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
Andres Duarte Andres Duarte New York, New York Details
Andres Duarte's Barclays Wealth and Investment Management Experience September 2008 - December 2012
Job Director
Industry Financial Services
Experience
Coatl Wealth   January 2013 - Present
Barclays Wealth and Investment Management   September 2008 - December 2012
Lehman Brothers  May 2006 - September 2008

Skills
Operations Management, Business Strategy, Strategic Planning, Management, Process Improvement, Risk Management, Project Management, Leadership, Strategy, Team Building

Education
University of Miami   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Nick Centis Nick Centis San Francisco Bay Area Details
Nick Centis's Barclays Wealth and Investment Management Experience March 2014 - Present
Job Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2014 - Present
Merrill Lynch  April 2013 - March 2014
Boots Road Group   January 2011 - June 2011
Early Learning Institute  February 2005 - June 2010

Skills
Excel, Word, PowerPoint, Writing, Problem Solving, C++, Microsoft Office, Photoshop, HTML, Public Speaking, Social Media, Graphic Design, Illustrator, Non-profits, Social Networking, Nonprofits, Microsoft Excel, Microsoft Word

Education
University of California, Santa Cruz
Bachelors of Arts, Business Management Economics

David A. Distant David A. Distant Rochester, New York Area Details
David A. Distant's Barclays Wealth and Investment Management Experience May 2014 - June 2015
Job 2017 MBA Candidate at Simon Business School, University of Rochester
Industry Financial Services
Experience
The Consortium for Graduate Study in Management  June 2015 - Present
Barclays Wealth and Investment Management   May 2014 - June 2015
Pavé Life  December 2013 - May 2014
Bank of America  March 2013 - December 2013
Bank of America  November 2011 - March 2013
New York State Senate: Office of Sen. Antoine M. Thompson   May 2008 - December 2010

Skills
Public Speaking, Project Management, Data Analysis, Analytics, Government, Marketing, Community Outreach, IBM iSeries, Banking, Event Planning, Social Networking, Social Media, Fundraising, Sales, Data Entry, Application Support..., Global Application..., Leadership Development, Coaching, Digital Marketing, Google Analytics, Salesforce.com, Political Campaigns, Policy Analysis, Public Policy, Staff Development, Workshop Facilitation, Loans, Financial Services, Volunteer Management, Insurance, Client Services, Community Organizing, Marketing Strategy, Employee Training, Online Marketing, Account Management

Education
William E. Simon School of Business   2015 — 2017
Master of Business Administration (MBA), Finance & Competitive Strategy

State University of New York at Buffalo
Bachelor of Arts (B.A.), Political Science; Minor, African and African-American Studies

West Barnwell West Barnwell San Francisco Bay Area Details
West Barnwell's Barclays Wealth and Investment Management Experience June 2013 - July 2013
Job MidMarket Account Strategist at Google
Industry Marketing and Advertising
Experience
Google  April 2015 - Present
Google  July 2014 - March 2015
Teach For America  June 2012 - July 2014
Barclays Wealth and Investment Management   June 2013 - July 2013
Athens Classic Properties   December 2010 - May 2012
Carter  May 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Social Media, Investments, Social Networking, Leadership, Marketing, Microsoft Office, Sales, Event Planning, Microsoft Word, Marketing Strategy, Internetworking, Teamwork, Excel, Word, Social Media Marketing, Public Speaking

Education
University of Georgia - Terry College of Business   2008 — 2012
Real Estate, Business

Halsey Bittel Halsey Bittel Greater Philadelphia Area Details
Halsey Bittel's Barclays Wealth and Investment Management Experience September 2013 - August 2014
Job Assistant Vice President, Barclays Wealth and Investment Management
Industry Investment Management
Experience
Ivener Management Group   February 2015 - Present
Barclays Wealth and Investment Management   September 2013 - August 2014
BlackRock  March 2012 - April 2013
Health Strategies Group  July 2011 - September 2011
Miller Investment Management, L.P.   October 2010 - June 2011
TGS Financial Advisors  September 2009 - October 2010
Bittel Financial Advisors, LLC   September 2005 - May 2009
Gatemore Capital Management   June 2007 - October 2007

Education
Trinity College-Hartford   2005 — 2009
BA, Economics

The London School of Economics   2007 — 2008
Economics, International Relations

The Shipley School   1993 — 2005

Stephanie Currie Stephanie Currie Greater New York City Area Details
Stephanie Currie's Barclays Wealth and Investment Management Experience December 2012 - May 2013
Job Global Compliance at Barclays Investment Bank
Industry Financial Services
Experience
Multrees Investor Services   May 2013 - July 2014
Barclays Wealth and Investment Management   December 2012 - May 2013
Barclays Wealth and Investment Management   November 2011 - November 2012
Barclays Wealth and Investment Management   July 2009 - October 2011
Barclays Wealth and Investment Management   June 2008 - June 2009

Skills
Risk Assessment, Quality Assurance, Compliance Procedures, Training Delivery, Financial Regulation, Compliance Regulations, Financial Services, Compliance..., Analytical Background, Communication, ICAAP, AAF, Anti Money Laundering, Compliance Monitoring, Policy Writing, Report Writing Skills, Operational Risk, AML, Securities, Governance, Asset Management, Banking

Education
Chartered Institute for Securities & Investment (CISI)   2013 — 2014
CISI Level 3 Certificates in Investment Operations and Global Financial Compliance

Glasgow University   1999 — 2004
Bachelor of Science (BSc) with Honours

Nicholas Gollust Nicholas Gollust Santa Monica, California Details
Nicholas Gollust's Barclays Wealth and Investment Management Experience June 2010 - August 2010
Job President at Chronicle X Media
Industry Marketing and Advertising
Experience
Chronicle X Media   November 2012 - Present
Barclays Wealth and Investment Management   June 2010 - August 2010

Skills
Business Development, Social Networking, Business Strategy, Business Analysis, Leadership Development, Social Media, Social Media Marketing, Social Entrepreneurship, Project Management, Account Management, Management Consulting

Education
UCLA   2011 — 2013

Linda Rasmussen Linda Rasmussen Greater Chicago Area Details
Linda Rasmussen's Barclays Wealth and Investment Management Experience February 2015 - Present
Job Executive Administrative Assistant at Barclays Wealth and Investment Management
Industry Marketing and Advertising
Experience
Barclays Wealth and Investment Management   February 2015 - Present
Archer Daniels Midland Company  June 2014 - September 2014
SGK  December 2013 - May 2014
McDonald's Corporation  January 1992 - August 2013
Salem Services, Inc.   June 1989 - January 1992

Skills
Customer Service, Microsoft Office, Microsoft Excel, Employee Relations, Event Planning, Microsoft Word, PowerPoint, Recruiting, Team Building, Management, Sales, Team Leadership, Leadership, Training, Marketing, Strategic Planning, Social Media, Human Resources, Coaching, Cross-functional Team..., Strategy

Education
University of Illinois at Chicago   1980 — 1984
Bachelor of Arts (B.A.), Psychology

Jay O'Neil Jay O'Neil Los Angeles, California Details
Jay O'Neil's Barclays Wealth and Investment Management Experience March 2015 - Present
Job Regional Manager
Industry Financial Services
Experience
Barclays Wealth and Investment Management   March 2015 - Present

Education
United States Military Academy at West Point   1986 — 1990
Bachelor of Science, Systems Mechanical Engineering

Kelly Woodgett Kelly Woodgett New York, New York Details
Kelly Woodgett's Barclays Wealth and Investment Management Experience November 2009 - December 2010
Job Vice President, Head of Event Marketing, Americas
Industry Events Services
Experience
Barclays, Wealth and Investment Management & Corporate Banking   December 2010 - Present
Barclays Wealth and Investment Management   November 2009 - December 2010
Wealth and Investment Management at Barclays  February 2007 - November 2009
Barclays Wealth and Investment Management   August 2006 - February 2007
Evening Standard   April 2004 - August 2006
Lucky 7 Productions   July 2003 - April 2004

Skills
Strategic Planning, Event Management, Marketing Communications, Financial Services, Sponsorship, Event Planning, Marketing, Corporate Communications, Budgets, Corporate Events, Marketing Strategy, Email Marketing, Management, Leadership, Analysis, Project Planning, Hospitality, Direct Marketing, Account Management, Stakeholder Management

Education
University of Brighton   1999 — 2003
Bachelor of Arts (BA)

Universidad de Salamanca   2001 — 2002

James Austin Albert Jr. James Austin Albert Jr. Greater New York City Area Details
James Austin Albert Jr.'s Barclays Wealth and Investment Management Experience October 2012 - December 2012
Job Analyst at Corbin Perception
Industry Financial Services
Experience
Corbin Perception   January 2015 - Present
AXA Advisors  May 2013 - August 2014
Barclays Wealth and Investment Management   October 2012 - December 2012
Webster Bank  May 2011 - September 2012

Skills
Banking, Financial Services, Policy, Microsoft Excel, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Financial Analysis, Investor Relations

Education
The University of Connecticut   2009 — 2013
Bachelor of Arts (BA), Economics, B-

University of Connecticut   2009 — 2013
Bachelor of Arts (BA), Economics

Peter Flemming Peter Flemming New York, New York Details
Peter Flemming's Barclays Wealth and Investment Management Experience September 2014 - Present
Job Analyst, Managed Solutions at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2014 - Present
Marcus & Millichap  January 2014 - September 2014
Gravitas  May 2013 - December 2013
Oppenheimer & Co.   January 2012 - August 2012
ESAI Energy LLC   May 2011 - August 2011

Skills
Research, Microsoft Excel, Financial Modeling, Economics, PowerPoint, Editing, Leadership, Finance, Public Relations, CRM, Press Releases, Budgets, Social Networking, Management

Education
The King's College   2010 — 2014
Bachelor of Science (B.S.), Business Management

Burlington High School   2006 — 2010

Alen Anav Alen Anav New York, New York Details
Alen Anav's Barclays Wealth and Investment Management Experience May 2011 - May 2011
Job Real Estate Development Associate at The Moinian Group
Industry Real Estate
Experience
The Moinian Group  May 2014 - Present
The Moinian Group  May 2013 - August 2013
Kapital Gayrimenkul (Commercial Real Estate Investment & Development Firm   June 2012 - August 2012
TEB  June 2011 - August 2011
Barclays Wealth and Investment Management   May 2011 - May 2011
KAPITAL FACTORING   May 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Real Estate, Real Estate Development, Corporate Real Estate, Real Estate Investment..., International Relations, International Finance, International Real..., Research, Analysis, Risk Management, Investments

Education
Tufts University   2010 — 2014
Bachelor of Arts (BA), Majors: Economics, International Relations

Alex Eidelzon Alex Eidelzon Greater New York City Area Details
Alex Eidelzon's Barclays Wealth and Investment Management Experience April 2014 - Present
Job Investment Performance Measurement and Analysis
Industry Investment Management
Experience
Barclays Wealth and Investment Management   April 2014 - Present
Temenos  July 2012 - April 2014
Barclays Wealth  January 2008 - July 2012
Invesco  May 2002 - January 2008

Skills
Equities, Asset Managment, Fixed Income, Wealth Management, Portfolio Management, Hedge Funds, Performance Attribution, Securities, Bloomberg, Business Analysis, Capital Markets, Alternative Investments, Derivatives, Investment Management, Performance Measurement, Client Reporting, GIPS, Private Banking, Institutional Investors

Education
University of Alabama at Birmingham   1995 — 1999
Bachelor of Science, Finance

Jorge Gamboa Jorge Gamboa New York, New York Details
Jorge Gamboa's Barclays Wealth and Investment Management Experience July 2014 - Present
Job Analyst at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   July 2014 - Present
Citi Holdings Financial Planning & Analysis   July 2013 - July 2014
Volta Holdings LLC   September 2012 - March 2013
Federal Reserve Bank of Dallas at El Paso   August 2012 - December 2012
Citi  June 2012 - August 2012
Sponsors for Educational Opportunity  May 2012 - June 2012

Skills
Financial Analysis, Leadership, Financial Modeling, Financial Markets, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Research, Spanish, Databases, Portfolio Management, Strategy, Forecasting

Education
The University of Texas at El Paso   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics

Adrian Stokes Adrian Stokes Monaco area Details
Adrian Stokes's Barclays Wealth and Investment Management Experience April 2013 - Present
Job Private Banker Monaco UK (Anglophone) at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   April 2013 - Present
Wealth and Investment Management at Barclays Monaco   January 2011 - April 2013
Wealth and Investment Management at Barclays  July 2009 - April 2013
Wealth and Investment Management at Barclays  April 2007 - July 2009
Barclays Bank  April 2005 - April 2007
Fitch Ratings  January 2003 - April 2005
N&G Display Originals Limited   September 1997 - December 2002

Skills
Private Banking, Wealth Management, New Business Development, Change Management, Business Analysis, Business Process..., Client Service, Client Experience, Relationship Management, Private Equity, Customer Experience, CRM, Financial Services, Client Services, Business Development, Strategy

Education
University of Greenwich   1997 — 2002
2:1 Hons, Business Studies

Barclays Wealth Management Curriculum

Harvard Business School (e-learning Barclays)

Ginny Neal Ginny Neal Palm Beach, Florida Details
Ginny Neal's Barclays Wealth and Investment Management Experience September 2014 - Present
Job Director at Barclays
Industry Investment Management
Experience
Barclays Wealth and Investment Management   September 2014 - Present
J.P. Morgan   September 2010 - August 2014
GenSpring Family Offices, LLC  August 2005 - September 2010
Greenberg Traurig  1999 - 2003

Education
University of Florida - Fredric G. Levin College of Law   1997 — 1999

Rhodes College   1992 — 1996
B.A., English

Thomas Gutterman Thomas Gutterman New York, New York Details
Thomas Gutterman's Barclays Wealth and Investment Management Experience September 2014 - Present
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   September 2014 - Present

Education
University of Maryland College Park   2010 — 2014
Economics

Charles E. Smith Jewish Day School   2006 — 2010
High School Diploma

Steven Urquhart Steven Urquhart Monaco area Details
Steven Urquhart's Barclays Wealth and Investment Management Experience March 2003 - June 2007
Job Managing Director UHNWI at Union Bancaire Privée UBP
Industry Banking
Experience
Union Bancaire Privée - UBP   January 2015 - Present
Union Bancaire Privée - UBP   April 2014 - Present
Lloyds TSB Private Banking   April 2012 - 2014
Lloyds Banking Group  June 2007 - June 2012
Barclays Wealth and Investment Management   March 2003 - June 2007
Deutsche Bank  September 2001 - March 2003
Lloyds International   July 1997 - August 2001

Skills
Private Banking, Asset Management, Relationship Management, Change Management, Banking, Retail Banking, Risk Management, Business Analysis, Credit, Loans, Mortgage Lending, Credit Cards

Education
CFPB - France

University of New Brunswick
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Harrison Trimble High School - Canada

Amy Richtsteig Amy Richtsteig Monaco area Details
Amy Richtsteig's Barclays Wealth and Investment Management Experience May 2013 - Present
Job Private Banking Executive
Industry Financial Services
Experience
Barclays Wealth and Investment Management   May 2013 - Present
Barclays Wealth and Investment Management   September 2012 - May 2013
Wealth and Investment Management at Barclays  April 2012 - September 2012
Wealth and Investment Management at Barclays  August 2011 - March 2012
Barclays Wealth  June 2010 - August 2010
Studio Melchior   June 2009 - July 2009

Skills
Wealth Management, Business Analysis, Business Strategy, Information Management, Data Analysis, Human-computer..., Java, Software Engineering, Information Systems..., Investment Banking, Relationship Management, Due Diligence, Asset Allocation, Equities, Financial Modeling

Education
University College London, U. of London   2008 — 2011
IMB, Information Technology and Management

Sid Sen Sid Sen Atlanta, Georgia Details
Sid Sen's Barclays Wealth and Investment Management Experience May 2012 - July 2013
Job Manager Financial Planning Analysis at Cox Automotive Inc.
Industry Automotive
Experience
Cox Automotive Inc.  June 2015 - Present
Terry College of Business  August 2013 - May 2015
Manheim  May 2014 - April 2015
Barclays Wealth and Investment Management   May 2012 - July 2013
Merrill Lynch  July 2010 - May 2012
Infosys  August 2007 - June 2010

Skills
Defect Tracking, SDLC, Agile Methodologies, Business Analysis, Scrum, Configuration Management, ITIL, Risk Management, Consulting, Knowledge Management, STLC, Quality Center, Test Automation, Manual Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, QTP, Test Planning, Test Management, SQL, Business Process, Management, Leadership, Strategy, Testing, Finance, Quality Assurance

Education
University of Georgia - Terry College of Business   2013 — 2015
Master of Business Administration (MBA), Finance and Business Analytics

2003.2007D.Y Patil College of Engineering, University of Pune   2003 — 2007
Bachelor of Engineering;, Computer Science

DY Patil College of Engg   2003 — 2007
BE, Computer Science

St Thomas High School   1993 — 2001

Hamza Aslam Hamza Aslam New York, New York Details
Hamza Aslam's Barclays Wealth and Investment Management Experience July 2008 - September 2012
Job Vice President J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2015 - Present
Morgan Stanley  December 2012 - April 2015
Barclays Wealth and Investment Management   July 2008 - September 2012

Skills
Asset Management, Private Banking, Portfolio Management, Asset Managment, Financial Services, Commercial Banking, Investment Management, Wealth Management, Equities

Education
The University of Chicago - Booth School of Business
MBA, Finance

Dana Shaker Dana Shaker New York, New York Details
Dana Shaker's Barclays Wealth and Investment Management Experience March 2015 - August 2015
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS Financial Services Inc.  August 2015 - Present
Barclays Wealth and Investment Management   March 2015 - August 2015
Linda Gaunt Communications  June 2013 - October 2014
Duby McDowell Communications   September 2012 - May 2013
Linda Gaunt Communications  June 2012 - August 2012

Skills
Press Releases, Event Planning, Social Media, Public Relations, Strategic Communications, Media Relations, Editing, Research, Microsoft Office, Social Networking

Education
Trinity College-Hartford   2009 — 2013
cum laude; Bachelor of Arts (BA), Sociology; Writing, Rhetoric & Media Arts Minor

The University of New South Wales   2011 — 2011

The Loomis Chaffee School   2006 — 2009
High School Dipolma

Ted Wilm Ted Wilm Danville, California Details
Ted Wilm's Barclays Wealth and Investment Management Experience June 2013 - July 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  August 2015 - Present
PwC  June 2014 - August 2014
VSB-Week 2014 and 2013   August 2012 - March 2014
Barclays Wealth and Investment Management   June 2013 - July 2013
Branagh Development  May 2012 - August 2012
Roundhill Country Club   May 2011 - August 2012
Diablo Country Club  May 2008 - August 2008

Skills
Organization, Negotiation, Investment Properties, Short Sales, Microsoft Office, Microsoft Excel, Customer Service, Buyer Representation, Team Leadership, Microsoft Access, Brochures, General Ledger, Analysis, Finance, Accounting, Teamwork, Public Speaking

Education
Villanova University   2011 — 2015
Bachelor of Science and Bachelor of Business Administration, Accounting and Finance

London School of Economics and Political Science   2013 — 2013
Financial Markets

University of London   2013 — 2013
Understanding the London Experience

De La Salle High School   2007 — 2011

Adam J. Gould, CFP® Adam J. Gould, CFP® San Francisco, California Details
Adam J. Gould, CFP®'s Barclays Wealth and Investment Management Experience August 2006 - September 2011
Job
Industry Investment Management
Experience
Robert W. Baird & Co.   April 2013 - October 2013
Makai Ventures LLC   June 2012 - April 2013
Barclays Wealth and Investment Management   August 2006 - September 2011
Lehman Brothers  August 2006 - September 2008
Credit Suisse  June 2006 - August 2006
Ameriprise Financial  December 2005 - May 2006

Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7

Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5

University of California, Los Angeles
Certificate, Financial Planning

Pravar Aggarwal Pravar Aggarwal San Francisco Bay Area Details
Pravar Aggarwal's Barclays Wealth and Investment Management Experience July 2012 - August 2012
Job Advisory Associate at PwC
Industry Financial Services
Experience
PwC  June 2014 - August 2014
Barclays Wealth and Investment Management   July 2012 - August 2012
House of Lords, UK Parliament   May 2011 - May 2011

Skills
Public Speaking, Research, Economics, Microsoft Office, Data Analysis, Microsoft Excel, Teamwork, Financial Analysis, Financial Modeling

Education
UC Berkeley   2011 — 2015
Bachelor of Arts (B.A.), Economics

Cathedral and John Connon School   2006 — 2011
I.S.C & I.C.S.E, Science and Economics

Shane Kennedy Shane Kennedy Austin, Texas Details
Shane Kennedy's Barclays Wealth and Investment Management Experience July 2012 - May 2015
Job Graduate Student in Business Analytics at the University of Texas, McCombs School of Business
Industry Information Technology and Services
Experience
Barclays Wealth and Investment Management   July 2012 - May 2015
Strategies, LLC  June 2011 - July 2012

Skills
Microsoft Office, PowerPoint, Morningstar, Excel, eVestment, SQL, Python, R

Education
The University of Texas at Austin - Red McCombs School of Business   2015 — 2016
Masters of Science, Business Analytics

University of Colorado at Boulder - Leeds School of Business   2008 — 2012
Bachelors of Science in Business Administration, Finance

Samantha Bahr Samantha Bahr Washington, District Of Columbia Details
Samantha Bahr's Barclays Wealth and Investment Management Experience June 2015 - Present
Job Student | Wealth & Investment Management Summer Analyst | Vice President of Administration
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2015 - Present
DC Alpha Chapter of Pi Beta Phi Fraternity for Women   December 2014 - Present
NGP VAN  October 2014 - April 2015
David E. Starke Photography   September 2011 - August 2014
Bahr Oil LLC   February 2011 - July 2013

Skills
Adobe Creative Suite, InDesign, Photoshop, Microsoft Office, Social Media, Advertising, PowerPoint, Illustrator, Microsoft Excel, Microsoft Word, Social Media Marketing, Chinese, Spanish, Graphic Design, Web Design, Marketing, Social Networking, Photography, iWork, LoggerPro, SPSS, Salesforce.com

Education
The George Washington University - School of Business   2013 — 2017
Bachelor of Business Administration (BBA), International Business and Finance, Sophomore

Mount Saint Dominic Academy   2009 — 2013
High School Diploma

Lily Horton Lily Horton Washington D.C. Metro Area Details
Lily Horton's Barclays Wealth and Investment Management Experience June 2013 - Present
Job Client Associate at Merrill Lynch
Industry International Affairs
Experience
Merrill Lynch  July 2015 - Present
Barclays Wealth and Investment Management   June 2013 - Present
Institute for Women's Policy Research  September 2012 - May 2013
National Foundation for Women Legislators, Inc. (NFWL)   May 2011 - August 2011
World Affairs Council - Washington, DC  January 2011 - May 2011
For the Love of Children, DC Reads   September 2009 - May 2010

Education
The George Washington University   2009 — 2013
Bachelor's degree, International Relations and Affairs, Development, Women's Studies, Senior

James Jenkins, CFA James Jenkins, CFA Chicago, Illinois Details
James Jenkins, CFA's Barclays Wealth and Investment Management Experience April 2012 - August 2014
Job Summer Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  June 2015 - Present
University of Chicago Booth School of Business  August 2014 - Present
Barclays Wealth and Investment Management   April 2012 - August 2014
Barclays Wealth and Investment Management   August 2009 - April 2012
Barclays Wealth and Investment Management   February 2011 - August 2011
PricewaterhouseCoopers  September 2008 - March 2009

Skills
Wealth Management, Private Banking, High Net Worth..., Portfolio Management, Investments, Hedge Funds, Private Equity, Fixed Income, Emerging Markets, Equities, Financial Advisory, Wealth Management..., Asset Management, Investment Management

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Finance

Norwich Business School, University of East Anglia   2005 — 2008
BSc, Business

The Campion School   1998 — 2005
Business and Economics

Jeff Hickey Jeff Hickey Ann Arbor, Michigan Details
Jeff Hickey's Barclays Wealth and Investment Management Experience July 2013 - August 2013
Job Financial Rotation Analyst
Industry Computer Software
Experience
Microsoft  July 2015 - Present
Microsoft  May 2014 - August 2014
Barclays Wealth and Investment Management   July 2013 - August 2013
Nabisco, Inc.   May 2012 - August 2012

Skills
Microsoft Excel, Economics, Econometrics, Budgets, Business Analysis, Business Planning, Market Research, Microsoft Office, PowerPoint, Financial Accounting, Financial Modeling, Research, Music Lover, Bloomberg, Public Speaking, Sociology of Religion

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Bachelor of Arts (AB), Finance, Economics

Jordan Baron Jordan Baron New York, New York Details
Jordan Baron's Barclays Wealth and Investment Management Experience February 2014 - July 2015
Job Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  July 2015 - Present
Barclays Wealth and Investment Management   February 2014 - July 2015
Barclays  March 2009 - February 2014
Barclays Capital  September 2008 - March 2009
Lehman Brothers  August 2007 - September 2008

Skills
Securities, Fixed Income, Investments, Financial Modeling, Bloomberg, Investment Banking, Bloomberg Terminal, Series 7, Equities, Finance, Capital Markets, Wealth Management, Corporate Finance, Financial Services

Education
University of Florida   2003 — 2007
BS, Finance

Emily Hutmacher Emily Hutmacher Milwaukee, Wisconsin Details
Emily Hutmacher's Barclays Wealth and Investment Management Experience May 2007 - July 2007
Job Project Coordinator American Society of Gene and Cell Therapy at Executive Director
Industry Nonprofit Organization Management
Experience
Executive Director  May 2014 - Present
AAM  September 2008 - July 2013
Barclays Wealth and Investment Management   May 2007 - July 2007

Skills
Microsoft Excel, Financial Analysis, Business Writing, Operations Management, Crystal Reports, Employee Training, Client Presentation, Social Media, Online Marketing, Digital Marketing, Marketing Communications, Project Coordination, Coordinate Meetings, Creative Writing, Event Planning

Education
University of Iowa   2004 — 2008
Finance

Antony Bogodist Antony Bogodist San Francisco Bay Area Details
Antony Bogodist's Barclays Wealth and Investment Management Experience June 2014 - August 2014
Job Smart Beta Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  March 2015 - Present
Barclays Wealth and Investment Management   June 2014 - August 2014
MJT Securities   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Finance, Data Analysis, Securities

Education
University of North Carolina at Chapel Hill   2013 — 2014
Economics

University of California, Santa Barbara   2010 — 2013

Cora Harms Cora Harms San Francisco Bay Area Details
Cora Harms's Barclays Wealth and Investment Management Experience February 2013 - April 2013
Job San Francisco Territory Manager at AMQ Solutions
Industry Marketing and Advertising
Experience
AMQ Solutions  September 2015 - Present
Hoka One One  June 2014 - September 2015
Deckers Outdoor Corporation  June 2013 - June 2014
Barclays Wealth and Investment Management   February 2013 - April 2013

Skills
Research, Event Planning, Sports, Microsoft Word, Microsoft Office, Social Media, Event Management, Editing, Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Public Relations, Social Networking, Teamwork, Facebook, Blogging, Team Leadership, Twitter, MAC OS X Tiger, YouTube, WordPress, Marketing, Social Media Marketing, Time Management

Education
University of North Carolina at Chapel Hill   2009 — 2013
Bachelor's degree, History (non-western/third world)

El Dorado High School   2005 — 2009
High School Diploma, General Studies

Daphne Car Daphne Car New York, New York Details
Daphne Car's Barclays Wealth and Investment Management Experience November 2014 - Present
Job Vice President, Portfolio Manager at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   November 2014 - Present
DigiPuppets LLC   March 2013 - November 2014
Lord, Abbett & Co. LLC   October 2009 - July 2012
Lord, Abbett & Co. LLC   September 2007 - October 2009
Lord, Abbett & Co. LLC   December 2004 - September 2007

Skills
Portfolio Management, Fixed Income, Municipal Bonds, Mutual Funds, Separately Managed..., Fixed Income Portfolio..., Investment Management, Asset Management, Investments, Trading, Credit, Credit Analysis, Research, Bonds, Tax Free Income, Bloomberg, Barclays Point, Finance, Entrepreneurship

Education
Wharton School, University of Pennsylvania   2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurial Management

University of Southern California - Marshall School of Business   2000 — 2004
Bachelor of Science (B.S.), Business Administration

Jarrod Schilling Jarrod Schilling West Palm Beach, Florida Details
Jarrod Schilling's Barclays Wealth and Investment Management Experience February 2015 - Present
Job Investment Representative at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2015 - Present
WOOband   June 2013 - December 2014
Entrepreneurship and Empowerment in South Africa (EESA)   May 2014 - August 2014
Barclays  April 2010 - May 2013
J.P. Morgan   June 2008 - April 2010
John Hancock Life Insurance Company (U.S.A.)   May 2006 - August 2006

Skills
Financial Modeling, Securities, Wealth Management, Valuation, Nutrition, Investments, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Investment Banking, Entrepreneurship, Capital Markets, Start-ups, Finance, Bloomberg, Series 7, Sales

Education
University of Florida - Warrington College of Business Administration   2013 — 2014
Master's Degree, Master of Science in Entrepreneurship

University of Florida - Warrington College of Business Administration   2007 — 2008
Master's Degree, Master of Science in Finance

University of Florida - Warrington College of Business Administration   2003 — 2007
Bachelor of Science in Business Administration, Finance

Sarasota High School   1999 — 2003

Morgan Banaudo Morgan Banaudo Monaco area Details
Morgan Banaudo's Barclays Wealth and Investment Management Experience February 2015 - Present
Job Operations Analyst at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management   February 2015 - Present
Julius Baer  January 2013 - January 2015
Whisky Mist, London Hilton on Park Lane   March 2011 - June 2011

Skills
Hospitality, Bloomberg, Sales, Options, Research, Fashion

Education
University of Plymouth   2009 — 2011

Baccalauréat sciences et technologies de la gestion

University of Plymouth - Greenwich School of Management Septembre 2011
Bachelor, Science en Business Management Londres

Paul McClung Paul McClung Greater New York City Area Details
Paul McClung's Barclays Wealth and Investment Management Experience April 2014 - Present
Job Vice President, Product Control & Supervision at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   April 2014 - Present
New York Life Insurance Company  January 2009 - April 2014
New York Life  2007 - January 2009
M Financial Group  2004 - 2007
Allmerica Financial  2001 - 2004
OffRoad Capital  2000 - 2001
First Security Van Kasper   1999 - 2000

Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning

Education
University of California, Santa Cruz   1991 — 1995
Bachelor of Science (BS), Cultural Anthropology

Ankush Gautam Ankush Gautam Dallas/Fort Worth Area Details
Ankush Gautam's Barclays Wealth and Investment Management Experience September 2011 - January 2013
Job Senior/Lead/Architect ETL/ BI / Data Warehousing / MQ (Messaging)
Industry Information Technology and Services
Experience
JPMorgan Chase  January 2013 - Present
Barclays Wealth and Investment Management   September 2011 - January 2013
University of Texas at Dallas  May 2010 - August 2011
Reliance Tech Services Pvt Ltd   April 2008 - July 2009
Reliance Communications  July 2007 - March 2008
Bharti Televentures Ltd  June 2006 - June 2007

Skills
Data Warehousing, ETL, Business Intelligence, Oracle, Business Objects, SQL, Business Analysis, Databases, Data Migration, Microsoft SQL Server, SDLC, Data Analysis, Unix, DB2, Crystal Reports, Informatica, Requirements Analysis, Cognos, Data Modeling, Unix Shell Scripting, Sybase, Team Management, Team Leadership, Business Process, Systems Analysis, SQL Server 2000-2008, Oracle SQL, Erwin, Waterfall, Agile, UltraEdit, FTP, Rapid SQL, ER Studio, DB2/SQL, Autosys, DB Artisan, Control-M, Tortoise SVN, WebSphere MQ, XML, Enterprise Architecture, Data Mining, Web Services, Solution Architecture, Analytics, Software Documentation, ALM, Asset Management

Education
The University of Texas at Dallas - School of Management   2009 — 2011
MS, Management of Information Systems

University of Mumbai   2003 — 2007
BE / BS, Electronics and Telecommunication Engineering

ICL College of Arts, Science and Commerce   2001 — 2003
Higher Secondary, Science

Anne-Marie Biser Anne-Marie Biser New York, New York Details
Anne-Marie Biser's Barclays Wealth and Investment Management Experience February 2013 - August 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2015 - Present
Barclays Wealth and Investment Management   February 2013 - August 2015
KBR, Inc.   July 2011 - January 2013
University of Delaware  October 2008 - May 2011
Whitman, Requardt & Associates, LLP   January 2011 - February 2011
STRUCTURAL  June 2010 - August 2010

Education
University of Delaware   2007 — 2011
B.S., Civil Engineering, Minors in Environmental Engineering and Economics

Dulaney High School   2004 — 2007

Passed Level I of the CFA Program

Jessica Pryor Jessica Pryor New York, New York Details
Jessica Pryor's Barclays Wealth and Investment Management Experience April 2010 - July 2013
Job Senior Business Analyst Federal Reserve Regulatory Group at AIG
Industry Insurance
Experience
AIG  June 2014 - Present
AIG  July 2013 - June 2014
Barclays Wealth and Investment Management   April 2010 - July 2013
Barclays Wealth and Investment Management   October 2008 - April 2010
Lehman Brothers  July 2007 - October 2008

Skills
Business Analysis, Functional Design, Functional..., Equities, Back Office, Cost Basis Reporting, Fixed Income, Derivatives, Requirements Gathering, Business Requirements, Portfolio Management

Education
The George Washington University - School of Business   2003 — 2007
Business, Finance

John Rajes John Rajes Greater New York City Area Details
John Rajes's Barclays Wealth and Investment Management Experience May 2012 - Present
Job digital evangelist, product lead
Industry Information Technology and Services
Experience
Barclays Wealth and Investment Management   May 2012 - Present
Deutsche Bank  February 2009 - May 2012
Goldman Sachs  August 2006 - February 2009
Target  June 2005 - August 2006
ePredix  July 2004 - June 2005
Goldman Sachs  September 1998 - July 2004

Skills
Sybase, Capital Markets, Investment Banking, Business Analysis, Software Project..., SDLC, Collateral Management, Trading Systems, Enterprise Architecture, Asset Managment, Middle Office, IT Strategy, Credit Derivatives, Portfolio Management, Fixed Income, Program Management, Vendor Management, Derivatives, Agile Methodologies, SQL, Perl, Java, Software Engineering, Linux, Oracle, Microsoft SQL Server, Billing Systems, Alternative Investments, Product Management, Business Case, Web Design, Web Development, Photography, jQuery, CSS, VBA, PHP, MySQL, Apache, Outsourcing, Business Process, Integration, Strategy, Enterprise Software, Trading, Market Data, Reference Data, Asset Management, Requirements Gathering, Financial Risk

Education
The University of Manchester   1994 — 1998
Masters, Medical Informatics, 1st class with honors

The University of Manchester   1994 — 1998
Master's degree, Medical Informatics, First Class (Hons)

Derek Terenzio Derek Terenzio Greater New York City Area Details
Derek Terenzio's Barclays Wealth and Investment Management Experience June 2010 - Present
Job Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management   June 2010 - Present
Milestone  July 2007 - June 2010
RBC Capital Markets  October 2005 - June 2007
Societe Generale  December 2003 - October 2005
Deutsche Bank  2000 - 2003
KPMG  1998 - 2000

Skills
Fixed Income, Derivatives, Collateral Management, Equity Derivatives, Capital Markets, Management Consulting, Private Banking, Asset Management, Product Control, Securities Lending, Credit Analysis

Education
University of Colorado at Boulder   1992 — 1998
BS, Finance

Kate Gerber Kennedy Kate Gerber Kennedy Greater Chicago Area Details
Kate Gerber Kennedy's Barclays Wealth and Investment Management Experience September 2008 - October 2014
Job Partner at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC  October 2014 - Present
Chicago Foundation for Women  July 2010 - Present
Barclays, Wealth and Investment Management  September 2008 - October 2014
Lehman Brothers  February 2006 - September 2008
Goldman Sachs/Ayco Company   1996 - 2006
Arthur Andersen LLP  March 1994 - October 1996
Holleb & Coff  September 1992 - March 1994
Kirkland & Ellis LLP  1988 - 1989

Education
University of Chicago Law School   1989 — 1992
J.D.

Williams College   1984 — 1988
B.A., Chemistry

New Trier High School

Chris Harrington Chris Harrington Greater New York City Area Details
Chris Harrington's Barclays Wealth and Investment Management Experience November 2010 - Present
Job Director Sales Manager
Industry Financial Services
Experience
Barclays Wealth and Investment Management   November 2010 - Present
Barclays Wealth  September 2008 - November 2010
Lehman Brothers  May 2005 - September 2008
Lehman Brothers - Boston   February 2004 - May 2005

Skills
Wealth Management, Risk Management, Fixed Income, Series 7, Capital Markets, High Net Worth..., Series 63, Asset Management, Investments, Equities, Hedge Funds, Mutual Funds, Securities, Portfolio Management, Alternative Investments, Sales, Asset Allocation, Investment Advisory, Financial Services

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2006 — 2008
MBA, Finance

University of South Carolina-Aiken   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Glens Falls High School   1993 — 1996

Adrian Wilson Adrian Wilson New York, New York Details
Adrian Wilson's Barclays Wealth and Investment Management Experience October 2012 - January 2013
Job Analytics at HSBC Securities
Industry Accounting
Experience
HSBC Securities  April 2013 - Present
Barclays Wealth and Investment Management   October 2012 - January 2013
AIG  August 2012 - October 2012
Bank of America  September 2011 - June 2012
AST Equity Plan Solutions  April 2011 - August 2011
Ballard Spahr LLP  January 2011 - February 2011
Catapult Learning  2009 - January 2011
Wilmington Trust  January 2008 - 2009
Audit 1 Accounting   January 2005 - 2007
Westin Fort Lauderdale  December 2004 - December 2005

Skills
Project Management, Business Intelligence, Data Warehousing, Financial Reporting, Forecasting, Regulatory Reporting, Internal Control..., Accounting, Financial Analysis, Anti Money Laundering, KYC, Finance, Account Reconciliation, Microsoft Excel, Public Speaking, SharePoint..., Budgets, Budgeting, Change Management, Visio, Microsoft Office 2007, SharePoint, Business Process..., Financial Modeling, QuickBooks, PowerPoint, ERP, Development Of Policies, Linux, Full Cycle Accounting, Microsoft Office 2010, Oracle Essbase, Corporate Training, Microsoft Project, SSRS, SSIS, Data Models

Education
University of Delaware

Kimberly Brownstein Kimberly Brownstein New York, New York Details
Kimberly Brownstein's Barclays Wealth and Investment Management Experience September 2008 - November 2013
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS  November 2013 - Present
Barclays Wealth and Investment Management   September 2008 - November 2013
Lehman Brothers  June 2005 - September 2008

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

Education
The George Washington University - School of Business   2001 — 2005
BBA, International Business and Sports Management

Lorenzo de' Medicii   2004 — 2004

Hamden Hall Country Day School   1997 — 2001
High School

Pundalik Sawant Pundalik Sawant Richmond, Virginia Details
Pundalik Sawant's Barclays Wealth and Investment Management Experience November 2012 - July 2013
Job Senior Technical Architect at Senior Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  February 2015 - Present
IGATE  April 2014 - Present
Dell  August 2013 - April 2014
Barclays Wealth and Investment Management   November 2012 - July 2013
Vodafone UK  April 2011 - October 2012
Chase  December 2009 - April 2011
Capgemini  June 2007 - December 2009
iconnect software   September 2006 - June 2007
Lelesys Infotech Pvt Ltd   December 2005 - September 2006
unity software   February 2004 - December 2005

Skills
ASP.NET, .NET, SharePoint, Web Services, C#, Microsoft Office..., Silverlight, Databases, LINQ, Visual Studio, WCF, InfoPath, SharePoint Designer, VSS, Requirements Gathering, SDLC, Solution Architecture, SharePoint..., Solution Implementation, Solution Development, Technical Support, Technical Analysis, Requirements Analysis, Agile Methodologies, SQL, Software Development

Education
University of Pune   1997 — 2002
B.C.S., Computers

A g highSchool Dapoli
SSC/HSC, General Studies

Brian Wing Brian Wing Greater New York City Area Details
Brian Wing's Barclays Wealth and Investment Management Experience December 2014 - Present
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management   December 2014 - Present
Barclays Capital  January 2009 - December 2014
Lehman Brothers  May 2000 - September 2008
SJS Corp   August 1999 - May 2000

Skills
Series 7, Back Office, Mutual Funds, Settlement, Middle Office, Microsoft Excel, Fixed Income, Bloomberg, Equities, Capital Markets, Hedge Funds

Education
University of Scranton   1995 — 1999
BA & BS, Double Major Business Management & Philosophy

Herbert Hegel Herbert Hegel Greater New York City Area Details
Herbert Hegel's Barclays Wealth and Investment Management Experience November 2012 - Present
Job Test Lead Testing Consultant at Barclays Bank
Industry Information Technology and Services
Experience
Barclays Wealth and Investment Management   November 2012 - Present
Cognizant Technology Solutions  May 2012 - October 2012
Investor Analytics  August 2010 - November 2011
FHLBank San Francisco  April 2010 - July 2010
Front Arena – Division of Sungard   July 1998 - April 2010
Sungard Trading and Risk Systems  July 1998 - April 2010
Refco  1984 - 1998

Skills
Testing, Quality Assurance, Test Planning, User Acceptance Testing, Test Cases, Agile Methodologies, Software Quality..., Test Automation, Regression Testing, Software Documentation, Process Improvement, Scrum, Integration, Business Analysis, Risk Management, Defect Tracking

Education
University of Illinois at Urbana-Champaign   1977 — 1982
Bachelor of Science, College of Agriculture

Kelvin Custodio Kelvin Custodio Greater New York City Area Details
Kelvin Custodio's Barclays Wealth and Investment Management Experience February 2012 - November 2014
Job Account Opening Specialist LatAm Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   November 2014 - Present
Barclays Wealth and Investment Management   February 2012 - November 2014
Chapdelaine & Co.   July 2010 - August 2010
ARX Investment Management LP   September 2005 - May 2007

Skills
Microsoft Excel, Microsoft Word, KYC, EDM, Remediation, PowerPoint, Bilingual, Data Analysis, Access, Customer Service, Risk Management, Trading, Portfolio Management

Education
State University of New York at Buffalo   2007 — 2011
B.S, Business Administration and Management, General

Grace de la Gueronniere Grace de la Gueronniere New York, New York Details
Grace de la Gueronniere's Barclays Wealth and Investment Management Experience February 2013 - September 2014
Job Vanderbilt University Law School J.D.
Industry Law Practice
Experience
Barclays Wealth and Investment Management   February 2013 - September 2014
The Land Trust for Tennessee  February 2012 - April 2012
Barclays Wealth Americas   June 2011 - August 2011
The Land Trust for Tennessee  July 2010 - August 2010
New Providence Asset Management  June 2007 - July 2007

Skills
Hedge Funds, Due Diligence, Investments, Corporate Governance, Corporate Law, Legal Research, Legal Writing, Asset Management

Education
Vanderbilt University Law School   2009 — 2012
J.D, Certificate of Specialization in Law and Business

University of Miami   2005 — 2009
B.B.A, Business Management, 3.7

Jeffrey Galloway, CFA Jeffrey Galloway, CFA Houston, Texas Area Details
Jeffrey Galloway, CFA's Barclays Wealth and Investment Management Experience January 2013 - Present
Job Vice President at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management   January 2013 - Present
Goldman Sachs  January 2010 - January 2013
Invesco  December 2004 - December 2008
Invesco Aim  November 1997 - November 2003
Invesco Aim  November 1995 - November 1997

Education
Tulane University - A.B. Freeman School of Business   2005 — 2007
MBA

CFA Institute   2001 — 2004
CFA Charterholder

The University of Texas at Austin   1988 — 1992
BBA

Steven Gottlieb Steven Gottlieb Greater New York City Area Details
Steven Gottlieb's Barclays Wealth and Investment Management Experience November 2009 - Present
Job Barclays Wealth and Investment Management
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
Barclays Wealth and Investment Management   November 2009 - Present
UBS Wealth Management  September 2008 - November 2009
Lehman Brothers  March 2004 - September 2008

Skills
Equities

Education
University of Michigan
BS, ECONOMICS

Josh Williams Josh Williams Greater Detroit Area Details
Josh Williams's Barclays Wealth and Investment Management Experience 2000 - 2015
Job Business Professional with proven success in Business Development, Sales, Strategic Planning & Management.
Industry Hospital & Health Care
Experience
JMCW, Inc   October 2010 - 2015
Barclays Wealth and Investment Management   2000 - 2015
Barclays Wealth and Investment Management   2000 - 2015
Barclays Wealth and Investment Management   2000 - 2015
Corbier-Williams Group, LLC   January 2007 - May 2012
Welbourne Companies   February 2008 - February 2009
National Football League  April 2000 - September 2007

Skills
Staff Development, Public Speaking, Fundraising, Marketing, Non-profits, Coaching, Social Media, Public Relations, Team Leadership, Community Outreach, Recruiting, Home Care, Elder Care, Budgets, Social Networking, Sales, Training, New Business Development, Alzheimer's Care, Transportation Planning, Alzheimer's disease, Client-focused

Education
University of Michigan   1995 — 2000
Bachelor of Arts (B.A.), Psychology

Christopher B. Scott Christopher B. Scott Palm Beach, Florida Details
Christopher B. Scott's Barclays Wealth and Investment Management Experience November 2014 - May 2015
Job Sales Associate at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate  June 2015 - Present
Barclays Wealth and Investment Management   November 2014 - May 2015
Tangent Capital   July 2013 - November 2014
Fieldpoint Private  September 2010 - May 2013
Fieldpoint Private  September 2008 - September 2010
Expo Communications  2007 - 2007

Skills
Bloomberg, Alternative Investments, Hedge Funds, Equities, Fixed Income, Securities, Investments, Asset Management, Mutual Funds, Wealth Management, Private Equity, Asset Allocation, Equity Research, Capital Markets, Investment Banking, Venture Capital

Education
Trinity College-Hartford   2004 — 2008
B.A., Economics

Darien High School   2000 — 2004
High School Diploma, Graduated with Honors

Eric Dennett Eric Dennett Washington D.C. Metro Area Details
Eric Dennett's Barclays Wealth and Investment Management Experience February 2013 - Present
Job Vice President, Wealth and Investment Management at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management   February 2013 - Present
Morgan Stanley  September 2005 - February 2013
Smith Barney  May 2003 - September 2005

Skills
Equities, Series 7, Capital Markets, Wealth Management, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Financial Modeling, Investments, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Asset Management

Education
The George Washington University   1999 — 2003
Finance

Nicole Krieger Nicole Krieger New York, New York Details
Nicole Krieger's Barclays Wealth and Investment Management Experience August 2014 - Present
Job Client Service Analyst at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management   August 2014 - Present
Barclays  September 2011 - July 2014
Barclays  February 2010 - August 2011

Skills
Derivatives, Credit Derivatives, FX Options, Investment Banking, Capital Markets, Financial Markets, Bloomberg, Equities, Structured Products, Fixed Income, Banking, Financial Services, Hedge Funds, Investments, Portfolio Management

Education
London School of Economics and Political Science   2005 — 2008
Bachelor of Science (BSc), Social Policy, 2:1

Courtney Starcevich Courtney Starcevich Greater New York City Area Details
Courtney Starcevich's Barclays Wealth and Investment Management Experience July 2014 - Present
Job Analyst at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management   July 2014 - Present
Lyric Services LLC   September 2011 - July 2014
Laing O'Rourke  November 2009 - August 2010

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Matlab, Mathematics, Data Analysis, Databases, Life Insurance, Statistical Modeling, Finance, Investments, Valuation, Financial Reporting, Forecasting, Risk Management, Portfolio Management, Management, Business Analysis

Education
The University of Queensland   2006 — 2011
Bachelor of Engineering (B.E.)

The University of Queensland   2006 — 2011
Bachelor of Business Management

Alexander Charap Alexander Charap New York, New York Details
Alexander Charap's Barclays Wealth and Investment Management Experience March 2015 - Present
Job Attorney at Barclays
Industry Law Practice
Experience
Barclays Wealth and Investment Management   March 2015 - Present
Wilmer Cutler Pickering Hale and Dorr LLP  June 2012 - March 2015
Davis Polk & Wardwell LLP  August 2011 - June 2012

Skills
Litigation, Civil Litigation, Securities Regulation, Legal Writing

Education
University of Michigan Law School   2008 — 2011

University of Michigan   2004 — 2008

Columbia Prep

Brianna Day Brianna Day Greater New York City Area Details
Brianna Day's Barclays Wealth and Investment Management Experience February 2015 - Present
Job Wealth Management
Industry Executive Office
Experience
Barclays Wealth and Investment Management   February 2015 - Present
Goldman Sachs  September 2014 - January 2015
DKC  October 2013 - July 2014
Coach  June 2013 - October 2013
Mercedes Benz Fashion Week  September 2013 - September 2013
SUNY College at Old Westbury  December 2012 - June 2013
Long Island Liberty Lacrosse/Black Diamond Lacrosse   June 2008 - June 2013
Global Brigades Dental: Johns Hopkins University   May 2012 - June 2012
Columbia University School of Dental Medicine   June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, SnagIt, Customer Service, Office Management, Social Networking, Project Management, Leadership, Social Media, Networking, Organization, Sports, Youth Mentoring, Fitness, Yoga, Lacrosse, Human Biology, Education, Team Leadership, Team Building, Facebook, Marketing, Public Speaking

Education
State University of New York at Albany   2008 — 2012
Bachelors of Science, Human Biology Major, Education Minor

Plainedge High School   2004 — 2008

Kenneth Kline Kenneth Kline Washington D.C. Metro Area Details
Kenneth Kline's Barclays Wealth and Investment Management Experience February 2009 - June 2015
Job Senior Vice President at Private Banking and Investment Group Merrill Lynch
Industry Financial Services
Experience
Private Banking and Investment Group - Merrill Lynch   June 2015 - Present
Barclays Wealth and Investment Management   February 2009 - June 2015

Education
University of Maryland College Park
Master of Business Administration (MBA)

University of Wisconsin-Madison
Bachelor of Business Administration (BBA)

Frederick S. Frank Frederick S. Frank New York, New York Details
Frederick S. Frank's Barclays Wealth and Investment Management Experience June 2010 - July 2010
Job Student at Yale University
Industry
Experience
Yale All Access   September 2014 - Present
Yale Daily News  February 2013 - Present
Barclays Investment Bank  June 2015 - August 2015
U.S. Trust   May 2014 - July 2014
RSR Partners  June 2013 - July 2013
U.S. Trust   June 2012 - August 2012
U.S. Trust   June 2011 - June 2011
Barclays Wealth and Investment Management   June 2010 - July 2010

Skills
Journalism, Financial Analysis, Wealth Preservation..., Portfolio Management, Microsoft Excel, Executive Search, Piano, Fact-checking, Headline Writing, Research

Education
Yale University   2012 — 2016

The London School of Economics and Political Science (LSE)   2013 — 2013

The Hotchkiss School   2008 — 2012

Mannes School of Music   1998 — 2007
Graduate of Preparatory Division, Piano and Piano Theory

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