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
Andrew Hutsell Andrew Hutsell New York, New York Details
Andrew Hutsell's Barclays Wealth and Investment Management Experience November 2014 - Present
Job Assistant Vice President at Barclays
Industry Investment Management
Experience
Barclays Wealth and Investment Management   November 2014 - Present
Merrill Lynch  April 2012 - November 2014
Merrill Lynch  July 2011 - April 2012

Skills
Entrepreneurship, Wealth Management, Sales Prospecting, Relationship Building, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Cold Calling, Estate Planning, Business Process..., Management, Training, Equity Research, Finance, Investments, Microsoft Office, Microsoft Excel, Customer Service, Financial Modeling, Leadership, Equities, Leadership Mentoring, Problem Solving, Team Leadership, Teamwork, Valuation

Education
Indiana University - Kelley School of Business   2007 — 2011
Certificate of Business Foundations, Business

Indiana University - School of Public and Environmental Affairs   2007 — 2011
Bachelor of Science (BS), Public Affairs

Naomi Brooks Naomi Brooks United States Details
Naomi Brooks's Barclays Wealth and Investment Management Experience June 2014 - August 2014
Job Corporate Development Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan   2015 - Present
Telefund (Spelman College Annual Fund)   January 2013 - Present
Juvenile Justice Center  September 2013 - Present
Spelman College - Office of Admissions and Enrollment Management  August 2013 - Present
Barclays Wealth and Investment Management   June 2014 - August 2014
Teen Angels Society   September 2013 - May 2014
Atlanta Collegiate Chapter of Association of Fundraising Professionals   January 2013 - May 2014
SHAPE (Student Health Association & Peer Education)   March 2013 - March 2014
Joseph E. Lowery Celebration Committee   September 2013 - October 2013
Preserve our Legacy   July 2013 - August 2013

Skills
Organizational..., Public Speaking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Twitter, Instagram, Communication, Media & Entertainment, Writing, Entertainment

Education
Spelman College   2012 — 2016
Psychology, Sophomore

Diana Attina Diana Attina Greater New York City Area Details
Diana Attina's Barclays Wealth and Investment Management Experience April 2012 - Present
Job Analyst: KYC Wealth
Industry Banking
Experience
Barclays Wealth and Investment Management   April 2012 - Present
Barclays Wealth and Investment Management   June 2011 - Present
Software Guidance and Assistance, Inc   June 2010 - June 2011
JoonBug Productions  January 2010 - April 2010
Joonbug.com  September 2009 - January 2010
Lafayette College  October 2008 - July 2009
Lafayette  February 2009 - May 2009
Merrill Lynch  June 2008 - August 2008
Topka   January 2008 - May 2008
Golden Beach Estates   May 2007 - August 2007

Education
Lafayette College   2005 — 2009
Bachelor of Arts, English, Minor in Spanish

Lafayette College   2005 — 2009
Bachelor of Arts, English

Clarissa Ferraro Clarissa Ferraro Monaco area Details
Clarissa Ferraro's Barclays Wealth and Investment Management Experience July 2012 - Present
Job Business Manager at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   July 2012 - Present

Skills
Project Management, Business Management, Business Strategy, Marketing Management, Corporate Communications, Marketing Communications, Event Management, French, English, Italian, Spanish

Education
Business School Sole 24 Ore
Masters in Marketing and Communication Management, Marketing & Communication

European School of Economics   1998 — 2002
Bachelor of Arts (BA), International Business

New York University   2000 — 2001
Business, Management, Marketing, and Related Support Services

Leysin American High School in Switzerland   1995 — 1998
American High School Diploma

Ann-katrin Bjerner Ann-katrin Bjerner Columbia, Maryland Details
Ann-katrin Bjerner's Barclays Wealth and Investment Management Experience April 1999 - November 1999
Job
Industry Information Technology and Services
Experience
FulcrumTech, LLC   December 2014 - Present
ExactTarget  July 2013 - December 2013
Strålfors   January 2013 - July 2013
Strålfors   June 2011 - January 2013
Strålfors Svenska AB   March 2008 - June 2011
Alchemy Worx   August 2003 - November 2005
MyPoints.com  April 2002 - August 2003
Ten Group  June 2001 - December 2001
KPMG  January 2000 - June 2001
Barclays Wealth and Investment Management   April 1999 - November 1999

Skills
Direct Marketing, Online Marketing, Marketing Strategy, Customer Relations, Web Project Management, International Project..., Email Design, Email Solutions, Social Media Marketing, Technical Training, Sales Support, Customer Loyalty, Customer Service, CMS, Product Marketing, Project Management, Solution Selling, Web Development, Digital Marketing

Education
London Metropolitan University   1995 — 1998
Bachelor of Science Honours, Applied Chemistry

Åsö Gymnasium   1991 — 1994
High School, Technical Sciences Chemistry

Flavio Lourenco Flavio Lourenco New York, New York Details
Flavio Lourenco's Barclays Wealth and Investment Management Experience February 2014 - Present
Job Consultant at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2014 - Present
BNY Mellon  April 2005 - May 2014
J&W Seligman  December 2000 - April 2005
Neuberger Berman  April 1999 - December 2000
Deutsche Bank (formerly Bankers Trust)   July 1997 - April 1999
Coach  September 1996 - July 1997
Abercrombie & Fitch  August 1995 - September 1996

Skills
Fixed Income, Financial Services, Bloomberg, Analytics, Mutual Funds, Investments, Asset Management, Equities, Securities, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Banking, GIPS, GIPS Compliance, Performance Attribution, Attribution, Market Risk, Risk Analytics, Investment Strategies, Investment Compliance, Management, Managerial Skills, Team Management, Relationship Management, Building Relationships, Customer Satisfaction, Sales, Product Development

Education
Seton Hall University
Bachelor of Science (BS), Finance, General

Bhargav Desai Bhargav Desai Greater New York City Area Details
Bhargav Desai's Barclays Wealth and Investment Management Experience September 2014 - Present
Job Lead Oracle Database Administrator at Barclays Wealth and Investment Management
Industry Insurance
Experience
Barclays Wealth and Investment Management   September 2014 - Present
MetLife  May 2000 - August 2014
Lewco Securities Corp.  May 1999 - April 2000
Chase Bank  May 1997 - May 1999

Skills
Oracle RDBMS, AIX, Unix Shell Scripting, RMAN, Performance Tuning, Oracle RAC, Database Administration, Data Modeling, PL/SQL, Solaris, SQL Tuning, Data Guard, Data Warehousing, Oracle, SDLC, Shell Scripting, Databases, Oracle Database, Database Design, IBM AIX

Education
Stevens Institute of Technology   1992 — 1993
Master of Science (M.S.), Computer Science

Gujarat University   1983 — 1987
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering

Michael von Borsig, CFA Michael von Borsig, CFA Greater New York City Area Details
Michael von Borsig, CFA's Barclays Wealth and Investment Management Experience September 2010 - Present
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2010 - Present
UBS  July 2007 - September 2010

Education
Southern Methodist University - Cox School of Business   2003 — 2007
BA, Finance, German

Don Milich Don Milich Atlanta, Georgia Details
Don Milich's Barclays Wealth and Investment Management Experience June 2010 - March 2012
Job Senior Vice President, Investments & Galleria Branch Manager, Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc.  April 2012 - Present
Barclays Wealth and Investment Management   June 2010 - March 2012
Morgan Stanley Wealth Management  July 2008 - June 2010
Deutsche Bank  August 1990 - July 2008
Kidder Peabody  June 1984 - August 1990

Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Tactical Asset..., Asset Allocation

Education
Ursinus College   1978 — 1982
Bachelor of Arts (BA), Economics

Temple University   1982 — 1984

Eric Tilson Eric Tilson Basking Ridge, New Jersey Details
Eric Tilson's Barclays Wealth and Investment Management Experience October 2013 - November 2013
Job Plan Accounting Operations Associate
Industry Financial Services
Experience
Prudential Financial  June 2015 - Present
GAMCO Investors, Inc.   July 2014 - August 2014
Tilson Financial   May 2010 - August 2014
Barclays Wealth and Investment Management   October 2013 - November 2013
Volunteer Tax Prep (V.I.T.A.)   February 2013 - April 2013

Skills
Microsoft Excel, Turbo Tax, Hold Series 7, MoneyGuidePro, Hold Series 66, Finance, Mutual Funds

Education
Lafayette College   2011 — 2015
Bachelor of Arts (B.A.), Economics

Ankit D. Patel Ankit D. Patel Edison, New Jersey Details
Ankit D. Patel's Barclays Wealth and Investment Management Experience July 2014 - December 2014
Job Analytics Manager
Industry Cosmetics
Experience
Avon  June 2015 - Present
Mphasis  June 2013 - January 2015
Barclays Wealth and Investment Management   July 2014 - December 2014
Deutsche Bank  June 2013 - October 2013
Merrill Lynch  October 2011 - April 2013
Barnes & Noble  January 2009 - June 2009

Skills
V Lookups, PowerPoint, Microsoft Excel, Cost Basis Reporting, Compliance, Stock Trading, Operations Management, Problem Solving, Analysis, Financial Reporting, Forecasting, Accounts Payable, Management, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Budgets, Corporate Finance, Business Analysis, Finance, Leadership, Microsoft Office

Education
Rutgers Business School   2006 — 2011
Bachelor of Science, Finance, 3.4

Alexandra Gasson-Joseph Alexandra Gasson-Joseph Greater New York City Area Details
Alexandra Gasson-Joseph's Barclays Wealth and Investment Management Experience August 2012 - July 2015
Job Executive Director, Global Technology Communications at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2015 - Present
Barclays Wealth and Investment Management   August 2012 - July 2015
JPMorgan Private Bank  December 2010 - August 2012
York Capital Management  August 2007 - September 2010
Bear, Stearns & Co. Inc   2004 - 2007
The Wall Street Transcript/Gateway Investor Relations   June 2003 - June 2004
European Intimates, Ltd.   December 2002 - June 2004

Skills
Corporate Communications, Internal Communications, Employee Engagement, Values Alignment, Strategic Communications, Executive..., Crisis Communications, Senior Stakeholder..., Change Communications, Product Communication, Business Continuity, Communications Planning, Business Communications, Social Media, Marketing Communications, Strategy, Press Releases, Strategic Planning, Employee Surveys, Survey Design, Town Hall Meetings, Culture Change, Employee Recognition, Values, Brand Development..., Brand Management, Corporate Branding, Cross Functional Team..., Blogging, Marketing, Start-ups, Media Relations, Web Content

Education
Columbia University in the City of New York   2011 — 2013
Master of Science, Strategic Communications

NYU School of Continuing and Professional Studies   2009 — 2010
Certificate, Public Relations/Corporate Communications

Northeastern University   1998 — 2003
Bachelor of Science, Double Major: Management and Entrepreneurship & New Ventures

Iliyaas Small Iliyaas Small Brooklyn, New York Details
Iliyaas Small's Barclays Wealth and Investment Management Experience May 2013 - July 2013
Job Analyst
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
Barclays Investment Bank  August 2013 - May 2014
Barclays Wealth and Investment Management   May 2013 - July 2013
Prudential Financial  January 2012 - December 2012
New York State Banking Department  May 2007 - August 2008

Skills
Advanced skills in..., Data Entry, Time Management, Ability to Obtain and...

Education
SUNY Brockport   2006 — 2011
Bachelor of Science (BS), Business Administration

Erika Hough Erika Hough Greater New York City Area Details
Erika Hough's Barclays Wealth and Investment Management Experience December 2011 - December 2013
Job Barclays
Industry Investment Banking
Experience
Barclays  December 2013 - Present
Barclays Wealth and Investment Management   December 2011 - December 2013
Barclays Capital  July 2009 - December 2011

Skills
KYC, AML, Project Management, Investment Banking, Hedge Funds, Anti Money Laundering, Banking, Financial Services, Fixed Income

Education
Marymount Manhattan College   2005 — 2009
Bachelor of Arts (B.A.), Communication Arts

Joseph Danowsky Joseph Danowsky Greater New York City Area Details
Joseph Danowsky's Barclays Wealth and Investment Management Experience 2011 - 2013
Job Managing Director/Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2011 - 2013
J.P. Morgan   2008 - 2011
Bear Stearns & Co.   2001 - 2008
Bear Stearns & Co.   June 1986 - December 2000

Skills
Equities, Securities, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Wealth Management, Series 63, Structured Finance, Trading, Securities Regulation, FINRA, Prime Brokerage, Investment Management, Private Equity, Hedge Funds, Options, Investment Advisory, Investments, Corporate Finance, Venture Capital, Asset Management, Financial Services, Asset Allocation, Series 7, Equity Trading, Financial Markets, Structured Products, Equity Derivatives, Risk Management, Bloomberg, Mutual Funds

Education
Harvard Law School
J.D. (Member of New York, Pennsylvania, and New Jersey Bars)

University of Pennsylvania
B.A., Economics (Summa Cum Laude and Phi Beta Kappa)

Annemarie Crouch Annemarie Crouch Greater New York City Area Details
Annemarie Crouch's Barclays Wealth and Investment Management Experience October 2012 - October 2014
Job Human Resources Professional
Industry Human Resources
Experience
Barclays Wealth and Investment Management   October 2012 - October 2014
Barclays Wealth and Investment Management   February 2009 - October 2012
Barclays Wealth and Investment Management   November 2005 - February 2009
Morgan Stanley  2000 - November 2005
Davies Arnold Cooper LLP   September 1997 - 2000

Skills
Global Human Resources..., Strategic Human..., Organizational..., Change Management, Global Compensation, Leadership Development, Talent Management, Employee Relations, Organizational..., Organizational..., Strategic Leadership, Team Management, Disciplinary &..., Executive Coaching, Professional Mentoring, Personnel Management

Education
Northumbria University   1993 — 1997
Bachelor of Arts (BA), Business Studies

Rajan Arora Rajan Arora Greater New York City Area Details
Rajan Arora's Barclays Wealth and Investment Management Experience September 2012 - Present
Job Director at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   September 2012 - Present
Liberty View Capital Management, LLC   April 2010 - June 2012
Pilotrock Investment Partners GP, LLC   March 2009 - March 2010
Lehman Brothers  March 2008 - December 2008
Lehman Brothers  June 2004 - December 2007
Lehman Brothers  June 2004 - October 2007
Ernst & Young  August 2001 - May 2004
JP Morgan Chase & Co  August 1998 - January 2001
JPMorgan Chase  1998 - 2001
Lehman Brothers Inc  August 1996 - July 1998

Education
University of Rochester   1994 — 1996
Master, Business Administration; Finance and Corporate Accounting

University of Rochester - Simon Business School   1994 — 1996
MBA, Finance

William E. Simon Graduate School of Business Administration   1994 — 1996
Master of Business Administration (MBA), Finance, General

Punjab Engineering College   1985 — 1989
Bachelor, Mechanical Engineering

Gary Gueye Gary Gueye Monaco area Details
Gary Gueye's Barclays Wealth and Investment Management Experience November 2013 - Present
Job Private Banker Executive at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   November 2013 - Present
AGORA FINANCE   January 2012 - July 2012

Education
International University of Monaco   2012 — 2013
MSc in Finance, Private Banking & International Wealth Management

Ecole de Commerce Européenne - Groupe INSEEC   2008 — 2012
Commerce et Management International - Spécialisation Finance, Gestion de Patrimoine, Finance d'entreprise, Droit des Affaires

Staffordshire University   2010 — 2011
BA in Business and Law Studies, International Business Law

IUT A Lyon 1   2007 — 2008
DUT, Chimie

Université René Descartes (Paris V)   2005 — 2007
Années d'études pharmaceutiques et biologiques

Lauren Geraghty Lauren Geraghty Greater New York City Area Details
Lauren Geraghty's Barclays Wealth and Investment Management Experience October 2013 - Present
Job Client Service Analyst at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   October 2013 - Present
Barclays Wealth and Investment Management   December 2012 - October 2013
Wealth and Investment Management at Barclays  March 2012 - December 2012
Citigroup  March 2010 - March 2012
Citigroup  2009 - 2010

Skills
Series 7, Series 63, Series 65

Education
Quinnipiac University - School of Business   2006 — 2010
Bachelors of Science, Finance

Ibukunoluwa Osuma-Thomas Ibukunoluwa Osuma-Thomas Houston, Texas Area Details
Ibukunoluwa Osuma-Thomas's Barclays Wealth and Investment Management Experience June 2012 - June 2014
Job Senior Payroll Analyst at United Airlines
Industry Airlines/Aviation
Experience
United Airlines  July 2014 - Present
Barclays Wealth and Investment Management   June 2012 - June 2014
Bank of Tokyo-Mitsubishi UFJ  December 2011 - June 2012
Chartis (A Division of AIG)   2011 - 2011
Madison Square Garden, New York   2009 - January 2010
Advanced Health Media, New Jersey   2007 - 2009

Skills
Alternative Dispute..., Labor Relations, Recruitment, Selection..., HR Cost/Benefit Analysis, Employment Law, Diversity and Inclusion, Compensation, Data Management, Global Mobility, Ceridian, NuWeb, SAP HR, PeopleSoft, Payroll

Education
New York Institute of Technology   2011 — 2012
Master of Science, Human Resource Management and Labor Relations

New York University   2009 — 2010
Advanced Graduate Certificate/Masters Level, Human Resource Management

University of Ado-Ekiti, Nigeria   2000 — 2004
B.Sc, Sociology

Teresa Devereux Teresa Devereux New York, New York Details
Teresa Devereux's Barclays Wealth and Investment Management Experience June 2013 - September 2015
Job Director Barclays Wealth & Investment Mgmt
Industry Financial Services
Experience
William Blair & Company  September 2015 - Present
Barclays Wealth and Investment Management   June 2013 - September 2015
Morgan Stanley Smith Barney  July 2009 - June 2013
Citi Smith Barney  May 2007 - July 2009
Citi Smith Barney  September 2002 - May 2007
Citi Smith Barney  August 1983 - September 2002
OppenheimerFunds  August 1980 - June 1983

Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management

Education
Richland Community College
Associate of Science, Mathematics/Computer Science

University of Phoenix
Bachelor of Science, Business Administration

Luis Miguel Gonzalez Ocque Luis Miguel Gonzalez Ocque Miami, Florida Details
Luis Miguel Gonzalez Ocque's Barclays Wealth and Investment Management Experience October 2008 - May 2010
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2010 - Present
Barclays Wealth and Investment Management   October 2008 - May 2010
Lehman Brothers  June 1999 - September 2008

Education
Lynn University   1997 — 1999
International business and finance, Business Administration and Management, General

Mirko Joldzic Mirko Joldzic Greater New York City Area Details
Mirko Joldzic's Barclays Wealth and Investment Management Experience April 2013 - November 2013
Job Director Offshore Funds Product Manager at UBS
Industry Financial Services
Experience
UBS  November 2013 - Present
Barclays Wealth and Investment Management   April 2013 - November 2013
JPMorgan Asset Management  November 2011 - April 2013
Merrill Lynch  March 2009 - November 2011
Merrill Lynch  March 2004 - March 2009

Skills
Strategic Planning, Series 7, Product Development, Mutual Funds, Investments, Fixed Income, Equities, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies

Education
Montclair State University   2003 — 2006
B.S., Business Administration; concentration in Finance

Fa (Fahra) Tasleem Fa (Fahra) Tasleem Toronto, Canada Area Details
Fa (Fahra) Tasleem's Barclays Wealth and Investment Management Experience October 2006 - October 2007
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon  April 2013 - Present
BNY Mellon  January 2013 - March 2013
Credit Suisse  February 2008 - March 2012
Barclays Wealth and Investment Management   October 2006 - October 2007
National Bank of Fujairah P.S.C.   November 2002 - June 2006
Emirates NBD / Emirates Financial Services   September 2000 - September 2002
ABN AMRO Bank N.V.   May 1999 - September 2000

Skills
Private Banking, Credit, Derivatives, Portfolio Management, Loans, Equities, Capital Markets, Bloomberg, Fixed Income, Structured Products, Relationship Management, KYC, Back Office, AML, Wealth Management, Long-term Customer..., Teamwork, Microsoft Office, Banking Software, Financial Risk, Financial Services

Education
Canadian Securities Institute   2012 — 2013
Canadian Securities Course (Part 1 & 2)

Securities & Investment Institute, London
International Certificate in Financial Advice (ICFA)

University of Wollongong   2002 — 2004
Masters, International Business

Mountain State University   1998 — 2001
Bachelor's degree, Banking & Finance, 3.9

Securities & Investment Institute, London
International Capital Markets Qualification (ICMQ)

Seda Kamze Seda Kamze Greater New York City Area Details
Seda Kamze's Barclays Wealth and Investment Management Experience February 2008 - Present
Job Sales Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2008 - Present
lehman brothers  2007 - 2008

Education
Temple University - Fox School of Business and Management   2001 — 2005
BAA Business Admin, e-Commerce Marketing

Hellen Vouthounis Hellen Vouthounis Greater New York City Area Details
Hellen Vouthounis's Barclays Wealth and Investment Management Experience June 2012 - June 2014
Job Compliance Testing Analyst at GE Capital
Industry
Experience
GE Capital  July 2014 - Present
Barclays Wealth and Investment Management   June 2012 - June 2014
UBS Financial Services Inc.  August 2010 - June 2012
Holm & O'Hara LLP   2004 - 2006

Skills
Regulatory Compliance, Compliance Assurance, Monitoring & Testing, Branch Exams, Trusts, Legal Writing, Legal Research, Securities, Litigation, Risk Management, Microsoft Office, Outlook, Financial Services, Leadership, Equities

Education
Valparaiso University School of Law
Juris Doctorate

New York University
Bachelor of Arts (B.A.), History, Politics

Tamara Christine Tamara Christine Philadelphia, Pennsylvania Details
Tamara Christine's Barclays Wealth and Investment Management Experience September 2008 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Neuberger Berman  December 2010 - January 2011
Barclays Wealth and Investment Management   September 2008 - December 2010
Lehman Brothers  August 2008 - September 2008

Skills
Proficiency in the use...

Education
SUNY Empire State College   2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Entrepreneurial and Small Business Operations

Nassau Community College   2009 — 2011
Associate of Arts and Sciences (A.A.S.), Retail Management

Ishaanee Venkatesh Ishaanee Venkatesh Phoenix, Arizona Area Details
Ishaanee Venkatesh's Barclays Wealth and Investment Management Experience March 2014 - Present
Job Private Banker, Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2014 - Present
Thunderbird School of Global Management  August 2012 - April 2014
First Financial Equity Corporation  May 2013 - August 2013
CGI  June 2010 - June 2012
‘Alcobev’– Alcohol Beverages Business   June 2006 - June 2010

Skills
General Administrative..., Testing, Communication Skills, Leadership, Quantitative, Certification Testing, Teamwork, Direct Client..., Analytical Skills, Business Analysis, Analysis, SQL, Project Management, CRM, Data Analysis, Hardwork, Financial Analysis, Entrepreneurship, Team Leadership, Program Management, Cross-functional Team..., Management Consulting, SDLC, Software Project..., Team Management, Banking, Sales, Competitive Analysis, Market Research, Portfolio Management, Project Planning, Risk Management, Business Development, Analytics, Business Process..., Finance

Education
Thunderbird School of Global Management   2012 — 2014
Master of Business Administration (MBA), Global Finance

Sri Bhagawan Mahaveer Jain College   2006 — 2010
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, Distinction

Andrea Chan Andrea Chan New York, New York Details
Andrea Chan's Barclays Wealth and Investment Management Experience November 2011 - April 2013
Job Specialized Compliance Manager at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank  June 2013 - Present
Barclays Wealth and Investment Management   November 2011 - April 2013
Barclays Capital  July 2010 - November 2011
Citibank  December 2006 - February 2010
Citicorp Investment Services  March 2005 - December 2006

Skills
AML, KYC, Investment Banking, OFAC, Operational Risk, Financial Risk, Securities, Banking, Capital Markets, Equities, Fixed Income, Portfolio Management, Sanction

Education
University of Pennsylvania - The Wharton School   2009 — 2010
Post-Baccalaureate, Finance & Accounting

Pace University   2000 — 2004
BBA, Marketing

Joe Gilbert Joe Gilbert Washington D.C. Metro Area Details
Joe Gilbert's Barclays Wealth and Investment Management Experience May 2011 - Present
Job AVP at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   May 2011 - Present
Morgan Stanley Smith Barney  May 2008 - May 2011
Soccer American  August 2006 - March 2008
Total Futbol   2006 - 2008
Osprey Group, LLC.   April 2004 - August 2006
Wintergreen Resort  November 1998 - March 2006
Kitty Hawk Kites  May 2000 - November 2004

Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Sales, Risk Management, Finance, ESOP, Financial Analysis, Private Equity, Public Speaking, Coaching, Leadership, Employee Benefits, Financial Advisory, Securities, Training, Strategic Planning, Alternative Investments, Series 7, Asset Management, Small Business, Conflict Resolution, Logistics, Equities, Mutual Funds, Investment Advisory, Asset Allocation, Coaching and Training, Asset Managment, Fixed Income, Strategic Financial..., Logistical Preperation, Leading with Integrity, Financial Services

Education
University of Virginia   2003 — 2003
Certificate (MBI), Finance, IT/IS, Management, Accounting, Marketing

Hampden-Sydney College   1999 — 2003
BA, Managerial Economics

The Covenant School

Liz Ann McEwen Liz Ann McEwen New York, New York Details
Liz Ann McEwen's Barclays Wealth and Investment Management Experience May 2011 - March 2014
Job Looking for a Forward Thinking Company.
Industry Financial Services
Experience
Barclays Wealth and Investment Management   May 2011 - March 2014
Barclays Wealth  June 2010 - May 2011
Barclays Wealth  December 2008 - May 2010
Lehman Brothers  February 2005 - March 2008
Lehman Brothers  March 2002 - February 2005
Lehman Brothers  June 2000 - March 2002
Lehman Brothers  May 1998 - June 2000
Lehman Brothers  May 1997 - May 1998
National Prescription Administrators, Inc. (NPA)   September 1996 - May 1997
National Prescription Administrators, Inc. (NPA)   September 1994 - May 1995

Skills
Risk Management, Program Management, Project Management, Management, Training, Fixed Income, Leadership, Business Intelligence, Software Documentation, Vendor Management, Business Analysis, Equities, Strategy, Finance, Analysis, Securities, Financial Services, Portfolio Management, Hedge Funds, Derivatives, Banking, AML, Capital Markets, Investment Banking, Series 7, Trading Systems, Alternative Investments, Operational Risk

Education
Marist College   1991 — 1995
BS, Business Administration/International Business

Murry Bergtraum HS   1987 — 1991
High Scool, Business Administration

Kathy Romo Kathy Romo Media, Pennsylvania Details
Kathy Romo's Barclays Wealth and Investment Management Experience March 2012 - Present
Job Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2012 - Present

Skills
Private Equity, Equity Research, Equity Derivatives, Brand Equity, Equity Trading, Equity Valuation, Home Equity Loans, Home Equity Lines of...

Education
Indiana University—Purdue University Fort Wayne

Jorge A. Carreras Jorge A. Carreras New York, New York Details
Jorge A. Carreras's Barclays Wealth and Investment Management Experience May 2011 - January 2015
Job Managing Partner at IPG Securities Asset Management SA
Industry Financial Services
Experience
IPG Securities Asset Management SA   February 2015 - Present
Barclays Wealth and Investment Management   May 2011 - January 2015
Morgan Stanley Smith Barney  January 2007 - May 2011
Merill Lynch & Co.   December 1991 - January 2007
Citibank N.A., New York   May 1989 - December 1991
LLoyds Bank PLC, New York   March 1989 - May 1990
Republic National Bank of New York, New York   July 1984 - March 1989

Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Banking, Series 7, Wealth Management, Banking, Finance

Education
IMD Business School   2015 — 2015
Foundation for Business Leadership

Isengberg School of Management at University of Massachusetts, Amherst   1980 — 1984
BBA, Finance

Colegio San Ignacio de Loyola, San Juan, Puerto Rico   1974 — 1980
High School

Colegio Sagrado Corazon de Jesus, Rio Piedras, Puerto Rico   1967 — 1974

Christopher Lizzio Christopher Lizzio Greater New York City Area Details
Christopher Lizzio's Barclays Wealth and Investment Management Experience September 2014 - Present
Job Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2014 - Present
Boston Beer Company  January 2013 - August 2013
Burnham Rosen Group  January 2012 - September 2012
Interdisciplinary Affective Science Laboratory  September 2010 - December 2011

Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Adobe, Photoshop, Astute, SPSS, GazeTracker, Logistical Support and..., Facebook, Twitter, LinkedIn, Program Management

Education
Northeastern University   2009 — 2014
Bachelors of Science, BS Psychology, Business Minor, GPA: 3.25

Harborfields High School   2005 — 2009
Advanced Regents Diploma

Richard Brunner Richard Brunner Greater New York City Area Details
Richard Brunner's Barclays Wealth and Investment Management Experience 2015 - Present
Job Diversified Financial Professional
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2015 - Present
Bank of New York Mellon  2006 - 2014
Morgan Stanley  1999 - 2006
JPMorgan Chase  1993 - 1999

Skills
Investments, Equities, Fixed Income, Mutual Funds, Alternative Investments, Risk Management, Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Financial Services, Relationship Management, Client Service Oriented, Finance, Wealth Management, Client Services, Asset Management, Capital Markets

Education
State University of New York Institute of Technology at Utica/Rome
BS, Management and Finance

Lenny Pereira (PMP) Lenny Pereira (PMP) San Francisco, California Details
Lenny Pereira (PMP)'s Barclays Wealth and Investment Management Experience June 2011 - September 2011
Job Program Manager
Industry Banking
Experience
BlackRock  July 2015 - Present
NSW Treasury Corporation   November 2014 - June 2015
Deutsche Bank  August 2013 - June 2014
HSBC  October 2012 - August 2013
HSBC  November 2011 - October 2012
Barclays Wealth and Investment Management   June 2011 - September 2011
Credit Agricole Investment Bank   September 2010 - June 2011
AC  January 2009 - July 2010
Deutsche Bank  March 2007 - November 2008
Deutsche Bank  May 2006 - February 2007

Skills
Business Analysis, PMO, Change Management, Derivatives, Governance, Strategic Planning, Business Process..., Project Planning, Investment Banking, Management Consulting, Team Leadership, Coaching, Fixed Income, Team Building, Banking, Capital Markets, SharePoint, Visio, Business Strategy, Process Engineering, Stakeholder Management, Management, PMP, Project Delivery, Risk Management, Vendor Management, Strategy, Project Management, Leadership, Program Management, Finance

Education
Stanford University   2015 — 2017
Strategic Decision and Risk Management, 2015

University of Sydney   2010 — 2011
Masters in Project Management, Strategic Project Management

University of Wollongong   2002 — 2005
Commerce, International Business and Marketing

Sydney Boys High School   1999 — 2001

Cris Bera Cris Bera Houston, Texas Area Details
Cris Bera's Barclays Wealth and Investment Management Experience September 2008 - June 2015
Job .
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group  June 2015 - Present
Barclays, Wealth and Investment Management  September 2008 - June 2015
Lehman Brothers  2003 - 2008
Morgan Stanley  2001 - 2003
U.S. Air Force, Office of Special Investigations (OSI)   1996 - 2003
Southwest Research Institute  1988 - 1999
U.S. Army, Military Police (MP)   1992 - 1996

Skills
Hedge Funds, Due Diligence, Valuation, Fixed Income, Financial Modeling, Analysis, Wealth Management..., Capital Markets, Executive Management, Program Management, Bloomberg, Equities, Project Management

Education
The University of Chicago   1999 — 2001
MBA, Economics & Finance

The University of Chicago Booth School of Business   1999 — 2001
MBA, Economics & Finance

Massachusetts Institute of Technology   1987 — 1992
BS, Mechanical Engineering

Massachusetts Institute of Technology   1987 — 1992
BS, History

The University of Texas at Austin   1989 — 1989
General

The University of Texas at San Antonio   1988 — 1988
General

Taft H.S.   1985 — 1987

Kenneth Sacco Kenneth Sacco Houston, Texas Area Details
Kenneth Sacco's Barclays Wealth and Investment Management Experience 2012 - 2013
Job Senior Vice President and National Director at JLL | Former COO and Investment Banker | Kellogg MBA | US Marine
Industry Commercial Real Estate
Experience
JLL  2015 - Present
CBRE  2013 - 2015
Barclays Wealth and Investment Management   2012 - 2013
Barclays Investment Bank  2010 - 2012
Barclays Investment Bank  2008 - 2010
Lehman Brothers (Pre Barclays Acquisition)   2007 - 2008
DTZ  2003 - 2006
KPMG US  2000 - 2003
Ernst & Young  1998 - 2000
United States Marine Corps  1994 - 1999

Skills
Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Strategic Planning, Management Consulting, New Business Development, Corporate Real Estate, Commercial Real Estate..., Real Estate Financing, Financial Accounting, International Business, Cross-functional Team..., Marketing Strategy, Sales Presentations, Market Analysis, International Capital..., People Management, Business Relationship..., Operations Management, Staff Development, Military Leadership, Military Experience, Tenant Representation

Education
Northwestern University - Kellogg School of Management   2005 — 2007
Master of Business Administration (MBA), in Finance, Management & Strategy, Real Estate

Miami University   1994 — 1998
Bachelor of Business Administration (BBA), in Accounting and MIS

Irene LANDALUCE TRISKA Irene LANDALUCE TRISKA Cambridge, Massachusetts Details
Irene LANDALUCE TRISKA's Barclays Wealth and Investment Management Experience February 2007 - March 2007
Job Master of International Business
Industry Telecommunications
Experience
Joyas Center Surf   June 2012 - June 2014
Orange  January 2013 - July 2013
Orange  March 2013 - June 2013
Chantelle  June 2011 - September 2011
Au Pair  June 2009 - August 2009
Barclays Wealth and Investment Management   February 2007 - March 2007

Skills
Statistical Data..., Microsoft Excel, Managerial Finance, Global Business..., Corporate Finance, Business Strategy, Team Building, Management, Customer Insight, Microsoft Office, Financial Analysis, French, Teamwork, Marketing, Finance, Strategy, English, Analysis, Marketing Strategy, PowerPoint

Education
Hult International Business School   2014 — 2015
Master's degree, International Business

NEOMA Business School   2010 — 2014
Bachelor's degree, International Finance, 3.8/4.0

Universidad Pontificia Comillas   2010 — 2014
Bachelor's degree, International Business/Trade/Commerce, 4.0/4.0

York University   2011 — 2011
Business and Economics

Lauren Bridges Lauren Bridges Greater Chicago Area Details
Lauren Bridges's Barclays Wealth and Investment Management Experience February 2015 - April 2015
Job Summer Global Wealth Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Barclays Wealth and Investment Management   February 2015 - April 2015
Total Insurance Services,Inc  June 2014 - August 2014
The Avenue  June 2013 - August 2013

Skills
Finance, Research, Client Relations, Time Management, Microsoft Excel, Microsoft Word, Presentation Skills, Leadership, Organization Skills, Budgeting, CQG

Education
Lehigh University - College of Business and Economics   2012 — 2016
Bachelor of Science (B.S.), Finance

New Trier High School   2008 — 2012

Irinel De Leon Irinel De Leon Greater New York City Area Details
Irinel De Leon's Barclays Wealth and Investment Management Experience August 2014 - Present
Job Assistant Vice President, Client Experience at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   August 2014 - Present
J.P. Morgan Private Bank   April 2012 - August 2014
The Gap Partnership  June 2011 - September 2011
Nexar Capital LLC   January 2011 - June 2011
Prudential Douglas Elliman Real Estate  April 2009 - July 2009

Skills
Marketing, Account Management, Negotiation, Online Advertising, Strategic Planning, Business Development, Training, Microsoft Office, Team Building, Microsoft Excel, Social Media Marketing, PowerPoint, Sales, Marketing Strategy, Customer Service, Strategy, Email Marketing, Event Planning, Advertising

Education
NYU School of Professional Studies   2015 — 2015
Communications

Iona College   2006 — 2010
BBA, International Business, Minor: Marketing

American University of Rome   2008 — 2008
Study Abroad, International Business

Saunders Trade and Technical High School

Khanan Asherov Khanan Asherov Greater New York City Area Details
Khanan Asherov's Barclays Wealth and Investment Management Experience August 2010 - June 2014
Job Trade Support Specialist at Jane Street Capital
Industry Computer Software
Experience
Jane Street Capital  September 2014 - Present
Barclays Wealth and Investment Management   August 2010 - June 2014
Forex Capital Markets  May 2005 - June 2010
Cablevision  October 2004 - May 2005
DoubleSign   January 2004 - October 2004
Micromuse  February 2000 - November 2001
iStreamTV   1999 - 2000

Skills
Unix Shell Scripting, SQL, Python, Data Analysis, Unix, Bash, Windows, Perl, Linux, Analysis, Oracle, Informix, DB2, MySQL, ITIL, Release Management, FX trading, Root Cause Analysis, PHP, Application Support, Financial Markets, Trading, Foreign Exchange, Technical Analysis, Quality Assurance, Electronic Trading, Trading Systems, Common Lisp, Mac OS, CSS, JavaScript, Eclipse, C#, Process Optimization, Shell Scripting

Education
Moscow Institute of Physics and Technology   1990 — 1994
Equivalent of incomplete B.S., Physics

School No. 1   1984 — 1990
High School, Physics, GPA of 3.65

Jiye Kim Jiye Kim New York, New York Details
Jiye Kim's Barclays Wealth and Investment Management Experience June 2014 - Present
Job
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2014 - Present

Education
New York University   2009 — 2013
Bachelor's Degree, International Relations and Affairs

Mariano Agnese Mariano Agnese Greater New York City Area Details
Mariano Agnese's Barclays Wealth and Investment Management Experience November 2014 - October 2015
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays  August 2015 - Present
Barclays Wealth and Investment Management   November 2014 - October 2015
Wealth and Investment Management at Barclays  July 2012 - November 2014
De Dietrich Process Systems, Inc.   November 2011 - July 2012
Heffler, Radetich & Saitta LLP - Certified Public Accountants   July 2011 - September 2011
New York Life Insurance Company  December 2010 - May 2011
Rutgers University  June 2009 - June 2010
Rutgers University  September 2008 - May 2009
Rutgers University  September 2007 - May 2008

Skills
Spanish, Mediation, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Payable, Purchasing, Sales, Teamwork, Sales Operations, Research, Adaptation, Social Networking, Analysis, Customer Service, Management, Public Speaking, Project Planning, Accounting, Software Documentation, Finance, PowerPoint, Data Analysis, Outlook, Series 7, Credit, Critical Thinking

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2007 — 2011
Bachelors of Science, B.S. Accounting, B.S. Finance, Economics

Saeed Ismail Saeed Saeed Ismail Saeed New York, New York Details
Saeed Ismail Saeed's Barclays Wealth and Investment Management Experience July 2011 - July 2011
Job Production Intern at Jason Wu
Industry
Experience
Jason Wu  March 2015 - May 2015
Thakoon  August 2014 - December 2014
Guy Carpenter  June 2014 - July 2014
Guy Carpenter  May 2013 - June 2013
Emma New York   October 2012 - December 2012
Barclays Wealth and Investment Management   July 2011 - July 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, Java, HTML

Education
Pace University - Lubin School of Business   2011 — 2015

New English School of Kuwait

Biagio Pascarella Biagio Pascarella New York, New York Details
Biagio Pascarella's Barclays Wealth and Investment Management Experience January 2011 - April 2014
Job Finance Executive | 11+ Years of Progressive Leadership with Barclays PLC
Industry Financial Services
Experience
Barclays Investment Bank  April 2014 - Present
Barclays Wealth and Investment Management   January 2011 - April 2014
Lehman Brothers/Barclays   August 2004 - December 2010
Celanese  January 2002 - July 2004

Skills
Finance, Management, Risk Management, Banking, Investments, Portfolio Management, Equities, Hedge Funds, Asset Management, Financial Modeling, Financial Analysis

Education
Seton Hall University
Bachelor of Science (BS) in Business Administration, Business Management Information Systems

Alan Tsai Alan Tsai Bloomington, Indiana Details
Alan Tsai's Barclays Wealth and Investment Management Experience October 2010 - November 2010
Job Marketing Director at Centurion Brands
Industry Consumer Goods
Experience
Centurion Brands   June 2014 - Present
Indiana University Bloomington  September 2012 - Present
Johnson & Johnson  May 2013 - August 2013
Centurion Brands   December 2010 - August 2012
Barclays Wealth and Investment Management   October 2010 - November 2010
Eckman Ltd.   May 2008 - September 2010
sanofi-aventis  July 2006 - August 2006

Skills
•Explored potential..., •Orchestrated product..., •Led a..., Product Development, Project Management, Supply Chain Management, Lean Manufacturing, Process Improvement, Consumer Products, Competitive Analysis, Forecasting, Strategic Planning, Continuous Improvement

Education
Indiana University Bloomington   2012 — 2014
BS, BPM & OM

Indiana University - Kelley School of Business   2004 — 2008
BS, Business Process Management, Operation Management

Benton N. Wofford Benton N. Wofford Greater Atlanta Area Details
Benton N. Wofford's Barclays Wealth and Investment Management Experience August 2012 - March 2013
Job Senior Project Manager at Signature Consultants
Industry Financial Services
Experience
Signature Consultants  July 2015 - Present
Experis  December 2014 - June 2015
SunTrust Robinson Humphrey  November 2013 - December 2014
ING  March 2013 - November 2013
Barclays Wealth and Investment Management   August 2012 - March 2013
Royal Bank of Scotland  July 2011 - August 2012
IBM Global Business Services  October 2010 - July 2011
Plum Rhino Consulting   February 2010 - May 2010
Wachovia  February 2006 - October 2008
Lehman Brothers  September 2003 - February 2006

Skills
Derivatives, Capital Markets, Fixed Income, Back Office, Risk Management, Swaps, Banking, Bloomberg, Middle Office, Financial Services, Analysis, Business Analysis, Valuation

Education
Regis University   2001 — 2003
MBA, General Studies

Norfolk State University   1990 — 1994
BS, Accounting

Eduard Levin Eduard Levin Greater New York City Area Details
Eduard Levin's Barclays Wealth and Investment Management Experience October 2013 - May 2014
Job Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  September 2014 - Present
Barclays Wealth and Investment Management   October 2013 - May 2014
Citi  November 2010 - April 2013
Bank of America  July 2007 - January 2009
Bear Stearns  October 2006 - January 2007
Goldman Sachs  March 2006 - July 2006
Wachovia Securities  March 2005 - January 2006
Wachovia Securities, LLC  December 2003 - October 2004
United Nations  June 2002 - June 2003
Prudential Financial  2003 - 2003

Skills
Cost Basis Reporting, Trade Corrections, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Trading, Options, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Trading Systems, Prime Brokerage, Corporate Actions, Settlement, Valuation

Education
Pace University   1996 — 2000
BA, Finance

Benjamin Pincus Benjamin Pincus Philadelphia, Pennsylvania Details
Benjamin Pincus's Barclays Wealth and Investment Management Experience May 2011 - August 2011
Job Associate, Economic and Valuation Services at KPMG US
Industry Financial Services
Experience
KPMG US  July 2013 - Present
British Embassy  May 2012 - May 2013
Barclays Wealth and Investment Management   May 2011 - August 2011
Congressman Ron Klein   2010 - August 2010
Congressman Maurice Hinchey   June 2008 - August 2008

Skills
Financial Analysis, Intangible Assets, Impairment Testing, Corporate Development, Purchase Price..., Stock Compensation, Microsoft Excel, Stata, Econometrics, Economics, Research, SAS, Microsoft Word, Statistics, Microsoft Office, PowerPoint, Matlab, Teamwork, English, Public Speaking

Education
The George Washington University   2009 — 2013
Bachelor of Science (BS), Economics

The George Washington University   2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics

The George Washington University   2009 — 2013
Minor, Statistics

Ritesh Godbole Ritesh Godbole San Jose, California Details
Ritesh Godbole's Barclays Wealth and Investment Management Experience August 2012 - March 2015
Job SAP MM /SD consultant at Apple
Industry Information Technology and Services
Experience
Barclays Wealth and Investment Management   August 2012 - March 2015
Accenture  April 2011 - August 2012
Tieto India Pvt. Ltd   September 2010 - April 2011
IBM India Pvt.Ltd.   September 2007 - August 2010
SKF Group  June 2006 - September 2007
Jabil  September 2005 - May 2006
Whirlpool Corporation  April 2005 - September 2005
LG India   March 2004 - February 2005
Whirlpool Corporation  July 2001 - March 2004

Skills
SAP SRM, SAP MM, SAP Implementation, ITIL, SAP ERP, Vendor Management, Project Management, Service Delivery, Supply Chain Management, Global Sourcing, Incident Management, Production Support, Project Delivery, IT Service Management, Change Management, Application Support, Business Continuity, BMC Remedy Ticketing..., ServiceNow, JIRA, Business Process, Team Management, SD, ERP, SAP, Integration, Materials Management, Management

Education
OIST Bhopal   1997 — 2001
Bachelor of Engineering (B.E.), Mechanical Engineering

Rajiv Gandhi Prodyogiki Vishwavidyalaya   1997 — 2001
BE, Mechanical engineering

Roopa Foley Roopa Foley Dallas, Texas Details
Roopa Foley's Barclays Wealth and Investment Management Experience January 2012 - August 2015
Job Egon Zehnder International
Industry Management Consulting
Experience
Egon Zehnder  August 2015 - Present
Barclays Wealth and Investment Management   January 2012 - August 2015
Barclays Wealth and Investment Management (acquired the Lehman Private Wealth Business in 2008)   December 2005 - December 2011
Lehman Brothers  January 2004 - December 2005
Lehman Brothers Bank  January 2001 - January 2004
dash.com  January 2000 - January 2001
posh&sticks.com   January 1999 - January 2000
Deloitte Consulting  September 1996 - January 1999
Merck  March 1993 - August 1994
Merck  August 1992 - February 1993

Skills
Financial Services

Education
FUQUA SCHOOL OF BUSINESS, Duke University   1994 — 1996
MBA

Massachusetts Institute of Technology   1988 — 1992
Bachelor of Science (BS)

Jackson Preparatory High School   1982 — 1988
High School

Matteusskolan; Stockholm Sweden   1983 — 1984

Nicolas Rosado Nicolas Rosado Monaco area Details
Nicolas Rosado's Barclays Wealth and Investment Management Experience July 2013 - Present
Job Private Banker
Industry Banking
Experience
Barclays Wealth and Investment Management   July 2013 - Present
Barclays  October 2011 - June 2013
AXA Investment Managers  February 2009 - May 2010
Natixis  May 2008 - July 2008
KPMG Audit  September 2007 - March 2008
Marketing Méditerranée   May 2006 - June 2007
Marketing Mediterranée   October 2005 - April 2006

Skills
Structured Products, Structured Finance, Wealth Management, Investment Advisory, Visual Basic, Excel, Microsoft Office, Bloomberg, Reuters, Corporate Finance, Investment Banking, Financial Analysis, Private Banking, Finance, Microsoft Excel, Risk Management, Entrepreneurship, Investments, Business Planning

Education
International University of Monaco   2010 — 2011
Master, Finance - Hedge Fund & Private Equity

University of California, Berkeley   2008 — 2008
Master of Science (MSc), Management & Finance

Ecole de Management de Marseille   2005 — 2008
Master, Finance - Business - Management

Saint Michel de Picpus   2003 — 2005

Fenelon Ste Marie

Alana Faintuch Alana Faintuch Boca Raton, Florida Details
Alana Faintuch's Barclays Wealth and Investment Management Experience October 2013 - October 2014
Job Business Development Specialist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  October 2014 - Present
Barclays Wealth and Investment Management   October 2013 - October 2014
US Securities and Exchange Commission  January 2013 - April 2013
US Securities and Exchange Commission  September 2012 - December 2012
ILSA Journal of International & Comparative Law   May 2011 - September 2012
Financial Industry Regulatory Authority  May 2012 - August 2012
Seiden Law Firm/ Family Business Mediation   June 2011 - August 2011

Education
Nova Southeastern University   2010 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Nova Southeastern University—Shepard Broad Law Center   2009 — 2013
Doctor of Law (J.D.), Law

University of Miami   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

John Barbieri John Barbieri Greater New York City Area Details
John Barbieri's Barclays Wealth and Investment Management Experience June 2014 - Present
Job Analyst Alternative Investments Fund Management at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2014 - Present
Kenmar Olympia Group   June 2013 - January 2014
Alternative Access Capital, LLC   June 2012 - June 2013
Structured Portfolio Management LLC   May 2011 - August 2011
Tenant Data Verification   May 2008 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Alternative Investments, Hedge Funds, Fund Of Funds, QuickBooks, Salesforce.com, Finance, Financial Analysis

Education
Pace University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

St Anthonys High School   2004 — 2008

Arnulfo Nunez Arnulfo Nunez Greater New York City Area Details
Arnulfo Nunez's Barclays Wealth and Investment Management Experience January 2008 - Present
Job AVP / Technical Lead at Barclays Wealth
Industry Computer Software
Experience
Barclays Wealth and Investment Management   January 2008 - Present
Lehman Brothers  October 2005 - January 2008
American International Group  January 2000 - October 2005
City of New York, Administration for Children's Services   January 1997 - January 2000
Centro Cuesta Nacional  March 1993 - July 1996

Skills
Java, Java Enterprise Edition, Spring, WebLogic, JSP, DB2, SQL, Hibernate, Unix, Struts, Spring Batch, JavaScript, Servlets, Core Java, HTML, CSS, Ext JS, JDBC, Web Applications, J2EE, DB2/SQL, J2EE Web Services, Requirements Analysis, Software Project..., Shell Scripting, Requirements Gathering, C, Enterprise Architecture, Solution Architecture, XML, Business Analysis, Microsoft Office, Web Services, VBA, MS-Access Programming, VBA for Excel, Spring Framework, Visual Basic, Agile Methodologies, Tomcat, Testing, JUnit, C, SOA, SDLC, Investment Banking, Sybase, IT Strategy, Integration, Trading Systems

Education
Universidad Tecnológica de Santiago   1989 — 1994
Bachelor's degree, Computer Engineering

Strayer University
Bachelor's degree, Information Technology

Lilian Bürgler Lilian Bürgler Greater New York City Area Details
Lilian Bürgler's Barclays Wealth and Investment Management Experience November 2012 - July 2013
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
University of Chicago Alumni Club of New York Board of Directors   May 2012 - July 2014
Barclays Wealth and Investment Management   November 2012 - July 2013
Deutsche Bank PWM   December 2009 - September 2012
Deutsche Bank PWM   July 2009 - December 2009
Everett Studios  March 2008 - July 2009
Chicago Tribune/Rob Elder   September 2007 - January 2008
Streng Design  March 2007 - June 2007

Skills
Microsoft Office, Microsoft Excel, MySQL, Oil Paint, Swimming, Philosophy, PHP, InDesign, Photoshop, Scuba Diving, Snowboarding, Series 7, Series 63, Series 65, Brazilian Portuguese, Public Lectures, Spinoza, Jean Luc Marion, Hannah Arendt, Ethics, Paradigm Shifts, Fixed Income, Hedge Funds, Investment Banking

Education
University of Chicago   2001 — 2008
MA, Humanities

Bryn Mawr College   2001 — 2005
BA, Philosophy

Haverford College   2001 — 2005
Bachelor of Arts (B.A.), Philosophy

Fox Lane High   1996 — 2001
High School Diploma, Bedford Central Public Schools

Tony Amato Tony Amato Los Angeles, California Details
Tony Amato's Barclays Wealth and Investment Management Experience September 2009 - April 2010
Job CEO of Zito Wheels
Industry Import and Export
Experience
Zito Wheels   January 2015 - Present
Ambassador Vineyard   March 2012 - Present
Wholesale Supply Corp   March 2013 - January 2015
WPI Motorsports   November 2011 - December 2014
COEUS Clothing   April 2009 - April 2013
Barclays Wealth and Investment Management   September 2009 - April 2010

Skills
Business Strategy, New Business Development, Business, Strategy, International Sales, Direct Sales, Business Development, Automotive Aftermarket, Automotive, Negotiation, Strategic Planning, Marketing Strategy, Online Marketing, Entrepreneurship, Sales Operations, Marketing, Sales, Merchandising, Manufacturing, Sourcing, Start-ups, Social Media Marketing, Wholesale, Brand Development, Strategic Partnerships, Management, E-commerce, Business Planning, Product Development, International Business, B2B, Drop Ship, Retail, Trade Shows, Pricing, Sales Management, Product Marketing, Competitive Analysis, Market Planning, Marketing Communications, SEO, Marketing Management, Sales Process, Online Advertising, Purchasing, Selling, Lead Generation, Account Management, P&L Management, Market Research

Education
Santa Monica College
Drop Out, Business Administration and Management, General

Praveen Vasudev Praveen Vasudev Greater New York City Area Details
Praveen Vasudev's Barclays Wealth and Investment Management Experience July 2010 - March 2013
Job Sr. Datawarehousing Programmer/Analyst at Bank of TokyoMitsubishi UFJ
Industry Computer Software
Experience
<>   December 2014 - Present
Bank of Tokyo-Mitsubishi UFJ  April 2013 - December 2014
Barclays Wealth and Investment Management   July 2010 - March 2013
Morgan Stanley Smith Barney  August 2009 - July 2010
T-Mobile  March 2009 - August 2009
Cablevision  July 2007 - March 2009
MFX Fairfax  August 2006 - July 2007
JPMC  March 2005 - August 2006
Merril Lynch  August 2004 - February 2005

Skills
Data Warehousing, Oracle, ETL, SDLC, Informatica, Data Modeling, PL/SQL, Unix, Integration, DB2, Solution Architecture, Data Integration, Database Design, Unix Shell Scripting, Data Warehouse..., Agile Methodologies, SQL, Requirements Analysis, Databases, SOA, Shell Scripting, Business Intelligence, Business Objects, Enterprise Architecture, XML, Requirements Gathering, AIX, Data Migration, Performance Tuning, NoSQL, MongoDB, JScript, Big Data, IDQ, SSIS, Business Objects Data..., Perl

Education
University of Louisiana at Lafayette   2000 — 2003
Master's degree, Computer Science

Osmania University   1995 — 1999
Bachelors in Technology, Chemical Technology

Atomic Energy Central School   1984 — 1995

Ramon M. Hache Ramon M. Hache Greater New York City Area Details
Ramon M. Hache's Barclays Wealth and Investment Management Experience October 2012 - November 2013
Job Head, Business Development Latin America at Permal Group
Industry Financial Services
Experience
Permal Group  June 2014 - Present
Barclays Wealth and Investment Management   October 2012 - November 2013
Deutsche Bank Securities  March 2001 - July 2012
HSBC Private Bank  2006 - 2007
J.P. Morgan   June 1997 - March 2001

Skills
Hedge Funds, Equities, Wealth Management, Capital Markets, Fixed Income, Derivatives, Trading, Asset Management, Bloomberg, Portfolio Management, Private Equity, Investments, Valuation, Banking, Alternative Investments, Equity Derivatives, Structured Products, Financial Markets, Mutual Funds, Investment Banking, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Financial Risk, Corporate Finance, Private Banking, Financial Services, Securities, Series 7, Risk Management, Credit, Venture Capital, Due Diligence

Education
Marist College   1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Ridgewood High School, Ridgewood NJ
High School Diploma

James Mercurio James Mercurio New York, New York Details
James Mercurio's Barclays Wealth and Investment Management Experience November 2014 - Present
Job Analyst , Barclays Wealth & Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   November 2014 - Present
JPMorgan Chase & Co.   September 2013 - November 2014

Education
State University of New York at Albany   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Molloy College   2012 — 2014
MBA ­ Graduate Program, Banking, Corporate, Finance, and Securities Law

UNIVERSITY OF BARCELONA   2011 — 2011
International Business

Benjamin Spiegel Benjamin Spiegel New York, New York Details
Benjamin Spiegel's Barclays Wealth and Investment Management Experience May 2011 - September 2011
Job Event Driven Special Situations Analyst
Industry Investment Management
Experience
DG Capital Management, LLC   February 2013 - Present
Cedarview Capital Management  May 2012 - January 2013
Barclays Wealth and Investment Management   May 2011 - September 2011
MBF Clearing Corp.  May 2009 - August 2009

Skills
Microsoft Office, Bloomberg Terminal, Credit Analysis, Qualitative Research, Real Estate Investment, Equity Trading, High Yield Bonds, Leveraged Finance, Leveraged Lending, Distressed Debt, Trading, Hedge Funds, Equities, Investments, Private Equity, Bloomberg, Microsoft Excel, Financial Modeling, Bonds, Securities, Financial Analysis, PowerPoint, Portfolio Management, Analysis, Valuation, Finance

Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Sciences, Finance

Horace Greeley High School   2003 — 2007

Clare Coughlin Clare Coughlin New York, New York Details
Clare Coughlin's Barclays Wealth and Investment Management Experience June 2013 - 2013
Job Vice President Wealth Advisory Recruiter at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2015 - Present
Barclays  March 2013 - June 2015
Bank of America  March 2010 - March 2013
Barclays Wealth and Investment Management   June 2013 - 2013
Evergreen Investments  March 2007 - December 2010
Evergreen Investments  October 2006 - March 2007
Wachovia Securities  February 2005 - October 2006
CRS Building Automation Systems   February 2004 - July 2004

Skills
Investments, Asset Managment, Sales, Marketing, Customer Service, Workshop Facilitation, Training, Negotiation, Advertising, Budgets, Research, Public Relations, Market Planning, Process Scheduler, Finance

Education
State University of New York College at Buffalo   1999 — 2003
BA, Communication

Lorenzo De Medici Florence Art Institute   2002 — 2003

University at Buffalo, The State University of New York   1999 — 2003
B.A, Communication

Jason Reinbold Jason Reinbold Greater New York City Area Details
Jason Reinbold's Barclays Wealth and Investment Management Experience June 2011 - September 2011
Job Director of Purchasing at NVE Pharmaceuticals
Industry Health, Wellness and Fitness
Experience
NVE Pharmaceuticals  July 2013 - Present
NVE Pharmaceuticals  August 2012 - July 2013
Barclays Wealth and Investment Management   June 2011 - September 2011
National Constitution Center  August 2010 - September 2010
Law Media Group  June 2010 - August 2010
US Senator Arlen Specter  May 2009 - August 2009

Skills
Supply Chain Management, Forecasting, Negotiation, Strategic Planning, Multi-task & Handle..., Logistics Management, Manufacturing, Research Development, Leadership, Management, Key Account Management, FDA, FDA GMP

Education
Saint Joseph's University   2007 — 2011
Bachelor’s Degree, Political Science and Government

William Reyes William Reyes Stamford, Connecticut Details
William Reyes's Barclays Wealth and Investment Management Experience September 2014 - March 2015
Job Senior Business Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  March 2015 - Present
Barclays Wealth and Investment Management   September 2014 - March 2015
Wells Fargo Capital Finance  February 2014 - July 2014
Deutsche Bank  January 2013 - December 2013
Barclays Investment Bank  October 2011 - January 2013
Algorithmic Trading Management  February 2010 - September 2011
Commerzbank Capital Markets   January 2007 - January 2010
Exane BNP Paribas  September 2005 - January 2007
Mizuho Banking and Trust   December 2003 - September 2005
Dresdner Bank ZAO  June 2000 - August 2003

Skills
Bloomberg, Capital Markets, FX Options, Trading, Equities, Investment Banking, Derivatives, Fixed Income, Bonds, Swaps

Education
Manhattan College   1998 — 2003
Bachelor of Science, Finance

New York Military Academy   1993 — 1997
High School Degree, JROTC-

Jill Landefeld Jill Landefeld Washington, District Of Columbia Details
Jill Landefeld's Barclays Wealth and Investment Management Experience February 2015 - Present
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2015 - Present
Barclays Investment Bank  February 2013 - September 2014
Barclays Capital  July 2012 - February 2013
IESE Business School  September 2010 - May 2012
Fortress Investment Group  September 2007 - July 2010

Education
IESE Business School - University of Navarra   2010 — 2012
MBA

University of Virginia   2000 — 2004
BA, Foreign Affairs/Spanish

Lauren Aliza Ellberger Lauren Aliza Ellberger Greater New York City Area Details
Lauren Aliza Ellberger's Barclays Wealth and Investment Management Experience September 2008 - June 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2015 - Present
Barclays Wealth and Investment Management   September 2008 - June 2015
Lehman Brothers  July 2008 - September 2008

Skills
Equities, Portfolio Management, Asset Management, Analysis, Investment Management, Business Analysis, Wealth Management, Fixed Income, Trading, Banking, Business Development, Investment Advisory, Strategy, Investments, Finance, Management, Corporate Finance

Education
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering, Interdisciplinary Engineering

Vibha Mishra Vibha Mishra Greater New York City Area Details
Vibha Mishra's Barclays Wealth and Investment Management Experience February 2012 - Present
Job Senior Business Analyst @ Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2012 - Present
TCS e-Serve International Ltd.  February 2011 - February 2012
HSBC  May 2008 - February 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Fixed Income, Business Analysis, Investment Banking, Market Research, Banking, Team Management, CRM, Risk Management, Requirements Analysis, Analysis, Finance

Education
INSTITUTE OF CHARTERED FINANCIAL ASSOCIATES OF INDIA
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Gavin Krogius Gavin Krogius Dallas/Fort Worth Area Details
Gavin Krogius's Barclays Wealth and Investment Management Experience June 2013 - July 2013
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2014 - Present
SMU Maguire Energy Institute   2013 - May 2014
Southern Methodist University  August 2010 - 2014
Barclays Wealth and Investment Management   June 2013 - July 2013
The Ritz-Carlton Hotel Company LLC  June 2012 - August 2012
Crowell, Weedon & Co.   May 2012 - July 2012
The Ritz-Carlton Hotel Company LLC  May 2011 - August 2011
The Market at Monarch Beach   June 2006 - August 2009

Skills
Microsoft Excel, Advertising, Marketing Communications, Customer Service, Sales, Finance, Investments, Public Speaking

Education
Southern Methodist University   2010 — 2014
BBA and Economics w/ Financial Applications Major, Accounting, Junior

Nicole Aquino Nicole Aquino Greater New York City Area Details
Nicole Aquino's Barclays Wealth and Investment Management Experience September 2012 - Present
Job Credit Products Analyst at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2012 - Present
Barclays Wealth  June 2010 - September 2012

Skills
Portfolio Management, Investments, Credit

Education
Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008
BS, Communication, Psychology

Sebastian Olavarria Sebastian Olavarria State College, Pennsylvania Details
Sebastian Olavarria's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  June 2015 - Present
Barclays Wealth and Investment Management   June 2013 - August 2013
Citi  June 2012 - August 2012
Wealth and Investment Management at Barclays  May 2012 - May 2012
GNC  February 2011 - May 2011
JPMorgan Chase  June 2010 - July 2010

Skills
Private Equity, Microsoft Office, Microsoft Excel, Credit, Emerging Markets, FX Options, Finance, Hyperion Essbase, SAP R/3, salescomp, Oracle BI Interactive...

Education
Penn State University   2009 — 2014

Colegio Americano de Guatemala   2005 — 2009

Kelley Damiani Kelley Damiani Houston, Texas Area Details
Kelley Damiani's Barclays Wealth and Investment Management Experience April 2013 - Present
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   April 2013 - Present
Trippon Wealth Management   September 2012 - April 2013
Trippon Financial Research   July 2011 - October 2012
Trippon Financial Research   August 2008 - July 2011

Education
Texas State University-San Marcos   2004 — 2008
Bachelor of Business Adminstration, Accounting

Stratford High School   2000 — 2004

Wayne Chrebet Wayne Chrebet New York, New York Details
Wayne Chrebet's Barclays Wealth and Investment Management Experience August 2012 - Present
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   August 2012 - Present
Morgan Stanley Smith Barney *   August 2008 - August 2012
New York Jets  1995 - 2005

Education
Hofstra University   1991 — 1995
B.A. Sociology, Sociology

Parker Odrich Parker Odrich San Francisco Bay Area Details
Parker Odrich's Barclays Wealth and Investment Management Experience July 2012 - August 2012
Job Student Athlete at Stanford University
Industry Information Technology and Services
Experience
ProFinda   August 2015 - Present
Sweep   June 2015 - Present
EntreprenX   December 2013 - Present
Stanford University  June 2014 - September 2014
Bertram Capital  July 2014 - August 2014
Barclays Wealth and Investment Management   July 2012 - August 2012
Landmark Aviation  June 2012 - August 2012

Skills
Entrepreneurship, Start-ups, iOS development, Ruby on Rails, Growth Hacking, Mobile Analytics, Swift, Web Analytics, Objective-C, Ruby, Software Development, JavaScript, Web Applications, Software Prototyping, Java, C++, Programming Languages, UI/UX Design, Microsoft Office, C, Agile Methodologies, Product Development, Technology, Software Engineering, Leadership, CSS, Social Networking, Programming, Business Strategy, HTML, Prototyping

Education
Stanford University   2013 — 2017
Bachelor of Science Candidate (B.S.), Management Science & Engineering

Brunswick School   2005 — 2013
High School Diploma with High Honors

William Hassett William Hassett Bellmore, New York Details
William Hassett's Barclays Wealth and Investment Management Experience April 2015 - Present
Job Assistant Vice President, PCB Compliance, Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   April 2015 - Present
National Futures Association  January 2013 - April 2015
Rockland Boulders  2011 - 2012

Skills
PowerPoint, Financial Analysis, Microsoft Excel, Sports, Sports Management, Social Networking, Customer Service, Microsoft Office, Sports Marketing, Social Media, Facebook, Sponsorship, Microsoft Word, Athletics, Futures Compliance, Financial Futures, Time Management, Investments, Regulatory Compliance, Managed Futures

Education
Siena College   2005 — 2009
Bachelor of Science (BS), Finance, General

Chaminade High School ('05)   2001 — 2005

Catherine Hacker Catherine Hacker Greater New York City Area Details
Catherine Hacker's Barclays Wealth and Investment Management Experience December 2014 - Present
Job Assistant Vice President, Strategic Client Development
Industry Financial Services
Experience
Barclays Wealth and Investment Management   December 2014 - Present
Barclays Wealth and Investment Management   July 2013 - December 2014
Barclays  July 2012 - July 2013
Barclays  September 2008 - June 2012
Lehman Brothers  March 2008 - September 2008
Floyd Hall Arena  February 2007 - March 2008
Floyd Hall Arena  October 2000 - March 2008

Skills
Program Management, Vendor Management, SharePoint, Project Management, Microsoft Excel, Business Analysis, Training, Facilities Management, Administrative..., Executive Office..., Management, Time Management, PowerPoint, Budgets, Leadership, Risk Management, Visio, Customer Service, Administrative..., Asset Management, Microsoft Office

Education
Montclair State University   2003 — 2007
Bachelor of Arts (B.A.), Theatre Studies

Bloomfield High School

Mahmoud Najjar Mahmoud Najjar Weehawken, New Jersey Details
Mahmoud Najjar's Barclays Wealth and Investment Management Experience March 2014 - August 2015
Job Director, Compliance & Operational Risk Control at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2015 - Present
Barclays Wealth and Investment Management   March 2014 - August 2015
Citi Wealth Management & Private Bank   June 2009 - February 2014
Citi Smith Barney  September 2005 - May 2009
Morgan Stanley  August 2004 - September 2005
Morgan Stanley  January 2001 - August 2004

Skills
Strategic Financial..., Wealth Management, Investments, Mutual Funds, Equities, Fixed Income, Bloomberg, Financial Services, Banking, Securities, Capital Markets, Alternative Investments, Sales Practices, Compliance, Trading Systems, Financial Planning

Education
Seton Hall University
Bachelor of Science (B.S.), Finance and Financial Management Services

Richard Nystrom Richard Nystrom Dallas/Fort Worth Area Details
Richard Nystrom's Barclays Wealth and Investment Management Experience June 2012 - October 2013
Job Institutional Equity Sales at Barclays
Industry Financial Services
Experience
Barclays  October 2013 - Present
Barclays Wealth and Investment Management   June 2012 - October 2013
Cogent Partners  April 2010 - May 2012
RBC Wealth Management  March 2008 - March 2010

Skills
FINRA Series 7, Securities, FINRA, Wealth Management, Investments, Bloomberg, Financial Modeling, Series 7, Valuation, Portfolio Management, Market Research, Equities, Asset Management, Corporate Finance, Asset Allocation, Bonds, Investment Strategies

Education
Southern Methodist University - Cox School of Business   2010 — 2012
MBA, Investments & Alternative Assets

Southern Methodist University - Cox School of Business   2001 — 2005
BBA, Finance

Southern Methodist University - Dedman College   2001 — 2005
BA, Economics

Marissa Gaspari Marissa Gaspari Eastchester, New York Details
Marissa Gaspari's Barclays Wealth and Investment Management Experience February 2015 - Present
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2015 - Present
Citi  September 2013 - May 2014
University of Miami School of Business Administration  August 2011 - December 2013
Clark Capital Management Group  July 2013 - August 2013
Tax Plus, Inc.   June 2007 - August 2012
eti Sales Support  June 2011 - October 2011
Barnum Financial Group - An Office of MetLife  May 2010 - July 2010
United Nations Equator Initiative   June 2009 - July 2009

Education
University of Miami - School of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics and Accounting

SDA Bocconi   2013 — 2013
International Finance

Italian American Committee on Education (IACE)   2009 — 2009
Italian Studies

Darron Clark Darron Clark Jersey City, New Jersey Details
Darron Clark's Barclays Wealth and Investment Management Experience September 2014 - March 2015
Job Vice President
Industry Banking
Experience
Citi  March 2015 - Present
Barclays Wealth and Investment Management   September 2014 - March 2015
Jefferies  April 2014 - September 2014
JPMorgan Chase  September 2012 - December 2013
Citigroup  October 2011 - June 2012
Direct Brands (Columbia House & Doubleday)   September 2010 - April 2011
Corning Incorporated  June 2009 - June 2010
Comcast Cable  November 2008 - June 2009
NetCom Information Technology  July 2007 - November 2008
Oracle Corporation  September 2004 - November 2008

Skills
Oracle, PMP, Linux, PeopleSoft, Performance Tuning, Oracle RAC, AIX, Solaris, RMAN, Database Administration, Data Guard, Database Design, Databases, Testing, Architecture, Software Documentation, Visio, ETL, OBIEE, Troubleshooting, Operating Systems, Oracle HR, System Administration, Oracle ASM, SAN, Requirements Analysis, SQL Tuning, Sybase, Grid Computing, Data Migration, Oracle Enterprise..., Disaster Recovery, Unix Shell Scripting, Unix, Business Intelligence, SQL, Data Modeling, Oracle Applications, Oracle E-Business Suite, Red Hat Linux, ITIL, Integration, Shell Scripting, SQL*Plus, SDLC, Enterprise Architecture, High Availability, Data Warehousing, Oracle Discoverer, PL/SQL

Education
Strayer University-Pennsylvania   2012 — 2013
Master of Business Administration (M.B.A.), Executive MBA, 3.6 GPA

ARTFS - PMP   2011 — 2011
PMP, Project Management Professional

Oracle University   2004 — 2007
OCP, Database Administration

The University of Texas at Dallas   1987 — 1990
BSCS, Computer Science

Devry Institute of Technlogy   1980 — 1983
BSEET, Electronic Engineering

James Madison High School   1976 — 1979
Diploma

Robert Barcellona, Jr. Robert Barcellona, Jr. Washington, District Of Columbia Details
Robert Barcellona, Jr.'s Barclays Wealth and Investment Management Experience February 2013 - Present
Job Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2013 - Present
Morgan Stanley  January 2009 - March 2013

Skills
Investments, Series 7, Securities, Finance, Wealth Management, Financial Analysis, FINRA, Valuation, Financial Modeling, Microsoft Excel, Portfolio Management, Series 63

Education
The Catholic University of America
Business Management

William Allan William Allan Greater New York City Area Details
William Allan's Barclays Wealth and Investment Management Experience June 2014 - Present
Job Assistant Vice President, Project Manager
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2014 - Present
J.P. Morgan   February 2012 - June 2014
Chase  August 2011 - January 2012
The Ayco Company, L.P.   June 2010 - August 2011
The Ayco Company, L.P.   June 2009 - April 2010

Skills
PowerPoint, Excel, Microsoft Office, Financial Planning, Morningstar, Workstations, Series 7, Series 66, Licensed Life & Health..., Analysis, Stata

Education
Siena College   2006 — 2010
B.A., Major in Economics and a Minor in Business Administration

The Danish Institute for Study Abroad   2009 — 2009
International Business and Economics

Lee Allman, J.D., CFP®, LL.M. Lee Allman, J.D., CFP®, LL.M. Greater Philadelphia Area Details
Lee Allman, J.D., CFP®, LL.M.'s Barclays Wealth and Investment Management Experience May 2011 - December 2012
Job Partner at Allman, Kelly & Willner, LLC
Industry Law Practice
Experience
Allman, Kelly & Willner, LLC   October 2013 - Present
Camp Tecumseh  1997 - Present
Law Office of Lee R. Allman   2010 - September 2013
Barclays Wealth and Investment Management   May 2011 - December 2012
Wachovia Bank  2007 - 2009
Dugan, Brinkmann, Maginnis and Pace   2000 - 2007

Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Insurance, Portfolio Management, Finance, Litigation, Corporate Law, Wealth Management..., Banking, Investment Management, Wealth, Start-ups

Education
Temple University   2011 — 2015
Master of Laws (LL.M.), Taxation

Villanova University School of Law   1990 — 1993
JD, Law

University of Pennsylvania   1984 — 1988
BA, History

The Episcopal Academy
High School

Brian Lemp Brian Lemp Greenlawn, New York Details
Brian Lemp's Barclays Wealth and Investment Management Experience April 2014 - October 2014
Job Supply Chain Analyst GPO Operations at North ShoreLIJ Health System
Industry Public Relations and Communications
Experience
North Shore-LIJ Health System  October 2014 - Present
North Shore-LIJ Health System  October 2014 - Present
Barclays Wealth and Investment Management   April 2014 - October 2014
Clear Channel Communications  June 2012 - August 2012
Oyster Bay Fish and Clam Bar   June 2010 - August 2012
Oldfields Inn   February 2003 - June 2010

Skills
Management, Public Relations, Event Planning, Marketing

Education
University of Scranton   2011 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies

Nassau Community College   2008 — 2010
Associate of Science (A.S.), Criminal Justice

Jonathan O. Schwartz Jonathan O. Schwartz Greater New York City Area Details
Jonathan O. Schwartz's Barclays Wealth and Investment Management Experience June 2013 - August 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  June 2015 - Present
Wolverine Capital Investments   September 2011 - April 2015
Cook Maran & Associates  June 2014 - August 2014
Barclays Wealth and Investment Management   June 2013 - August 2013
University of Michigan Ross School of Business  September 2011 - April 2012

Skills
Microsoft Excel, Finance, Analysis, PowerPoint, Equities, Teamwork, Public Speaking, Investments, Financial Modeling, Marketing, Digital Marketing, Social Media, Software Documentation, Research, Microsoft Office, Writing, Microsoft Word

Education
University of Michigan   2011 — 2015
Bachelor of Arts (BA), History, Minor in Earth & Environmental Sciences

King's College London   2014 — 2014
Bachelor of Arts (BA), History

Peter Fortunato Peter Fortunato Brooklyn, New York Details
Peter Fortunato's Barclays Wealth and Investment Management Experience January 2008 - Present
Job Certified Operations professional at Barclays Wealth Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   January 2008 - Present
Lehman Brothers  2004 - 2008
Deutsche Bank  1999 - 2004

Skills
strong analytical and..., a deadline oriented..., Portfolio Management, Financial Risk, Asset Management, Investments, Equities, Fixed Income, Investment Banking, Capital Markets, Derivatives, Banking, Risk Management

Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting

Berk Ott Berk Ott Greater New York City Area Details
Berk Ott's Barclays Wealth and Investment Management Experience December 2012 - February 2013
Job Informatica MDM Solutions Architect at AIG
Industry Information Technology and Services
Experience
AIG  February 2015 - Present
Prime Therapeutics  June 2013 - May 2015
OppenheimerFunds  March 2013 - June 2013
Barclays Wealth and Investment Management   December 2012 - February 2013
Waste Management, Inc.   June 2011 - November 2012
Bristol-Myers Squibb  April 2010 - June 2011
Bristol-Myers Squibb  December 2009 - March 2010
GSK  April 2009 - December 2009
Bristol-Myers Squibb  September 2007 - April 2009
Pfizer  January 2007 - September 2007

Skills
Master Data Management, Data Integration, Data Quality, ETL, Data Warehousing, Informatica, Data Governance, Business Intelligence, Oracle, Data Modeling, Enterprise Architecture, SDLC, PL/SQL, Solution Architecture, Requirements Analysis, Database Design, Databases, SOA, Integration, Unix, Data Migration

Education
Rutgers University-New Brunswick   1977 — 1981
BSEE, Electrical Engineering

François FLEURY François FLEURY Monaco area Details
François FLEURY's Barclays Wealth and Investment Management Experience August 2014 - Present
Job Head of Business Management at Barclays Private & Corporate Banking
Industry Banking
Experience
Barclays Wealth and Investment Management   August 2014 - Present
Project for Barclays WIM   August 2013 - August 2014
Freelance Project Manager  May 2011 - August 2013
Computer Sciences Corporation  April 2009 - May 2011
Oracle Financial Services Software Ltd  May 2007 - May 2009
Société Générale   September 2001 - May 2007

Skills
Lean six sigma, PMP, Flexcube, Oracle CRM, Finacle, Avaloq, Scrum, Process Mapping, Business Process..., Process Optimization, Business Analysis, Business Intelligence, OBIEE, Business Objects, Business Architecture, CMMI, Microsoft project, Visio, Team Management, IT Strategy, Core Banking, Oracle Financial, Oracle, CRM, PL/SQL, ERP, Testing, User Acceptance Testing, Consulting

Education
Ecole de Management de Marseille   2001 — 2004
Master's, Finance

Rosalie Hunter Rosalie Hunter Greater Philadelphia Area Details
Rosalie Hunter's Barclays Wealth and Investment Management Experience April 2011 - Present
Job Managing Director at Barclays Wealth and Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management   April 2011 - Present
J.P. Morgan Private Bank   October 2002 - March 2011

Education
Ohio Wesleyan University   1982 — 1986
Bachelor of Arts (BA), Political Science and Government

LaSalle University
Master of Business Administration (MBA), Finance, General

Jason Monteiro Jason Monteiro Greater New York City Area Details
Jason Monteiro's Barclays Wealth and Investment Management Experience December 2012 - December 2013
Job Director, Equities Compliance at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  January 2014 - Present
Barclays Wealth and Investment Management   December 2012 - December 2013
Barclays Capital  April 2010 - December 2012
UBS Investment Bank  August 2004 - April 2010
NYSE  May 2001 - August 2004
TD Waterhouse (f/k/a Waterhouse Securities)   June 1996 - May 2001

Skills
ETFs, Structured Products, Convertible Bonds, Equities, Equity Derivatives

Education
Syracuse University - Martin J. Whitman School of Management   1992 — 1996
Bachelor of Science, Finance

Nashua High

Richard Napolitano Richard Napolitano Greater New York City Area Details
Richard Napolitano's Barclays Wealth and Investment Management Experience February 2013 - June 2013
Job Executive Director Capital Advisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   June 2013 - Present
Barclays Wealth and Investment Management   February 2013 - June 2013
Barclays  April 2010 - February 2013
UBS  May 2005 - April 2010
Safeco  May 2002 - April 2005
Merrill Lynch  May 2000 - April 2002

Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities

Education
Ramapo College of New Jersey   2002 — 2005
MBA, Finance

Quinnipiac University   1996 — 2000
Bachelor's Degree, Economics

Bithin Roy Bithin Roy Greater Philadelphia Area Details
Bithin Roy's Barclays Wealth and Investment Management Experience June 2010 - March 2011
Job Senior QA Analyst at Capital One
Industry Computer Software
Experience
Capital One  October 2012 - Present
Verizon Wireless  March 2012 - September 2012
Lockheed Martin  April 2011 - March 2012
Barclays Wealth and Investment Management   June 2010 - March 2011
Credit Suisse  October 2009 - June 2010
Delta Air Lines  July 2008 - September 2009
Macy's  September 2006 - June 2008

Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies, Integration, Business Analysis, Vendor Management, Testing, Java Enterprise Edition, Manual Testing, Databases

Education
Jadavpur University
Bachelor’s Degree

Michael Brodnik Michael Brodnik Washington D.C. Metro Area Details
Michael Brodnik's Barclays Wealth and Investment Management Experience September 2013 - June 2015
Job Senior Vice President, Merrill Lynch Private Bank and Investment Group
Industry Investment Management
Experience
Merrill Lynch, Private Bank and Investment Group   June 2015 - Present
Barclays Wealth and Investment Management   September 2013 - June 2015
Bernstein Global Wealth Management  May 2009 - September 2013
Focus Investment Management, LLC   February 2008 - March 2009
PNC Financial Services Group  August 2001 - February 2008

Education
Northwestern University - Kellogg School of Management   1999 — 2001
Master of Business Administration (MBA), Finance, General

University of Richmond   1990 — 1994
BA, Political Science

Gonzaga College High School   1986 — 1990
Man For Others

Jairo Lozano Jairo Lozano Greater New York City Area Details
Jairo Lozano's Barclays Wealth and Investment Management Experience 1995 - 1996
Job Vice President Global Payroll at Rabobank International
Industry Financial Services
Experience
Rabobank International  October 2012 - May 2013
Steve Madden  November 2010 - June 2012
Commerzbank AG  October 2005 - February 2010
Sanofi  February 2004 - October 2005
Ziff Davis Media  June 1997 - February 2004
Conde Nast  1996 - 1997
Barclays Wealth and Investment Management   1995 - 1996
UBS  1990 - 1995
Morgan Stanley  1985 - 1990

Skills
Payroll, PeopleSoft, HRIS, Employee Benefits, Human Resources, ADP Payroll, Deferred Compensation, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, General Ledger, Internal Controls, Personnel Management, Accounts Payable, Accounts Receivable, Budgets, Finance, Management, Mergers & Acquisitions

Education
City University of New York-Queens College   1981 — 1985
Bachelor's degree, Economics

Aviation High School   1972 — 1976
HSD, Aviation

Manish Lalchandani Manish Lalchandani New York, New York Details
Manish Lalchandani's Barclays Wealth and Investment Management Experience January 2015 - Present
Job Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2015 - Present
Open Systems Technology (OST)   July 2014 - January 2015
L& T Infotech   2007 - July 2014

Skills
Requirements Analysis, Business Analysis, Requirements Gathering, User Acceptance Testing, SDLC, Vendor Management, Team Management, Banking, Pre-sales, Business Requirements, Consulting, Gap Analysis, PL/SQL, Software Project..., Business Process

Education
Maharashtra Institute of Technology   2005 — 2007
Master of Business Administration (M.B.A.), Finance, General

University of Mumbai   2001 — 2005
Bachelor's degree, Engineering

Jason Falberg Jason Falberg Greater New York City Area Details
Jason Falberg's Barclays Wealth and Investment Management Experience November 2013 - Present
Job Senior Analyst Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management   November 2013 - Present
State Street  2012 - October 2013
Neuberger Berman  July 2008 - 2012
GlobeOp Financial Services  July 2006 - July 2008
Madison Square Garden  2004 - 2004

Education
State University of New York College at Oswego   2000 — 2004

Jennifer Sator Jennifer Sator Greater New York City Area Details
Jennifer Sator's Barclays Wealth and Investment Management Experience September 2012 - October 2013
Job Compliance Manager Fixed Income Group at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  October 2013 - Present
Barclays Wealth and Investment Management   September 2012 - October 2013
Franklin Templeton Investments  January 2012 - August 2012
Franklin Templeton Investments  March 2009 - December 2011
Franklin Templeton Investments  June 2007 - March 2009
AllianceBernstein  July 2005 - June 2007

Skills
Mutual Funds, Investment Advisor..., Trade Compliance, 1940 Act, UCITS, Charles River IMS, Bloomberg, Equities, Fixed Income, Derivatives, AML, Securities, Alternative Investments, Anti Money Laundering, Investments, Trading, Hedge Funds, Risk Management, Portfolio Management, Asset Management, Financial Services

Education
Seton Hall University School of Law   1998 — 2001
JD, Law

University of Tennessee-Knoxville   1996 — 1998
BA, Political Science

Siddharth Sheopori Siddharth Sheopori Greater New York City Area Details
Siddharth Sheopori's Barclays Wealth and Investment Management Experience March 2013 - Present
Job Charles River Implementation Expert
Industry Investment Management
Experience
Barclays Wealth and Investment Management   March 2013 - Present
Barclays Wealth  March 2009 - Present
Barclays Wealth  September 2008 - March 2009
Lehman Brothers  July 2006 - September 2008
Dibon Solutions  January 2005 - March 2007
Credit Suisse  June 2005 - June 2006
Gateway Chamber of Commerce   May 2004 - December 2004
NJIT  September 2003 - May 2004

Skills
Portfolio Management, Fixed Income, Market Data, .NET, Microsoft SQL Server, Equity Trading, Electronic Trading, Autosys, Java, Bloomberg, C#, Informatica, Hedge Funds, Business Analysis, Trading Systems, Prime Brokerage, Reference Data, ASP.NET, jQuery, C++, Rational Rose, Charles River, VBA, DB2/SQL, SQL Server, HTML, IIS, ADO.NET, Visual Studio, WinForms, Oracle SQL, .NET Remoting, Moxy, Advent, Bloomberg TOMS, Bloomberg POMS, Axys, Private Equity, JavaScript, MongoDB, CouchDB

Education
New Jersey Institute of Technology   2003 — 2004
MS, Information Systems

University of Mumbai
BS, Physics

Lisa B Williams Lisa B Williams Greater New York City Area Details
Lisa B Williams's Barclays Wealth and Investment Management Experience May 2011 - Present
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   May 2011 - Present
Instinet Group, LLC  August 2008 - April 2011
Bear Stearns  May 2000 - August 2008
Pershing  April 1999 - April 2000

Education
Grand Canyon University   2007 — 2009
Masters of Business Administration, General Business Management

Saint John's University - Peter J. Tobin College of Business   1994 — 1997
Bachelor of Science, Finance

Trevor Nugent Trevor Nugent Greater New York City Area Details
Trevor Nugent's Barclays Wealth and Investment Management Experience March 2015 - Present
Job Senior Performance Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2015 - Present
Morgan Stanley  July 2011 - August 2014
Neuberger Berman  November 2006 - September 2010
Morgan Stanley  March 2000 - November 2006
Prudential Financial  December 1997 - March 2000
Prudential Financial  May 1995 - December 1997

Skills
Equities, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Securities, Accounting, Hedge Funds, Financial Risk, Alternative Investments, Asset Management, Bloomberg

Education
Iona College   1990 — 1994
BS, Communication Arts

Essex Catholic HS

Jerett Gilbert Jerett Gilbert Greater New York City Area Details
Jerett Gilbert's Barclays Wealth and Investment Management Experience November 2010 - June 2015
Job Business Risk Manager
Industry Financial Services
Experience
Guardian Life  June 2015 - Present
Barclays Wealth and Investment Management   November 2010 - June 2015
Barclays Investment Bank  September 2008 - November 2010
Lehman Brothers/Neuberger   January 2008 - September 2008

Skills
Alternative Investments, Bloomberg, Business Strategy, Capital Markets, Derivatives, Equities, FINRA, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Risk Management, Securities, Series 7, Investments, Trading, Wealth Management, Strategy, Trading Systems, Asset Management, Management, Financial Risk, Mutual Funds, Private Equity, Financial Markets, Business Analysis, Microsoft Office, Investment Advisory

Education
Phoenix College
General Studies

University of Miami
Bachelor of Arts (B.A.), International/Global Studies

Andreas Voutsinas Andreas Voutsinas Los Angeles, California Details
Andreas Voutsinas's Barclays Wealth and Investment Management Experience September 2013 - Present
Job Private Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2013 - Present
Barclays Wealth  April 2011 - September 2013
Toussaint Capital Partners  May 2010 - April 2011
MidCap Advisors, LLC  October 2009 - May 2010
Merrill Lynch  October 2007 - February 2009

Skills
Financial Analysis, Mergers, Microsoft Excel, Microsoft Office, Corporate Finance, Risk Management

Education
Pace University - Lubin School of Business   2009 — 2010
Masters of Science, Finance: Investment Management

Ramapo College of New Jersey   2003 — 2007
bachelor of arts, Political Science, Economics, Public Policy

Davendra Brijlall Davendra Brijlall Greater New York City Area Details
Davendra Brijlall's Barclays Wealth and Investment Management Experience September 2009 - March 2010
Job Associate at BlackRock
Industry Investment Banking
Experience
BlackRock  January 2013 - Present
Barclays Capital  March 2010 - January 2013
Barclays Wealth and Investment Management   September 2009 - March 2010
Barclays Capital  July 2008 - September 2009
Lehman Brothers  June 2007 - September 2007
Johnson & Johnson  June 2006 - September 2006
Hess Corporation  June 2005 - September 2005

Skills
Microsoft Excel, PowerPoint, Business Objects, Access, Visio, SAP, Six Sigma, Eye for Details, multi-t, Multi Tasking

Education
Rider University   2004 — 2008
Bachelors of Science - Business Administration, Business Finance & Economics, 3.77

Rider University   2004 — 2008
Bachelor of Science, Business Administration; Business Economics and Finance

University of Westminster

Sean Gorman Sean Gorman Greater Chicago Area Details
Sean Gorman's Barclays Wealth and Investment Management Experience 2013 - Present
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2013 - Present
Credit Suisse  May 2009 - May 2013
Lehman Brothers/Barclays   July 2006 - April 2009
Banc of America Securities  March 2005 - July 2006
US Securities and Exchange Commission  March 2004 - March 2005
Fioretti, Des Jardins & Reda, Ltd.   September 2001 - March 2004

Skills
Series 7, Series 9, Series 10, Fixed Income, Investment Advisory, Fund Of Funds, Leveraged Finance, Back Office, Private Wealth..., Compliance, Series 24

Education
Quinlan School of Business, Loyola University Chicago   2000 — 2003
MBA, Finance & International Business

University of Iowa   1994 — 1998
BA, Political Science

Steven Guggenheimer Steven Guggenheimer Greater New York City Area Details
Steven Guggenheimer's Barclays Wealth and Investment Management Experience November 2012 - March 2014
Job EVP / Wealth Management Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  March 2014 - Present
Barclays Wealth and Investment Management   November 2012 - March 2014
Neuberger Berman  January 2002 - June 2010

Education
Haverford College   1980 — 1984
Bachelor of Arts (B.A.), History

Thomas Liquori Thomas Liquori Greater New York City Area Details
Thomas Liquori's Barclays Wealth and Investment Management Experience 2012 - Present
Job VP Business Control at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2012 - Present
Credit Suisse Securities (USA) LLC   July 2010 - June 2011
Credit Suisse Securities (USA) LLC   1994 - 2011
Morgan Stanley  1992 - 1994
Morgan Stanley  1989 - 1992
Morgan Stanley  1986 - 1989

Education
Seton Hall University   1986 — 1989
MBA

Seton Hall University   1982 — 1986
BS

Monique Wise Monique Wise Greater New York City Area Details
Monique Wise's Barclays Wealth and Investment Management Experience October 2012 - December 2013
Job Director of Internal Communications/Americas at UBS
Industry Financial Services
Experience
UBS  January 2014 - Present
Barclays Wealth and Investment Management   October 2012 - December 2013
Barclays Wealth and Investment Management   October 2008 - October 2012
Lehman Brothers  March 2008 - September 2008
Lehman Brothers  July 2004 - February 2008
Chiquita Brands  January 2003 - June 2004
Bloomberg News  January 1996 - January 2003

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1993 — 1995
Masters, European Studies, Economics

Stanford University   1985 — 1990
BA, English

Jessica Gabriele Jessica Gabriele Greater New York City Area Details
Jessica Gabriele's Barclays Wealth and Investment Management Experience 2010 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  August 2015 - Present
Barclays Wealth and Investment Management   2010 - Present
Barclays Wealth  2008 - 2010
Lehman Brothers  2005 - 2008
Deutsche Bank  March 2004 - July 2005

Education
Northeastern University   1999 — 2003
Marketing

Mira Vasani Mira Vasani Greater New York City Area Details
Mira Vasani's Barclays Wealth and Investment Management Experience March 2013 - December 2013
Job Vice President, Global Wealth Management, JP Morgan
Industry Banking
Experience
J.P. Morgan   January 2014 - Present
Barclays Wealth and Investment Management   March 2013 - December 2013
Barclays Wealth and Investment Management   December 2010 - February 2013
Deutsche Bank  July 2006 - December 2010

Skills
Series 7, Series 66, Broker-Dealer Compliance, Investment Advisory..., Private Wealth..., SEC, FINRA, Hindi, Securities, Wealth Management, Investment Advisory, Financial Regulation, Securities Regulation, Alternative Investments, Mutual Funds, Structured Products, Financial Markets, Investment Management, Hedge Funds, Uniform Combined State..., Private Banking, Investment Banking, Equities, Bloomberg, Operational Risk, Financial Services, Philanthropy, Asset Management, Operational Risk..., Risk Management, Corporate Governance, Portfolio Management, Options

Education
Saint Peter's University   2008 — 2010
MBA, International Business/ Finance

University of Mumbai   1997 — 2000
BA, Accounting

Rajan Bhimaraju Rajan Bhimaraju Cincinnati, Ohio Details
Rajan Bhimaraju's Barclays Wealth and Investment Management Experience 2008 - 2009
Job Programmer Analyst at iFuturistics Inc
Industry Computer Software
Experience
iFuturistics Inc  Java Programmer AnalystCiti Bank2010 - 2010
Barclays Wealth and Investment Management   2008 - 2009

Education
Osmania University
Master of Computer Applications (M.C.A.), Computer Science

Alexander Shu Alexander Shu Greater New York City Area Details
Alexander Shu's Barclays Wealth and Investment Management Experience June 2010 - Present
Job Vice President at Barclays Wealth & Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2010 - Present
Barclays Capital  September 2008 - June 2010
Lehman Brothers  January 2008 - September 2008
Verizon Wireless  May 2007 - August 2007
Johnson & Johnson  May 2006 - January 2007

Skills
Business Process..., Equities, Hedge Funds, Capital Markets, Financial Services, Wealth Management, Investments, Securities, AML, Microsoft Office

Education
Rutgers University-New Brunswick   2003 — 2007
BS, Marketing and Economics

Lee Marks Lee Marks Greater New York City Area Details
Lee Marks's Barclays Wealth and Investment Management Experience January 2009 - August 2011
Job Global Head of Enterprise & Operational Risk Management at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  April 2015 - Present
Morgan Stanley  September 2013 - April 2015
Barclays  September 2011 - September 2013
Barclays Wealth and Investment Management   January 2009 - August 2011
Barclays Wealth and Investment Management   July 2007 - December 2008
Barclays Wealth and Investment Management   October 2006 - December 2007
RSA  July 2005 - October 2006
Capital Accumulation Ltd   February 2004 - July 2005
Henderson Global Investors  September 2001 - February 2004

Skills
Operational Risk, Operational Risk..., Financial Risk, AML, Risk Management, Investment Banking, Fixed Income, Private Banking, Banking, Derivatives, Equities, Financial Services, Wealth Management, Capital Markets, Basel II, Enterprise Risk..., Hedge Funds, Corporate Finance, Settlement, Securities, Governance, Internal Audit

Education
Southampton Solent University   1997 — 2001
Bachelor of Arts (B.A.), Business and Finance

Jonathan Mann Jonathan Mann Greater New York City Area Details
Jonathan Mann's Barclays Wealth and Investment Management Experience November 2012 - Present
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   November 2012 - Present
Bernstein Global Wealth Management  January 2003 - November 2012
Bernstein Investment Management   January 2001 - December 2002
Bernstein Investment Research and Management  October 1983 - December 2000

Skills
Alternative Investments, Series 7, Hedge Funds, Asset Managment, Asset Allocation, Wealth Management, Investment Strategies, Investments, Equities, Investment Management, Investment Advisory, Series 63, Capital Markets, Securities, Mutual Funds, Asset Management, Fixed Income, Wealth Management..., Private Equity, Equity Research, Portfolio Management, Venture Capital, Investment Banking, Emerging Markets

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1974 — 1978
BA, Economics

Michael A. Burke Michael A. Burke Washington D.C. Metro Area Details
Michael A. Burke's Barclays Wealth and Investment Management Experience 2010 - Present
Job Managing Director, Barclays Wealth & Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2010 - Present
Marymount University  2014 - Present
ERFC   2013 - Present
United Cerebral Palsy  2001 - Present
Deutsche Bank  2006 - 2009
Morgan Stanley  1989 - 2006

Education
Radford University   1978 — 1982
B.S., Business Management

adelfa rosario adelfa rosario Greater New York City Area Details
adelfa rosario's Barclays Wealth and Investment Management Experience September 1990 - June 2002
Job senior private banker at royal bank of canada
Industry Banking
Experience
Royal Bank of Canada  July 2002 - Present
Barclays Wealth and Investment Management   September 1990 - June 2002
Citi  January 1983 - January 1989
The Bank of New York  January 1980 - January 1983

Skills
Credit, Banking, Derivatives, Private Banking, Portfolio Management, Credit Risk, Credit Analysis, Loans, FX Options, Capital Markets, Investment Advisory, Financial Risk, Mutual Funds, Investments, Asset Management, Financial Advisory, Mortgage Lending, Securities, Risk Management, Corporate Finance, Series 7, Financial Analysis, Valuation

Education
New York University   1980 — 1986
Bachelor of Science (B.S.), Finance, General

Shirley Slotwiner Shirley Slotwiner Miami/Fort Lauderdale Area Details
Shirley Slotwiner's Barclays Wealth and Investment Management Experience November 2012 - July 2013
Job Doctor of Clinical Psychology Trainee at Nova Southeastern University
Industry Hospital & Health Care
Experience
Nova Southeastern University  August 2014 - Present
Barclays Wealth and Investment Management   November 2012 - July 2013
Bloomberg  May 2010 - October 2012

Skills
Fixed Income Research, Hebrew, Customer Relations, Fixed Income Analysis, Emerging Markets, Customer Service, Bloomberg, Bloomberg Terminal, Bonds

Education
Nova Southeastern University   2014 — 2019
Doctor of Psychology, Clinical Psychology

Imperial College London   2008 — 2009
MSc, Management

The University of Western Ontario   2004 — 2008
BA, Psychology

Jennifer Harding Jennifer Harding Greater New York City Area Details
Jennifer Harding's Barclays Wealth and Investment Management Experience June 2008 - July 2015
Job VP Commodities Operations Goldman Sachs
Industry Banking
Experience
Goldman Sachs  August 2015 - Present
Step UP  May 2009 - Present
Barclays Wealth and Investment Management   June 2008 - July 2015
Barclays  May 2008 - July 2015
Goldman Sachs  November 2003 - May 2008
Duke Energy Trading and Marketing  January 1999 - November 2003

Skills
Commodity, Management, Fixed Income, Trading, Energy, Derivatives, Investment Banking, Bloomberg

Education
Texas A&M University
BA, Economics

Clara M. Hurtado, CAMS Clara M. Hurtado, CAMS Greater New York City Area Details
Clara M. Hurtado, CAMS's Barclays Wealth and Investment Management Experience May 2009 - January 2012
Job Director Financial Crimes Compliance at Standard Chartered Bank
Industry Banking
Experience
Itaú Unibanco  June 2012 - November 2013
Barclays Wealth and Investment Management   May 2009 - January 2012
HSBC Private Bank  January 1993 - January 2009
Chase Manhattan Private Bank International - Miami   January 1989 - January 1993
Centrust Savings Bank, Miami   January 1987 - January 1989
Chase Manhattan Bank - NYC   January 1985 - January 1987
Price Waterhouse - Peru   January 1983 - January 1985

Skills
BSA, Latin America, AML, KYC, Private Banking, Wealth Management, Risk, Compliance, OFAC, Audit, Investigations, EDD, Risk Assessment, Training, Team Management

Education
Queens College
B.S, Accounting

University of Miami
Executive Masters Degree, International Business

Alexander Zito Alexander Zito Greater New York City Area Details
Alexander Zito's Barclays Wealth and Investment Management Experience January 2014 - Present
Job Macroeconomic Strategist at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2014 - Present
Barclays Wealth and Investment Management   January 2010 - Present

Skills
FX trading, Equities, Fixed Income, Financial Services, Portfolio Management, Derivatives, Investments, Investment Banking, Capital Markets, Wealth Management, Asset Management, Risk Management, Financial Risk, Banking, Hedge Funds, Microsoft Office, Microsoft Excel, Series 7, Relationship Management, Project Management

Education
The College of New Jersey   2005 — 2009
BS, Mechanical Engineering

The College of New Jersey   2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering and Management

Jessica Winarko Jessica Winarko Beverly Hills, California Details
Jessica Winarko's Barclays Wealth and Investment Management Experience June 2012 - July 2012
Job Graduate Student at University of Southern California
Industry Financial Services
Experience
EY  October 2014 - Present
Barclays Wealth and Investment Management   June 2012 - July 2012
J.P. Morgan Indonesia Conference 2012   June 2012 - June 2012
International Full Gospel Fellowship (IFGF) LA   2011 - 2012
Brand National   June 2011 - August 2011

Skills
Competitive Analysis, Leadership, Investments, Portfolio Management, Management, Microsoft Word, Social Media, Financial Modeling, Microsoft Excel, PowerPoint, Social Networking, Entrepreneurship, Analysis, Microsoft Office, Valuation, Strategy, Finance, Corporate Finance, Budgets, Financial Analysis, Data Analysis, Sales, Market Research, Access, Research, Accounting, Data Entry, Economics

Education
University of Southern California - Leventhal School of Accounting   2013 — 2014
Master of Accounting (MAcc), Accounting

University of Southern California - Marshall School of Business   2009 — 2013
B.S. in Business Administration, Major: Finance and Entrepreneurship. Minor: Psychology., Magna Cum Laude

Shanghai Jiao Tong University
Chinese Language Study

Anthony Puma Anthony Puma Greater New York City Area Details
Anthony Puma's Barclays Wealth and Investment Management Experience July 2011 - April 2013
Job Compliance Officer at Stone Harbor Investment Partners
Industry Investment Management
Experience
Stone Harbor Investment Partners  April 2013 - Present
Barclays Wealth and Investment Management   July 2011 - April 2013
Morgan Stanley Investment Management  September 2008 - July 2011
Morgan Stanley  November 2005 - September 2008
Smith Barney - Citigroup, Global Wealth Management   October 2004 - November 2005

Skills
Charles River IMS, Latent Zero Sentinel, Bloomberg AIM, Fixed Income, Risk Management, Bloomberg, Equities, Finance, Financial Risk, Investments, Mutual Funds, Portfolio Management, Asset Management, Series 7, Financial Services, Investment Management, Securities, Trading

Education
State University of New York College at Oneonta   1999 — 2003
BS, Business Economics

Georgina Fernando Georgina Fernando Greater Los Angeles Area Details
Georgina Fernando's Barclays Wealth and Investment Management Experience January 2013 - June 2013
Job Living in Los Angeles and adjusting to life in a new country with my family
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2013 - June 2013
N/A - watch this space   April 2011 - November 2011
Friends Provident  March 2008 - April 2011
Friends Provident  July 2007 - March 2008
Friends Provident  June 2005 - July 2007
Friends Provident  April 2001 - April 2003
Friends Provident  March 2001 - April 2003
Friends Provident  March 1996 - April 2001

Skills
Financial Services, Corporate Development, Sales Management, Strategic Planning, Restructuring

Education
University of Leicester   2002 — 2004
Masters, Forensic Psychology

Loughborough University   1991 — 1995
Bachelors, Human Psychology

Andrew Ragone Andrew Ragone Greater New York City Area Details
Andrew Ragone's Barclays Wealth and Investment Management Experience April 2010 - April 2011
Job Operational Risk Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2011 - Present
Barclays Wealth and Investment Management   April 2010 - April 2011
Brown Brothers Harriman  November 2008 - April 2010
UBS  September 1998 - November 2008

Skills
Operational Risk..., Financial Services, Regulation W, Fiduciary Services, Banking Compliance, Commercial Banking, Trust Services, New Product Approval, Private Banking, Securities, Capital Markets, Banking, Risk Management, Fixed Income, Investment Banking

Education
Saint Peter's University
BS, Accounting and Finance

Meryl Zises Meryl Zises Greater New York City Area Details
Meryl Zises's Barclays Wealth and Investment Management Experience June 2009 - August 2009
Job Associate at A Cap Inc.
Industry Venture Capital & Private Equity
Experience
A Cap Inc.   April 2011 - Present
Global Grind  November 2010 - April 2011
Whitney Museum of American Art  June 2010 - August 2010
Barclays Wealth and Investment Management   June 2009 - August 2009

Education
London School of Economics and Political Science   2012 — 2013
Diploma, Accounting and Finance

University of Pennsylvania   2006 — 2010
Bachelor of Arts (B.A.), English Major with an emphasis in Creative Writing

King's College London, U. of London
Theatre Literature, History and Criticism, English Literature

NYU Stern School of Business
Accounting and Business/Management, Summer Immersion Program

The Dalton School   1994 — 2006

Drew Sokol Drew Sokol Greater New York City Area Details
Drew Sokol's Barclays Wealth and Investment Management Experience September 2012 - Present
Job Billing/Risk Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2012 - Present
Citi  January 2012 - June 2012
HSBC Securities  September 2008 - September 2009
HSBC Securities  January 2007 - September 2008
TD Ameritrade  April 2000 - March 2002
TD Ameritrade  April 1998 - March 2000

Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology

Michael Zanoni Michael Zanoni Greater New York City Area Details
Michael Zanoni's Barclays Wealth and Investment Management Experience March 2015 - Present
Job Assistant Vice President at Barclays Wealth Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2015 - Present
Citi  May 2012 - March 2015
Citi  May 2011 - May 2012
ValCur International Inc.   May 2008 - May 2011

Skills
Series 63, Microsoft Office, Financial Services

Education
Marist College   2003 — 2007
B.S, Business Administration; Finance

Archbishop Molloy HS   1999 — 2003
HS Diploma

Douglas Bayer Douglas Bayer Washington D.C. Metro Area Details
Douglas Bayer's Barclays Wealth and Investment Management Experience 2011 - Present
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   2011 - Present
Morgan Stanley  January 1995 - May 2011

Education
Penn State University   1987 — 1991
BS, Economics

Robert DiDiano Robert DiDiano Greater New York City Area Details
Robert DiDiano's Barclays Wealth and Investment Management Experience September 1999 - August 2003
Job Regional Managing Director/SVP, New York
Industry Financial Services
Experience
Wells Fargo Bank  January 2008 - Present
RBC Wealth Management  August 2003 - January 2008
Barclays Wealth and Investment Management   September 1999 - August 2003

Skills
Banking, Loans, Credit, Commercial Lending

Education
Kent State University   1983 — 1987
Bachelor of Business Administration (BBA), Finance

Penny Luke Velasquez Penny Luke Velasquez San Francisco Bay Area Details
Penny Luke Velasquez's Barclays Wealth and Investment Management Experience November 1999 - April 2004
Job Evaluator at ES Critiquing & Consulting
Industry Financial Services
Experience
EyeSpy Critiquing & Consulting   August 2007 - Present
Bank of America  December 1991 - November 2004
Barclays Wealth and Investment Management   November 1999 - April 2004

Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Management, Finance, Leadership, Risk Management, Auditing, Financial Services

Education
Indiana University Bloomington   1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting

Justin Snell Justin Snell New York, New York Details
Justin Snell's Barclays Wealth and Investment Management Experience November 2011 - Present
Job Analyst at Barclays
Industry Banking
Experience
Barclays Wealth and Investment Management   November 2011 - Present
Barclays  November 2013 - January 2015
PepsiCo - Pepsi Beverages Company  2010 - 2011

Education
Syracuse University - Martin J. Whitman School of Management   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), FInance

Kedar Burra Kedar Burra Jersey City, New Jersey Details
Kedar Burra's Barclays Wealth and Investment Management Experience October 2013 - July 2014
Job Sr. Consultant at Capco
Industry Financial Services
Experience
Capco  August 2014 - Present
Barclays Wealth and Investment Management   October 2013 - July 2014
Bank of America  October 2012 - July 2013
Morgan Stanley Smith Barney  May 2010 - October 2012
TD Ameritrade  August 2008 - March 2010
VIN Microtek Solutions, Inc   November 2005 - December 2006
24-7 Inc.   2005 - 2006
Satyam Computer Services Ltd  September 2003 - October 2005

Skills
Microsoft Project, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Agile & Waterfall..., Full SDLC, Quality Center, Oracle SQL, C++ Language, MS Project, Business Analysis, Integration, Process Improvement, PMP, SDLC

Education
Rochester Institute of Technology   2007 — 2009
MBA, Banking, Corporate, Finance, and Securities Law

MVSR Engineering College, Osmania University   2000 — 2005
Bachelor of Engineering, Mechanical Engineering

Benson Del Rosario Benson Del Rosario Millburn, New Jersey Details
Benson Del Rosario's Barclays Wealth and Investment Management Experience September 2012 - December 2013
Job Operations KYC Analyst at Barclays Investment Bank
Industry Accounting
Experience
Barclays Investment Bank  January 2014 - Present
Barclays Wealth and Investment Management   September 2012 - December 2013
Zaido Corporation   March 2010 - September 2011
SeaStreak  October 2003 - March 2010
United States Marine Corps Reserve  January 1999 - January 2005

Skills
Microsoft Word, Microsoft Excel, QuickBooks, Microsiga Protheus 8, PowerPoint, EDM, Time Management, Accounts Payable, Data Analysis, Teamwork, Suitability Analysis, Software Documentation, Accounting, KYC

Education
Kean University   2006 — 2009
Bachelor of Science, Accounting

Union County College
Associate Degree, Arts & Sciences

Rina Echavez Rina Echavez Los Angeles, California Details
Rina Echavez's Barclays Wealth and Investment Management Experience July 2013 - Present
Job Vice President Operations at Georgina Asset Management, LLC
Industry Investment Management
Experience
Georgina Asset Management, LLC   June 2015 - Present
Barclays Wealth and Investment Management   July 2013 - Present
Aletheia Research and Management, Inc.   July 2001 - January 2013
First Union Securities, Inc.   July 1994 - July 2001

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Business Management

Paul Mottola Paul Mottola Greater New York City Area Details
Paul Mottola's Barclays Wealth and Investment Management Experience January 2010 - Present
Job Managing Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   January 2010 - Present
Merrill Lynch  1990 - 2009

Skills
Asset Management, Banking, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Investment Advisory, Mutual Funds, Securities, Series 24, Wealth Management, Bonds, Risk Management

Education
Monmouth University   1989 — 1992
Master of Business Administration (MBA), MBA

Providence College   1984 — 1988
Bachelor of Science (BS), Finance

Monsignor Donovan High School   1980 — 1984

Robert Leszkowicz Robert Leszkowicz Greater New York City Area Details
Robert Leszkowicz's Barclays Wealth and Investment Management Experience February 2012 - July 2014
Job Senior Vice President, Senior Compliance Officer at Citigroup
Industry Financial Services
Experience
Citi  July 2014 - Present
Barclays Wealth and Investment Management   February 2012 - July 2014
Bank of America  July 2007 - February 2012
Bank of America  July 2003 - July 2007
Citi  October 2002 - July 2003
Ladenburg Thalmann  December 1999 - September 2002
Salomon Smith Barney  July 1998 - December 1999

Education
Marist College
Bachelor of Science (BS), Business

Ed Olsen Ed Olsen Greater New York City Area Details
Ed Olsen's Barclays Wealth and Investment Management Experience June 2014 - Present
Job Managing Director
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2014 - Present
Barclays Investment Bank  February 2004 - June 2014
Morgan Stanley  February 2003 - February 2004
Merrill Lynch  September 1998 - January 2003

Education
St. John's University   1993 — 1998
Bachelor of Science (B.S.), Business/Corporate Communications

Tottenville High School   1989 — 1993

Geoffrey Valentino Geoffrey Valentino Greater New York City Area Details
Geoffrey Valentino's Barclays Wealth and Investment Management Experience September 2008 - Present
Job Director & Senior Counsel at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2008 - Present
Lehman Brothers  July 1999 - September 2008
NASD Regulation, Inc.   January 1996 - July 1999

Skills
Securities

Education
University of Denver - Sturm College of Law   1992 — 1995
Juris Doctor (J.D.)

Marist College   1985 — 1989
Bachelor’s Degree, Business Administration/Finance

Alexa NS Baird Alexa NS Baird Vancouver, Canada Area Details
Alexa NS Baird's Barclays Wealth and Investment Management Experience December 2000 - August 2002
Job Quantitative Analyst at HSBC Global Research
Industry Capital Markets
Experience
HSBC Global Research   2004 - Present
Merrill Lynch  2002 - 2004
Barclays Wealth and Investment Management   December 2000 - August 2002

Skills
Computer Network..., Algorithm Design, Market Analysis, Risk Analysis, Stochastic Modeling, Game Theory, Derivatives Trading, Team Leadership, Project Planning, Linux, C++, Project Management, Quantitative Finance, Cross-cultural..., Cross-cultural Teams

Education
The London School of Economics and Political Science (LSE)   1997 — 2000
Doctor of Philosophy (Ph.D.), Financial Mathematics

The University of British Columbia   1997 — 2000
Doctor of Philosophy (PhD), Financial Mathematics

Queen's University Belfast   1994 — 1997
B.Sc(Hons) Mathematics

Marylin Gonzalez Marylin Gonzalez Miami, Florida Details
Marylin Gonzalez's Barclays Wealth and Investment Management Experience August 2009 - Present
Job Regional Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   August 2009 - Present
Barclays Wealth and Investment Management   September 2008 - July 2011
Lehman Brothers  March 2005 - September 2008

Education
Harvard University   1996 — 2000
Bachelor of Arts (BA), Political Science and Government

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