Barclays Wealth and Investment Management
Barclays Wealth Management serves affluent and high net worth clients through offices across the UK, offering personalised banking, credit, investment management and wealth planning services. Reported client assets were £202.8 billion. CEO: Dirk Klee (Sep 2018–) Subsidiaries: Lehman Brothers - Private Investment Management, Barclays Personal Investment Management Parent organization: Barclays
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Barclays Wealth and Investment Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
Barclays Wealth and Investment Management May 2011 - March 2014
Barclays Wealth June 2010 - May 2011
Barclays Wealth December 2008 - May 2010
Lehman Brothers February 2005 - March 2008
Lehman Brothers March 2002 - February 2005
Lehman Brothers June 2000 - March 2002
Lehman Brothers May 1998 - June 2000
Lehman Brothers May 1997 - May 1998
National Prescription Administrators, Inc. (NPA) September 1996 - May 1997
National Prescription Administrators, Inc. (NPA) September 1994 - May 1995
Skills
Risk Management, Program Management, Project Management, Management, Training, Fixed Income, Leadership, Business Intelligence, Software Documentation, Vendor Management, Business Analysis, Equities, Strategy, Finance, Analysis, Securities, Financial Services, Portfolio Management, Hedge Funds, Derivatives, Banking, AML, Capital Markets, Investment Banking, Series 7, Trading Systems, Alternative Investments, Operational Risk
Education
Marist College 1991 — 1995
BS, Business Administration/International Business
Murry Bergtraum HS 1987 — 1991
High Scool, Business Administration
Barclays Wealth and Investment Management 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
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
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
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
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
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
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
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
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
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
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
Barclays Wealth and Investment Management June 2014 - Present
Education
New York University 2009 — 2013
Bachelor's Degree, International Relations and Affairs
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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
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
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
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
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
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
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-
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Barclays Wealth and Investment Management March 2013 - Present
Barclays Wealth March 2009 - Present
Barclays Wealth September 2008 - March 2009
Lehman Brothers July 2006 - September 2008
Dibon Solutions January 2005 - March 2007
Credit Suisse June 2005 - June 2006
Gateway Chamber of Commerce May 2004 - December 2004
NJIT September 2003 - May 2004
Skills
Portfolio Management, Fixed Income, Market Data, .NET, Microsoft SQL Server, Equity Trading, Electronic Trading, Autosys, Java, Bloomberg, C#, Informatica, Hedge Funds, Business Analysis, Trading Systems, Prime Brokerage, Reference Data, ASP.NET, jQuery, C++, Rational Rose, Charles River, VBA, DB2/SQL, SQL Server, HTML, IIS, ADO.NET, Visual Studio, WinForms, Oracle SQL, .NET Remoting, Moxy, Advent, Bloomberg TOMS, Bloomberg POMS, Axys, Private Equity, JavaScript, MongoDB, CouchDB
Education
New Jersey Institute of Technology 2003 — 2004
MS, Information Systems
University of Mumbai
BS, Physics
Barclays Wealth and Investment Management 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Barclays Wealth and Investment Management 2011 - Present
Morgan Stanley January 1995 - May 2011
Education
Penn State University 1987 — 1991
BS, Economics
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
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
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
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
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
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
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
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
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
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
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
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