploma, Business Administration and Management, General

Jad Cuffat Jad Cuffat Monaco area Details
Jad Cuffat's Barclays Wealth and Investment Management Experience February 2013 - July 2013
Job Msc Finance
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2013 - July 2013
UBS Wealth Management  April 2011 - August 2011

Skills
Wealth Management, Equities, Investments, Portfolio Management, Bloomberg, Securities, Fixed Income, Mutual Funds, Asset Allocation, Hedge Funds, Derivatives, Financial Modeling, Investment Advisory, Financial Analysis, Asset Management, Alternative Investments, Banking, Investment Strategies, Trading, Corporate Finance, Equity Research, Risk Management, Bonds, Financial Advisory, Investment Management, Private Banking

Education
International University of Monaco   2014 — 2015
Master of Science (MSc), Finance

International University of Monaco   2009 — 2013
BSBA, Finance

Haley Salas Haley Salas Durham, New Hampshire Details
Haley Salas's Barclays Wealth and Investment Management Experience July 2013 - August 2013
Job Student at Wake Forest University
Industry
Experience
Barclays Wealth and Investment Management   July 2013 - August 2013

Education
Wake Forest University   2012 — 2015
Finance

Dickinson College   2011 — 2012
International Business and Management

Berwick Academy   2008 — 2011
High School Diploma

Soraiya Song Soraiya Song Greater New York City Area Details
Soraiya Song's Barclays Wealth and Investment Management Experience February 2014 - Present
Job
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2014 - Present
Barclays Investment Bank  September 2012 - October 2013
FDM Group  March 2012 - September 2012
Independent Importer   November 2009 - January 2011

Skills
Data Analysis, Microsoft Excel, PowerPoint, Visio, Outlook, Microsoft Word, Data Entry, SharePoint, Unix, Data Management, Unix Shell Scripting, Data Migration, Oracle SQL, Bloomberg Professional, Reuters 3000Xrtra, Data Mining, ServiceNow, Project Management

Education
Baruch College - Zicklin School of Business/ CUNY - New York, NY   2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance with a minor in Communication

Bergen Community College   2005 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration

Jonathan Powell Jonathan Powell San Francisco Bay Area Details
Jonathan Powell's Barclays Wealth and Investment Management Experience December 2013 - August 2015
Job Associate at Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors   August 2015 - Present
Barclays Wealth and Investment Management   December 2013 - August 2015
FactSet Research Systems  December 2012 - November 2013
FactSet Research Systems  May 2012 - January 2013
FactSet Research Systems  September 2010 - May 2012
Ned Lamont for Governor Campaign   May 2010 - August 2010
Prologue Capital  May 2008 - August 2008

Education
Bucknell University   2006 — 2010
BA, Economics, Political Science

University of Cape Town   2009 — 2009
BA, Economics, Politics

New Canaan   2002 — 2006

Andre Bautista Andre Bautista New York, New York Details
Andre Bautista's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   November 2014 - Present
Department of Neurology, Columbia University Medical Center   August 2013 - June 2014
Barclays Wealth and Investment Management   June 2013 - August 2013
United States Marine Corps  October 2005 - October 2010

Skills
Military, Security Clearance, Military Experience, Military Operations, DoD, Aviation, Analysis, Operational Planning, Government, National Security, Command, Defense, Force Protection, Intelligence Analysis, Leadership, Collaborative Problem..., Critical Thinking, Neuroscience, Microsoft Office, Research, Microsoft Excel, Strategic Planning, Data Analysis

Education
Columbia University in the City of New York   2011 — 2014
Bachelor of Arts (B.A.), Neuroscience and Behavior

Allentown Central Catholic High School

Rosario Gonzalez Rosario Gonzalez New York, New York Details
Rosario Gonzalez's Barclays Wealth and Investment Management Experience August 2014 - Present
Job Director, Product Control & Surveillance (WIMA)
Industry Financial Services
Experience
Barclays Wealth and Investment Management   August 2014 - Present
Morgan Stanley Wealth Management  September 2007 - August 2014
Morgan Stanley Wealth Management  September 2006 - September 2007
Hold Brothers On-line Investment Services, LLC  May 2005 - September 2006
Prudential Financial  September 1996 - December 2004

Skills
Series 7, Trading, Securities, Series 63, FINRA, Fixed Income, Equities, Capital Markets, Investments, Bloomberg, Wealth Management, Banking, Financial Markets, Bonds, Options, FX Options, Finance, Alternative Investments

Education
Borough of Manhattan Community College

Fashion Institute of Technology

Rona Isla Rona Isla Greater New York City Area Details
Rona Isla's Barclays Wealth and Investment Management Experience March 2013 - Present
Job AVPBusiness Analyst
Industry Investment Banking
Experience
Barclays Wealth and Investment Management   March 2013 - Present
Barclays Wealth and Investment Management   March 2012 - February 2013
Barclays Wealth and Investment Management   January 2012 - March 2012
Barclays Wealth and Investment Management   November 2011 - January 2012
Barclays Investment Bank  August 2009 - October 2011
Barclays Capital Singapore   May 2007 - August 2009

Skills
Process Migration, Data Management, Change Management, Business Analysis, AML, Reference Data, Visio, Business Process..., Requirements Analysis, Investment Banking, User Acceptance Testing, Anti Money Laundering, Data Analysis, KYC

Education
De La Salle University   2004 — 2006
Master's Degree, Applied Economics

University of Santo Tomas   1998 — 2002
Bachelor of Commerce (B.Com.), Economics

Nicole Drysdale Nicole Drysdale Greater New York City Area Details
Nicole Drysdale's Barclays Wealth and Investment Management Experience June 2006 - December 2006
Job Compliance Officer
Industry Financial Services
Experience
Barclays Investment Bank  April 2015 - Present
JPMorgan Chase  July 2013 - Present
Advise Technologies  May 2013 - July 2013
MediaMorph  September 2012 - January 2013
Philadelphia Volunteer Lawyers for the Arts  September 2010 - December 2010
Deutsche Bank  July 2010 - August 2010
Barclays Wealth  August 2007 - August 2009
Barclays Wealth and Investment Management   June 2006 - December 2006

Skills
Research, Legal Research, Intellectual Property, Contract Writing, Negotiation, Mediation, Family Law, Business Strategy, Team Leadership, Operations Management, Financial Planning, Financial Analysis, Strategic Financial..., Hedge Funds, Dodd-Frank, Financial Regulation, Legal Writing, Investment Banking

Education
Temple University - James E. Beasley School of Law   2009 — 2012
Doctor of Law (J.D.), Law

Temple University - Fox School of Business and Management   2011 — 2012
Business/Commerce, General, 4.0

Brooklyn Law School   2011 — 2011
Doctor of Law (J.D.), Law

Northeastern University   2002 — 2007
Bachelor of Science (BS), Finance, General

Frederic Bernard Frederic Bernard Monaco area Details
Frederic Bernard's Barclays Wealth and Investment Management Experience 2007 - 2011
Job Business Management Executive, Wealth Management / Private Banking
Industry Banking
Experience
UBS Wealth Management  2013 - 2015
KBL Monaco Private Bankers   2012 - 2013
Barclays Wealth and Investment Management   2007 - 2011
Barclays Wealth and Investment Management   2003 - 2007
Barclays  2000 - 2003
Barclays  1999 - 2000
Credit Lyonnais  1997 - 1999
Lombard   1994 - 1997

Skills
Private Banking, Management, Risk Management, Banking, Wealth Management, Financial Risk, Financial Services, Internal Audit, Operational Risk, Asset Management, Investment Advisory, AML, Compliance, Business Management, Competitive Analysis, Risk, Project Management, Marketing Management, Strategy, Business Strategy

Education
Staffordshire University   1994 — 1995
MSc, European Management Strategy

Manchester Business School
Diploma, International Anti-Money Laundering, Merit

IAE Lille   1993 — 1994
D.E.S.S. / Postgraduate Degree, International Business

Université des Sciences et Technologies de Lille (Lille I)   1989 — 1993
Master's degree, Economics

University of Greenwich   1991 — 1992
Bachelor of Arts (B.A.), Business Management - Erasmus year

Lycée Saint Adrien - Villeneuve d'Ascq   1979 — 1989

Allene Tang Allene Tang New York, New York Details
Allene Tang's Barclays Wealth and Investment Management Experience March 2012 - August 2012
Job Business Analyst/Project Manager at TD Securities
Industry Investment Banking
Experience
TD Securities  September 2013 - Present
Barclays  September 2012 - August 2013
Barclays Wealth and Investment Management   March 2012 - August 2012
Barclays Capital  July 2011 - March 2012
Georgia Institute of Technology  August 2008 - May 2011
Bank of America  June 2010 - August 2010

Skills
Project Management, Business Analysis, Vendor Management, SharePoint, Microsoft Office, Visio, Data Analysis, IT Business Management, MS Project, Business Communications, Blogging, Social Media, Technical Writing, People Skills, Leadership, Cross-functional Team..., Business Process, Analysis, Management, Process Improvement, PMO, PowerPoint, SDLC, Strategy

Education
Georgia Institute of Technology   2007 — 2011
BS, Industrial and Systems Engineering, Economic Decsion Analysis

Federico Mele Federico Mele New York, New York Details
Federico Mele's Barclays Wealth and Investment Management Experience September 2013 - 2013
Job Founder at GEA Project, Inc. | Deals Strategy Advisory Associate at PwC
Industry Management Consulting
Experience
PwC  August 2015 - Present
GEA Project, Inc.   May 2015 - Present
PwC  March 2014 - Present
Barclays Wealth and Investment Management   September 2013 - 2013
Charles River Associates  2013 - 2013
Einaudi Institute for Economics and Finance   June 2012 - July 2012
Beth Israel Deaconess Medical Center  February 2012 - June 2012

Skills
Economics, Strategy, Public Speaking, Data Analysis, Research, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Econometrics, Management Consulting, Business Strategy, Event Management, Finance, Event Planning, Management, Macroeconomics, Microeconomics, Stata, Market Research, Qualitative Research, Negotiation, Fund Administration, French, Mergers & Acquisitions, STATA 12, Fundraising, Strategic Planning, Spanish, Leadership, Deals

Education
Boston University   2011 — 2015
Bachelor/Master of Arts (BA/MA), Economics, Magna Cum Laude

Boston University   2011 — 2015
Master of Arts (M.A.), Economics

William Shaheen William Shaheen Greater New York City Area Details
William Shaheen's Barclays Wealth and Investment Management Experience July 2014 - December 2014
Job Business Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  December 2014 - Present
Barclays Wealth and Investment Management   July 2014 - December 2014
Roosevelt & Cross   May 2013 - August 2013
Tudor Investment Corporation  May 2012 - August 2012
Northwestern Mutual  May 2011 - August 2011
Shaheen & Associates   June 2009 - August 2010

Skills
Bloomberg, Risk Management, Financial Analysis, Analysis, Options, FX Options, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Life Insurance, Municipalities, Municipal Bonds, Finance, Investments

Education
Fordham University   2010 — 2014
Bachelor's Degree, Finance

Fordham University   2010 — 2014
Bachelor's Degree, Finance

Byram Hills High School

Jennifer Naranjo Jennifer Naranjo Greater New York City Area Details
Jennifer Naranjo's Barclays Wealth and Investment Management Experience July 2015 - Present
Job Project Manager Business Risk & Control at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management   July 2015 - Present
Credit Suisse  February 2015 - July 2015
AIG  July 2014 - November 2014
Jefferies LLC  September 2012 - July 2014
Jefferies LLC  July 2011 - September 2012
Highland Capital Management, L.P.   April 2011 - July 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C.   March 2010 - April 2011

Skills
Due Diligence, Investment Banking, Corporate Governance, Corporate Law, Risk Management, P&L Analysis, P&L Management, Financial Modeling, Management

Education
City University of New York-Hunter College   2008 — 2012
Bachelor's Degree, Psychology

Jijo Venginikkadan Jijo Venginikkadan New York, New York Details
Jijo Venginikkadan's Barclays Wealth and Investment Management Experience March 2013 - February 2014
Job Technical Team Lead at Elsevier
Industry Computer Software
Experience
Elsevier  January 2015 - Present
EmblemHealth  February 2014 - Present
Barclays Wealth and Investment Management   March 2013 - February 2014
JPMorgan Chase  February 2012 - February 2013
Wells Fargo  November 2009 - January 2012
CCH, a Wolters Kluwer business  February 2006 - October 2009
Tech Mahindra  August 2005 - February 2006
Capital Soft   April 2004 - August 2005

Skills
Microsoft Technologies, C#, .NET, WCF, WPF, Agile Project Management, ASP.NET, Web Services, SOA, SQL Server, LINQ, UML, ASP.NET AJAX, TDD, Design Patterns, SDLC, Software Quality..., OOAD, Active Directory, Entity Framework, TFS, Delphi, MVC, XAML, XML, SSRS, Microsoft SQL Server, Solace, TeamCity, ReSharper, Putty, AJAX, Software Development, SQL, Web Applications, Silverlight, Agile Methodologies, OOP, Integration, ASP.NET MVC, WinForms, ADO.NET, Scrum, Testing, SOAP, Visual Studio, Programming, T-SQL, VB.NET, VSS

Education
Bangalore University   2001 — 2004
MCA, Computer Science

Larry Guillard Larry Guillard Greater New York City Area Details
Larry Guillard's Barclays Wealth and Investment Management Experience January 2015 - Present
Job Business Consultant at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   January 2015 - Present
Leaders in Investment Operations in New York City Area   2013 - Present
Potomac Asset Management Co., Inc.   October 2013 - December 2014
Manulife Asset Management  June 2014 - November 2014
Declaration Management & Research LLC   1999 - 2012
Daiwa Securities  1996 - 1999
National Westminster Bank NA   1995 - 1996

Skills
Bonds, Hedge Funds, CMBS, Bloomberg Terminal, Credit Derivatives, Alternative Investments, CDO, Capital Markets, CDS, Fixed Income, Structured Finance, MBS, Trading Systems, Asset Management, ABS, Credit, Securitization, Investments, Trading, Structured Products, Collateral Management, Securities, Due Diligence, Derivatives, Investment Management, Valuation, Portfolio Management, Currency Futures, Operating Budgets, Equities, Middle Office, Bloomberg, High Yield, Funding, Options, Asset Allocation, Financial Modeling, Financial Markets, Fund Of Funds, Corporate Finance, CLO, Investment Vehicles, 1940 Act, Investment Advisory, Financial Services, Finance, Risk Management, Credit Risk, Mutual Funds, Credit Analysis

Education
Drexel University   1990 — 1995
Bachelor's Degree, Business Administration - Finance & Economics

Harry Gruber Harry Gruber Greater New York City Area Details
Harry Gruber's Barclays Wealth and Investment Management Experience October 2014 - Present
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   October 2014 - Present
Citi  January 2014 - September 2014
Citigroup  March 2010 - April 2013
Bank of America  December 2009 - March 2010
AllianceBernstein  June 2007 - October 2008
Citigroup  July 2006 - April 2007
Credit Suisse  February 2004 - June 2006
Pershing  September 1999 - June 2003
Salomon Brothers  1997 - 1999

Education
Fordham Gabelli School of Business   1988 — 1992
MBA, Finance

Queens College
BA, Economics

Steven Pritsios Steven Pritsios Washington D.C. Metro Area Details
Steven Pritsios's Barclays Wealth and Investment Management Experience January 2010 - June 2015
Job Merrill Lynch Private Banking & Investment Group
Industry Banking
Experience
Merrilll Lynch Private Banking   June 2015 - Present
Barclays Wealth and Investment Management   January 2010 - June 2015
FBR  2003 - 2008

Education
Bucknell University

Sarah E. Alderman Sarah E. Alderman West Palm Beach, Florida Area Details
Sarah E. Alderman's Barclays Wealth and Investment Management Experience January 2013 - July 2015
Job Compliance Officer at Dreman Value Management, LLC
Industry Financial Services
Experience
Dreman Value Management, LLC  July 2015 - Present
Barclays Wealth and Investment Management   January 2013 - July 2015
Barclays  July 2011 - January 2013
Barclays Wealth  2008 - 2011
Merrill Lynch  2005 - 2008
Lebenthal  2005 - 2005
Lehman Brothers  2000 - 2004

Education
Florida Atlantic University
Finance

Manas Chanda Manas Chanda Greater Philadelphia Area Details
Manas Chanda's Barclays Wealth and Investment Management Experience June 2010 - Present
Job AVP at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2010 - Present
UBS  November 2006 - June 2010
PHH Mortgage  2000 - 2006
NIIT Technologies Limited  June 1996 - November 1998

Skills
Budgets, Negotiation, C, Java, Team Building, Event Planning, Project Management, Event Management, ETL Tools, TIBCO, Full SDLC, Risk Assessment, Data Management, Agile Methodologies, SDLC

Education
NJIT   2002 — 2004
Master's degree, Computer Science

Delhi University

Raisina Bengali School
Higher Secondary, Science

Bhupesh Chadha Bhupesh Chadha Greater New York City Area Details
Bhupesh Chadha's Barclays Wealth and Investment Management Experience May 2014 - Present
Job Sr. ETL Architect at Barclays Wealth and Investment Management
Industry Information Technology and Services
Experience
Barclays Wealth and Investment Management   May 2014 - Present
Barclays Capital  November 2011 - April 2014
IBM US  January 2011 - November 2011
Bank of America  May 2010 - January 2011
BAML   2005 - 2011
NYK   February 2008 - May 2009
NYK Line  2008 - 2009

Skills
Informatica, Data Warehousing, Sybase, PL/SQL, Oracle, SQL, Autosys, Business Intelligence, DB2, Data Integration, ETL, Performance Tuning, Shell Scripting, Unix

Education
Babasaheb Bhimrao Ambedkar University
Master's degree, Computer Science

Kurukshetra University
Bachelor's degree, Computer Science

Jamie Claros Jamie Claros Greater New York City Area Details
Jamie Claros's Barclays Wealth and Investment Management Experience March 2014 - Present
Job Event Marketing Coordinator at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2014 - Present
Barclays Wealth and Investment Management   June 2013 - March 2014
Barclays Wealth and Investment Management   June 2012 - August 2012
Her Campus  August 2011 - December 2011
Roc Nation  June 2011 - August 2011
ImageCircle   September 2008 - June 2009

Skills
Event Planning, Microsoft Office, Blogging, PowerPoint, Training, Social Media, Spanish, Social Networking, Editing, Advertising, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Time Management

Education
Boston College   2009 — 2013
Bachelor of Arts (B.A.), Cum Laude, Communication Major, Psychoanalytic Studies Minor, 3.7

Universidad Carlos III de Madrid   2011 — 2011
Communication and Media Studies, 3.75

David J. Frank David J. Frank New York, New York Details
David J. Frank's Barclays Wealth and Investment Management Experience June 2015 - Present
Job Remediation Office at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   June 2015 - Present
Benenson Strategy Group  April 2012 - June 2015
Performance Plus / Boston Field & Focus   July 2010 - May 2012
Mohonk Mountain House  July 2008 - August 2009
Caritas Collective   January 2009 - May 2009
New Paltz Karate Academy   April 1997 - January 2009

Skills
Market Research, Microsoft Excel, Social Media, PowerPoint, Research, Facebook, Data Analysis, Public Speaking, Marketing, Microsoft Word, Marketing Strategy, Marketing Research, Qualitative Research, Fundraising, Customer Service, Nonprofits, Competitive Analysis, Non-profits, Recruiting, Microsoft Office, Strategy

Education
Boston University - School of Management   2007 — 2011
BS Business Administration, Marketing Concentration

Boston University

Boston University

Theodore Rooney Theodore Rooney Malvern, Pennsylvania Details
Theodore Rooney's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  September 2015 - Present
Vanguard  July 2014 - September 2015
Barclays Wealth and Investment Management   June 2013 - August 2013
BNY Mellon  June 2012 - August 2012

Skills
Portfolio Management, Investments, Market Research, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Data Analysis

Education
Colby College   2010 — 2014
Bachelor of Arts (B.A.), Economics

St. Andrew's School   2008 — 2010

Eric Dutes Eric Dutes Freeport, New York Details
Eric Dutes's Barclays Wealth and Investment Management Experience 2012 - 2014
Job Enrolled Agent
Industry Accounting
Experience
Broadridge Financial Solutions  2014 - Present
Barclays Wealth and Investment Management   2012 - 2014

Skills
Tax, State Tax, Securities, Microsoft Word, Tax Law, Financial Reporting, Wealth Management, Account Reconciliation, Tax Preparation, Accounting, Income Tax, IRS, Financial Analysis, Research, Preparation, Microsoft Excel, Risk Management, Internal Controls

Education
CUNY Medgar Evers College

CUNY Medgar Evers College
Bachelor’s Degree, Business Administration and Management, General

Sasha Beltinova Sasha Beltinova New York, New York Details
Sasha Beltinova's Barclays Wealth and Investment Management Experience June 2012 - August 2012
Job Teaching Assistant, Student at Columbia University Computer Science Department
Industry Computer Software
Experience
1stdibs.com  June 2015 - August 2015
Columbia University in the City of New York  September 2014 - May 2015
Declassification Engine   June 2014 - May 2015
Barclays Wealth and Investment Management   June 2012 - August 2012
US Army  2009 - 2011
US Army  2008 - 2009
US Army  2004 - 2007

Skills
Java, NLP, R, C, Python, Unix, Microsoft Excel, Russian, Research, International Relations, Leadership, Team Leadership

Education
Columbia University in the City of New York   2011 — 2015
Bachelor of Arts (B.A.), Computer Science and Psychology, Junior

Safayet Kajol Safayet Kajol Greater New York City Area Details
Safayet Kajol's Barclays Wealth and Investment Management Experience June 2014 - August 2014
Job Financial Analyst
Industry Financial Services
Experience
Moody's Investors Service  July 2015 - Present
Barclays Wealth and Investment Management   June 2014 - August 2014
PwC  June 2013 - May 2014
Honors Council   May 2013 - May 2014
Rising Starr Sophomore Program   September 2012 - May 2013
Accounting Society  September 2012 - May 2013
Sigma Alpha Delta Honor Society  May 2012 - May 2013
Phi Eta Sigma National Honor Society-Baruch Chapter   May 2012 - May 2013
TAJ Cafe Inc.   August 2007 - May 2013
Student Council, Msgr. McClancy Memorial High School   September 2009 - June 2011

Skills
Leadership, Access, Time Management, Financial Analysis, Analysis, Research, Public Speaking, Teamwork, Outlook, Auditing, Microsoft Excel, Microsoft Office, Data Analysis, Training, Microsoft Word, PowerPoint, Internal Audit, Finance, Accounting, Financial Reporting, Financial Modeling

Education
Baruch College, City University of New York (CUNY)   2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.56

Monsignor McClancy Memorial High School   2007 — 2011
Advanced Regents Diploma, 3.81

SANTOS PEREZ SANTOS PEREZ Greater New York City Area Details
SANTOS PEREZ's Barclays Wealth and Investment Management Experience July 2013 - Present
Job Change Management Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   July 2013 - Present
Barclays Capital  2013 - 2013
Scivantage  2011 - 2012
E*TRADE Financial  April 2011 - July 2011
Wachovia Wells Fargo Financial   June 2007 - December 2010
Wells Fargo Advisors  June 2007 - December 2010
Wachovia Secs   2005 - 2007
FINAMEX INTL   1999 - 2001
Amalgamated Bank of South Africa   1998 - 1999
US Trust  1986 - 1988

Skills
Wealth Management, Access, Investments, Business Strategy, Stocks, Risk Management, Settlement, Fixed Income, Customer Service, Mutual Funds, Portfolio Management, Analysis, Microsoft Excel, Requirements Analysis, Financial Analysis, Loans, Bloomberg, Credit, SQL, Equities, Trading, Management, Corporate Actions, Euroclear, Financial Services, Vendor Management, Banking, Business Analysis, Asset Managment, Process Improvement, Team Building, Project Management, Back Office, Microsoft Office, Testing, Asset Management, SDLC, Finance, Bonds, Financial Risk, Change Management, Securities, Financial Markets, Team Leadership, Training, Relationship Management, Capital Markets, Executive Management, Business Requirements, Leadership

Education
City University of New York-John Jay College of Criminal Justice   1990 — 1991
NO, FIRE SCIENCES

Pace University   1982 — 1984
Project Management

Ileana Platt Ileana Platt Miami/Fort Lauderdale Area Details
Ileana Platt's Barclays Wealth and Investment Management Experience December 2012 - March 2014
Job Senior VP Wealth Management at Jefferies LLC
Industry Banking
Experience
Jefferies LLC  May 2015 - Present
RBC Capital Markets  March 2014 - April 2015
Barclays Wealth and Investment Management   December 2012 - March 2014
Credit Suisse  September 1999 - November 2012

Skills
Wealth Management, Investments, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Investment Banking, Structured Products, Banking, Trading, Capital Markets, Valuation, Corporate Finance, Equities, Emerging Markets, Equity Derivatives, Alternative Investments, Bloomberg, Wealth Management..., Risk Management, Private Equity, Financial Markets, Financial Modeling, Private Banking, Series 7, Securities, Derivatives, Financial Analysis

Education
Florida International University   1989 — 1991
Master of Business Administration (MBA), Finance, General

Laura (McIntyre) Haines Laura (McIntyre) Haines Miami, Florida Details
Laura (McIntyre) Haines's Barclays Wealth and Investment Management Experience March 2013 - November 2013
Job Americas Operations Lead, Global Technology
Industry Computer Software
Experience
Skyscanner  July 2015 - Present
Skyscanner  November 2013 - July 2015
Barclays Wealth and Investment Management   March 2013 - November 2013
JPMorgan Chase  September 2010 - March 2013
Mobile and Ubiquitous Computing Research group   June 2009 - August 2010
JPMorgan Chase  June 2009 - August 2009

Skills
Agile Methodologies, Agile Project Management, Scrum, Project Management, Growth Strategies, Team Leadership, 3rd Party Relationships, Atlassian JIRA, Instructor-led Training, Software Project..., Software Development, Business Process, Process Improvement, Growth Hacking, Change Control, Senior Management..., JIRA, Stakeholder Management, Testing, Data Warehousing, XML, SharePoint, Sybase, User Acceptance Testing, SQL, Requirements Analysis, Investment Banking, Java, Shell Scripting, Unix, ClearCase, System Integration..., Management, Mobile Applications, Banking, Equities, JavaScript, HTML, J2ME Development, Client Relations Skills, 3rd Party Software..., Vendor Relationships, UAT coordination, Training, Technical Training, Partner Management, Waterfall, AJAX

Education
Glasgow Caledonian University   2006 — 2010
BSc. (Hons), Software Engineering, 1st Class

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Ryan Parangi Ryan Parangi New York, New York Details
Ryan Parangi's Barclays Wealth and Investment Management Experience June 2014 - August 2014
Job Goizueta BBA Senior Seeking Fulltime Employment
Industry Investment Banking
Experience
Mizuho Bank  May 2015 - August 2015
Barclays Wealth and Investment Management   June 2014 - August 2014
The Hertz Corporation  May 2013 - August 2013
The Hertz Corporation  December 2012 - January 2013

Skills
Microsoft Excel, Data Analysis, Research, Leadership, Teamwork, PowerPoint, Microsoft Word, Social Media, Spanish, Microsoft Office, Photoshop, Cpr Certified, First Aid, Bloodborne Pathogens..., Lifeguarding, AED, Customer Service, Public Speaking, Marketing, Social Networking, Leveraged Finance

Education
Emory University - Goizueta Business School   2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Accounting

Dwight-Englewood

Abiola Oke Abiola Oke Greater New York City Area Details
Abiola Oke's Barclays Wealth and Investment Management Experience September 2014 - March 2015
Job CEO at Okayafrica
Industry Online Media
Experience
Okayafrica   May 2015 - Present
Barclays Wealth and Investment Management   September 2014 - March 2015
Citigroup  November 2009 - September 2014
TD Ameritrade  March 2009 - October 2009
New York and Company  June 2007 - October 2008
Morgan Stanley  October 2005 - June 2007
Legacy Benefits Corporation   June 2004 - October 2005

Skills
Financial Modeling, Financial Analysis, Analysis, Risk Management, Project Management, Business Analysis, Insurance, Equities, Human Resources, Investments, Mergers, Employee Benefits, Data Analysis, Budgets, Policy, Performance Management, Succession Planning, HRIS, Fixed Income, Relationship Management, Business Strategy, Mergers & Acquisitions, Strategy, Financial Services, Entrepreneurship, Strategic Planning, Corporate Finance, Finance, Portfolio Management

Education
City University of New York City College   2000 — 2004
B.A.

Howard University   1999 — 2000

Olashore International School   1997 — 1998

The Bells

Thomas John Thomas John New York, New York Details
Thomas John's Barclays Wealth and Investment Management Experience September 2014 - Present
Job Operational Due Diligence at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   September 2014 - Present
UBS Global Asset Management  June 2011 - August 2013
UBS Wealth Management  June 2008 - June 2011

Skills
Compliance, Series 7, Hedge Funds, AML, Asset Management, Investments, Mutual Funds, Securities, Fixed Income, FINRA, Series 63, Capital Markets, Derivatives, Equities, Fund Of Funds

Education
Boston College   2004 — 2008
Bachelor of Arts (B.A.), Economics

William Chamberlin William Chamberlin Boston, Massachusetts Details
William Chamberlin's Barclays Wealth and Investment Management Experience October 2013 - November 2013
Job Investment Banker Analyst Intern at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets  July 2015 - Present
Streak Media LLC   February 2012 - May 2015
BB&T Capital Markets  June 2014 - August 2014
Barclays Wealth and Investment Management   October 2013 - November 2013
E.S. Schwartz & Company, Inc   May 2013 - August 2013

Skills
Financial Analysis, Microsoft Excel, Visual Basic, Financial Modeling, Valuation, Corporate Finance, Investment Banking, M&A analysis, Financial Statement..., Capital Markets, Portfolio Management, Finance

Education
Boston College   2011 — 2015
Bachelor of Science (B.S.), Finance & Economics

Christopher Minervini Christopher Minervini Greater New York City Area Details
Christopher Minervini's Barclays Wealth and Investment Management Experience January 2009 - October 2014
Job Senior Informationist at Knowledgent
Industry Banking
Experience
Knowledgent  October 2014 - Present
Barclays Wealth and Investment Management   January 2009 - October 2014
Lehman Brothers  May 2006 - December 2008
Thomson Financial  May 2003 - April 2006
Bond Technologies  1998 - 2001

Skills
ETL, Informatica, Informatica Big Data..., Hive, Hadoop, Hue, Ambari, Databases, SQL, Microsoft SQL Server, Charles River IMS, XML, XSLT, Unix, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Integration, HTML, JavaScript, Business Intelligence, Equities, Fixed Income, DB2, Oracle, Web Services, JSP

Education
Fordham University   1992 — 1996
Bachelor of Arts (BA), Communications

Guruprasad Sreedhar Guruprasad Sreedhar Greater New York City Area Details
Guruprasad Sreedhar's Barclays Wealth and Investment Management Experience May 2010 - November 2013
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  December 2013 - Present
Barclays Wealth and Investment Management   May 2010 - November 2013
Standard & Poor's   October 2009 - February 2010
Infogix  April 2009 - September 2009
Goldman Sachs  December 2007 - April 2009
UBS  February 2007 - November 2007
Sasken  August 2002 - January 2007
BPL Telecom  July 2000 - July 2002

Education
Bangalore University   1995 — 1999
Bachelor of Engineering (BE), Mechanical Engineering

John Imbriglia John Imbriglia New York, New York Details
John Imbriglia's Barclays Wealth and Investment Management Experience 2008 - 2011
Job iCapital Network, Inc.
Industry Investment Management
Experience
iCapital Network, Inc.   January 2014 - Present
EACM Advisors LLC (BNY Mellon Asset Management)   2012 - 2014
Probitas Partners  2011 - 2012
Barclays Wealth and Investment Management   2008 - 2011
Mellon Financial  2004 - 2007

Skills
Asset Allocation, Investment Strategies, Institutional..., Portfolio Management, Alternative Investments, Wealth Management..., FINRA, High Net Worth..., Hedge Funds, Investor Relations, Finance, Investment Management, Equities, Private Equity, Financial Modeling, Investments, Asset Management, Valuation

Education
University of Virginia - Darden Graduate School of Business Administration   2007 — 2009
Master of Business Administration (MBA), Investments and Securities

Georgetown University   1999 — 2003
Bachelor of Arts (B.A.), English Literature

St. Paul's School   1995 — 1999

Helene Vallee Helene Vallee New York, New York Details
Helene Vallee's Barclays Wealth and Investment Management Experience January 2013 - April 2014
Job
Industry Investment Management
Experience
Barclays Wealth and Investment Management   January 2013 - April 2014
Stanhope Capital LLP   January 2008 - August 2012
Schneider Electric  November 2002 - October 2006

Skills
Portfolio Management, Financial Markets, Investments, Equities, Fixed Income, Financial Modeling, Statistical Data..., Corporate Finance, Performance Reporting, Client relationships, Financial Analysis, Budget Forecasts, Financial Reporting, Cost Accounting, Process Improvement, Problem Solving, Standards Development

Education
Zicklin School of Business, Baruch College, CUNY   2014 — 2015
Master’s Degree, Finance, General, GPA 3.885

Ecole supérieure de Commerce de Pau   1999 — 2002
Bachelor's Degree, Business Administration and Management, General

Two year preparation course for business school entrance examinations   1997 — 1999

Jackie Kaplan Jackie Kaplan New York, New York Details
Jackie Kaplan's Barclays Wealth and Investment Management Experience September 2012 - December 2012
Job Compliance Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2014 - Present
Barclays Wealth and Investment Management   September 2012 - December 2012

Education
Boston University   2010 — 2013
Bachelor of Arts (B.A.), Philosophy

Yuipang Chan Yuipang Chan Greater New York City Area Details
Yuipang Chan's Barclays Wealth and Investment Management Experience July 2014 - Present
Job Senior Java Developer at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   July 2014 - Present
Mercury System, Inc   November 2013 - July 2014
Wang Shing(Hong Kong) Co., LTD   June 2010 - July 2011

Skills
Java, J2EE Web Services, PHP, C++, JavaScript, Java Enterprise Edition, Spring Framework, Spring MVC, Hibernate, CSS, SQL, Linux, HTML, Microsoft Office, C#, Software Development

Education
Stevens Institute of Technology   2011 — 2013
Master’s Degree, Computer Science

Beihang University   2006 — 2010
Bachelor’s Degree, Computer Software Engineering

Brandon Bingham Brandon Bingham Houston, Texas Area Details
Brandon Bingham's Barclays Wealth and Investment Management Experience August 2013 - April 2015
Job Equity Research Associate
Industry Investment Banking
Experience
Cowen Group, Inc.   May 2015 - Present
Barclays Wealth and Investment Management   August 2013 - April 2015
Thrivent Financial for Lutherans  August 2012 - August 2013

Skills
Strategic Financial..., Mutual Funds, PowerPoint, Microsoft Office, Microsoft Excel, Investment Strategies, Financial Analysis, Finance, Asset Allocation, Leadership, Financial Planning, Portfolio Management

Education
Baylor University   2007 — 2012
Bachelor of Arts (B.A.), Vocal Performance - Emphasis on Operatic Performance and Literature

Christopher Sanchez Christopher Sanchez Greater New York City Area Details
Christopher Sanchez's Barclays Wealth and Investment Management Experience January 2015 - Present
Job Analyst
Industry Investment Banking
Experience
Barclays Wealth and Investment Management   January 2015 - Present
EisnerAmper LLP  November 2013 - January 2015
EisnerAmper LLP  January 2013 - October 2013
University of Connecticut  February 2012 - December 2012
Deloitte  May 2012 - August 2012
Internal Revenue Service  June 2011 - August 2011
MYO& RYASAP (Regional Youth Social Action Partnership)   May 2009 - January 2011
US Treasury  June 2010 - August 2010

Skills
Microsoft Excel, Leadership, Auditing, PowerPoint, Microsoft Word, VBA, Tax Preparation, Accounting, GoSystems, Bilingual-Spanish, QuickBooks, Access, Tax, Spanish, Superforms, Public Speaking, OneSource, Adobe, Recruiting, Youth Development, Microsoft Office, Axiom, Change Management, FR Y-9C

Education
The University of Connecticut   2008 — 2012
Bachelor of Science, Accounting; Certificate in MIS

Fairfield University   2010 — 2010
Accounting

Bunnell High School   2004 — 2008

Vincenzo Sanzone Vincenzo Sanzone Brooklyn, New York Details
Vincenzo Sanzone's Barclays Wealth and Investment Management Experience June 2013 - Present
Job Vice President IT Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2013 - Present
Barclays Wealth and Investment Management   September 2012 - Present
Barclays Wealth and Investment Management   November 2009 - December 2013
Barclays Wealth and Investment Management   October 2008 - October 2009
Lehman Brothers  May 2008 - September 2008
Lehman Brothers  May 2005 - May 2008
Trilegiant Loyalty Solutions   July 2004 - May 2005
Bear Stearns Co Inc.,   March 2001 - August 2004

Skills
Investment Banking, Business Analysis, Customer Service, Trading Systems, SDLC, Financial Services, Project Management, Banking, Change Management, Vendor Management, Capital Markets, SQL, PMO, Equities

Education
Columbia University in the City of New York   1998 — 2001
Bachelor's degree, Computer Science

Jaclyn Scharf Jaclyn Scharf New York, New York Details
Jaclyn Scharf's Barclays Wealth and Investment Management Experience September 2010 - March 2015
Job Wealth Strategy AssociateUBS
Industry Financial Services
Experience
UBS Wealth Management  March 2015 - Present
Barclays Wealth and Investment Management   September 2010 - March 2015

Skills
Microsoft Excel, International Relations, Microsoft Office, Social Media, Equities, Financial Analysis, Investments, Financial Modeling, Marketing, Portfolio Management

Education
Boston University   2006 — 2010
BS, Political Science

Boston University   2006 — 2010
BA, Political Science

Sheena Banerjee Sheena Banerjee New York, New York Details
Sheena Banerjee's Barclays Wealth and Investment Management Experience October 2013 - November 2013
Job Investment Analyst at SkyBridge Capital
Industry Investment Management
Experience
SkyBridge Capital  July 2015 - Present
SkyBridge Capital  June 2014 - August 2014
Barclays Wealth and Investment Management   October 2013 - November 2013
Providence Investment Management  June 2013 - August 2013
GBK Productions  May 2012 - August 2012

Skills
Public Relations, Integrated Marketing, Brand Awareness, Event Management, Fixed Income, Compliance, Hedge Funds, Investor Relations, Economics, Social Media, Due Diligence, Facebook, Market Research, Analysis, Event Planning, Microsoft Excel

Education
Boston University - School of Management   2011 — 2015
Bachelor of Business Administration (BBA), Finance & International Management

James Manfredonia James Manfredonia Greater New York City Area Details
James Manfredonia's Barclays Wealth and Investment Management Experience September 2011 - Present
Job Director at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2011 - Present
Waterkeeper Alliance  2013 - 2014
Covenant House Works Program Board / LGBTQ Focus   1990 - 2014
Covenant House Works Program Board / LGBTQ Focus   1990 - 2014
First New York   January 2009 - August 2010
Bear Stearns  February 2002 - June 2008
Merrill Lynch  February 1992 - February 2002
Blair Manfredonia   January 1990 - January 1992
DREXEL BURNHAM  January 1987 - January 1990
Salomon Brothers  January 1983 - January 1987

Education
Fordham University   1979 — 1983
B.S, Finance and Economics

Msgr Farrell H.S.

Umar Kashif Umar Kashif Toronto, Canada Area Details
Umar Kashif's Barclays Wealth and Investment Management Experience February 2006 - August 2010
Job Information Security Advisor at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank  September 2013 - Present
Suncor Energy  November 2011 - July 2013
CompuCom  February 2011 - October 2011
Barclays Wealth and Investment Management   February 2006 - August 2010

Skills
Computer Diagnostics, Backup & Recovery..., End User Support, New Installations and..., Firewalls / Security, Windows Server 2008 R2, Active Directory, Computer Maintenance, Troubleshooting, Technical Support, Operating Systems, Windows 7, DNS, XP, 2008 R2, Windows Server, VMware, Hardware, Computer Hardware, TCP/IP, Network Administration, DHCP, System Deployment, Group Policy, Networking, Server Administration, Citrix, Help Desk Support, vSphere, Software Installation, Routers, Hyper-V, Software Documentation, Antivirus, Infrastructure, Switches, System Administration, SCCM, VPN, Cisco Technologies, Backup Exec, Printers, Disaster Recovery, Remote Desktop, Servers, Citrix Metaframe, Microsoft Exchange, Integration, VMware Infrastructure, Windows XP Pro

Education
University of Westminster   1998 — 2000
MBA, Management

Government College University, Lahore   1992 — 1996
Bachelor of Science, Economics, Statistics, Mathematics

netsoft communications

Kanti Shrestha Kanti Shrestha New York, New York Details
Kanti Shrestha's Barclays Wealth and Investment Management Experience September 2010 - Present
Job Marketing and Communications, Barclays Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2010 - Present

Education
Clark University   2008 — 2010
Master of Business Administration (MBA)

Saint Lawrence University   2004 — 2007
Bachelors of Arts

Copenhagen University, Denmark's International Study Program   2005 — 2005
Semester Abroad

John Vogt John Vogt Washington D.C. Metro Area Details
John Vogt's Barclays Wealth and Investment Management Experience February 2012 - October 2014
Job Senior Vice President, Enterprise Banking, at EagleBank
Industry Financial Services
Experience
EagleBank  October 2014 - Present
Barclays Wealth and Investment Management   February 2012 - October 2014
Virginia College Building Authority   July 2010 - September 2014
Chain Bridge Bank, N.A.   October 2007 - February 2012
The Bond Market Association  January 1993 - January 2007
Department of Treasury  1989 - 1993
U.S. Senator Howard H. Baker, Jr.   1978 - 1980

Skills
Finance, Politics, Public Policy, Wealth Management, Banking, Asset Management, Portfolio Management, Investments, Financial Services, Mortgage Lending, Strategic Communications, Fundraising, Crisis Communications, Securities, Strategic Planning, Financial Analysis, Risk Management, Policy Analysis, Public Affairs, FINRA, Government, Policy, Credit Risk, Capital Markets, Media Relations, Legislative Relations, Nonprofits, Financial Modeling, Alternative Investments, International Relations, Management Consulting, Public Relations, Strategy, Credit, Legislation, Consulting, Mergers & Acquisitions, Public Speaking, Executive Management, Business Strategy, Due Diligence, Private Equity, Investment Banking, Political Campaigns, Mergers

Education
Georgetown University   1978 — 1981
BS, Foreign Service

Universidad Catolica del Ecuador
Proficiency in Spanish

Oak Ridge High School   1975 — 1977

Megan Villaume Megan Villaume San Francisco, California Details
Megan Villaume's Barclays Wealth and Investment Management Experience May 2009 - July 2009
Job Marketing Senior Associate at PwC
Industry Accounting
Experience
PwC  March 2015 - Present
CBIZ Tofias  July 2012 - March 2015
CBIZ Tofias  June 2010 - July 2012
Barclays Wealth and Investment Management   May 2009 - July 2009

Education
Auburn University   2006 — 2010
BSBA in Finance, Minor in Marketing

Elizabeth Willey Elizabeth Willey New York, New York Details
Elizabeth Willey's Barclays Wealth and Investment Management Experience June 2014 - July 2015
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
Barclays Wealth and Investment Management   June 2014 - July 2015
Barclays Wealth and Investment Management   November 2011 - June 2014
Barclays Wealth and Investment Management   December 2009 - November 2011
Société Générale   June 2007 - August 2007

Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Asset Management

Education
Colgate University   2005 — 2009
Bachelor of Arts (B.A.)

Westfield High School   2001 — 2005

Yashovardhan Agarwal Yashovardhan Agarwal Greater Boston Area Details
Yashovardhan Agarwal's Barclays Wealth and Investment Management Experience July 2012 - July 2012
Job Student at Bentley University
Industry
Experience
Barclays Wealth and Investment Management   July 2012 - July 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Editing

Education
Bentley University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Managerial Economics, Senior

Bryant University   2009 — 2010
Bachelor of Business Administration (B.B.A.), Managerial Economics

Modern School   1996 — 2008
Central Board of Secondary Education, Commerce

Oliver Bell Oliver Bell Milwaukee, Wisconsin Details
Oliver Bell's Barclays Wealth and Investment Management Experience June 2008 - July 2008
Job Student at Cardinal Stritch University
Industry Financial Services
Experience
The Center for Teaching Entrepreneurship   January 2015 - May 2015
The Bean Coffee Shop at Cardinal Stritch University   August 2012 - May 2015
Tesco PLC  September 2010 - June 2011
Fried Frank  October 2009 - October 2009
Brewin Dolphin   July 2009 - August 2009
Barclays Wealth and Investment Management   June 2008 - July 2008
Barclays Wealth and Investment Management   October 2007 - October 2007

Skills
Customer Service, Leadership, Team Leadership, Time Management, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Sports, Critical Thinking, Accounting, Social Media, Social Networking, Football, Soccer

Education
Cardinal Stritch University   2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General

Haberdashers' Aske's Hatcham College   2008 — 2010
A-Levels

Haberdashers' Aske's Hatcham College   2003 — 2008
GCSEs

Maximiliano R. La Cava Coll Maximiliano R. La Cava Coll Miami, Florida Details
Maximiliano R. La Cava Coll's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Private Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   June 2014 - Present
Barclays Wealth and Investment Management   June 2013 - August 2013
Merrill Lynch  July 2012 - August 2012
Banco Mercantil  July 2011 - August 2011

Skills
Portfolio Management, Fixed Income, Equities, Bloomberg Terminal, Morningstar, English, Microsoft Excel, Investments, Spanish, Italian, PowerPoint, Strategic Sales Plans, Mutual Funds, Securities, Networking

Education
Bentley University   2010 — 2014
Bachelor of Science (B.Sc), Economics & Finance, Global Perspectives

Bond University   2012 — 2013
Study Abroad

Escuela Campo Alegre   2000 — 2010

Yale University   2009 — 2009
Summer Intensive Course, Investment Methods

Charles Reeder Charles Reeder Greater New York City Area Details
Charles Reeder's Barclays Wealth and Investment Management Experience January 2015 - Present
Job Barclays wealth management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2015 - Present
Drexel Hamilton, LLC  January 2014 - Present
NYSE Euronext  May 2013 - June 2013
AECOM  October 2012 - December 2012
Triple Canopy  May 2012 - September 2012
United States Marine Corps  January 2006 - January 2010

Education
Fordham University   2010 — 2014

Alexander Gatto Alexander Gatto Chappaqua, New York Details
Alexander Gatto's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Assistant Sailing Coach at Cornell Sailing
Industry Computer Software
Experience
Cornell Sailing   August 2015 - Present
Cornell University  August 2015 - Present
Paperless Post  June 2015 - August 2015
Barclays Investment Bank  June 2014 - August 2014
Lambda Chi Alpha Fraternity, Inc.   January 2013 - December 2013
Barclays Wealth and Investment Management   June 2013 - August 2013
YMCA of Greater Providence  June 2012 - August 2012

Skills
Java, OCaml, Python, JavaScript, PHP, C, HTML, SQL, VBA, Microsoft Office

Education
Cornell University   2015 — 2016
Master of Engineering (M.Eng.), Computer Science

Cornell University   2011 — 2015
Bachelor of Arts (BA), Computer Science, Economics

Horace Greeley High School   2007 — 2011
High School Diploma

Nikhil J Keswani Nikhil J Keswani Greater New York City Area Details
Nikhil J Keswani's Barclays Wealth and Investment Management Experience June 2005 - July 2006
Job Senior Business Consultant at EY
Industry Logistics and Supply Chain
Experience
EY  June 2013 - Present
DuPont Sustainable Solutions  January 2013 - March 2013
Expeditors  September 2012 - November 2012
Ethylene Products & Lubricants Limited   September 2007 - May 2012
Barclays Wealth and Investment Management   June 2005 - July 2006
Magnum PA Ltd   October 2004 - May 2005
ULYSSES NIGERIA LIMITED   June 2004 - September 2004
Union Income Benefit   October 2003 - May 2004

Skills
Business Strategy, New Business Development, Marketing Strategy, Operations Management, Negotiation, Product Development, Strategic Planning, Business Planning, Manufacturing, Sales Management, Entrepreneurship, Logistics, Key Account Management, Project Planning, Supply Chain, Market Research, Export, Supply Chain Management, Inventory Management, Team Building, Strategy, Analysis, CRM, Forecasting, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2013
Master of Business Administration (MBA), Entrepreneurship & Global Management

University of Nottingham - Nottingham University Business School   2006 — 2007
Master of Science (MSc), Operations Management (& Manufacturing Systems)

University of Westminster   2003 — 2006
BSC, Business Management & Urban Development

The Oratory School
GCE O'Levels / A'Levels, Business/Managerial Economics, Mathematics, Information Technology, Physics, English

St. Georges College

Paul Byeon Paul Byeon Boston, Massachusetts Details
Paul Byeon's Barclays Wealth and Investment Management Experience February 2014 - April 2014
Job ILS Securities Analyst at Guy Carpenter Co. (GC Securities)
Industry Capital Markets
Experience
Guy Carpenter  May 2014 - Present
Barclays Wealth and Investment Management   February 2014 - April 2014
PricewaterhouseCoopers LLP  May 2013 - May 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, Time Management, Leadership, English, Photoshop, Event Planning, Outlook, Accounting, Access, Child Welfare

Education
Boston University - School of Management   2011 — 2015
BSBA, Finance & Economics

Westminster School   2007 — 2011

Christian Stahlman Christian Stahlman Greater Boston Area Details
Christian Stahlman's Barclays Wealth and Investment Management Experience May 2013 - July 2013
Job Private Wealth
Industry Financial Services
Experience
Baystate Financial  May 2015 - September 2015
Morgan Stanley Wealth Management  May 2014 - August 2014
Barclays Wealth and Investment Management   May 2013 - July 2013
Wellington Shields  June 2012 - July 2012
NOAA  June 2010 - June 2010

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2015 — 2016
Master's Degree

Bentley University   2011 — 2015
Bachelor’s Degree

University of London   2013 — 2013

Naples High School   2007 — 2011

Zachary Krueger Zachary Krueger Roslyn Heights, New York Details
Zachary Krueger's Barclays Wealth and Investment Management Experience June 2014 - August 2014
Job Student at Columbia University
Industry Investment Management
Experience
SIFMA  June 2015 - August 2015
Barclays Wealth and Investment Management   June 2014 - August 2014
Community Preservation Corporation  June 2013 - July 2013
Capsule  June 2012 - October 2012

Skills
Strategy, Portfolio Management, Bloomberg, Marketing Strategy, Social Media, Microsoft Excel, Economics, Research, Fixed Income, Investments, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Marketing, Teamwork, Facebook, Leadership, Social Networking, Event Planning

Education
Columbia University in the City of New York   2013 — 2016
Bachelor of Arts (BA), Financial Economics

Emory University   2012 — 2013
Liberal Arts and Sciences, General Studies and Humanities

The Wheatley School   2007 — 2012

Anne Cognetti Anne Cognetti New York, New York Details
Anne Cognetti's Barclays Wealth and Investment Management Experience September 2012 - December 2012
Job US Trust Fiduciary Solutions at Bank of America
Industry Financial Services
Experience
Bank of America  June 2015 - Present
Bank of America  June 2014 - July 2015
Bank of America Merrill Lynch  June 2013 - August 2013
Barclays Wealth and Investment Management   September 2012 - December 2012

Skills
Microsoft Excel, Microsoft Word, SharePoint, PowerPoint, Computer Proficiency, Microsoft Office, CPS, Capital Markets, Leadership, Access, Financial Modeling, Teamwork, Risk Management

Education
Villanova University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Boston University
Finance and Economics, Junior

Ryan Sloss, MBA Ryan Sloss, MBA Greater Boston Area Details
Ryan Sloss, MBA's Barclays Wealth and Investment Management Experience June 2011 - August 2011
Job Defined Benefits Analyst at Mercer
Industry Financial Services
Experience
Mercer  January 2015 - Present
Tzar Investment Group   February 2014 - May 2014
Barclays Wealth and Investment Management   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Accounting, Market Research, Volunteering

Education
Bryant University   2012 — 2013
Master of Business Administration (M.B.A.), Global Finance

Bryant University   2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

David Ardente David Ardente Greater New York City Area Details
David Ardente's Barclays Wealth and Investment Management Experience May 2012 - May 2015
Job Associate Director, Alternative Investments at UBS
Industry Financial Services
Experience
UBS  May 2015 - Present
Barclays Wealth and Investment Management   May 2012 - May 2015
HSBC  June 2010 - May 2012
UBS Wealth Management  2008 - 2009

Skills
Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Equities, Corporate Finance, Financial Accounting, Alternative Investments, Excel, Eclipse, Microsoft Excel, Due Diligence, Finance, Investments, Mutual Funds, Portfolio Management, Valuation, Analysis, Fixed Income

Education
Fordham University   2006 — 2010
B.S, Business Administration

Investment Banking Institute   2012 — 2012
Intensive 4-week financial modeling and valuation training program

London Centre - Fordham University   2008 — 2008

Wheeler School   2002 — 2006
High School

Kristina Dominguez Kristina Dominguez Greater New York City Area Details
Kristina Dominguez's Barclays Wealth and Investment Management Experience August 2012 - March 2015
Job FIG Investment Banking Division at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Third Avenue Management  March 2015 - Present
Barclays Wealth and Investment Management   August 2012 - March 2015
Atlantic Investment Management  August 2011 - August 2012
The BMB Group   November 2009 - July 2011
QUADRUM CAPITAL MANAGEMENT, LLC   July 2008 - November 2009
NET RETURN ASSET MANAGEMENT, LLC   March 2007 - June 2008
HIP HEALTH PLAN OF GREATER   February 2005 - February 2007
UNITED NATIONS DEVELOPMENT PROGRAME   October 2001 - November 2004

Skills
Investment Banking, Equity Research, Hedge Funds, Equities, Alternative Investments, Investments, Asset Management, Series 7, Series 63, Private Equity, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Venture Capital, Financial Modeling, Derivatives, Valuation, Securities, Capital Markets, Financial Markets, Investor Relations, Equity Trading, Trading, Financial Services, Mutual Funds, Options, FX Options, Emerging Markets

Education
Harvard University   2000 — 2002
Bachelor of Arts, Liberal Arts

Boston University   1997 — 2000
Medicine

Shorecrest Prep   1997 — 1997

Michael Luftig Michael Luftig New York, New York Details
Michael Luftig's Barclays Wealth and Investment Management Experience June 2010 - August 2010
Job Financial Analyst Direct Sales
Industry Financial Services
Experience
MetTel  August 2015 - Present
Societe Generale Equipment Finance   January 2014 - January 2015
Guidepoint Global  August 2011 - June 2013
Barclays Wealth and Investment Management   June 2010 - August 2010

Skills
Bloomberg, Financial Analysis, Hedge Funds, Investments, PowerPoint, Equities, Securities, Finance, Financial Markets, Equity Research, CRM, Risk Management, Fixed Income, Capital Markets, Mergers & Acquisitions, Microsoft Word, Capital IQ, Private Equity, Credit Risk, Financial Modeling, Interest Rate Swaps, Equipment Finance, Lease Financing, DCF Valuation, FileBRIDGE Digital..., TValue5, IFS LeaseWorks, Lease Documentation, Credit Analysis, Investment Strategies, Investment Management, CT Lien Solutions, Hoovers, Financial Regulation, Insurance

Education
Training The Street   2015 — 2015
Financial Modeling (DCF, M&A, LBO) & Corporate Valuation

Bryant University   2007 — 2011
Bachelor of Science, Business Administration; Finance

Millburn High School   2003 — 2007

Gary Domoracki Gary Domoracki Greater Boston Area Details
Gary Domoracki's Barclays Wealth and Investment Management Experience November 2014 - Present
Job Managing Director and Regional Manager for New England at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Family Office Essentials: How to Avoid Family Wealth Destruction   2015 - Present
Barclays Wealth and Investment Management   November 2014 - Present
National Association of Corporate Directors  February 2014 - Present
Source Capital Group  December 2011 - November 2014
Ten Mountain Capital   2012 - 2014
Fireman Capital Advisors   August 2009 - June 2011
Deutsche Bank  October 2006 - August 2009
Credit Suisse Private Bank  November 2004 - October 2006
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston   July 1998 - November 2004
City of Haverhill  1994 - 1996

Skills
Wealth Management, Investments, Private Equity, Mergers & Acquisitions, Start-ups, Hedge Funds, Finance, Entrepreneurship, Strategy, Asset Management, Investment Advisory, Financial Advisory, Estate Planning, Alternative Investments, Portfolio Management, Management, Financial Services, Equities, Restructuring, Investment Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1998
MBA

Boston University School of Law   1986 — 1989
JD

Middlebury College   1983 — 1986
B.A., Political Science

Brooks School   1978 — 1982

Joe Mikulewicz Joe Mikulewicz Greater New York City Area Details
Joe Mikulewicz's Barclays Wealth and Investment Management Experience August 2012 - December 2012
Job Senior Consultant at LiquidHub
Industry Financial Services
Experience
LiquidHub  May 2015 - Present
North Highland  June 2014 - May 2015
Angelo, Gordon & Co.   December 2013 - April 2014
OppenheimerFunds  July 2013 - December 2013
Jennison Associates LLC  April 2013 - July 2013
J.P. Morgan   February 2013 - April 2013
Barclays Wealth and Investment Management   August 2012 - December 2012
Neuberger Berman  July 2011 - July 2012
Deutsche Bank Asset Management  April 2010 - May 2011
Junction Partners   January 2009 - April 2010

Skills
Fixed Income, Portfolio Management, Order Management, Securities, SDLC, Equity Trading, Charles River IMS, Prime Brokerage, Swaps, Banking, Trading Systems, Equities, Analysis, Asset Managment, Bonds, Back Office, Business Requirements, Financial Services, Equity Derivatives, Market Risk, Hedge Funds, Business Analysis, FX Options, Alternative Investments, Performance Attribution, Bloomberg, Capital Markets, Commodity, Financial Markets, Options, Middle Office, Electronic Trading, Derivatives, PMP, Market Data, PMO, Emerging Markets, Mutual Funds, Investments, User Acceptance Testing, Requirements Analysis, Finance, Credit Derivatives, Treasury Management, FX trading, Investment Banking, Money Market, Integration, Investment Management, Calypso

Education
Villanova University   2003 — 2003
Certificate, Project Mangement

Stevens Institute of Technology   1997 — 2000
M.S., Technology Management

CFA   1990 — 1990
Completed Level I, Investments and Securities

Baruch College, City University of New York (CUNY)   1984 — 1987
BBA, Finance

Marc Franco Marc Franco Englishtown, New Jersey Details
Marc Franco's Barclays Wealth and Investment Management Experience June 2015 - Present
Job Summer Analyst at Barclays Wealth and Investment Management
Industry Higher Education
Experience
Barclays Wealth and Investment Management   June 2015 - Present
Gettysburg College  September 2012 - Present
Battleground Country Club  May 2011 - August 2014
Gettysburg College  June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Public Speaking, Microsoft Word, Social Media, Event Planning, Teamwork, Facebook, Social Networking, Student Affairs, Management

Education
Gettysburg College   2012 — 2016
Bachelor of Science (B.S.), Mathematical Economics, Junior

Don Piombo Don Piombo Greater New York City Area Details
Don Piombo's Barclays Wealth and Investment Management Experience September 2008 - November 2011
Job Client Business Services/Relationship Manager at Private Client Resources
Industry Financial Services
Experience
Private Client Resources  April 2013 - Present
Bavaro Tours LLC   January 2012 - December 2012
Barclays Wealth and Investment Management   September 2008 - November 2011
Lehman Brothers  June 2008 - September 2008
Lehman Brothers  July 2007 - March 2008

Skills
Fixed Income, Equities, Management, CRM, Investment Banking, Portfolio Management, Financial Services, Alternative Investments

Education
Bryant University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

Sacred Heart High School

Eric Paul C. Hwang Eric Paul C. Hwang Greater New York City Area Details
Eric Paul C. Hwang's Barclays Wealth and Investment Management Experience July 2012 - November 2012
Job Chief Compliance Officer and Counsel, CICC Investment Management (USA), Inc. at CICC
Industry Financial Services
Experience
CICC  November 2014 - Present
Midas Funds   May 2014 - November 2014
Marsh & McLennan Companies, Inc.   November 2012 - April 2014
Barclays Wealth and Investment Management   July 2012 - November 2012
NCH Capital  January 2011 - April 2012
Auda Advisor Associates  July 2007 - December 2010
Citi  May 2005 - June 2007
Great Plains Energy  August 2000 - June 2003

Skills
Due Diligence, Corporate Law, Alternative Investments, Investment Advisory, Private Equity, Securities, Intellectual Property, Securities Regulation, Corporate Governance, Mutual Funds, Mergers & Acquisitions, Capital Markets, Hedge Funds, Venture Capital, Equities, FINRA, Asset Management, Corporate Finance, Fixed Income, Investments, AML, Financial Services, Risk Management, Anti Money Laundering

Education
University of Minnesota Law School   1997 — 2000
JD, Law

Duke University - The Fuqua School of Business   2003 — 2005
MBA, Business

University of California, Berkeley   1992 — 1997
AB, Political Economy

Charles Debost Charles Debost New York, New York Details
Charles Debost's Barclays Wealth and Investment Management Experience September 2008 - Present
Job
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2008 - Present

Skills
Trading Systems, Business Analysis, Fixed Income, Equities, Derivatives, Capital Markets, Front to Back Office, Portfolio Management, Financial Services, Application Support, Alternative Investments, Regulatory Reporting, Charles River IMS, Bloomberg Software, Investment Banking, IT Service Management, Hedge Funds, Investments, SDLC, Asset Management, Risk Management

Education
Institut Supérieur de Gestion   1993 — 1995
Master of Business

Universite de Paris VII   1991 — 1992
License

Brandeis University   1987 — 1991
Bachelor of Arts

Margaret Platt Margaret Platt Greater New York City Area Details
Margaret Platt's Barclays Wealth and Investment Management Experience September 2011 - March 2014
Job Global Head of Trade and Transaction Reporting Operations at Barclays Investment Bank
Industry Investment Management
Experience
Barclays Investment Bank  September 2014 - Present
Barclays Investment Bank  March 2014 - September 2014
Barclays Wealth and Investment Management   September 2011 - March 2014
AIG Investments  September 2006 - September 2011
Deutsche Asset Management  February 2001 - August 2006
JPMorgan Chase  January 2000 - February 2001
Bankers Trust/Deutsche Bank  May 1989 - December 1999

Skills
Operations Management, Project Management, Business Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Strategy, Capital Markets, Change Management, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Investment Banking, Investments, Management, Management Consulting, Outsourcing, Portfolio Management, Program Management, Risk Management, Strategy, Team Leadership, Trading, Vendor Management

Education
Columbia University - Columbia Business School   1986 — 1988
MBA, Finance

Oxford University   1980 — 1983
BA, English Language and Literature

Vishnu Kumaran Vishnu Kumaran Greater New York City Area Details
Vishnu Kumaran's Barclays Wealth and Investment Management Experience January 2010 - Present
Job Consultant at Barclays Wealth Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2010 - Present
JPMorgan Chase  September 2008 - December 2009
Lehman Brothers  July 2004 - September 2008
Microsoft  February 2003 - July 2004

Skills
Microsoft SQL Server, Informatica, Sybase, ASP, Autosys, Unix Shell Scripting, ASP.NET, SDLC, Unix, ETL, SQL, Data Migration, Software Project...

Education
Alagappa University   1999 — 2001
MBA, Systems and Finance

Bharathiar University   1994 — 1998
B.E, Engineering

Rajesh Kommineni Rajesh Kommineni Greater New York City Area Details
Rajesh Kommineni's Barclays Wealth and Investment Management Experience September 2010 - February 2014
Job Senior J2EE Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  March 2014 - Present
Barclays Wealth and Investment Management   September 2010 - February 2014
Verizon wireless  2009 - 2010

Skills
Java, J2EE, JMS, Spring, Hibernate, Web Services, Struts, SQL, PL/SQL, Tomcat, Agile Methodologies, SOA, Java Enterprise Edition, Oracle

Education
Andhra University   2001 — 2004
MCA, Computer Science

Sanjeev Ghimire Sanjeev Ghimire Greater New York City Area Details
Sanjeev Ghimire's Barclays Wealth and Investment Management Experience April 2014 - May 2015
Job CTO at OnTarget Technologies Inc.
Industry Computer Software
Experience
OnTarget Technologies Inc.   October 2014 - Present
The TechnoTropes Group   April 2012 - Present
Barclays Wealth and Investment Management   April 2014 - May 2015
JPMorgan Chase  April 2013 - April 2014
Nature Publishing Group  April 2012 - April 2013
Infoserve Technologies Institute   January 2012 - January 2013
MyPublisher  March 2008 - May 2012
SelectMinds  June 2007 - March 2008
D2Hawkeye  August 2006 - January 2007

Skills
Spring, Wicket, Hibernate, JPA, Apache OFBiz, XML-RPC, SOAP, Web Services, Agile Methodologies, Scrum, Java, J2EE Application..., JAXR, JAX-WS, HTML5, CSS3, REST, PHP, CXF, ServiceMix, Guice, Quartz, Tomcat, Jetty, Maven, Hudson, Struts, Swing, jQuery, MySQL, AJAX, XML, Subversion, Eclipse, JIRA, JSON, Ant, Apache, Web Applications, JMS, JMockit, JSP, Java Enterprise Edition, Spring Framework

Education
Pokhara Vishwavidalaya   2002 — 2006
BE, Software Engineering

Don E. Childress II, CFA Don E. Childress II, CFA Houston, Texas Area Details
Don E. Childress II, CFA's Barclays Wealth and Investment Management Experience January 2013 - Present
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2013 - Present
Goldman, Sachs & Co.   August 1998 - January 2013
Price Waterhouse  1991 - 1996

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
MBA, Finance

Baylor University   1987 — 1991
BBA, Accounting

Memorial High School   1983 — 1987

Jean-Louis Tissot Jean-Louis Tissot Puerto Rico area Details
Jean-Louis Tissot's Barclays Wealth and Investment Management Experience 1998 - 2004
Job Founder, Marvic Capital Ltd (BVI)
Industry Financial Services
Experience
Marvic Capital Ltd (BVI)   2005 - Present
Barclays Wealth and Investment Management   1998 - 2004
Credit Lyonnais  1993 - 1998
Societe Generale Securities Services   1986 - 1993

Skills
Entrepreneurship, Start-ups, Investments, Asset Management

Education
Columbia University - School of International and Public Affairs   1984 — 1986
Masters MIA, International Economics

IAE, Normandie Universite, france   1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General

ENSI ISMRA, France   1978 — 1981
Engineer's degree, Materials Science

Lycee Condorcet Paris   1976 — 1978
mathematics, Pre-Engineering

Tom McGinnis Tom McGinnis Greater New York City Area Details
Tom McGinnis's Barclays Wealth and Investment Management Experience March 2013 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2013 - March 2014
Barclays Investment Bank  September 2009 - March 2013
JPMorgan Chase  July 2005 - February 2007
JPMorgan Chase  February 2004 - July 2005
JPMorgan Chase  November 2000 - February 2004
New York City Council  November 1999 - November 2000

Skills
Product Development, Foreign Exchange, Derivatives, Options, Risk Management, Market Risk, VAR, Business Development, Financial Modeling, Marketing Strategy, Quantitative Analytics, Cash Management, Valuation, Financial Analysis, Economics, Econometrics, Time Series Analysis, Data Analysis, Project Management

Education
Ecole polytechnique   2008 — 2009
Probability and Finance

Columbia University in the City of New York   2006 — 2007
MA, Mathematics in Finance

Dartmouth College   1995 — 1999
BA, Economics, Cum Laude

Collegiate School

Henry Cortez Henry Cortez Greater New York City Area Details
Henry Cortez's Barclays Wealth and Investment Management Experience May 2008 - April 2010
Job Senior Associate Loan Operations
Industry Investment Banking
Experience
SS&C GlobeOp  May 2015 - Present
Barclays Investment Bank  August 2014 - May 2015
Barclays Investment Bank  June 2011 - September 2014
Barclays Wealth and Investment Management   May 2008 - April 2010
ING Asia Private Bank   June 2007 - May 2008
United Coconut Planters Bank  March 2000 - February 2007
ABN AMRO / Bank of America Savings Bank   August 1999 - March 2000

Skills
Investment Banking, Banking, Fixed Income, Valuation, Business Analysis, Investments, Credit, Project Management, Market Research, Business Process..., Financial Modeling, Operations Management, Portfolio Management, Risk Management, Equities, Derivatives, Financial Risk, Microsoft Office, Loans, Analysis, Financial Analysis, Credit Risk, Trading

Education
Asian Institute of Management   1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

Kokinakis, Minas Kokinakis, Minas Greater New York City Area Details
Kokinakis, Minas's Barclays Wealth and Investment Management Experience February 2014 - Present
Job Senior Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2014 - Present
Barclays Capital  October 2008 - Present
Lehman Brothers  December 2004 - Present

Skills
Equities, Trading, Series 7, Series 63, series 55, series 24, FINRA, Fixed Income

Education
City University of New York-Brooklyn College   1992 — 1997

Elaiyaraja Kuppannan Elaiyaraja Kuppannan Greater New York City Area Details
Elaiyaraja Kuppannan's Barclays Wealth and Investment Management Experience September 2008 - October 2011
Job Vice President, Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  October 2011 - Present
Barclays Wealth and Investment Management   September 2008 - October 2011
Lehman Brothers  May 2007 - September 2008
Bank of New York Mellon  July 2001 - May 2007

Skills
Team Leadership, Reference Data, Java Enterprise Edition, Big Data, SQL, Hadoop, HBase, Hive, Informatica, Microsoft SQL Server, SSIS, Financial Services, Perl, Master Data Management, Software Project...

Education
Birla Institute of Technology and Science   2001 — 2001
Master's Degree, Computer Science

College of Engineering, Guindy   1997 — 2001
Engineer's Degree, Mechanical Engineering

Romel Rodriguez Romel Rodriguez Miami/Fort Lauderdale Area Details
Romel Rodriguez's Barclays Wealth and Investment Management Experience September 2010 - January 2014
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Barclays Wealth and Investment Management   September 2010 - January 2014

Education
Florida International University - College of Business   1996 — 2000

Matthew Zalensky Matthew Zalensky Greater New York City Area Details
Matthew Zalensky's Barclays Wealth and Investment Management Experience July 2009 - July 2015
Job Director Control Office
Industry Financial Services
Experience
Credit Suisse  July 2015 - Present
Barclays Wealth and Investment Management   July 2009 - July 2015
Barclays  September 2008 - July 2009
Lehman Brothers  June 2006 - September 2008
UBS  1998 - 2005

Skills
Securities, Financial Services, FINRA, Asset Management, Wealth Management, Series 7, Investments, Securities Regulation, Portfolio Management, Investment Advisory, Internal Controls, Series 63, Internal Audit, Governance, Financial Regulation, Investment Management

Education
Binghamton University - School of Management   1994 — 1998
BS - Business Management, Finance, MIS

Brent Wick Brent Wick Greater Los Angeles Area Details
Brent Wick's Barclays Wealth and Investment Management Experience May 2012 - July 2015
Job AnalystBarclays Wealth & Investment Management, Americas
Industry Investment Management
Experience
J.P. Morgan   July 2015 - Present
Barclays Wealth and Investment Management   May 2012 - July 2015
J.P. Morgan   April 2009 - May 2012
Smith Barney/Citigroup  April 2007 - April 2009
Wells Fargo  March 2006 - April 2007
Bank of America  August 2004 - March 2006
RadioShack  August 1999 - August 2004

Skills
Fixed Income, Sales, Equities, Bloomberg, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Client Service, Microsoft Excel, Series 7, Series 66

Education
California State University-Long Beach - College of Business Administration   1999 — 2009
B.S., Business Administration, Finance, Investments

Lakewood High School   1995 — 1999
Diploma, N/A

Kenneth Meraglia Kenneth Meraglia Greater New York City Area Details
Kenneth Meraglia's Barclays Wealth and Investment Management Experience August 2010 - July 2014
Job Vice President Head of Account Opening & KYC LatAm Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Barclays Wealth and Investment Management   August 2010 - July 2014
Barclays Wealth  September 2008 - August 2010
Lehman Brothers  June 2005 - September 2008
James LaSala & Associates, LLP   April 2000 - June 2005

Skills
Leadership, Project Management, Fixed Income, Management, Risk Management, Equities, Business Analysis, AML, Project Planning, KYC, Strategic Leadership, Bloomberg, Organizational..., Document Management, Document Review, Investment Banking, Derivatives, Hedge Funds, Financial Services, Capital Markets, Securities, Asset Management

Education
Farmingdale State College   2002 — 2004
BA Finance, Finance, Accounting, Business Law

Nassau Community College   1999 — 2001
Associate Degree Marketing, Marketing, Finance, Business

Peter Gambee Peter Gambee Greater New York City Area Details
Peter Gambee's Barclays Wealth and Investment Management Experience September 2008 - Present
Job Managing Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2008 - Present

Education
New York University   1987 — 1988
Master of Business Administration (M.B.A.), Finance, General

Gettysburg College   1978 — 1982
Bachelor of Arts (BA), Business Administration

Jeffrey Herman Jeffrey Herman New York, New York Details
Jeffrey Herman's Barclays Wealth and Investment Management Experience June 2014 - Present
Job Director, Wealth Advisor at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2014 - Present
Schulte Roth & Zabel LLP  September 2007 - June 2014
United States Attorney's Office  May 2005 - August 2005

Skills
Legal Writing, Litigation, Legal Research, Due Diligence, Private Equity, Trusts, Research, Securities Regulation, Corporate Law, Corporate Governance, Charitable Trusts, Civil Litigation, Commercial Litigation, Intellectual Property, Trade Secrets, Estate Planning

Education
New York University School of Law   2008 — 2013
LLM, Tax

Columbia Law School   2004 — 2007
JD, Law

Columbia College (NY)   2001 — 2004
BA, Mathematics

Bill McCormack Bill McCormack Greater Philadelphia Area Details
Bill McCormack's Barclays Wealth and Investment Management Experience 2011 - June 2015
Job Managing Director, Private Banking & Investment Group, Merrill Lynch
Industry Financial Services
Experience
Private Banking & Investment Group, Merrill Lynch   June 2015 - Present
Barclays Wealth and Investment Management   2011 - June 2015
JP Morgan Private Bank  June 2001 - March 2011

Skills
Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity, Financial Modeling, Fixed Income, Capital Markets

Education
Darden School of Business at the University of Virginia   2000 — 2002
MBA, Finance

Georgetown University   1998 — 2000
MA, International Affairs

Princeton University   1993 — 1997
AB, Politics

Christopher Costanza Christopher Costanza Greater New York City Area Details
Christopher Costanza's Barclays Wealth and Investment Management Experience May 2013 - Present
Job Senior Business Analyst, VP at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   May 2013 - Present
Knowledgent Group  March 2010 - May 2013
AllianceBernstein  February 2006 - September 2008
AllianceBernstein  June 2004 - February 2006
AllianceBernstein  June 1999 - June 2004
The Palmer Group  December 1995 - June 1999
Tundra Corporation   February 1993 - December 1995
ADD Inc  January 1989 - February 1993

Skills
Management Consulting, Asset Management, Business Analysis, Business Process, Business Process..., Consulting, Financial Services, IT Strategy, Integration, Management, Organizational Design, Portfolio Management, Project Management, SDLC, Strategy

Education
Cornell University
B.Arch, Architecture

Gerald Cummins Gerald Cummins Greater New York City Area Details
Gerald Cummins's Barclays Wealth and Investment Management Experience April 2012 - May 2013
Job Experienced Operations & Finance Professional
Industry Investment Management
Experience
Barclays Wealth and Investment Management   April 2012 - May 2013
New Castle Funds   January 2009 - December 2011
BroadArch Capital   January 2010 - September 2011
Bear Stearns Asset Management  January 1980 - December 2008

Education
Fordham University   1977 — 1983
BA, Mathematics

Marianne Yen Marianne Yen Greater New York City Area Details
Marianne Yen's Barclays Wealth and Investment Management Experience March 2014 - July 2015
Job Director at Alix Partners
Industry Financial Services
Experience
Alix Partners  August 2015 - Present
Barclays Wealth and Investment Management   March 2014 - July 2015
Morgan Stanley Wealth Management  October 2012 - February 2014
Morgan Stanley  February 2005 - February 2014
Herrick, Feinstein LLP  September 2001 - February 2005
Leventhal Slade & Krantz   January 1995 - August 2001
Hon. Morris E. Lasker   1993 - 1994
Arnold & Porter  February 1993 - August 1993
United States Attorney's Office  1990 - 1992
The Washington Post  March 1987 - August 1989

Skills
Series 7, Registered Securities..., Series 24, Registered Securities..., Series 66, Uniform Combined State..., Securities

Education
Columbia University School of Law   1989 — 1993
J.D.

New York University   1980 — 1984
B.A., Journalism/East Asian Studies

Mark Molowa Mark Molowa Washington D.C. Metro Area Details
Mark Molowa's Barclays Wealth and Investment Management Experience November 2013 - Present
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   November 2013 - Present
Cambridge Associates  March 2011 - November 2013
WBB Securities  September 2009 - December 2010
The Medicines Company  May 2008 - August 2008
Celgene  May 2007 - August 2007

Education
Dickinson College   2005 — 2009
Bachelor of Science (BS), Biology

Bernadette Cordero Bernadette Cordero Greater New York City Area Details
Bernadette Cordero's Barclays Wealth and Investment Management Experience 2010 - 2014
Job
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2010 - 2014
Nonpareil Capital   2008 - 2009
Lehman Brothers  2004 - 2008
Lehman Brothers  2002 - 2004
Lehman Brothers  1997 - 2002

Skills
Roadshows, Marketing Event Planning, Human Resources, Manage client..., Capital Markets, Onboarding, Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Bloomberg, Wealth Management, Financial Services

Education
Berkeley College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6

Ria M. Hart, CFA Ria M. Hart, CFA Greater Boston Area Details
Ria M. Hart, CFA's Barclays Wealth and Investment Management Experience October 2010 - Present
Job Vice President at Barclays | Wealth & Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management  October 2010 - Present
Wilmington Trust  June 2007 - October 2010
Bingham Legg Advisers  September 2001 - June 2007

Education
Bowdoin College
Economics and Environmental Studies

Douglas Ireland Douglas Ireland San Francisco Bay Area Details
Douglas Ireland's Barclays Wealth and Investment Management Experience September 2008 - August 2013
Job Founder of YouLaunchU
Industry Financial Services
Experience
YouLaunchU   March 2014 - Present
Piedmont Unified School District  February 2014 - Present
TrustedPeer  January 2014 - Present
East Bay College Fund  2012 - 2015
Barclays, Wealth and Investment Management  September 2008 - August 2013
Lehman Brothers  1984 - 2008

Skills
Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Equities, Private Equity, Investments, Capital Markets, Derivatives, Structured Products, Series 7, Wealth Management, Portfolio Management, Career Advice, Securities, Series 63, Asset Allocation, Investment Banking, Community Engagement, Leadership

Education
Dartmouth College   1973 — 1977
BA, Psychology

Roger Ludlowe High School   1970 — 1973

Alec Hubel Alec Hubel San Francisco Bay Area Details
Alec Hubel's Barclays Wealth and Investment Management Experience June 2011 - May 2014
Job Sales Analytics at Twitter
Industry Information Technology and Services
Experience
Twitter  June 2015 - Present
Barclays Wealth and Investment Management   June 2011 - May 2014

Skills
Data Analysis, Educational Technology, Business Analysis, Python, HTML, CSS, JavaScript, MySQL, MongoDB, Pandas, Analysis, Economics, Research, Information..., Machine Learning, Git, Github, Financial Modeling, SQL, Microsoft Excel, PowerPoint, Microsoft Office, Data Mining, Data Science

Education
UC Berkeley School of Information   2014 — 2016
Master of Information Management and Systems, Data Analysis, Education Technology

General Assembly   2013 — 2013
Introduction to Data Science

Haverford College   2007 — 2011
BA, Economics

Nanzan University   2010 — 2010
Japanese

Andrew Cardone Andrew Cardone Greater New York City Area Details
Andrew Cardone's Barclays Wealth and Investment Management Experience October 2012 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
Barclays Wealth and Investment Management   October 2012 - Present

Education
Binghamton University   1989 — 1993
BA, Political Science and Government

Matthew Perny Matthew Perny Greater Philadelphia Area Details
Matthew Perny's Barclays Wealth and Investment Management Experience March 2010 - Present
Job Vice President at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   March 2010 - Present
Wilmington Trust Company  May 2002 - March 2010

Education
Widener University School of Law   2006 — 2010
J.D.

Davidson College   1996 — 2000
B.S., Biology

Tom Stampfli Tom Stampfli Greater New York City Area Details
Tom Stampfli's Barclays Wealth and Investment Management Experience July 2013 - January 2015
Job Senior Private Banker BNY Mellon
Industry Financial Services
Experience
BNY Mellon  February 2015 - Present
Barclays Wealth and Investment Management   July 2013 - January 2015
UBS  March 2011 - January 2013
UBS Financial Services Inc.  March 2011 - January 2013
Morgan Stanley Smith Barney  March 2005 - March 2011

Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...

Education
Fordham University   1987 — 1990
Masters Business Administration, Finance

Miami University   1978 — 1980
Bachelor of Science, Finance

T. Clark Appleby T. Clark Appleby Palm Beach, Florida Details
T. Clark Appleby's Barclays Wealth and Investment Management Experience August 2012 - Present
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Town of Manalapan   February 2014 - Present
Barclays Wealth and Investment Management   August 2012 - Present
Town of Manalapan, Fl   May 2013 - February 2014
Morgan Stanley Smith Barney  2010 - August 2012

Education
Dickinson College
BA, Int. Business and Management

Nancy Darby Nancy Darby Greater New York City Area Details
Nancy Darby's Barclays Wealth and Investment Management Experience September 2013 - June 2015
Job Associate Vice President at Ares Management
Industry Financial Services
Experience
Ares Management  June 2015 - Present
Barclays Wealth and Investment Management   September 2013 - June 2015
New York Life Insurance Company  December 2010 - August 2013
AXA Equitable  August 2010 - December 2010
Legg Mason, Inc.   April 2004 - August 2010
Legg Mason, Inc. / Citigroup Asset Management   September 2002 - April 2004
MARCH OF DIMES BIRTH DEFECTS FOUNDATION  July 1993 - September 2002
Savin  1982 - 1983

Skills
Mutual Funds

Education
Fordham University   2001 — 2007
Bachelor of Arts, Political Science

Berkeley College   1995 — 1998
Associates Degree, Paralegal Certification

Andie Delgado Andie Delgado New York, New York Details
Andie Delgado's Barclays Wealth and Investment Management Experience August 2011 - October 2014
Job Client Service Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   July 2015 - Present
Barclays Wealth and Investment Management   August 2011 - October 2014
Permal Asset Management  June 2010 - August 2010

Skills
Series 7, Series 63, Series 65, Microsoft Office, Financial Analysis, Financial Modeling, Market Research, Investments, Valuation

Education
Babson College   2007 — 2011
Bachelor of Science in Business Management, Marketing

Harris Mandel Harris Mandel Chicago, Illinois Details
Harris Mandel's Barclays Wealth and Investment Management Experience January 2015 - Present
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2015 - Present
Northern Trust Corporation  May 2013 - December 2014
Horwitz & Associates  September 2011 - May 2013
Northern Trust  March 2011 - September 2011
Merrill Lynch  September 2010 - January 2011

Skills
Finance, Investments, Customer Service, Portfolio Management

Education
Bradley University   2006 — 2010
B.S., Finance

John C. Cannistraci John C. Cannistraci Greater New York City Area Details
John C. Cannistraci's Barclays Wealth and Investment Management Experience July 2013 - Present
Job Director, Regulatory Advisor Compliance at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   July 2013 - Present
UBS Financial Services Inc.  December 2002 - June 2013
Prudential Securities Inc.  February 1998 - November 2002
NYC Department of Environmental Protection  April 1993 - February 1998
Wilson Elser Moskowitz Edelman and Dicker   September 1990 - April 1993

Skills
Securities, FINRA, AML, Capital Markets, Due Diligence, Investment Banking, Risk Management, Prime Brokerage, regulatory, Licensing, Litigation, Broker-Dealer, Mutual Funds, Internal Investigations, Legal Compliance, Hedge Funds, Securities Litigation, Financial Regulation, Securities Regulation, Investment Management, Alternative Investments

Education
Fordham University School of Law   1987 — 1990
Juris Doctor

Boston College   1984 — 1987
Bachelor of Arts (BA), Economics

Cintra Bedassie Cintra Bedassie Greater New York City Area Details
Cintra Bedassie's Barclays Wealth and Investment Management Experience January 2013 - Present
Job Client Experience at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2013 - Present
Barclays Wealth and Investment Management   June 2010 - December 2012
Lehman Brothers  May 2006 - September 2010
WACHOVIA SECURITIES INC  March 2002 - October 2004
Prudential Securities  June 2000 - March 2002
Prudential Securities  May 1995 - June 2000
Prudential Securities  October 1993 - May 1995

Skills
FINRA Licensed 7, 9,..., Microsoft Office 2007

Education
City University of New York-Hunter College   2009 — 2010
BA, Economics, Business, Finance, Investments

Borough of Manhattan Community College
AAS, Economics

Carol Yau Carol Yau Greater New York City Area Details
Carol Yau's Barclays Wealth and Investment Management Experience October 2007 - November 2007
Job Senior Budget Analyst at City of New York Office of Management and Budget
Industry Government Administration
Experience
City of New York Office of Management and Budget  February 2014 - Present
City of New York Office of Management and Budget  December 2012 - February 2014
NYC Office of Management & Budget  September 2008 - December 2012
Barclays Wealth and Investment Management   October 2007 - November 2007

Skills
Non-profits, Government, Policy Analysis, Quantitative Data, Budgets, Auditing, Policy, Finance, Public Policy, Program Evaluation, Analysis, Community Outreach, Data Analysis, Economics, Research, Nonprofits, Qualitative Research

Education
Boston University   2004 — 2008
Bachelor of Arts, Cum Laude, Economics, International Relations, 3.4

Stuyvesant High School   2000 — 2004
Graduated 2004

Anny Tang Anny Tang Greater New York City Area Details
Anny Tang's Barclays Wealth and Investment Management Experience February 2014 - Present
Job Vice President Business Risk & Control at Barclays Wealth and Investment Management Americas
Industry Investment Management
Experience
Barclays Wealth and Investment Management   February 2014 - Present
Barclays Capital  August 2012 - February 2014
Capco  July 2010 - August 2012
Pilot Advisors L.P.   December 2008 - July 2010
Pilot Advisors L.P.   August 2006 - December 2008

Skills
Fixed Income, Equities, Trading, Asset Managment, Portfolio Management, Financial Services, Middle Office, Capital Markets, Bonds, Financial Risk, Risk Management, Bloomberg, Securities, Options, Business Analysis, Finance, Investment Banking, Asset Management, Analysis

Education
New York University   2009 — 2009
Banking, Corporate, Finance, and Securities Law, 4.0

Baruch College, City University of New York (CUNY)   2002 — 2006
BBA, Finance and Investments

Joseph Perta Joseph Perta Washington D.C. Metro Area Details
Joseph Perta's Barclays Wealth and Investment Management Experience April 2009 - Present
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   April 2009 - Present
GridPoint, Inc  2002 - 2010
Bernstein Global Wealth Management  2004 - 2009

Skills
Investment Management, Wealth Management..., High Net Worth..., Investments, Private Equity

Education
Georgetown University   1974 — 1976
MSFS, Economics + Int'l Relations

Trinity College-Hartford   1964 — 1968
BA, History

Aaron Coleman Aaron Coleman Greater New York City Area Details
Aaron Coleman's Barclays Wealth and Investment Management Experience September 2014 - June 2015
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2015 - Present
Barclays Wealth and Investment Management   September 2014 - June 2015
Starwood Hotels & Resorts Worldwide, Inc.   June 2014 - August 2014
JPMorgan Chase  September 2013 - June 2014
Virtu Financial  April 2013 - May 2013
Kohlberg Kravis Roberts & Co.   June 2010 - April 2013
Capital One  February 2010 - May 2010
St. John's University Men's Soccer   September 2008 - May 2009
Capital One  December 2007 - September 2008

Skills
Excel, PowerPoint, Microsoft Word, SunGard Investran, Report Console, Communication, Analysis, Microsoft Excel, Investments, Social Media, Management, Private Equity, Tax, Hedge Funds, Financial Analysis, Microsoft Office

Education
City University of New York-Baruch College   2013 — 2014
Bachelors, Finance, Investments and Entreprenuership

Saint John's University - Peter J. Tobin College of Business   2008 — 2012
Bachelor of Science (BS), Accounting

Gianna Spinelli Gianna Spinelli Greater New York City Area Details
Gianna Spinelli's Barclays Wealth and Investment Management Experience April 2015 - Present
Job Client Services Analyst at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   April 2015 - Present
Barclays Wealth and Investment Management   April 2014 - Present
Ziff Davis, Inc.   April 2013 - January 2014
lululemon athletica  July 2012 - April 2013
Moses Brown School  March 2011 - May 2012
Brown University  August 2008 - May 2012
Federated Investors, Inc  June 2011 - August 2011

Skills
Marketing, Leadership

Education
Brown University   2008 — 2012
Bachelor of Arts, Architectural Studies

Kathy Daly Kathy Daly Greater New York City Area Details
Kathy Daly's Barclays Wealth and Investment Management Experience May 2014 - Present
Job Managed Solutions Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   May 2014 - Present
Barclays Wealth and Investment Management   May 2012 - April 2014
U.S Trust - Bank of America  August 2011 - May 2012
U.S. Trust - Bank of America   2006 - 2011
Jefferies & Company  2005 - 2006
Merrill Lynch  2001 - 2005
Donaldson, Lufkin & Jenrette   1995 - 2001
Deloitte  1990 - 1997
Bankers Trust Co Of Sd   1991 - 1993

Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing

Education
Florida State University
BA

Seton Hall University
MBA

Richard Dubord Richard Dubord Chicago, Illinois Details
Richard Dubord's Barclays Wealth and Investment Management Experience September 2010 - July 2013
Job Trader at Columbia Wanger Asset Management
Industry Financial Services
Experience
Columbia Wanger Asset Management  August 2015 - Present
Driehaus Capital Management  August 2013 - July 2015
Barclays Wealth and Investment Management   September 2010 - July 2013

Education
Dickinson College   2006 — 2010
Bachelor of Arts (B.A.)

Marlyn Brown, MBA Marlyn Brown, MBA Greater New York City Area Details
Marlyn Brown, MBA's Barclays Wealth and Investment Management Experience May 2013 - August 2013
Job Senior Accountant at St. Barnabas Hospital
Industry Hospital & Health Care
Experience
St. Barnabas Hospital  November 2013 - Present
Barclays Wealth and Investment Management   May 2013 - August 2013
JPMorgan Chase  2008 - 2012
Bear Stearns  2004 - 2008
Bear Stearns  2004 - 2008
WACHOVIA SECURITIES, INC.(Formerly Prudential Securities)   1999 - 2004

Skills
Advanced MS Office,..., Equities, Accounting, Fixed Income, Financial Analysis, Financial Audits, Hedge Funds, Corporate Finance, Management, Financial Modeling

Education
Baruch College
Bachelor of Business Administration (BBA), Accounting

Long Island University
Master of Business Administration (MBA), FInance

Stephanie Kokko Stephanie Kokko Washington D.C. Metro Area Details
Stephanie Kokko's Barclays Wealth and Investment Management Experience August 2013 - Present
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   August 2013 - Present
Morgan Stanley Wealth Management  August 2012 - August 2013
Pritchard Capital Partners  August 2011 - July 2012

Skills
Risk Management, Process Improvement, Analysis, Banking, Financial Services, PowerPoint, Data Analysis, Microsoft Office, Wealth Management, Insurance

Education
Gettysburg College   2006 — 2010
Bachelor of Arts (BA), Health Science and Business

milford high school   2002 — 2006

Richard Xue Richard Xue Greater New York City Area Details
Richard Xue's Barclays Wealth and Investment Management Experience 2008 - 2011
Job Senior Consultant at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   June 2015 - Present
Bank of America Merrill Lynch  November 2013 - June 2015
Educational Testing Service (ETS)   September 2011 - November 2013
Barclays Wealth and Investment Management   2008 - 2011
Lehman Brothers  2006 - 2008
Deloitte  2001 - 2001
Credit Suisse  2000 - 2001
ABN AMRO Clearing Chicago LLC  1999 - 1999
IBM  1998 - 1999

Skills
Agile Methodologies, Java, Oracle, SDLC, SQL

Education
Arizona State University - W. P. Carey School of Business
MBA, Business Administration and Management, General

Florida Atlantic University
Master's degree, Computer Engineering

Oklahoma State University
Master's degree, Environmental Engineering

Hope Turock Hope Turock Greater Boston Area Details
Hope Turock's Barclays Wealth and Investment Management Experience 2015 - 2015
Job Student at Brandeis University
Industry Higher Education
Experience
Brandeis University  January 2015 - May 2015
Barclays Wealth and Investment Management   2015 - 2015
Summit High School  April 2011 - June 2012
PRUDENTIAL NEW JERSEY PROPERTIES  July 2010 - August 2010

Skills
Spanish, Italian, Volunteering, Nonprofits, Public Speaking, Animal Welfare, Study Abroad Programs, Figure Skating, History, Foreign Languages, Higher Education, Intercultural..., International Relations, Teaching English as a..., Tutoring, Lesson Planning, Statistics, Qualitative Research, Management

Education
Brandeis University   2012 — 2016
Bachelor’s Degree, Economics, Spanish Language and Literature, Italian Language and Literature

The London School of Economics and Political Science (LSE)   2014 — 2014
Economics

Università degli Studi di Catania / University of Catania   2013 — 2013
Italian Studies, History

Universitat de Barcelona / University of Barcelona   2011 — 2011
Columbia University and University of Barcelona Statement of Attendance, Spanish Language and Literature, History, Politics, Economics, Modern Architecture

Summit High School   2008 — 2012
High School Diploma with Honors, 4.396 GPA on 4.3 scale (weighted)

Brandeis International Business School   2015 — 2017
Master’s Degree, International Economics and Finance, International Economic Policy Analysis

Kate Belykh Kate Belykh New York, New York Details
Kate Belykh's Barclays Wealth and Investment Management Experience February 2010 - April 2010
Job Structured Credit Derivatives Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  November 2013 - Present
State Street Bank  June 2011 - August 2012
Barclays Wealth and Investment Management   February 2010 - April 2010

Skills
Bloomberg, Reuters, Valuation, VBA, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Portfolio Optimization, Portfolio Performance..., Financial Analysis, Financial Reporting, Asset Management, Fixed Income Analysis, French, Russian, Fixed Income, Investments, Derivatives

Education
London School of Economics and Political Science   2012 — 2013
Master of Science (MS), Finance, Merit

Boston University - School of Management   2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General, GPA 3.76/4.00

Boston University   2007 — 2011
Bachelor of Arts (BA), International Relations and Affairs, GPA 3.76/4.00

John Lenehan John Lenehan Hingham, Massachusetts Details
John Lenehan's Barclays Wealth and Investment Management Experience September 2013 - Present
Job Client Services Assistant at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2013 - Present
State Street  June 2012 - August 2013

Skills
Financial Services, Fixed Income, Mutual Funds, Equities, Portfolio Management, Investments, Securities, Wealth Management, Asset Management, Bloomberg, Financial Markets, Banking

Education
Connecticut College   2008 — 2012
BA, Economics

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