Barclays Wealth and Investment Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrilll Lynch Private Banking June 2015 - Present
Barclays Wealth and Investment Management January 2010 - June 2015
FBR 2003 - 2008
Education
Bucknell University
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
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
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
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
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
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
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
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
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
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
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
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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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Morgan Stanley January 2014 - Present
Barclays Wealth and Investment Management September 2010 - January 2014
Education
Florida International University - College of Business 1996 — 2000
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management October 2012 - Present
Education
Binghamton University 1989 — 1993
BA, Political Science and Government
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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