Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Horizon Life Insurance Services, Inc. July 2012 - Present
Cashel Rock Group Inc. May 2008 - July 2012
American Equity Mortgage March 2004 - June 2006
Bear Stearns July 1998 - November 2001
Skills
Mortgage Lending, Risk Management, Real Estate, Forecasting, Strategic Planning, Credit, Process Improvement, Loans, Operations Management, Loan Origination, Series 7, Contract Negotiation, Budgets, Financial Analysis, Investments, Underwriting, Banking, Portfolio Management, New Business Development, Team Building
Education
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Paul Smith's College 1992 — 1994
Associate's degree, Hospitality Administration/Management
Triad Advisors March 2015 - Present
JP Turner & Company, LLC November 2005 - February 2015
Fortress Investment Group January 2004 - February 2005
Bear Stearns 1996 - 2001
Skills
Alternative Investments, FINRA, Fixed Income, Equities, Trading, Securities, Series 7, Prime Brokerage, Investment Management, Series 24, Mutual Funds, Strategic Financial..., FX Options, Investment Strategies, Investments, Investment Advisory, Risk Management, Wealth Management, Fixed Annuities, Retirement Planning, Series 65, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Private Equity, Asset Management, Insurance, Financial Planning, Financial Analysis
Education
Pace University - Lubin School of Business
Bachelor's degree, Finance
Dreman Value Management, LLC June 2014 - June 2015
Arden Asset Management July 2006 - December 2013
Bear Stearns 2003 - 2006
Smith Barney 2001 - 2003
PwC 1997 - 2001
Skills
Hedge Funds, Financial Reporting, Fund Of Funds, Alternative Investments, Investor Relations, Private Equity, Equities, SEC filings, Asset Management, Accounting, Due Diligence, Valuation, Derivatives, Asset Managment, Financial Modeling, Investments, Hedging, Risk Management, Securities, Capital Markets, Financial Services, Portfolio Management, Family Office, SEC Filings
Education
State University of New York College at Oneonta 1991 — 1994
Bachelor of Science (BS), Accounting
Pace University 1990 — 1991
Cigna May 2014 - Present
Visa March 2013 - April 2014
CenturyLink March 2009 - March 2013
Amdocs February 2008 - March 2009
Bear Stearns October 2006 - February 2008
Skills
Spring, JDBC, JUnit, Java, Struts, Weblogic, Tomcat, Java Enterprise Edition, Hibernate, SOA, XML, JBoss Application Server, Agile Methodologies, Unix, HTML, Maven, PL/SQL, SOAP, RESTful WebServices, ServiceMix, CAMEL, EJB 2.0/3.0, Websphere, jQuery, AJAX, WebSphere MQ, tomcat6, Subversion, ESB, Sun Certified Java..., CXF, Servlets, JSP, Spring Batch, JMS, XSL, ActiveMQ, MyBatis, XQuery, Spring Framework
Education
St Joseph high school
Osmania University
Bachelor's degree, Computer Science
Western Kentucky University
Master's degree, Computer Science
JPMorgan Chase December 2009 - January 2011
Bear Stearns November 2005 - June 2008
Skills
Series 6, Series 63, ATAS License
Education
Pace University
Bachelor of Science (BS), Communication
Bank of the West - BNP Paribas November 2014 - Present
Federal Reserve Bank of New York May 2013 - August 2014
Ernst & Young January 2011 - April 2013
JP Morgan Chase (Bear Stearns & Co) November 2006 - November 2010
Bear Stearns October 2003 - November 2006
Schwab Institutional April 2000 - September 2002
Nomura Securities February 1999 - April 2000
Charles Schwab September 1992 - February 1999
Skills
AML, Securities, Compliance, Banking, Prime Brokerage, Anti-Money Laundering, BSA Compliance, Financial Markets, Global Regulatory..., Business Advisory, Management Consulting, Surveillance, KYC, Financial Advisory, sales, marketing, Risk Management, Bank Secrecy Act, Sales, Marketing, Financial Risk, USA PATRIOT Act, OFAC, Sanction, Project Team Management, Consultative Services, Multi-tasked, Pragmatic, AML Technology, Process Improvement, AML Audit, Subject Matter Experts, Clearing, Global Custody, Capital Markets, Derivatives, Asset Management, Fixed Income, Hedge Funds, Equities, Due Diligence, Strategy, Bloomberg, Series 7, Alternative Investments, Options, Mutual Funds, Financial Institutions, Private Equity, Series 63
Education
Pace University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Conway, Del Genio, Gries & Co., LLC January 2012 - Present
Bank of America Merrill Lynch December 2009 - December 2011
Broadview Networks May 2009 - November 2009
Bear Stearns July 2006 - June 2008
Skills
Corporate Finance, Restructuring, Valuation, Investment Banking, Financial Modeling, Business Strategy, Capital Markets, Private Equity, Due Diligence, Financial Analysis, Fixed Income
Education
Penn State University 2002 — 2006
B.S. in Finance, Finance & accounting
Consulting April 2012 - Present
JPMorgan Chase September 1994 - May 2012
Braver Stern Securities Corp November 2009 - April 2012
JFI Family Investments LLC May 2008 - November 2009
Cantor Fitzgerald May 2003 - November 2008
Nomura Securities International November 2004 - May 2008
Goldman Sachs August 1990 - September 1994
Bear Stearns December 1987 - August 1990
KPMG Peat Marwick August 1985 - December 1987
Skills
Securities, Fixed Income, Equities, Finance, Derivatives, Swaps, Hedge Funds, Private Equity, Financial Reporting, Mutual Funds, Credit, Financial Services, Credit Derivatives, Accounting, Capital Markets
Education
Pace University - Lubin School of Business 1981 — 1987
BBA, MBA, Accounting & Finance
Lafayette High School
Lafayette High School
Lafayette High School
Morgan Stanley July 2012 - Present
MF Global October 2009 - September 2011
Deutsche Bank March 2006 - July 2009
Bear Stearns October 2003 - February 2006
Citigroup October 2000 - September 2003
Arthur Andersen LLP October 1997 - September 2000
Skills
Accounting, Auditing, Essbase, Corporate Finance, Analysis, MS Project, Account Reconciliation, Microsoft Excel, Business Analysis, Outlook, Banking, Mergers & Acquisitions, Cash Management, Financial Accounting, Accounting Standards..., AICPA Audit and..., AICPA Audit and..., AICPA Audit and..., Revenue Analysis, Investment Companies, Hyperion HFM, SAP BW, Microsoft PowerPoint, Microsoft Word, Microsoft Project, Microsoft Sharepoint, Microsoft Outlook, Oracle Reports, Cognos FSR (Clarity), Omega, Financial Analysis, Financial Reporting, Finance, Investment Banking, Equities
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated with Latin Honors
exxonmobil June 1999 - Present
Enmark 1999 - 2004
Enmark June 1994 - June 1999
US Navy December 1990 - May 1994
Bear Stearns September 1985 - November 1990
Education
Cathedral Prep HS 1981 — 1985
Academic, Mathematics
Liberty University
Psychology
Pace University - Lubin School of Business
Incline Global Management, LLC 2012 - 2015
Bundle.com July 2010 - August 2011
Morgan Stanley 2008 - 2010
Bear Stearns January 2007 - July 2008
Brooks Brothers 2005 - 2007
Skills
Equities, Financial Modeling, Analytics, Hedge Funds, Data Analysis, Entrepreneurship, Strategy
Education
Penn State University 2001 — 2005
Deutsche Bank June 1996 - Present
Yamaichi International January 1996 - June 1996
Chase Manhattan Corporation March 1994 - January 1996
Bear Stearns November 1986 - March 1994
Skills
Cash Management, Corporate Finance, Treasury Management, Investment Banking, Fixed Income, Finance, Financial Analysis, Risk Management, Banking, Financial Services, Capital Markets
Education
Pace University - Lubin School of Business
MBA, Finance
Goldman Sachs 2009 - Present
JPMorgan Chase (Bear Stearns) March 2008 - March 2009
Bear Stearns June 2007 - March 2008
Deutsche Bank June 2006 - December 2006
Deutsche Bank January 2005 - January 2006
Skills
Equities, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Derivatives, AML, Hedge Funds, Swaps
Education
Pace University 2003 — 2007
BBA, Finance, Economics
John Cabot University 2006 — 2006
Semester Abroad, International Finance, Entrepreneurship
Terrie O'Connor Realtors December 2014 - Present
Apollo Global Management LLC June 2007 - March 2014
Bear Stearns November 2005 - June 2007
Merrill Lynch July 1999 - October 2005
JPMorgan Chase January 1992 - July 1999
Education
Pace University
Master of Business Administration (MBA), Finance
eBay May 2012 - Present
Arbor Realty Trust March 2006 - April 2012
Humane Urban Group July 2001 - March 2006
Morgan Stanley May 2000 - June 2001
Capital Guardian Trust Company May 1990 - May 2000
Drexel Burnham Lambert June 1988 - February 1990
Bear Stearns January 1988 - June 1988
Eaton Corporation/AIL Division June 1985 - January 1988
Skills
Finance, Research, Investments, Microsoft Office, Microsoft Excel, Commercial Real Estate, Sales, Data Management, Entrepreneurship, Customer Service
Education
Pace University - Lubin School of Business
BBA, Finance
Fred Alger Management August 2010 - Present
JP Morgan Chase June 2008 - July 2010
Bear Stearns May 2005 - June 2008
Refco 2004 - 2005
Citigroup June 2000 - September 2000
Skills
Financial Modeling, Investments, Alternative Investments, Fixed Income, Hedge Funds, Equities, Financial Markets, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Valuation, Financial Services, Asset Managment, Risk Management, Derivatives, Private Equity, Financial Reporting, Securities, Prime Brokerage, Portfolio Management, Due Diligence, Bloomberg, Asset Management
Education
Pace University 2001 — 2005
bba
Pace University - Lubin School of Business 2001 — 2005
BBA
GPS Insight April 2015 - Present
ACA - Arizona Commerce Authority October 2014 - April 2015
Arizona Commerce Authority November 2012 - October 2014
Arizona Commerce Authority August 2010 - November 2012
Bear Stearns February 2005 - July 2008
Brandes Investment Partners July 2000 - July 2003
Skills
Public Administration, Management, Budgets, Project Management, Government, Public Speaking, Contract Negotiation, Negotiation, Public Policy, Marketing, Strategic Planning, Business Development, Analysis, Entrepreneurship, Policy, Process Improvement, Non-profits, Data Analysis, Risk Management, Series 7, Business Strategy, Economic Development, Contract Management, CRM, Project Planning, Change Management, Program Management, Leadership, Team Building, Market Research, Financial Analysis, Proposal Writing, Community Outreach, Research, Teamwork, Public Relations, Program Development, Cross-functional Team..., New Business Development, Training, Energy, Leadership Development, Coaching, Strategic Partnerships, Strategy, Community Development, Forecasting, Management Consulting, Business Process..., Operations Management
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science, Finance
Palomar College 1995 — 1997
Business/Commerce, General
JDS Financial Solutions January 1998 - Present
Northwestern Mutual September 1990 - December 1997
Bear Stearns October 1985 - August 1990
E.F. Hutton October 1983 - October 1985
Bradford Broker Settlement 1982 - 1983
Skills
Research, Retirement Planning, Strategic Planning, Investments, Fixed Annuities, Annuities, Secondary Market..., Financial Advisory, Sales Management, Direct Sales, Customer Relations, Financial Markets, Financial Analysis, Financial Management, Financial Accounting, Fixed Income Trading, Investment Products, Alternative Investments, Excel, Fixed Income, Financial Services, Managerial Finance, Portfolio Management, Finance, Retirement, Financial Risk, Asset Allocation, Equities, Microsoft Excel, Customer Service, Strategy
Education
Pace University - Lubin School of Business 1979 — 1982
B.B.A., Public Accounting
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
Deutsche Bank January 2012 - Present
JD Business Services LLC October 2009 - Present
Perficient October 2009 - Present
Royal Bank of Scotland August 2011 - January 2012
Credit Suisse June 2011 - July 2011
MF Global October 2009 - April 2011
Entrepeneur & Professional Moms Association June 2009 - January 2011
Morgan Stanley April 1999 - February 2009
Bear Stearns October 1995 - April 1999
Skills
Sarbanes-Oxley Act, Managerial Finance, Accounting, Fixed Income, Treasury Management, Treasury, Process Improvement, Account Reconciliation, Equities, Foreign Exchange, Derivatives, Financial Modeling, Business Analysis, Management, Risk Management, Bank Reconciliation, Finance, Financial Statements, Capital Markets, Financial Services, Investment Banking
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Baku 2015 European Games Operation Committee July 2014 - Present
Bank Standard Azerbaijan December 2011 - July 2014
Baku Stock Exchange February 2009 - November 2011
JPMorgan May 2008 - December 2008
Bear Stearns October 2006 - April 2008
Citigroup January 1998 - October 2006
Skills
Capital Markets, Equities, Foreign Exchange, Emerging Markets, Fixed Income, Prime Brokerage, Sales, Treasury, Investment Banking, Trading, FX Options, Banking, Corporate Finance, Securities, Risk Management, Investments, Bonds, Financial Services, Options, Finance
Education
Pace University 2002 — 2004
MBA, Finance, GPA 3.96
Pace University 1993 — 1997
BBA, Finance, GPA 3.24
Whitehall Financial Advisors LLC October 2002 - Present
BNP Paribas March 2000 - December 2001
Utendahl Capital Management 1999 - 2000
Bear Stearns January 1993 - May 1998
Donaldson, Lufkin & Jenrette February 1989 - January 1993
L.F. Rothschild October 1982 - February 1989
Standard & Poor's January 1977 - October 1982
Skills
Fixed Income, Hedge Funds, Portfolio Management, Bonds, Asset Managment, High Yield, Capital Markets, Investments, ABS, Trading, Fixed Income Analysis, Series 7 and Series 63, Social Media, Capital Markets Advisory, Series 63, Capital Markets Analysis, Equities, Equity Derivatives, Credit Derivatives, Alternative Investments, Securitization, Emerging Markets, Investment Banking, Bloomberg, Options, Securities, Derivatives, Financial Markets, CDS, Asset Management, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, Risk Management, Valuation, Equity Research, Financial Structuring, Structured Products, Electronic Trading, Structured Finance, Due Diligence, FINRA, Investment Management, Equity Trading
Education
Pace University
MBA, Finance
St Francis College
BA, Finance
Morgan Stanley September 2014 - Present
Barclays Wealth and Investment Management October 2013 - May 2014
Citi November 2010 - April 2013
Bank of America July 2007 - January 2009
Bear Stearns October 2006 - January 2007
Goldman Sachs March 2006 - July 2006
Wachovia Securities March 2005 - January 2006
Wachovia Securities, LLC December 2003 - October 2004
United Nations June 2002 - June 2003
Prudential Financial 2003 - 2003
Skills
Cost Basis Reporting, Trade Corrections, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Trading, Options, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Trading Systems, Prime Brokerage, Corporate Actions, Settlement, Valuation
Education
Pace University 1996 — 2000
BA, Finance
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
PwC August 2015 - Present
GRANT THORNTON October 2008 - August 2015
Bear Stearns February 2005 - November 2007
KPMG November 2001 - February 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Business Process, Internal Audit, Financial Services, Capital Markets, Business Analysis, Financial Analysis, Operational Risk, Risk Management, SOX 404
Education
Pace University - Lubin School of Business 1996 — 2000
BBA, Accounting
National Kitchen and Bath Association December 2010 - Present
Tiger Sample Group, LLC 2008 - 2010
Bear Stearns January 2000 - November 2008
Bear Stearns October 1995 - December 1999
Smith Barney January 1993 - September 1995
Education
Pace University - Lubin School of Business
MBA, Finance
Saint Bonaventure University
BBA, Accounting
Goldman Sachs June 2015 - Present
RBC Capital Markets September 2011 - April 2015
Credit Suisse August 2007 - September 2011
Bear Stearns May 2006 - August 2007
Morgan Stanley 2000 - 2006
Salomon Smith Barney(A member of Citigroup) June 1999 - May 2000
Federal Reserve Bank of New York October 1997 - May 1999
Skills
Derivatives, Swaps, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Prime Brokerage, Structured Products, Middle Office, Hedge Funds, Capital Markets, Interest Rate..., Investment Banking, ISDA, Client Services, Bloomberg, Options, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Citi December 2011 - April 2013
Deutsche Bank Securities July 2010 - December 2011
The Bank of New York Mellon Corporation December 1999 - September 2009
Pershing December 1999 - September 2009
BNYMellon 1999 - 2009
iNautix Technologies December 1999 - June 2007
Pershing/DLJdirect 1999 - 2005
Bear Stearns May 1998 - December 1999
Thomson Financial Services October 1996 - May 1998
AT&T Credit May 1996 - October 1996
Skills
Juniper, F5 BigIP, CCNA, Disaster Recovery, Data Center, Business Continuity, CISSP, Information Security, Security, Network Security, Information Security..., Firewalls, Load Balancing, Unix, Virtualization, VPN, SDLC, Solaris, DNS, Infrastructure, Integration, Servers, Network Architecture, Networking, Network Design, Troubleshooting, System Deployment, Checkpoint, High Availability, Encryption, Cisco Technologies, Juniper Technologies
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor’s Degree, Electrical Engineering Technology
Pace University
UNIX System /C/C++ Programming
The Abraaj Group January 2014 - Present
PineBridge Investments March 2010 - August 2013
AIG Investments November 1999 - February 2010
Clayton Capital Management July 1997 - October 1999
Bear Stearns January 1987 - June 1997
KPMG Peat Marwick July 1981 - August 1984
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investment Management, Equities, Private Equity
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University - Lubin School of Business
BBA, Accounting
Cox Communications April 2013 - Present
The Walt Disney Company May 2012 - March 2013
Cox Communications February 2008 - May 2012
Bear Stearns October 2005 - December 2007
Argent Mortgage July 2004 - October 2005
Walt Disney Internet Group May 2000 - August 2002
Skills
Business Analysis, Business Intelligence, Project Management, ETL, Requirements Gathering, Project Planning, SharePoint, Reporting, Microsoft Reporting..., OBIEE, Informatica, Microsoft SQL Server, Data Warehousing, Software Development, ITIL, SDLC, Microsoft Technologies, Process Improvement, Integration, Testing, Visio, Analysis, Enterprise Architecture, Databases, Networking, Requirements Analysis, Agile Methodologies
Education
Pace University
Bachelors Degree, Computer Science
University of California, Irvine
Extension Certificate, Business Analysis
University of California, Irvine
Extension Certificate, Business Intelligence/Data Warehousing
Gargoyle Strategic March 2000 - May 2013
Gargoyle Strategic Investments March 2000 - May 2013
Heights Partners January 1994 - March 2000
Bear Stearns August 1986 - January 1994
Skills
Investments, Financial Analysis, Banking, Strategic Planning, Research, Project Management, Process Improvement, Risk Management, Portfolio Management, Equities, Trading, Management, Derivatives, Leadership, Microsoft Office, Operations Management, Securities, Strategy, Hedging, Financial Risk, Equity Derivatives, Alternative Investments, Capital Markets, Hedge Funds
Education
Pace University
Bishop Ford CCHS 1981 — 1985
Protiviti January 2015 - Present
Protiviti January 2014 - December 2014
Deloitte September 2009 - January 2014
Goldman Sachs August 2008 - April 2009
Deloitte June 2008 - August 2008
Goldman Sachs January 2008 - June 2008
Bear Stearns January 2007 - December 2007
Skills
Financial Statement..., Internal Controls, Assurance, Banking, Securities, US GAAP, Finance, Accounting, Tax, Financial Modeling
Education
Pace University - Lubin School of Business 2008 — 2009
Master of Business Administration (M.B.A.), Public Accounting
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Public Accounting
TD Securities June 2013 - Present
TD Securities July 2009 - June 2013
Bear Stearns September 2002 - February 2008
J.P. Morgan 1992 - 2002
Skills
Trading, Bloomberg, Fixed Income, Capital Markets, Derivatives, Management, Financial Markets, Bonds, Investment Banking, Securities, Series 7
Education
Pace University
BBA, Finance
JPMorgan May 2002 - Present
Bear Stearns 2002 - 2008
Computer Associates August 1995 - May 2002
Skills
.NET, SDLC, Agile Methodologies, Software Development, C#, Microsoft SQL Server, Web Services, Oracle, Sybase, C++, Fixed Income, WCF, Project Management, Management, Enterprise Architecture, XML, WPF, SOA
Education
Pace University 1991 — 1994
Masters, Computer Science
R. V. College of Engineering, Bangalore 1984 — 1989
Bachelor's Degree, Instrumentation Technology/Technician, B.E
D&M Holdings - Global (a Bain Capital Company) October 2011 - Present
D&M Holdings October 2010 - October 2011
D&M Holdings NA October 2007 - October 2010
Bear Stearns June 2006 - October 2007
Skills
HRIS, Recruiting, Employee Relations, Recruitments, Deferred Compensation, Human Resources, Organizational..., Personnel Management, Benefits Administration, Strategic Planning, Management, Legal Compliance, Talent Management, Performance Management, Onboarding, Talent Acquisition, Policy, Applicant Tracking..., Change Management, Team Building, HR Policies, Organizational..., Succession Planning, Process Improvement
Education
Pace University - Lubin School of Business
BBA, Finanace, Management
KryoLife Staten Island August 2014 - Present
KryoVentures September 2013 - Present
Bluefin Trading LLC November 2011 - September 2012
Guggenheim Partners September 2010 - September 2011
Jesup & Lamont February 2009 - September 2010
Bear Stearns 1992 - 2008
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Investment Banking, Trading, Series 63, Alternative Investments, Fixed Income, Financial Markets, Portfolio Management, Series 24, Seires 55, Series 7, Equity Trading, Securities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Finance
World Star Marketing Group January 2009 - Present
JP Morgan Chase & Co January 2008 - September 2011
Bear Stearns January 1997 - January 2008
Bear Stearns January 1995 - January 1997
Education
Pace University - Lubin School of Business 1991 — 2005
Bachelor of Science, Computer Science
Pace University
Bachelor of Science, Computer Science
New Horizons Computer Learning Center
Logan Circle Partners January 2009 - Present
JP Morgan - Bear Stearns 2008 - 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 1994 - 2006
John W. Bristol & Co. Inc. March 1986 - April 1993
Skills
Fixed Income, Financial Services, Equities, Asset Management, Investments, Bloomberg, Asset Allocation, Valuation, Financial Analysis
Education
Pace University - Lubin School of Business 1986 — 1992
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
Bachelor's degree, Marketing
Agelity January 2010 - Present
Robert Half Finance & Accounting January 2007 - January 2010
Fidelity Investments September 2004 - January 2007
Bear Stearns January 1993 - September 2004
Dean Witter November 1989 - January 1993
Skills
Financial Analysis, Strategic Planning, Budgets, Recruiting, Forecasting, Customer Service, Mergers, Financial Modeling, Leadership, Financial Reporting, Accounting, Non-profits, Public Speaking, Microsoft Excel, Process Improvement, Employee Benefits, Team Building, Investments, Equities, Microsoft Office
Education
Pace University 1986 — 1989
Bachelor of Science (BS)
Whitehall Financial Advisors LLC President & Chief Investment OfficerWhitehall Financial Advisors LLCOctober 2002 - Present
Whitehall Financial Advisors LLC January 2002 - January 2009
BNP Paribas March 1999 - December 2001
Bear Stearns January 1993 - June 1998
Donaldson, Lufkin & Jenrette (DLJ) January 1989 - January 1993
Standard & Poor's (S&P) 1977 - October 1982
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Finance & Business Administration
St. Francis College 1970 — 1974
BS, Finance & Business Administration
Barclays June 2010 - Present
Bear Stearns 2006 - 2008
Goldman Sachs June 2000 - February 2006
New York Stock Exchange February 1993 - November 1999
Skills
Supervision, Compliance, Risk Management, Management, Project Management, Equities, Prime Brokerage, Fixed Income, Surveillance, Capital Markets, Operational Risk, Derivatives, Financial Markets, Swaps, Securities, Structured Products, Banking, Equity Research, Hedge Funds, Credit Derivatives, Options, Investment Banking, Trading, Financial Services, Electronic Trading, FINRA
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
B.S., Economics
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
JPMorgan Chase November 2013 - Present
Citigroup December 2011 - November 2013
Citigroup January 2008 - December 2011
Citigroup January 2007 - January 2008
Citigroup July 2004 - January 2007
Citigroup June 1996 - July 2004
Bear Stearns March 1995 - June 1996
Brown Brothers Harriman March 1987 - March 1995
New York Life Insurance Company June 1984 - March 1987
Amtrak March 1978 - June 1984
Skills
SDLC, Offshoring, Project Portfolio..., Data Governance, AML Monitoring, KYC, Trade Surviellance, Compliance Technology, Project Finance, Project Coordination, Project Execution, Proejct Delivery, Vendor Management, IT Management, AML, System Monitoring, Project Management, Management, Equities, Risk Management, Financial Services
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Technology Management
Pace University - Lubin School of Business 1992 — 1998
BBA, Management Information Systems
Citigroup April 2006 - May 2008
Soros Fund Management April 2005 - April 2006
Bear Stearns March 2002 - April 2005
PwC 1998 - 2000
Education
Pace University - Lubin School of Business 1992 — 1996
CPA, Accounting/Finance
BlackRock June 1999 - Present
Bear Stearns May 1995 - June 1999
JP Morgan March 1989 - May 1995
Federal Reserve Bank Of New York September 1986 - March 1989
Insurance Services Office June 1985 - August 1986
Skills
Sybase IQ, Sybase ASE, Sybase Rep Server, SQL Server 2000-2008, Unix, Red Hat Linux
Education
Pace University - Lubin School of Business 1986 — 1994
MS, Management Information Systems
Pace University - Lubin School of Business 1984 — 1986
BBA, Management Information Systems
Newtown HS
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
Oaktree Capital Management September 2008 - Present
Bear Stearns July 2007 - August 2008
JP Morgan Securities May 2006 - August 2006
JP Morgan Securities August 2001 - May 2006
Skills
Investment Banking, Credit Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Valuation, Derivatives, Portfolio Management, Corporate Finance, Private Equity, Investments, Venture Capital, Mergers, Bonds, Risk Management, Equity Derivatives, Quantitative Analytics, Investment Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Emphasis in Finance and Accounting
Pace University 1997 — 2001
BS, Computer Science
Anthem, Inc. May 2014 - Present
TIAA-CREF September 2011 - May 2014
JP Morgan June 2008 - September 2011
Bear Stearns October 1995 - May 2008
AT&T July 1990 - October 1995
Skills
Information Architecture, SDLC, Data Warehousing, Governance, IT Strategy, Hedge Funds, Business Analysis, Investment Banking, Business Intelligence, Software Development, Enterprise Architecture, Capital Markets, Solution Architecture, Prime Brokerage, Portfolio Management, Financial Services, Asset Management, Program Management, Database Design, Outsourcing, Integration, Securities, IT Management
Education
Seton Hall University 1992 — 1995
MBA
Penn State University 1986 — 1990
BS
Morgan Stanley November 2013 - Present
Goldman Sachs April 2008 - November 2013
Bear Stearns January 2007 - April 2008
NASD August 2005 - January 2007
Skills
AML
Education
Rutgers University School of Law - Newark 2002 — 2005
JD
Pace University - Lubin School of Business 1996 — 2000
BBA, Cum Laude
JPMorgan Chase August 2012 - Present
J.P. Morgan February 2011 - August 2012
J.P. Morgan June 2008 - February 2011
Bear Stearns March 2007 - June 2008
Consultant August 2006 - March 2007
Ritta & Associates August 1998 - August 2006
Skills
Creative Direction, Art Direction, Graphic Design, Typography, Advertising, Corporate Branding, Direct Response, Strategic Development, Interaction Design, 360 Campaigns, Cross Media Marketing, Competitive Analysis, Design Research, Project Management, Vendor Management, Marketing Strategy, Digital Marketing, Scala, Business Strategy, Integrated Marketing, CRM, Marketing, Creative Strategy, User Interface Design, Interactive Marketing, Digital Strategy, Adobe Creative Suite, Brand Development, Email Marketing, Direct Mail, Branding, Branding
Education
Parsons School of Design 1994 — 1997
BFA
Barclays Investment Bank 2012 - Present
JPMorgan June 2008 - September 2012
Bear Stearns October 2005 - June 2008
Goldman Sachs January 2004 - October 2006
Prudential 2000 - 2003
Avesta Technologies 1997 - 1999
Skills
Fixed Income, Equities, Trading Systems, Equity Derivatives, Derivatives, Electronic Trading, Options, Prime Brokerage, Market Data, Investment Banking, Low Latency, Equity Trading, Trading, Hedge Funds, Capital Markets, Credit Derivatives, FX Options, Interest Rate...
Education
Peking University 1988 — 1992
BA, Chemistry
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
Paloma Partners June 2007 - Present
Bear Stearns June 1992 - May 2007
Education
Pace University - Lubin School of Business 1993 — 1997
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
JPMorgan Chase & Co. 2008 - Present
Bear Stearns 2005 - 2008
Instinet Corporation 2000 - 2005
Imagine Software 1999 - 2000
Education
Pace University 1988 — 1992
TIAA-CREF June 2015 - Present
JPMorgan Chase October 2002 - June 2015
Pfizer, Inc May 2002 - October 2002
Columbia University February 2002 - May 2002
AIG November 1998 - September 2001
Bear Stearns January 1998 - November 1998
EMI Music February 1997 - January 1998
The Blanksteen Companies June 1990 - February 1997
Skills
Microsoft Office, Business Analysis, Variance Analysis, Accounts Payable, Management, Finance, Corporate Finance, Banking, Microsoft Excel, Microsoft Access, Essbase, Microsoft PowerPoint, Leadership, Financial Analysis, Financial Services, Financial Modeling, Access, Analysis, Asset Management, Accounting
Education
Pace University - Lubin School of Business 1990 — 1997
BBA
Barclays Capital October 2009 - Present
Bear Stearns September 2004 - October 2008
Lehman Brothers December 1998 - September 2004
MCI International July 1995 - December 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Derivatives, Equities, Finance, Financial Modeling, Investment Banking, Tax Accounting, Valuation, Commodity Risk..., Financial Analysis, Fixed Income
Education
Pace University - Lubin School of Business
BBA, Finance
Alcentra NY, LLC October 2011 - Present
Stone Tower Capital April 2007 - November 2011
IDT Corporation 2003 - 2006
Prudential Securities 1998 - 2003
Bear Stearns 1994 - 1998
Dai-Ichi Kangyo Bank 1993 - 1994
The Chase Manhattan Bank 1989 - 1993
Price Waterhouse 1987 - 1989
Education
Pace University
MBA, Financial Management
City University of New York-Queens College 1983 — 1987
BA, Accounting, Economics
Lightspeed Trading January 2010 - Present
Bear Stearns July 2007 - March 2008
NASDAQ August 2004 - July 2007
Tradescape/Etrade June 2000 - January 2003
Skills
Series 7, Electronic Trading, Series 63, Equities, Equity Trading, Series 24, Trading, Options, Trading Systems, Securities, Financial Markets, Hedge Funds, Capital Markets, FINRA
Education
Pace University - Lubin School of Business
BBA, Business Management
Merrill Lynch March 1995 - Present
Bear Stearns October 1994 - March 1995
Lehman Brothers November 1989 - October 1994
Oppenheimer & Co. January 1988 - November 1989
Skills
Financial Planning, Disability Insurance, Long Term Care, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Retirement, Strategic Financial..., Brokerage, Strategy, Series 7, Fixed Annuities, Employee Benefits, Estate Planning, Finance, Alternative Investments, Portfolio Management, Long-term Care, 401k, Financial Services, Mortgage Lending, Underwriting, Securities, Series 63, Residential Mortgages, Small Business, FINRA, Life Insurance, Equities, Fixed Income
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University
Bachelor of Science (BS), Communication and Media Studies
Bear Stearns 2001 - Present
Prodapt 2010 - 2010
Covestic February 2007 - April 2007
Robert Half International November 2006 - February 2007
The Bank of New York March 2001 - March 2004
Bear Stearns 1993 - 2001
Bear Stearns 1993 - 2001
Education
Pace University - Lubin School of Business 1979 — 1983
University at Albany, SUNY 1973 — 1975
bs, mathematics
BNY Mellon February 2009 - Present
Bank of New York Mellon February 2005 - February 2009
Bear Stearns September 1996 - June 2004
Skills
Disaster Recovery, Leadership, Management, CICS, Program Management, Customer Service, Process Improvement, Strategic Planning
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1986 — 1987
Computing Degree, Computer Programming
Wheaton College 1979 — 1983
Bachelor of Arts (BA), Economics
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Otsuka Pharmaceutical Companies (U.S.) September 2013 - Present
Merck June 2011 - September 2013
EisnerAmper LLP September 2008 - June 2011
Bear Stearns April 2007 - September 2007
Merrill Lynch June 2006 - January 2007
Ramius Capital Group March 2006 - December 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Auditing, External Audit, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, Compliance, Corporate Fraud..., Business Integrity..., Financial Audits
Education
Pace University 2004 — 2008
BA, Accounting
Pace University - Lubin School of Business 2004 — 2008
BA, Accounting
JPMorgan Chase June 2008 - Present
JPMorgan 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns June 2000 - June 2008
Dresdner Kleinwort July 1997 - June 2000
Smith Barney January 1994 - June 1997
DTC August 1992 - December 1993
Skills
Internal Audit, Accounting, Derivatives, Capital Markets, Risk Management, Risk Assessment, SOX, Internal Controls
Education
Pace University - Lubin School of Business 1987 — 2002
Aerotek October 2013 - Present
The Benchmark Company March 2012 - October 2013
WJB Capital May 2008 - January 2012
Bear Stearns October 2002 - May 2008
Sands Brothers April 1999 - March 2002
Skills
Equity Derivatives, Options, Equity Trading, Trading, Electronic Trading, Equities, Hedging, Bloomberg, FX Options, Hedge Funds, Capital Markets, Derivatives, Equity Research, Securities, Series 63, Series 24, Financial Modeling, Asset Management, Alternative Investments, FINRA, Trading Systems, Series 7, Proprietary Trading, Trading Strategies, ETFs, Financial Markets, Market Making, Volatility, Structured Products, Series 4, Serie, SaaS
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York at Albany
BA, Sociology
Scotiabank June 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers April 2005 - September 2008
Bear Stearns 2003 - 2004
Skills
Bloomberg, PeopleSoft, Equities, Derivatives, Capital Markets, Access, Prime Brokerage, Equity Derivatives, Swaps, Hedge Funds, Excel, Product Control, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2002
Bachelors of Business Administration, Accounting
Bear Stearns September 2003 - December 2007
Bear Stearns Residential Mortgage Corporation 2007 - 2007
Education
Pacific University 1983 — 1986
JP Morgan June 2008 - Present
Bear Stearns 1997 - April 2010
NYC School Construction Authority 1995 - 1997
Data Industries 1995 - 1997
Intec Overseas Software Ltd. 1994 - 1995
Skills
Vendor Management, Program Management, Business Analysis, Sybase, Proje, Project Implementation, Project Portfolio..., Software Project..., Application Architecture, Change Management, Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Architecture, IT Strategy, Risk Management, Business Process, Business Intelligence, SDLC
Education
Bhilai Institute Of Technology 1989 — 1993
BS, Electronics Engineering
Pandit Ravishankar Shukla University 1989 — 1993
Bachelor of Engineering, Electronics
Campion School, Bhopal 1977 — 1989
Morgan Stanley June 2009 - Present
Citi Markets and Banking August 1999 - June 2009
Bear Stearns & Co. September 1995 - August 1999
Bear Stearns June 1987 - September 1995
Dean Witter May 1986 - June 1987
Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Equities, Options, Securities, Series 7, Derivatives, Series 63, Financial Risk, Credit Risk, Latin America, Structured Products, Bloomberg, Portfolio Management, Equity Options, Finance, Futures, FX Forwards, Series 3, FX Options, Bonds, Mutual Funds, Risk Management, Credit
Education
Pace University - Lubin School of Business 1988 — 1992
Masters in Business Administration, Master in Finance/Investments
Pace University - Lubin School of Business 1982 — 1986
Bachellors in Business Administration, Finance
Citigroup Global Markets January 2014 - March 2014
Citigroup Global Markets August 2009 - December 2013
JP Morgan January 2008 - August 2009
JP Morgan November 2005 - December 2007
JP Morgan August 2004 - October 2005
Bear Stearns January 2001 - August 2004
USA Self Employed September 1991 - January 2001
Skills
Equities, Trading, Finance, International Trade, Bloomberg, Series 7, Financial Analysis, Risk Management, Series 63
Education
Penn State University 1987 — 1991
Liberal Arts, Speech Communication focus on Business
MarketAxess April 2013 - Present
Credit Agricole CIB July 2005 - April 2013
SIAC March 2002 - July 2005
Bear Stearns March 1999 - March 2002
NatWest Markets 1998 - 1999
Skills
CISSP, Information Security, Security, Security Awareness, Incident Response, Information Security..., Penetration Testing, Vulnerability Assessment, Network Security, Vulnerability Management, Business Continuity, ISO 27001, Security Architecture..., Security Audits
Education
Pace University 1992 — 1998
JPMorgan Chase August 2006 - Present
Bear Stearns 2007 - 2007
Prudential Securities 1996 - 2006
Skills
Trading Systems, Requirements Analysis, Risk Management, Capital Markets, Business Analysis, Vendor Management, Portfolio Management, Equities, SDLC, Fixed Income, Requirements Gathering, Integration, Investment Banking, Electronic Trading, Quality Center, Securities, Program Management, Series 7, Banking, User Acceptance Testing, Financial Services
Education
Pace University 1991 — 1996
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
1-800-FLOWERS.COM, INC. June 2008 - Present
1800flowers.com November 2004 - Present
Bear Stearns September 2003 - November 2004
DownloaCard 2000 - 2003
DownloadCard 2000 - 2003
Skills
Enterprise Architecture, Cloud Computing, EMC Storage, VMware, SDLC, Linux, FTP, Data Center, Unix, Network Security, Active Directory, HP, Websphere, Disaster Recovery, IT Operations, Bind, Apache, Virtualization, Vendor Management, SQL, DNS, Integration, Servers, IT Management, Security, ITIL, System Administration, SAN, High Availability, Firewalls, VMware ESX, Solaris, Puppet, Bash
Education
Pace University - Lubin School of Business 1995 — 1998
BBA, Finance
JPMorgan 2008 - Present
Bear Stearns April 2000 - 2008
Skills
Equities
Education
Pace University
Management Information System
Merrill Lynch - Bank of America June 2009 - Present
Bank of New York Mellon June 2008 - June 2009
Bear Stearns January 2007 - June 2008
Merrill Lynch April 2005 - December 2006
Skills
Equities, Fixed Income, Capital Markets, Trading Systems, Vendor Management, SDLC, Investment Banking, Electronic Trading, Hedge Funds, Derivatives, Business Analysis, Equity Derivatives, Asset Management, Credit Derivatives, Portfolio Management
Education
Osmania University
JPMorgan Chase June 2008 - July 2009
Bear Stearns September 1989 - May 2008
Shearson Lehman Hutton October 1987 - September 1989
Deloitte Haskins & Sells 1985 - 1987
Education
Pace University - Lubin School of Business 1981 — 1985
Westfield Senior Housing Corp May 2015 - Present
Paychex June 2010 - May 2015
Laurus Capital Management August 2008 - April 2010
Alexander Mann Solutions October 2005 - June 2008
Bear Stearns July 2004 - October 2005
Skills
Onboarding, HRIS, Employee Relations, Recruiting, Training, Human Resources, Benefits Administration, Payroll, Talent Acquisition, New Hire Orientations, HR Policies, HR Consulting, FMLA, Taleo, Employee Handbooks, Personnel Management, Applicant Tracking..., Performance Management, Employee Benefits, Employee Engagement
Education
Pace University 2000 — 2004
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Midwood HS 1996 — 2000
Bear Stearns FinanceMerrill Lynch1998 - 2003
UBS Investment Bank 1994 - 1998
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1989
Jefferies & Company 2008 - Present
Bear Stearns August 2005 - July 2008
Education
Pace University - Lubin School of Business 1999 — 2003
Bank of New York Mellon November 2009 - Present
Bear Stearns July 1992 - October 2007
Skills
Series 63, Financial Structuring, Capital Markets, Portfolio Management, Derivatives, Securities, Loans, Mortgage Lending, Structured Finance, Hedge Funds, MBS, Asset Management, Fixed Income, Financial Analysis, Structured Products, Securitization, Investment Banking
Education
Pace University - Lubin School of Business 1980 — 1982
BBA, Marketing/Finance
State University of New York College at Oneonta 1978 — 1980
WRJ Design Associates, LLC May 2008 - Present
Bear Stearns 2000 - 2008
Education
Parsons School of Design 2005 — 2007
AAS, Interior Design
University of North Carolina at Chapel Hill
J.P. Morgan April 2015 - Present
JPMorgan Chase & Co. August 2013 - March 2015
JP Morgan June 2008 - August 2013
Bear Stearns May 2007 - June 2008
Morgan Stanley September 2004 - May 2007
Skills
Financial Analysis, Process Improvement, Equities, Investment Banking, Financial Modeling, Securities, Analysis, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
Bear, Stearns & Co., Inc. 1970 - 2008
Bear Stearns 1970 - 2008
Bear Stearns, A J.P. Morgan Company 1970 - 2008
The Bear Stearns Companies, Inc. 1970 - 2008
Skills
Talent Management, Performance Management, Onboarding, Employee Relations, Human Resources, Vendor Management, Talent Acquisition, Management, Deferred Compensation, Employee Benefits, PeopleSoft, Employee Engagement, Executive Management, Training, Financial Services, HRIS, Change Management, Executive Search, Process Improvement, Mergers & Acquisitions, Securities, Fixed Income, Series 7
Education
Pace University - Lubin School of Business 1980 — 1989
BBA, Business/Human Resources
JPMorgan Chase May 2008 - Present
Bear Stearns June 1998 - May 2008
Education
Pace University - Lubin School of Business 1994 — 1998
BA, Accounting
Barclays Capital January 2011 - Present
Barclays Capital June 2008 - December 2010
Bear Stearns 2007 - 2008
Skills
Equities, Product Control, Derivatives, Equity Derivatives, Infrastructure
Education
Pace University 2003 — 2007
BBA, Finance
AIG August 2014 - Present
DTCC June 2012 - July 2014
JPMorgan June 2008 - June 2012
Bear Stearns February 2006 - June 2008
Merrill Lynch 2004 - 2006
Barclays Capital 2001 - 2004
Barclays Capital 2001 - 2004
Skills
Investment Banking, Risk Management, IT Strategy, Management, Finance, Fixed Income, Derivatives, Trading Systems, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Mergers, FX Options, Private Equity, Business Analysis, Strategic Financial..., Credit Risk, Vendor Management, Executive Management, Business Strategy, Equity Derivatives, Financial Markets, Swaps, Investment Strategies, Analysis, Governance, VBA, Strategy, Investments, Options
Education
Pace University - Lubin School of Business
BBA, Investment Management, Global Economics
WallachBeth Capital January 2014 - Present
Deutsche Bank June 2008 - January 2014
Bear Stearns 2005 - 2008
Societe Generale 2003 - 2005
Lehman Brothers 2002 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Equities, ETFs, Trading Systems, Trading, Bloomberg
Education
Pace University - Lubin School of Business 2011 — 2012
Master of Science (MS), Finance, General, 3.83
University of Maryland College Park 1997 — 2001
BA, Economics
Merrill Lynch April 2015 - Present
Deutsche Bank February 2014 - April 2015
Deutsche Bank November 2010 - February 2014
AIG July 2008 - November 2010
AIG August 2004 - July 2008
Bear Stearns June 2004 - August 2004
AIG March 2004 - June 2004
Bear Stearns July 2003 - August 2003
Skills
Financial Analysis, Investments, Options, Banking, Swaps, Private Equity, Venture Capital, Portfolio Management, Investment Portfolio, Portfolio Performance..., Structured Products, Fixed Income, Forecasting, Bloomberg, Underwriting, Insurance, Securities, Derivatives, Risk Management, Financial Modeling, Hedge Funds, Bonds, Valuation, FX Options, Corporate Finance
Education
Pace University - Lubin School of Business 2004 — 2008
BBA
Fort Hamilton High School 2000 — 2004
Bank of Tokyo-Mitsubishi UFJ June 2013 - Present
Johnson & Johnson October 2012 - February 2013
Bank of America August 2010 - March 2012
Royal Communications Consulting 2010 - 2010
Bear Stearns October 2002 - December 2008
Merrill Lynch 1998 - 2001
Oppenheimer & Co. 1995 - 1997
Salomon Brothers 1991 - 1995
MPL 1988 - 1990
Skills
Vendor Management, Six Sigma, Technology Management, Data Center, Market Data, SDLC, PMO, PMP, Trading Systems, IT Strategy, IT Management, Outsourcing, Project Management, Disaster Recovery, Infrastructure, Software Documentation, Telecommunications, Servers, Software Development, Troubleshooting, Networking, Management, Integration, ITIL, Project Portfolio..., Visio, System Deployment, IT Service Management, IT Operations, Information Technology, WAN, Business Continuity, Project Delivery, Solution Architecture, Business Analysis, Requirements Analysis, SharePoint, Software Project..., Service Delivery, Security, Program Management, Wireless, Hardware
Education
Pace University
MS, CS
Mizuho Crystal Fund December 2010 - Present
PSQR Management LLC February 2009 - December 2010
Bear Stearns 2007 - 2008
Skills
Financial Modeling, Statistics, Analysis, Quantitative Finance, Equities, Commodity, Bloomberg, Quantitative Analytics, Currency, Time Series Analysis, Statistical Modeling, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Ph.D., Statistics
Peking University 1998 — 2002
Bachelor's degree, Mathematics and Statistics
WuGang No.3 High School 1994 — 1998
HSBC 2011 - Present
Societe Generale 2008 - December 2011
Bear Stearns 2006 - 2008
Citibank 2000 - 2006
Dewey Ballantine LLP 1999 - 2000
Skills
Derivatives, Interest Rate..., Middle Office, Fixed Income, Bloomberg, Banking, Credit Derivatives, Back Office, Electronic Trading, Options, Settlement, Swaps, CDS, Private Banking, KYC, FX Options, Management, Structured Products, Financial Services
Education
Pace University
Bachelor of Business Administration (BBA), International Management
J.P. Morgan June 2008 - Present
Bear Stearns 1994 - 2008
Education
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Xaverian High School 1984 — 1987
Self Employed August 2008 - Present
Bear Stearns 1992 - 2008
EMC Mortgage (previously part of Bear Stearns) 1992 - 2008
Bear Stearns 1992 - 2008
Bear Stearns 1990 - 2008
Merrill Lynch November 1990 - November 1992
Skills
Mortgage, Audit, Banking, Mortgage Lending, Auditing, Internal Audit, Finance, Risk Assessment, Fixed Income, Risk Management, Financial Services, Management, Credit, Due Diligence, Investment Banking
Education
Pace University 1965 — 1970
BBA, Accoutancy Practice
JPMorgan Chase November 2008 - Present
Bear Stearns June 2006 - November 2008
Skills
Microsoft Office Suite...
Education
Pace University 2002 — 2006
BBA, Finance, Business Management
ANBANG INSURANCE Group Co., LTD. August 2015 - Present
Atateka Partners LLC September 2008 - July 2015
Bear Stearns March 2006 - September 2008
GE Capital Markets August 2000 - March 2006
Financial Guaranty Insurance Company June 1992 - August 2000
Bank of New York October 1989 - June 1992
L.F. Rothschild February 1987 - October 1989
Citibank June 1985 - February 1987
Bankers Trust March 1982 - June 1985
Standard Chartered Bank June 1980 - March 1982
Skills
Investment Banking, M&A Advisory, Strategic Planning, Corporate Development, Risk Management, Insurance, Reinsurance, Project Management, Capital Management, Capital Markets, Financial Institutions, Origination, Due Diligence, Corporate Finance, Credit, Credit Risk, Capital Raises, Private Equity, New Business Development, Business Development, Insurance Linked..., Leadership, Negotiation, Investments, Mergers & Acquisitions, Management, Private Placements, Financial Markets, Executive Management, Capital, Strategy, Financial Advisory, Financial Services, Banking, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Derivatives, Emerging Markets, Enterprise Risk..., Equities, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Structuring, Fixed Income, Hedge Funds, IPO
Education
Pace University 1976 — 1981
BBA, Public Accounting
Twenty-First Securities September 2008 - Present
Bear Stearns January 1984 - August 2008
Arthur Young September 1979 - December 1983
Skills
Hedge Funds, Capital Markets, Fixed Income, Structured Finance, Prime Brokerage, Equities, Investment Banking, Private Equity, Alternative Investments, Securities, Series 7, FINRA, Securitization, Options, Derivatives, Series 27, Series 63, FINOP, Financial Analysis, Structured Products, Wealth Management, Treasury Management, Mortgage Servicing, Mortgage Banking, Internal Audit, Operations Management, SEC filings, Financial Reporting, Risk Management, CPA, RIA, Registered Investment..., Regulatory Compliance
Education
Pace University - Lubin School of Business
MBA, Accounting
Credit Suisse December 2013 - Present
Credit Suisse September 2010 - November 2013
AIG November 2006 - August 2010
Bear Stearns 2004 - 2006
Deutsche Bank 1999 - 2001
GE Capital 1998 - 2001
KPMG Audit September 1994 - January 1998
Skills
Derivatives, Trading, Valuation, Accounting, Fixed Income, Financial Risk, Sarbanes-Oxley, Capital Markets, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Financial Reporting, Asset Managment, Cash Management, Asset Management, Banking, Credit Derivatives, Credit Risk, Finance, Financial Accounting, Financial Markets, Internal Controls
Education
Pace University - Lubin School of Business 1992 — 1994
MBA, Finance
Pace University - Lubin School of Business 1987 — 1991
BBA, Public Accounting
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
NC State University April 2009 - Present
JPMorgan Chase April 2007 - November 2010
Merck April 2004 - March 2007
Honeywell October 1999 - April 2004
Bear Stearns January 1997 - October 1999
Bellcore 1985 - 1994
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1975 — 1979
BS, Business
JP Morgan May 1999 - Present
Bear Stearns May 1999 - March 2008
Education
University of Rhode Island - College of Business Administration 1992 — 1996
B.S., Accounting
Pace University - Lubin School of Business
M.S., Investment Management
AXA Equitable 2009 - Present
Bear Stearns July 2000 - December 2008
Rubin & Katz LLP October 1998 - May 2000
KPMG Peat Marwick February 1997 - September 1998
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
Natixis September 1995 - Present
Bear Stearns March 1994 - August 1995
Education
Pace University 1989 — 1993
BBA, Public Accounting
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Pace University-Pleasantville/Briarcliff Campus 1989 — 1993
BBA, Accounting
Waldwick HS 1985 — 1989
Citrin Cooperman September 2013 - Present
Rothstein Kass July 1998 - September 2013
Bruno, DiBello, CPA Certified Public Accountants December 1996 - July 1998
Bear Stearns July 1994 - December 1996
Skills
Private Equity, SEC filings, Due Diligence, Auditing, Accounting, GAAP, Corporate Finance, Sarbanes-Oxley Act, Tax, CPA, Mergers & Acquisitions, Consolidation, Finance, IPO, US GAAP, Financial Services, Forecasting, Internal Controls, Financial Reporting, Financial Statements, Cash Management, Tax Accounting, Income Tax, Corporate Tax, Partnership Taxation
Education
Pace University 1990 — 1994
BBA, Public Accounting
MKP Capital 2008 - Present
Bear Stearns August 1998 - March 2008
Education
Penn State University 1993 — 1997
BS, Finance
Morgan Stanley January 2011 - Present
Morgan Stanley April 2004 - December 2010
Lehman Brothers 2001 - 2003
Bear Stearns 1996 - 2001
American Internation Group 1993 - 1996
Guy Carpenter (a subsidiary of Marsh and Mclennan Insurance Co) 1987 - 1993
Education
Pace University 1989 — 1991
MS, Information Systems
GE Capital March 2014 - Present
JP Morgan October 2006 - March 2014
Bear Stearns October 2006 - June 2008
Deutsche Bank 2003 - 2006
Skills
Financial Services
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, Finance
Bear Stearns March 2008 - April 2009
Trillium Trading, LLC June 2006 - February 2008
Education
Pace University - Lubin School of Business 2005 — 2007
MBA, Financial Managment
Stony Brook University 1999 — 2003
BS, Business Management
Liaison Technologies July 2012 - Present
Albridge, an Affiliate of Pershing September 2007 - July 2012
Bear Stearns October 2006 - August 2007
Skills
J2EE Application..., JavaScript, Web Services, Spring, XML, Java Enterprise Edition, Tomcat, SDLC, SOA, Hibernate, Ant
Education
Shivaji University 1999 — 2002
MCA, Computers
Osmania University 1996 — 1999
BSc. Computers, Computers, Statics and Maths
Citibank September 2006 - Present
Bear Stearns July 2003 - September 2006
Education
Pace University 1996 — 2000
BA, Finance
Scottsdale Insurance Company August 2015 - Present
Chubb December 2010 - August 2015
CCMC October 2008 - December 2010
HORACE MANN INSURANCE March 2006 - October 2008
DHL February 2004 - October 2004
Wells Fargo February 2003 - January 2004
Charles Schwab, Inc January 2000 - January 2003
Compuware Corporation January 1994 - January 2000
Bear Stearns June 1991 - September 1994
Skills
Claims, Project Coordination, Property & Casualty..., Claims Management, Liability, Casualty, Commercial Lines, Commercial Insurance, Property Damage, Insurance, Process Improvement, Risk Management, Claim, Leadership, Business Analysis, General Insurance, Project Management, Management
Education
Pace University 1982 — 1986
B.B.A, Management Information Systems
CR Bard April 2009 - Present
Accenture November 2007 - March 2009
PRIMEDIA, Inc. April 2002 - August 2007
Bear Stearns November 1980 - April 2002
Skills
Employee Benefits, Deferred Compensation, Human Resources, Ceridian, Onboarding, Sarbanes-Oxley Act, Account Reconciliation, Accruals, Acquisition Integration, PeopleSoft, Workforce Planning, Sarbanes-Oxley, Applicant Tracking..., Personnel Management, Outsourcing, HR Policies, Organizational Design, Vendor Management, Employee Engagement, Payroll Taxes, College Recruiting, People Skills, Payroll
Education
Pace University
Saint Peter's University
Guggenheim Securities, LLC August 2010 - October 2011
Jesup & Lamont August 2008 - June 2010
Bear Stearns June 1992 - June 2008
Education
Pace University 1983 — 1987
BBA, Accouting
Goldman Sachs December 2009 - Present
Och-Ziff Capital Management 2013 - 2014
JPMorgan Chase July 2007 - September 2009
Bear Stearns June 2006 - July 2007
Education
Pace University - Lubin School of Business 2003 — 2007
Finance, Economics
Societe Generale October 2010 - Present
JP Morgan Chase June 2008 - April 2009
Bear Stearns October 1987 - April 2009
Skills
Hedge Funds, Fixed Income, Back Office, Investments, Trading, Capital Markets, Middle Office, Settlement, Prime Brokerage, Bonds, Financial Services, Securities, Bloomberg, Finance, Alternative Investments, Series 63, Financial Risk, Investment Banking, Derivatives, Equities, Financial Markets, Series 7, Structured Products
Education
Pace University 1981 — 1985
BA, Accounting
Interactive Brokers Group March 1999 - Present
Bear Stearns March 1997 - March 1999
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley April 2008 - December 2014
Bear Stearns 2005 - 2008
Skills
Fixed Income, Derivatives, Investment Banking
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
Thapar Institute of Engineering and Technology 1992 — 1996
BE, Electronis(Instrumentation)
JPMorgan Chase September 2013 - Present
Apache Atlas - data governance initiative (DGI) August 2013 - Present
JPMorgan Chase September 2012 - Present
JPMorgan Chase October 2008 - August 2012
RT-Digital February 2007 - 2012
Bear Stearns July 2007 - September 2008
JPMorgan Chase 1998 - 2007
Corridor Consulting 1997 - 1998
Morgan Stanley Dean Witter January 1997 - December 1997
Integrated Computer Management 1996 - 1997
Skills
Social Computing, Mobile Applications, Microsoft Office..., Start-ups, Entrepreneurship, Unix, Architecture, Windows, Infrastructure, Agile Methodologies, Cloud Computing, Business Process..., .NET, Storage, Virtualization, Infrastructure..., ITIL, Team Building, Enterprise Search, iOS development, Java, Risk Management, Vendor Management, High Availability, Data Center, Software Project..., SharePoint, IT Service Management, SDLC, Management, Integration, Solution Architecture, Disaster Recovery, Enterprise Architecture, Leadership, Business Analysis, IT Strategy, Software Development, Security, PMO, Business Intelligence, VMware, Business Continuity, Enterprise Software, Information Technology, Requirements Analysis, Management Consulting, IT Management, Project Portfolio..., SOA
Education
Pace University
Bachelor's degree, Business Administration and Management, General
Brookdale College
Associates Degree
theOCC August 2010 - Present
Senior QA Automation Analyst February 2010 - August 2010
Options Clearing Corporation March 2008 - February 2010
Bear Stearns May 2006 - March 2008
Allstate March 2005 - May 2006
IBM Global Services April 2004 - February 2005
Symphony Services 2003 - 2004
Education
Osmania University
Masters, Computer Applications
Montecito Advisors January 2011 - Present
Stanford Group Company 2005 - 2009
Bear Stearns 1997 - 2002
Jefferies & Company 1991 - 1996
Skills
Financial Markets, Electronic Trading, Securities, Series 63, Capital Markets, Bloomberg, Trading, Risk Management, Equities, FINRA, Trading Systems, Series 7, Market Data, Options, Investments, Series 24, Equity Trading, Financial Services
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
bba, business
JPMorgan Chase & Co. March 2008 - Present
Bear Stearns 2001 - 2009
UPS 1998 - 2001
Prudential Insurance 1992 - 1997
Ponderosa steakhouse 1981 - 1982
Skills
DB2, Performance Tuning, Data Warehousing, Database Administration, SQL, TSO, Unix, ETL, SDLC, Microsoft Excel, ISPF, Data Modeling, IT Management, Disaster Recovery, JCL, Mainframe, PowerPoint, z/OS, Database Design, Oracle, COBOL, Databases, Java, Netezza, CICS, SQL Tuning, FTP, JIRA, AIX, Enterprise Architecture, Systems Analysis, IBM Utilities, IBM Mainframe, Visio, eFax, MVS, Restaurants, Culinary Skills, Business Analysis, Sybase, Cultural Diversity, Erwin, VSAM, Unix Shell Scripting
Education
Penn State University 1982 — 1986
BS Comp Sci, Computer Sci, Math
JP Morgan Chase July 2008 - Present
Bear Stearns October 1998 - June 2008
Skills
Derivatives, Investment Banking, Fixed Income, Capital Markets, Series 7, Risk Management, Trading, Swaps, Securities, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
Pace University - Lubin School of Business 1984 — 1990
BBA in Accounting
MUFG Americas June 2012 - Present
JP Morgan Chase Co June 2008 - June 2012
Bear Stearns June 2001 - June 2008
Bear Stearns June 2001 - June 2008
Bear Stearns June 2001 - June 2008
Bear Stearns January 1995 - June 2001
Bear Stearns Inc January 1992 - January 1995
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, MIS
J.P. Morgan April 2008 - Present
Bear Stearns October 1987 - March 2008
Skills
Fixed Income, Bloomberg, Series 7, Electronic Trading, Series 63, Hedge Funds, Finance, MBS, Securities Lending, Treasury, CMBS, Financial Institutions, Derivatives, Capital Markets, Bonds, Securities, Equities, Investment Banking
Education
Pace University - Lubin School of Business
MBA, Finance
University of Scranton
BA, Communications
GlaxoSmithKline July 2012 - Present
MP KRASNOV, PA 2002 - Present
GlaxoSmithKline 1992 - 2002
Duke University Medical Center 1990 - 1992
Ehrenkranz & Ehrenkranz 1987 - 1990
Bear Stearns 1972 - 1986
Skills
Microsoft Excel, PowerPoint, Microsoft Word, PeopleSoft, Process Improvement, Change Management, Project Management, Biotechnology, Leadership, Strategic Planning, Pharmaceutical Industry, Payroll
Education
Bishop McDonnell Memorial High School
Pace University
Major non-profit November 2001 - Present
CNBC June 2005 - December 2007
Dell November 1999 - October 2001
Bear Stearns January 1992 - January 1996
Lehman Brothers June 1986 - January 1991
Skills
IT Management, IT Strategy, Salesforce.com, Information Technology, PMO, Vendor Management, IT Operations, Program Management, Governance, SDLC, Business Continuity, Integration, Database Administration, Business Analysis, Project Management, Business Intelligence, Business Process...
Education
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (MBA), Information Technology, A
Saint John's University
BS, Chemistry
Credit Suisse December 2004 - Present
Bear Stearns June 1992 - June 1998
Skills
Investment Banking, Derivatives, Capital Markets, Equities, Banking, Equity Derivatives, Trading Systems, Bloomberg
Education
Pace University 1992 — 1996
Master of Business Administration (MBA), Finance, General
Union College 1987 — 1991
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Deutsche Bank June 2009 - July 2011
Deutsche Bank August 2008 - May 2009
Bear Stearns November 2006 - July 2008
JPMorgan Chase June 2005 - August 2006
RBC Dain Rauscher July 2004 - May 2005
Skills
Trading, Microsoft Excel, Microsoft Word, Client Relations Skills, DTC, Gems, Euroclear, Gloss
Education
Pace University - Lubin School of Business
BA
Nomura Securities October 2009 - Present
J.P. Morgan June 2008 - October 2009
Bear Stearns April 2006 - June 2008
UBS December 2004 - April 2006
Barclays Capital March 2004 - December 2004
Credit Suisse August 1997 - March 2004
Coopers & Lybrand August 1992 - August 1997
Skills
CPA, State of NY, Agency MBS, Non Agency MBS, ABS, CMBS, Structured Lending, CLO
Education
Pace University - Lubin School of Business 1989 — 1992
Bachelor of Science (BS), Accounting
J.P. Morgan Chase & Co May 2013 - Present
Resources Global February 2013 - May 2013
Barclays Capital May 2004 - August 2012
Bear Stearns April 1999 - May 2004
Morgan Stanley February 1997 - April 1999
Skills
Financial Audits, Accounting, IFRS, Financial Reporting, US GAAP reporting, SOX 404, SOX Compliancy, Internal Controls, Management Reporting, Quality Assurance, Risk Management, US GAAP, Fixed Income, Tax, Auditing, Management, SAP R/3, SAP BW, Essbase, Process Improvement, Sarbanes-Oxley Act, Financial Policies &..., Financial Analysis, Asset Management, Product Control, Finance
Education
Pace University 1997 — 2000
MBA, Financial Management
Pace University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Accouning and Psychology
Morgan Stanley Smith Barney April 2004 - Present
Lehman Brothers May 2001 - November 2003
Bear Stearns March 1995 - May 2001
Education
Pace University
M.S., Information Systems
- Sales AssistantLaidlaw & Company UK Ltd.2014 - 2014
Goldman Sachs 2012 - 2012
Goldman Sachs 2012 - 2012
Maxim Group 2010 - 2011
Joseph Gunnar & Co, LLC May 2009 - September 2010
Bear Stearns 2005 - 2008
Alex Brown 1998 - 1999
Skills
Microsoft Office, Customer Service, Customer Relations, Excel, Word, Equities, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Financial Services, Capital Markets, Asset Management, Hedge Funds, Marketing, Fixed Income, Sales, Series 7, Portfolio Management, Management, Insurance, Investments
Education
Pace University
Bachelor, Marketing
National Grid August 2014 - Present
National Grid January 2010 - December 2011
Deutsche Bank December 2006 - November 2008
Bear Stearns November 2005 - December 2006
CROWN FINANCIAL GROUP February 2004 - October 2005
PSEG December 2000 - December 2003
Lord Abbett & Co. LLC October 1999 - November 2000
Skills
Financial Reporting, Financial Analysis, Variance Analysis, GAAP, Accounting, Internal Controls, General Ledger, Account Reconciliation, Sarbanes-Oxley, Regulatory Submissions, Intercompany..., Account/system..., Management Reporting, Financial Services, Energy Services, Equity Derivatives, Fixed Assets, PeopleSoft, Hyperion Enterprise, Financial Statements, Accruals, SAP, Management, Finance, Sarbanes-Oxley Act, Consolidation, US GAAP, Financial Forecasting, Cost Accounting, Essbase, Cash Flow Forecasting, Management Accounting
Education
Pace University
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING
The Depository Trust & Clearing Corporation April 2015 - Present
Moody's Corporation May 2012 - April 2015
Goldman Sachs September 1998 - May 2012
Bear Stearns May 1998 - September 1998
MCI Corporation December 1994 - May 1998
Skills
Data Architect, Data Modeling, Database Development, Database Design, Sybase ASE, Sybase Replication, DB2, Greenplum DCA, Composite DVL, PostgreSQL, MS SQL Server, Unix, Databases, Perl, Sybase, Unix Shell Scripting, ETL, Data Warehousing, SOA, SDLC, Enterprise Architecture
Education
University of Delaware 1989 — 1992
Master of Science, Computer and Information Sciences
Osmania University 1985 — 1989
Bachelor Of Technology, Computer Science and Engineering
Self-employed November 2010 - Present
LegalShield November 2010 - Present
Bear Stearns January 1992 - January 1999
Edison International January 1985 - January 1992
Education
Pasadena City College 1983 — 1985
Associate of Science (A.S.), Telecommunications Technology/Technician
Jefferies LLC April 2014 - Present
Jefferies LLC August 2008 - Present
Bear Stearns June 2002 - July 2008
Skills
Capital Markets, Hedge Funds, Investment Banking, Equities, Derivatives, Equity Derivatives, Trading, Middle Office, Bloomberg, Options, Trading Systems, Equity Trading, Financial Markets, Fixed Income, Electronic Trading
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelors of Business Administration in Finance, Accounting and Finance