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
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
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
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
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
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
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
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
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
Barclays Wealth and Investment Management March 2015 - Present
Education
United States Military Academy at West Point 1986 — 1990
Bachelor of Science, Systems Mechanical Engineering
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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