Bear Stearns Asset Management
Industry: Company
DescriptionFounded: 1984 Parent organizations: Bear Stearns Companies LLC, JPMorgan Asset Management Holdings Inc Subsidiaries: BSC Employee Fund VIII (Cayman) LP,
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Bear Stearns Asset Management Employees
The Table Club December 2012 - Present
Australian Government/Australian Trade Commission July 2009 - February 2013
Fischer & Company LP July 2007 - December 2008
Arden Asset Management April 2006 - June 2007
Bear Stearns Asset Management 1999 - 2006
Morgan Stanley Asset Management June 1996 - August 1999
Morgan Stanley & Company June 1994 - June 1996
Skills
Portuguese, Português brasileiro, Brazilian Portuguese, Español, Spanish, Infrastructure, Hedge Funds, Private Equity, Venture Capital, Energy, Renewable Energy, Australian Tax, Australian Taxation, Français, French, Pensions, Pension Funds, Endowments, Foundations, Banking, Investment Banking, Securitization
Education
Columbia University in the City of New York 1991 — 1994
BA
CFA
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company March 2009 - October 2012
UBS Financial Services April 2008 - March 2009
Legg Mason August 2004 - March 2008
Bear Stearns Asset Management April 2001 - August 2004
Bear Stearns Asset Management April 2000 - April 2001
Skills
Mutual Funds, Asset Allocation, Separately Managed..., Fixed Income, Investments, Equities, Securities, Asset Managment, Investment Strategies, Bloomberg, ETFs, Uniform Combined State..., Portfolio Management, Morningstar Direct, Thomson One Analytics
Education
Cornell University 1995 — 1999
BS, Economics
Archbishop Molloy HS 1991 — 1995
Transamerica Asset Management March 2012 - Present
Morningstar November 2009 - March 2012
Bear Stearns Asset Management April 2001 - September 2009
Concrete Media 2000 - 2001
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Claremont McKenna College 1983 — 1987
BA, Politics, Philosophy & Economics
Loews Corp December 2004 - January 2013
KR Capital Advisors June 2000 - November 2004
Prudential Investments December 1998 - May 2000
Progressive Capital Management April 1996 - November 1998
Bear Stearns Asset Management 1994 - 1996
National Westminster Bank June 1993 - October 1994
Asset Management Group 1988 - 1991
Skills
Investments, Equities, Valuation, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Financial Analysis, Investment Advisory, Asset Management, Private Equity, Mutual Funds, Mergers, Corporate Strategy..., Asset Managment, Value Investing, Mergers & Acquisitions, Investment Banking, Trading, Economics, Bloomberg, Equity Research, Fixed Income, Capital Markets, Bonds, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance, Int'l Business
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Boston Portfolio Advisors, Inc. June 2012 - Present
TLD Partners LLC 2008 - Present
Aquate Group Ltd. 2008 - 2010
Bear Stearns Asset Management 2005 - 2008
CIFG 2002 - 2005
MBIA 1997 - 2002
Deutsche Bank AG, New York 1992 - 1996
Continental Bank 1989 - 1992
Continental Bank, New England Representative Office 1985 - 1989
Societe Generale 1983 - 1985
Skills
Securitization, Capital Markets, Due Diligence, Securities, Investment Banking, Credit, Structured Finance, Risk Management, Financial Structuring, Derivatives, Corporate Finance, Restructuring, Finance, Banking, Insurance, Credit Risk, ABS, Strategic Planning, Expert Witness, Strategic Negotiations, Public Speaking, Emerging Markets, Private Equity, Asset Management, Project Finance, Financial Services, Loans, Structured Products, Mergers & Acquisitions, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Investments, Alternative Investments, Financial Modeling, Valuation, Bonds, Mortgage Lending
Education
Columbia University in the City of New York
BA, Political Science
Harvard University
MA, East Asian Studies
University of Pennsylvania - The Wharton School
MBA, Finance
Federal Deposit Insurance Corporation July 2012 - Present
MF Global November 2010 - November 2011
Société Générale (Newedge) November 2007 - November 2010
Bear Stearns Asset Management June 2006 - November 2007
Skills
Series 7, Alternative Investments, Electronic Trading, Market Risk, Hedge Funds, Derivatives, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Trading, Banking, Finance, Securities, Financial Analysis, Investments, Strategic Financial..., Financial Services, Fixed Income, Structured Finance, Financial Planning
Education
New School University 2012 — 2016
Doctor of Philosophy (Ph.D.), Financial Economics
Baruch College 2003 — 2006
Master of Business Administration (M.B.A.), Finance and Investments
The New School 2009 — 2014
Master of Science (M.Sc.), Economics
New York University 2007 — 2009
Certificate in Financial Risk Management
J.P. Morgan July 2013 - Present
Old World Restaurant Group 2010 - July 2013
JPMorgan Chase & Co. 2008 - September 2010
Bear Stearns Asset Management 2005 - 2008
Skills
Financial Analysis, Corporate Actions, Prime Brokerage, Fixed Income, Equities, Bloomberg, Risk Management, Asset Allocation, Securities, Hedge Funds, Sales, Alternative Investments, Bonds, Financial Risk, Leadership, Banking, Relationship Management, Series 7, Management, Investment Banking, Financial Services
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor's degree Presidential Scholar Award, Accounting and Business/Management
Staten Island technical high school 1997 — 2001
Regents highschool diploma
Moody's Analytics November 2011 - Present
C12 Capital Management June 2010 - October 2011
AIG September 2008 - June 2010
Morgan Stanley September 2007 - July 2008
Bear Stearns Asset Management November 2005 - August 2007
National Bureau of Economic Research June 2002 - November 2005
Columbia University June 2000 - May 2002
Skills
Macroeconomics, Economics, Econometrics, Stata, Fixed Income, Economic Research, Statistics, Bonds, Bloomberg, Capital Markets, Quantitative Finance, Hedge Funds, Analysis, Risk Management, Financial Markets, Investments, Analytics, Financial Risk
Education
City University of New York Graduate Center 2002 — 2006
PhD, Economics
Boston University 1996 — 2000
BA, Economics, Political Science
Point View Wealth Management, Inc. January 2015 - Present
Advisors Capital Management, LLC October 2008 - January 2015
Bear Stearns Asset Management January 2005 - September 2008
Bear Stearns & Co. / Bear Stearns Asset Management August 2000 - December 2004
St Johns Home For Boys 1999 - 2000
Skills
Portfolio Management, Equity Research, Investments, Equities, Asset Management, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Fixed Income, Finance, Wealth Management, Mutual Funds, Alternative Investments
Education
Pace University - Lubin School of Business 2001 — 2005
Master of Business Administration (MBA)
Fairfield University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
St Catherine's College, Oxford University 1997 — 1998
Standard Life Investments July 2015 - Present
Cadence Capital Management September 2006 - June 2015
Bear Stearns Asset Management January 2002 - September 2007
Loomis, Sayles & Company January 2001 - January 2002
Putnam Investments September 1995 - March 2000
Olympic and Professional Athlete February 1980 - May 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, Asset Management, Investments, Leadership, Management, Marketing, Sales, Strategic Planning
Education
Boston University
Bachelor of Arts (BA), MBA, Business Administration and Management, General
Boston University
Adjunct Professor, Boston Univ. School of Management
CIT May 2012 - July 2014
Goldman Sachs April 2012 - May 2012
CIT January 2012 - April 2012
JPMorgan Chase November 2011 - December 2011
DTCC July 2010 - May 2011
Exzac October 2009 - July 2010
USAA October 2008 - February 2009
LSP November 2007 - July 2008
Altman Vilandrie & Company September 2007 - November 2007
Bear Stearns Asset Management September 2006 - December 2006
Skills
AML, KYC, OFAC, Bank Secrecy Act, Legal Compliance, Regulations, Regulatory Requirements, SQL, Fraud, Actimize, Equities, Federal Regulations, Microsoft Excel, Internal Audit, BSA, SEC compliance, Excel, JD Edwards, norkom, Microsoft Office 2007, VBA, SEC, Prime Brokerage, Internal Controls, Legal Research, Legal Writing, International Law, Contract Negotiation, Investment Advisers Act, Investment Company Act, Federal Reserve, TILA, ECOA, Community Reinvestment..., FDICIA, Anti Money Laundering, Due Diligence, Finance, Securities, Financial Risk
Education
Brooklyn Law School 2004 — 2007
Doctor of Law (J.D.)
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science (B.S.)
Dealertrack Technologies November 2014 - Present
BNY Mellon December 2013 - November 2014
Citi August 2011 - December 2013
Markit / MarkitSERV April 2008 - August 2011
douglasWare Technology January 1998 - September 2008
JP Morgan Chase August 2004 - March 2008
Citi Group February 1995 - August 2004
Bear Stearns Asset Management August 1994 - February 1995
Merrill Lynch June 1993 - August 1994
Skills
Enterprise Architecture, Solution Architecture, SaaS, Enterprise Software, Java Enterprise Edition, Software Project..., Big Data, Software Development, Integration, Databases, SDLC, SOA, Technical Leadership, J2EE Application..., Agile Project Management, Program Management, IT Strategy, Business Process, IT Service Management, PaaS, Cloud Computing, Business Analysis, Data Warehousing, Cloud Computing IaaS, Infrastructure, Web Services
Education
Coursera 2012 — 2014
NFJS Enterprise Software Development Conference 2011 — 2014
Azerbaijan State Oil Academy
Master’s Degree, Computer Science and Applied Mathematics
Azerbaijan State Oil Academy
Abrams Capital March 2012 - Present
Magnitude Capital, LLC March 2011 - March 2012
Magnitude Capital, LLC October 2008 - March 2011
Bear Stearns Asset Management May 2007 - September 2008
Investors Bank & Trust September 2005 - May 2007
Skills
Hedge Funds, Valuation, Alternative Investments, Accounting, Asset Management, Portfolio Management, Investments, Fund Of Funds, Private Equity, Asset Allocation, Financial Modeling, Asset Managment, Economics, Financial Analysis, Problem Solving, Investment Operations, Financial Reporting, Bloomberg, FX
Education
Princeton University 2001 — 2005
B.A., Economics, Finance
Alpha Artists Management, LLC March 2010 - Present
JPMorgan Chase March 2008 - December 2008
Bear Stearns Asset Management January 2005 - March 2008
A London Artists' Management Group April 2002 - February 2005
Goldman Sachs September 1992 - June 2001
Encompass New Music Theater April 1997 - June 1999
San Francisco Opera Association 1984 - 1986
Skills
Singing, Musical Theatre, Concerts, Recording, Stage, Fundraising, Music, Classical, Event Management, Opera, Performing Arts
Education
Boston University 1975 — 1977
MMus., Vocal Performance
University of Maine 1970 — 1973
BS, Music Education
New York University
Certificate, Arts Administration
Bear Stearns Asset Management June 2009 - Present
Law Offices of Paul F. Vorsatz June 2004 - Present
Crocker Middle School January 2005 - January 2009
Legarza Basketball Camp June 2005 - August 2008
Skills
Microsoft Office, PowerPoint, Sales, Microsoft Excel, Salesforce.com
Education
Menlo College 2007 — 2009
BS, Business Management
College of San Mateo 2005 — 2007
AS, Business Management
Junipero Serra High School
Bobbie Turner Consulting July 2001 - Present
Bear Stearns Asset Management 2001 - 2008
Alliance Capital Management 2002 - 2003
Citigroup Asset Management 1999 - 2001
The Chase Manhattan Bank January 1997 - December 1998
Skills
Investments, Writing, Financial Services, Investment Management, Hedge Funds, Fixed Income, Marketing, Financial Markets, Alternative Investments, Editing, Finance, Investor Relations, Mutual Funds, Capital Markets, FINRA, Strategy, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance, Marketing
Bucknell University 1984 — 1988
BA, Economics
Financial Services Professional 2011 - Present
Property& Casualty May 2013 - Present
Merchant January 2011 - Present
Salsa Mambo Dancer January 2000 - Present
Natures Sunshine January 2000 - Present
New York Life Insurance Company November 2009 - January 2011
Ramius Capital Group January 2002 - October 2006
Bear Stearns Asset Management September 1998 - December 2000
Chase Manhattan Corporation May 1993 - September 1998
Education
New York University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Queensborough Community College 1985 — 1988
Associate's degree, Business Administration and Management, General
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
Veros Credit 2015 - Present
Westlake Financial Services October 2011 - March 2015
The Knot February 2011 - September 2011
Thomson Reuters June 2008 - December 2010
Thomson Reuters June 2008 - October 2008
Latina Magazine 2007 - 2008
Bear Stearns Asset Management September 2006 - April 2007
Merrill Lynch June 2000 - August 2000
Skills
Project Management, SAP SRM, SAP, Analysis, Budgets, Finance, Time Management, Accounts Payable, Sales, Banking, Process Scheduler, Portfolio Management, CRM, Purchasing, Vendor Management, Business Analysis, Process Improvement, Cross-functional Team..., Microsoft Office, Negotiation, Business Intelligence, Customer Service, Trading, Operations Management, B2B, Training, Forecasting, Software Documentation, Business Process, Teamwork, Risk Management, Call Centers, Customer Satisfaction, Team Building, Team Management, Business Development, Strategy, Financial Analysis, SEO, Access, Recruiting, Data Analysis, Financial Services, Analytics, Relationship Management, Customer Retention, Business Strategy, Competitive Analysis, New Business Development, Business Planning
Education
New York Institute of Finance 2001 — 2001
Globe Institute of Technology 1999 — 2001
B.A, Banking and Finance with Computer Applications
Fairleigh Dickinson University 1998 — 1999
Computer Engineering, 3.9
AXIS Capital December 2013 - July 2014
AXIS Capital March 2011 - December 2013
PartnerRe February 2002 - December 2010
Bear Stearns Asset Management October 1999 - March 2001
Mutual of America October 1996 - October 1999
Bankers Trust January 1993 - October 1996
Farrel, inc October 1987 - October 1991
PRTM August 1984 - October 1987
Skills
Investments, Asset Managment, Financial Services, Management, Capital Markets, Accounting, Reinsurance, Risk Management, Mergers, Financial Risk, Underwriting, Portfolio Management, Insurance, Private Equity, Strategic Planning, Enterprise Risk..., Process Improvement, Business Process..., Asset Management, Business Analysis, Strategy, Project Portfolio..., Finance, Executive Management, Business Intelligence
Education
Harvard Business School 2014 — 2014
Executive Education Program, Governing for Nonprofit Excellence
Harvard Business School 1982 — 1984
MBA
Webb Institute 1972 — 1976
Bachelor's Degree, Naval Architecture and Marine Engineering
SunGard Financial Systems May 2014 - March 2015
Deutsche Asset Management August 2007 - February 2013
Garden City Group 2006 - 2007
Bear Stearns Asset Management 2005 - 2006
Deutsche Bank 2001 - 2005
Bank of New York 1997 - 2000
Skills
Middle Office, Capital Markets, Corporate Actions, Asset Managment, Back Office, Derivatives, Financial Analysis, Swaps, Fixed Income, Equities, Fund Of Funds, Bloomberg, Managerial Finance, Asset Management, Client Service Oriented, Investments, Hedge Funds, Mutual Funds, Investment Management, Securities, Bonds, Financial Services, Client Services, FX Options, Alternative Investments, Settlement
Education
Dowling College 1993 — 1996
Bachelor's degree, Accounting
Lucror Capital 2015 - Present
-- 2014 - 2014
Bear Stearns Asset Management 2006 - 2008
Trinity Funds, LLC 2004 - 2006
Skills
Portfolio Management, Entrepreneurship, Risk Management, Valuation, Financial Modeling, Equities, Investments, Asset Management, Financial Analysis, Emerging Markets
Education
Yale University - Yale School of Management 2001 — 2003
M.B.A., Finance Theory and International Finance
Sichuan University
Bachelor of Science (B.S.), Physics
Sala Associates LLC 2007 - Present
Bear Stearns Asset Management 2007 - 2008
Paloma Partners Management Co. 2002 - 2007
Goldman Sachs 1998 - 2002
Salomon Brothers 1996 - 1998
Bank Julius Baer 1991 - 1996
Credit Commercial de France 1988 - 1991
Arthur Andersen & Co. 1986 - 1988
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Trading, Investment Management, Securities, Fund Of Funds, Start-ups, Asset Management, Equities, Finance, Private Equity, Due Diligence, Corporate Finance, Valuation, Accounting, Capital Markets, Financial Modeling, Management Consulting, Derivatives, Executive Management, Fixed Income, Internal Controls, Investor Relations, Venture Capital, Investment Banking, Options, Financial Markets, FX Options, Emerging Markets, Portfolio Management, Financial Analysis, Financial Services, Middle Office, Strategic Financial..., Risk Management, Investment Strategies, Restructuring, Financial Structuring, IPO, Funding, Mutual Funds, Structured Finance, Asset Allocation, Investment Advisory, Bonds, Business Valuation, Trading Systems, Commodity
Education
Fordham Gabelli School of Business 1990 — 1993
MBA
Saint John's University 1982 — 1986
BS, Accounting
Candlewood Investment Group, LP January 2012 - Present
Maxim Capital LLC June 2006 - December 2011
Bear Stearns Asset Management 1994 - 2006
MetLife 1991 - 1994
Salomon Brothers 1986 - 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
Denison University 1981 — 1985
BA, Economics
J.P. Morgan Private Bank January 2014 - Present
Horizon Kinetics LLC February 2010 - January 2014
Bank of New York Mellon June 2009 - February 2010
Bear Stearns Asset Management March 2007 - February 2009
Education
Emory University - Goizueta Business School 2001 — 2005
JPMorgan Chase July 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
OppenheimerFunds April 2006 - May 2007
Evergreen Investments November 2004 - March 2006
ING Investment Management June 2003 - November 2004
Skills
Fixed Income, Portfolio Management, Risk Management, Hedge Funds, Financial Risk, Finance, Analysis, Hedging, ABS, Currency, Enterprise Software, Stress Testing, Derivatives, Trading Systems, Equities, Investments
Education
Georgia Institute of Technology 2001 — 2002
Master of Science (M.S.), Quantitative Finance
Renmin University of China 1996 — 2000
Bachelor of Arts (BA), Commodity science
Qin Huangdao No. 1
Renmin University of China
HedgeMark International, LLC January 2011 - Present
Measurisk June 2008 - January 2011
Bear Stearns Asset Management 2004 - 2008
Measurisk, LLC July 1997 - January 2004
Bankers Trust July 1993 - July 1997
Anderson Consulting Services Inc. August 1988 - August 1991
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Lafayette College 1984 — 1988
BA, Economics, Computer Science
CUSO Financial Services, LP / USAlliance Financial May 2012 - Present
Lincoln Financial Group May 2006 - May 2012
Allstate Financial March 2004 - March 2006
Linsco Private Ledger July 2002 - February 2005
Bear Stearns Asset Management June 2000 - June 2002
Liberty Funds Group February 1996 - April 2000
First Citicorp 1995 - 1998
Bankmark November 1993 - January 1996
NFL Europe & Arena Football League February 1991 - August 1993
Skills
Mutual Funds, Series 7, Fixed Annuities, Financial Services, Asset Allocation, Retirement Planning, Finance, Insurance, Retirement, Series 65, Banking, Management, Financial Advisory, Life Insurance, Variable Annuities, Estate Planning, Fiduciary, Mortgage Lending, Equities, CRPC, College Savings Plans, Uniform Combined State..., Investment Management, Series 24, Sales, Asset Managment, Long Term Care Insurance, Investor Relations, Investment Banking, Due Diligence, High Net Worth..., Income, Trading, Financial Planners, Pensions, Institutional Sales, Tactical Asset..., Asset, Wealth Accumulation, Private Equity, Profit Sharing, Bloomberg, 403 b, Universal Life, Derivatives, Stocks, 401k Rollovers, Investment Properties, Sales Operations, Training
Education
Montclair State University 1986 — 1990
BA, Political Science & Public Admi.
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
Joseph A. Kurkcu February 2015 - Present
Lazard Asset Management September 2006 - February 2015
Bear Stearns Asset Management 2005 - 2006
Invesco Ltd. 2003 - 2005
UBS 2002 - 2003
Citi 1992 - 2002
Citi 1988 - 1992
Prudential Bache Securities 1982 - 1984
Skills
AML, Securities, Asset Management, Portfolio Management, Investments, Risk Management, Business Process, Auditing, Fixed Income, Investment Advisory, Finance, Banking, Alternative Investments, Hedge Funds, Equities, Anti Money Laundering, Mutual Funds
Education
Hunter College
BS, Accounting
Far Hills Group, LLC March 2001 - Present
RE Children's Project, LLC 2010 - Present
ING Alternative Asset Management November 1999 - February 2001
CDC Investment Management 1995 - 1999
Bear Stearns Asset Management 1992 - 1995
Columbus Circle Investors 1987 - 1992
The Investment Centre, Inc 1984 - 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Institutional..., Portfolio Management, Investments, Asset Management, Asset Allocation, Asset Managment, Investment Management, Emerging Markets, Equities, Capital Markets, Fund Of Funds, Fixed Income, Scientific Philanthropy, Valuation
Education
Emory University - Goizueta Business School 1982 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Business Administration
Jerome J.Parks Companies April 1998 - Present
Amarach Group December 2014 - Present
TVM Real Estate Solutions March 2009 - December 2014
Merrill Lynch April 1996 - April 1998
Bear Stearns Asset Management November 1994 - April 1996
Skills
Foreclosures, Real Estate Economics, Real Estate, Property Management, Investment Properties, Residential Homes, Contract Negotiation, Real Estate Development, Brokerage, Real Estate Transactions, REO, Strategic Planning, Disposition, Land Acquisition, Investors, Sellers, Commercial Real Estate, Rentals, Corporate Real Estate, Leases, Entitlements, Location Intelligence, Single Family Homes, Selling, Tenant, Landlords, Due Diligence, Real Estate Financing, Condos, First Time Home Buyers, Small Business, Sales, Dispositions, Management, Marketing, Public Speaking, Investments, Marketing Strategy
Education
Curry College 1990 — 1994
BA, Business
International Marine Institute 1990 — 1990
Marina Management & Opperation
The Gunnery School 1986 — 1990
Insightful Capital Management July 2011 - Present
PEAK6 Capital Managment July 2008 - August 2011
SAMPCO INC, Chicago IL October 2004 - July 2008
Bear Stearns Asset Management January 2001 - September 2004
The Helios Group January 1995 - January 2001
Skills
Equity Derivatives, Risk Management, Trading, Options, Equities, Volatility, Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Management
Claremont McKenna College 1988 — 1991
Bachelor of Arts, Economics and Government
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
Leading Asset Management Company March 2015 - Present
UBS Global Asset Management February 2013 - December 2013
Artio Global Investors May 2011 - August 2012
JPMorgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management November 2005 - June 2008
Defran Systems November 2004 - September 2005
United Nations Federal Credit Union May 2002 - November 2004
Skills
Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, Investments, Series 7, Equities, Hedge Funds, Series 63, Securities, Investment Management, Marketing Strategy, Marketing, Relationship Management, Sales, Event Management, Desktop Publishing, Problem Solving, Writing, Project Planning, Broker-Dealer, RIA, Institutional Investors, Client Service Oriented
Education
Baruch College, Zicklin School of Business 2007 — 2009
MBA, International Business & Management (dual concentration)
Parsons - The New School for Design 2003 — 2004
Pace University 1995 — 1999
BA, Literature & Communications
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1993 - October 2008
Morgan Stanley 1987 - 1990
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Management, Investments, Venture Capital, Asset Management, Investment Strategies, Portfolio Management, Series 7, Mergers & Acquisitions, Private Equity, Alternative Investments, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Comunication and English
Rutgers University-New Brunswick
Great Lakes Advisors, LLC May 2006 - Present
Bear Stearns Asset Management 2002 - 2006
Education
Northwestern University - Kellogg School of Management 1984 — 1987
MM, Finance
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Economics
Franklin Templeton Investments August 2013 - Present
The Roosevelt Investment Group February 2012 - June 2013
Mesirow Financial November 2008 - February 2012
Bear Stearns Asset Management January 2007 - October 2008
Bear, Stearns & Co., Inc. June 2000 - December 2006
Robinson International March 1996 - April 2000
Penn & Schoen Associates November 1993 - September 1995
Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Economic and Political Development
Universidad del Salvador 1989 — 1990
Georgetown University 1987 — 1991
B.S.F.S., Latin America
Latin School of Chicago 1976 — 1987
Diploma
Rothschild Asset Management, Inc. December 2006 - Present
Bear Stearns Asset Management August 2003 - November 2006
State Street Global Advisors (SSgA) May 1996 - July 2003
State Street Global Advisors (SSgA) June 1993 - May 1996
Skills
Asset Allocation, Portfolio Management, Risk Management, Quantitative Research, Equities, Investment Management, Investments, Asset Managment, Mutual Funds, Asset Management, Investment Advisory, Capital Markets, Valuation, Financial Markets, Derivatives, Alternative Investments, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1996
MBA, Concentration in Finance
Universidad de Los Andes 1985 — 1990
Engineer, Computer Science and Engineering
Deutsche Bank March 2006 - Present
Deutsche Bank March 2006 - Present
Bear Stearns Asset Management April 2004 - March 2006
Bear Stearns Asset Management April 2004 - March 2006
TimesSquare Capital Management March 2002 - April 2004
TimesSquare Capital Management March 2002 - April 2004
Vanguard May 2000 - March 2002
Vanguard October 1997 - May 2000
Skills
Performance Attribution, Fixed Income, Bloomberg, Hedge Funds, Portfolio Management, Asset Managment, Equities, Bonds, Structured Products, Trading, Mutual Funds, ABS, Wealth Management, MBS, Asset Allocation, Securities, Rates, Capital Markets, Investment Management, Financial Markets, Investments, Structured Finance, Trading Systems, Securitization, Fund Of Funds, CMBS, Alternative Investments, Asset Management, Derivatives, Credit Derivatives, Financial Risk, Credit, Swaps, Hedging, Investment Banking, Interest Rate..., Options, High Yield, Emerging Markets, Series 7
Education
Albright College 1993 — 1997
BA, Business Administration, Finance
Cooper Investment Partners November 2014 - Present
GoldPoint Partners LLC May 2013 - November 2014
BNP Paribas July 2011 - March 2013
Fortress Investment Group June 2010 - August 2010
Safra Asset Management August 2008 - May 2009
Bear Stearns Asset Management January 2008 - May 2008
Skills
Leveraged Finance, Hedge Funds, Private Equity, Merchant Banking, Equity Valuation, LBO, Equity Research
Education
New York University 2007 — 2011
B.A., Economics, History
Principia Partners February 2011 - Present
Lenox Advisors September 2009 - June 2010
Robeco Investment Management May 2005 - June 2008
Robeco Investment Management September 2003 - May 2005
Robeco Investment Management April 2001 - September 2003
Bear Stearns Asset Management June 2000 - April 2001
Skills
Fixed Income, Portfolio Management, Finance, Investments, Derivatives, Trading, Asset Management, Securities, Asset Allocation, Hedging, Structured Products, Market Data, Risk Management, Management, Financial Analysis, Hedge Funds, Asset Managment
Education
Cornell University 1996 — 2000
BS, Business Management and Marketing
Habitat for Humanity - New York City March 2012 - Present
The Alison Foundation September 2010 - Present
JP Morgan March 2008 - April 2010
Bear Stearns Asset Management June 2007 - March 2008
Education
Hamilton College 2003 — 2007
BA, Public Policy
Tortoise Capital Advisors October 2011 - Present
ClearBridge Advisors 2007 - November 2011
The Reserve Funds 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Zurich Scudder Investments 1996 - 1999
Skills
Equity Capital Markets, Alternative Investments, Series 7, Hedge Funds, Master Limited..., Energy Infrastructure, Infrastructure, Series 24, Series 63, Equities, Investment Management, Consultant Relations, Institutional Sales, Endowment Funds, Foundations, Family Offices, Corporate Plans, Public Pension Plans, Pension Funds, Fund Of Funds, Family Office, Asset Allocation, Investments, Private Equity, Asset Management, Portfolio Management, Institutional, Valuation, Pensions, Mutual Funds, Institutional..., Investment Strategies
Education
Haverford College 1991 — 1995
Santa Monica High School
Citi October 2014 - Present
Morgan Stanley May 2010 - October 2014
United Capital Asset Management June 2005 - May 2010
Bear Stearns Asset Management July 2001 - June 2005
BlackRock Financial Management June 1998 - July 2001
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Alternative Investments, Series 7, Derivatives, Securities, Portfolio Management, Investments, Asset Allocation, Bloomberg, Capital Markets, Series 63, Investment Advisory, Private Equity, Financial Markets, Financial Services, Investment Management, Investor Relations, Bonds, Options, Trading
Education
City University of New York-Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Finance and Investments
Sustainable Energy Resource Partners, LLC July 2012 - Present
Sustainable Energy Resource Partners, LLC July 2012 - Present
The University of Denver August 2010 - June 2012
Weston Volunteer Fire Department December 2008 - December 2009
Lighthouse Partners 2007 - 2008
Commonfund 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Bank Julius Baer 1996 - 1999
GFI Group/Prebone Yamane 1993 - 1996
U.S. Trust Company 1987 - 1993
Skills
Sustainability, Renewable Energy, Energy, Asset Management, Endowments, Energy Efficiency
Education
University of Denver 2010 — 2012
Master Applied Science, Environmental Policy & Management/Renewable Energy
Providence College 1982 — 1987
BA
Nuveen Investments February 2015 - Present
AGF Management Limited August 2012 - February 2015
Roosevelt Investments January 2012 - August 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management February 2006 - November 2008
Markston International August 2004 - February 2006
Salmon Smith Barney January 2002 - May 2002
Skills
Equities, Valuation, Portfolio Management, Asset Management, Investment Management, Emerging Markets, Alternative Investments, Equity Research, Asset Allocation, Derivatives, Investments, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Series 7, Hedge Funds, Financial Modeling
Education
Columbia Engineering 2000 — 2002
MS, Mechanical Engineering
University of Mysore 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering; India Mechanical Engineering
The Depository Trust & Clearing Corporation October 2011 - Present
Ineum Consulting January 2010 - July 2010
Bear Stearns Asset Management 2004 - 2009
AIG Global Investment Group 2001 - 2004
J.P. Morgan Chase & Co. 1998 - 2001
Ernst & Young L.L.P. 1996 - 1997
Bank of New York 1993 - 1995
Skills
Operation, Portia, Team Leadership, Financial Analysis, Mutual Funds, Bonds, Derivatives, Bloomberg, Portfolio Management, Equities, Asset Management, Fixed Income, Options, Valuation, FX, Client Service, Investment Banking, Swaps, Investments, Wealth Management, Securities, Trading, Alternative Investments, Asset Allocation, Investment Strategies, Hedge Funds, Factset, Salesforce.com, Economics, Financial Reporting, Excel, Business Analysis, Data Analysis, Corporate Finance, Customer Relations, Analysis, Financial Markets, Capital Markets, Financial Planning, Investment Advisory, Private Equity, Financial Modeling, Research Analysis, Risk Management, Risk, Business Strategy, Financial Risk, Asset Managment, Financial Services, Finance
Education
Pace University - Lubin School of Business 1996 — 1998
Advanced MBA, Investment Management
Saint John's University 1989 — 1992
MBA, Accounting
Saint John's University 1983 — 1987
Bachelor of Science, Pre-Law & Accounting
Currently Unemployed November 2012 - Present
Bloomberg LP April 2012 - November 2012
BroadArch November 2009 - November 2010
New Castle Funds October 1996 - November 2009
Bear Stearns Asset Management October 1995 - October 1996
Skills
Hedge Funds, Mutual Funds, Bloomberg, Asset Managment, Microsoft Office, Investment Banking, Asset Management, Back Office
Education
Katharine Gibbs School 1988 — 1989
Secretarial, Secretarial
Academy of Mount St. Ursula 1984 — 1988
High School, academic
M & T Bank October 2012 - Present
RS Investments August 2009 - July 2012
SunAmerica February 2006 - April 2009
PLANCO January 2005 - February 2006
AllianceBernstein September 2003 - January 2005
Bear Stearns Asset Management 1998 - 2002
Putnam Investments 1995 - 1998
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Series 7, Series 65, Variable Annuities, Alternative Investments, Retirement, Hedge Funds, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Uniform Combined State..., Investment Management, 401k, ETFs, Asset Management, Estate Planning
Education
University of Rochester 1994 — 1995
MAT
Hobart and William Smith Colleges 1990 — 1994
CSH 1987 — 1990
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
Boca Executive Realty July 2007 - Present
Bear Stearns Asset Management 2000 - 2007
Nomura Corporate Research & Asset Management 1993 - 2000
TIAA-CREF 1985 - 1987
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance
Binghamton University 1977 — 1981
BS, Management
Kenmore West Senior HIgh School 1973 — 1977
INVESCO November 2007 - Present
Bear Stearns Asset Management August 2005 - November 2007
Standard & Poors November 2004 - August 2005
Columbia University September 2002 - May 2005
Standard & Poors March 2003 - November 2004
Knight Trading Group December 1999 - June 2002
Portfolio Management Associate July 1997 - July 1999
Skills
Hedge Funds, Equities, Asset Allocation, Hedging, Global Macro, Derivatives, Fixed Income, Bloomberg, Quantitative Analytics, Capital Markets, Financial Markets, Portfolio Management, VBA, Trading, Trading Strategies, Economics, Time Series Analysis
Education
University of Pennsylvania 1990 — 1997
Ph.D., Economics
Northwestern University 1986 — 1989
B.A., Economics
Scher Capital Management May 2008 - Present
Bear Stearns Asset Management July 2004 - May 2008
Fred Alger Management August 1999 - November 2002
Skills
Capital Markets, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Securities, Asset Managment, Private Equity, Investment Strategies, Equities, Asset Allocation, Fixed Income, Investment Management, Fund Of Funds, Investment Advisory, Series 7, Emerging Markets
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Lucia Capital Group March 2011 - Present
RCG September 2007 - February 2011
Bear Stearns Asset Management September 2006 - June 2007
Williams Lea May 2004 - September 2006
Pro Unlimited / Temporary Staff at Goldman Sachs May 2003 - April 2004
New Horizons Computer Learning Center May 2002 - August 2002
Skills
Master of the Dark Arts, HTML, Dreamweaver, Photoshop, Windows, Microsoft Office, C++, Flash, Illustrator, Adobe Acrobat, Mac, Java, Unix, C, DOS, Access, Excel, PowerPoint, Visio, Word, Business Analysis, Outlook, Problem Solving, Databases, PHP, CSS, Programming, Microsoft Excel, Microsoft Word, Project Management, Management, Salesforce.com, CRM, Customer Service
Education
Boston University 1997 — 2001
BA, Computer Science
Raritan High School 1993 — 1997
PineBridge Investments March 2008 - Present
AIG Investments November 2005 - March 2008
AIG Investments November 2003 - November 2005
Bear Stearns Asset Management June 2002 - August 2002
University of Illinois, Urbana-Champaign June 1998 - August 2001
F-16 System Program Office May 1996 - June 1998
US Air Force June 1995 - May 1996
Skills
Retirement Planning, Portfolio Management, Strategy, Hedge Funds, Equities, Quantitative Analytics, Investment Strategies, Asset Allocation, Portfolio Optimization, Investments, Alternative Investments, Emerging Markets, Valuation, Management, Securities, Due Diligence, Bloomberg, Fixed Income
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Entrepreneurship, Accounting, Int'l Business
Carnegie Mellon University 1991 — 1995
Bachelor of Science, Electrical and Computer Engineering
Tufts University August 2014 - Present
Simmons College February 2011 - Present
Aforementioned Productions May 2005 - Present
apt magazine October 2005 - Present
Scholastic May 2008 - June 2009
Bear Stearns Asset Management May 2007 - May 2008
Skills
Content Strategy, User Experience, Information Architecture, Editing, Newsletters, Social Media, Magazines, Copy Editing, Publishing, Editorial, Research, Proofreading, Microsoft Office, Public Speaking, Creative Writing, Blogging, Graphic Design, Multimedia, Project Management, Management, Books, Copywriting, Web Content, Advertising, Feature Articles, Social Networking, Press Releases, Training, Content Management, Poetry, Writing, Journalism, Analysis, WordPress, Content Development, Storytelling, Software Documentation, Publicity, Technical Writing, Google Apps, Professional Writing
Education
Pennsylvania State University 1999 — 2003
B.S., Psychology/Business
Simmons College 2010 — 2011
Library and Information Science
Barclays Investment Bank 2011 - 2012
Royal Bank of Scotland 2010 - 2011
Goldman Sachs Asset Management 2008 - 2009
Bear Stearns Asset Management April 2005 - February 2008
Bear Stearns June 2003 - April 2005
Bear Stearns January 2003 - June 2003
Bear Stearns August 2002 - January 2003
BP Amoco 1998 - 2000
Amoco Pipeline Company 1994 - 1998
Skills
Analysis, Banking, Credit Derivatives, Credit Risk, Cross-functional Team..., Derivatives, Finance, Fixed Income, Hedge Funds, Portfolio Management, Risk Management, Trading, Valuation, Mergers, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Lamar University
B.S., Electrical Engineering
Atlantic Records January 2013 - Present
Warner Bros. Records June 2012 - January 2013
Premiere Radio Networks July 2010 - June 2012
VladTV.com January 2009 - May 2012
On Deck Visual Studios.com 2001 - April 2010
Bear Stearns Asset Management June 2007 - December 2008
Bear Stearns Onsite June 2006 - June 2007
Skills
Data Analysis, Team Leadership, Sales, Pricing, Payroll, Analysis, Business Analysis, Project Management, Microsoft Excel, Microsoft Office, Budget, Research, PowerPoint, Access, Process Improvement, Outlook, Equities, Financial Analysis, Risk Management, Strategic Planning, Public Relations, Facebook, Social Media, New Media, Budgets, Blogging, Leadership, Social Media Marketing, Online Advertising, Strategy, Digital Marketing
Education
State University of New York at Binghamton 1998 — 2003
BA, English
Devry University -Keller School of Management
In Progress, Accounting and Financial Management
JP Morgan Asset Management January 2009 - Present
Bear Stearns Asset Management July 2007 - December 2008
Genworth Financial/GE Capital August 2005 - June 2007
Education
American University 2001 — 2005
Finance
Ramapo High School 1997 — 2001
Segall Bryant & Hamill January 2014 - Present
Segall Bryant & Hamill August 2004 - January 2014
Stratford Advisory Group 2002 - 2004
Mercer Investment Consulting 2001 - 2002
Bear Stearns Asset Management May 2000 - August 2000
Illinois State Treasurer's Office May 1998 - August 1999
Skills
Asset Management, Alternative Investments, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Asset Allocation, Mutual Funds, Financial Modeling, Retirement, Valuation
Education
The University of Chicago Booth School of Business
CMI
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Chatham 1994 — 1997
Kuberon Capital LLC October 2006 - Present
Bumi Sirotka Tennis 2005 - 2012
Bear Stearns Asset Management April 2005 - October 2006
Heckman Global Advisors January 2003 - March 2005
Citigroup Salomon Smith Barney August 1998 - December 2003
Bear Stearns Inc January 1998 - July 1998
Salomon Brothers Inc August 1996 - December 1997
Lehman Brothers Inc August 1992 - July 1996
Salomon Brothers Inc January 1989 - June 1992
Skills
Equities, Hold Series 7, Seies 66, Portfolio Management, Investments, Capital Markets, Asset Management, Investment Banking, Emerging Markets, Venture Capital, Corporate Finance, Equity Research, Asset Allocation, Investment Strategies, Mutual Funds
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
The University of Texas at Arlington 1982 — 1984
M.S, Computer Science & Engineering
Indian Institute of Technology, Madras 1977 — 1982
B.Tech, Chemical Engineering
Kobre & Kim February 2015 - Present
Tishman Speyer December 2011 - September 2014
T.Linger Consulting January 2009 - January 2011
Third Point LLC 2008 - 2009
Bear Stearns Asset Management 2005 - 2007
Credit Suisse 2000 - 2005
Tokio Marine Management 1997 - 2000
Skills
Talent Management, Asset Managment, Equities, Asset Management, Performance Management, Human Resources, Benefits Administration, Leadership Development, Management, Succession Planning, Recruiting, Talent Acquisition, Employee Benefits, Onboarding, Mergers & Acquisitions, Employee Engagement, Employee Relations, HRIS, Organizational..., Workforce Planning, Applicant Tracking..., Deferred Compensation, Organizational..., Career Development, Labor Relations, Strategy
Education
Columbia University in the City of New York
MS, Organizational Psychology
Cornell University
BS, Industrial Labor Relations
Deutsche Bank August 2011 - Present
Bitcamp Technologies Inc. October 1998 - Present
Bear Stearns Asset Management December 2005 - September 2008
JP Morgan Chase December 1997 - November 2005
Skills
Business Analysis, Financial Risk, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Options, Portfolio Management, SDLC, Risk Management, Trading, Vendor Management, Banking, Asset Management
Education
New York Institute of Technology 1999 — 2001
M.S. Comp. Science, Computer Science and Economics
Kendriya Vidyalaya 1978 — 1981
High School, Economics. Management & Accounting
Nagpur University
J.P. Morgan June 2008 - Present
Bear Stearns Asset Management July 2001 - June 2008
Goldman, Sachs & Co. November 1978 - December 2000
Education
Queens College 1981 — 1983
BTG Pactual September 2009 - Present
Egan Jones Structured Products April 2009 - August 2009
Tricadia CDPC Management June 2008 - November 2008
Bear Stearns Asset Management April 2005 - May 2008
Harbridge Consulting Group June 2003 - April 2005
PricewaterhouseCoopers June 1996 - April 2003
Skills
Fixed Income, Financial Modeling, Analysis, Derivatives, Risk Management, Trading, Financial Risk, Portfolio Management, Hedge Funds, Asset Management, Investments, Valuation, Bloomberg, Capital Markets
Education
Columbia University - Columbia Business School 1998 — 2001
M.B.A., Finance
State University of New York College at Buffalo 1992 — 1996
B.A., Mathematics
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management August 2003 - June 2008
Capital Z Partners August 2000 - August 2001
Salomon Smith Barney July 1997 - July 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Barnard College 1993 — 1997
BA
The Bronx High School of Science
Stanford Health Care January 2015 - July 2015
San Jose State University August 2012 - December 2014
Taconic Capital Advisors December 2007 - November 2012
Bear Stearns Asset Management August 2005 - August 2007
Citigroup June 2004 - November 2004
ABN AMRO 2001 - 2004
Skills
Portfolio Management, Investments, Structured Finance, Hedge Funds
Education
San Jose State University 2012 — 2014
Master's degree, Dietetics and Clinical Nutrition Services
New York University 2011 — 2012
Dietetics and Clinical Nutrition Services
University of Michigan 1997 — 2001
BA, Economics
Aetna Capital Management, LLC April 2007 - Present
Bear Stearns Asset Management 2003 - 2007
Tower Capital Inc 2001 - 2003
Skills
Hedge Funds, Asset Managment, Asset Management, Equities, Investments, Alternative Investments, Portfolio Management, Fixed Income, Series 7, Mutual Funds, Derivatives, Capital Markets, Financial Modeling, Fund Accounting, Operations Management, Securities, Private Equity
Education
Emory University 1995 — 1999
University School of Nova Southeastern 1991 — 1995
High School
BlackRock October 2008 - Present
Bear Stearns Asset Management November 2000 - September 2008
Refco September 1996 - November 2000
MLC Investments 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Fixed Income, Derivatives, Investment Strategies, Valuation, Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2002
MBA, Finance
University of Miami 1991 — 1995
BA, Finance
Neuberger Berman August 2009 - Present
JP Morgan March 2008 - May 2009
Bear Stearns October 1999 - March 2008
Bear Stearns Asset Management October 1999 - March 2008
Education
New York Law School 1996 — 1999
JD, cum laude, Law
Ohio University 1992 — 1996
Bachelor of Science in Communications, cum laude, Telecommunications
L-1 Identity Solutions Communications SpecialistL-1 Identity Solution2005 - Present
L1 Identity Solutions 2005 - Present
Bear Stearns Asset Management 1996 - 2005
Bear Stearns 1996 - 2005
Education
New York University
Barclays Capital January 2010 - Present
Bear Stearns Asset Management December 2006 - June 2008
ClearBridge Advisors April 2006 - December 2006
Citigroup April 2000 - May 2005
Education
Iona College 2002 — 2004
MBA, Marketing
Fordham University 1999 — 2001
MA, English
Drew University 1997 — 1999
BA, English
Stone Key Capital October 2011 - Present
L-1 Identity Solutions July 2005 - July 2011
Bear Stearns Asset Management April 1996 - January 2005
Skills
Asset Managment, Portfolio Management, Mergers, Asset Management, Investor Relations, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Securities, Valuation, Financial Modeling, Venture Capital, Investments
Education
New York University 1980 — 1984
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
Indus Capital Partners, LLC May 2011 - Present
JP Morgan Chase January 2010 - April 2011
Bear Stearns December 2007 - March 2010
Bear Stearns Asset Management December 2003 - December 2007
Bear Stearns August 2001 - November 2003
Prudential 1999 - 2001
Prudential Investments 1993 - 1999
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2003
MBA, Finance
Rider University 1989 — 1993
TRAPLN Partners LLC January 2008 - Present
Ironwood Global, LLC March 2011 - August 2012
Samoset Capital Group October 2008 - March 2011
Bear Stearns Asset Management September 1995 - December 2007
OC&C Strategy Consultants April 2002 - August 2005
Lord Abbett April 1998 - March 2002
Bankers Trust Company 1971 - 1997
Skills
Operations Management, Technology Development, Restructuring, Hedge Funds, Portfolio Management, Asset Managment, Mergers & Acquisitions, Leadership, Investment Management, Executive Management, Valuation, Financial Services, Outsourcing, Strategy, Private Equity, Mergers, Management Consulting, Risk Management, Asset Management, Finance, Management, Mutual Funds, Analysis, Equities, Fixed Income, Investments, Alternative Investments, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Emerging Markets, Derivatives
Education
New York University 1969 — 1971
MS, Operation Research
Birla Institute of Technology and Science 1962 — 1967
BE, Structural Engineering
Nicola Schuler Nutrition 2014 - Present
Amara Partners LLP January 2009 - June 2012
Bear Stearns Asset Management 2005 - 2008
Mulvaney Capital 2003 - 2005
Skills
Nutrition, Nutritional Counseling, Nutritional Analysis, Food Quality, Weight Loss Coaching, Weight Management, Stress Management, Detoxification, Supplements, Wellness, Holistic Health, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Fund Of Funds, Investment Management, Equity Derivatives, Emerging Markets, Asset Allocation, Fixed Income, Investment Strategies, Derivatives, Institutional..., Investor Relations, Asset Management, Marketing, UCITS, Asset Managment, Equities, Private Equity, Portfolio Management, Financial Markets, Capital Markets, Investment Advisory
Education
The Nutrition Therapy Institute
Certified Nutrition Therapy Practitioner
London Business School
MBA
Horizon Wealth Management March 2015 - Present
Tullis Health Investors March 2013 - February 2014
Equus Financial Consulting/CrossBay Capital Partners September 2010 - February 2013
Bear Stearns Asset Management February 2008 - March 2009
West LB Asset Management USA November 2005 - February 2008
Thomas Capital Group April 2004 - October 2005
Russell Investment Group November 1999 - April 2004
Virginia Retirement System June 1987 - November 1999
Wheat First Securities (Wachovia Securities) May 1981 - June 1987
Dreyfus Corp. March 1980 - March 1981
Education
James Madison University 1977 — 1980
BBA, Accounting
Whim of Iron LLC May 2014 - Present
New York Wheel, LLC January 2011 - Present
Cornell Johnson Graduate School of Management August 2007 - Present
Beehive Ventures, LLC March 2000 - Present
Ironwood Global, LLC February 2011 - August 2012
Africa Israel Investments (USA) December 2008 - December 2010
GSL Advisors, LLC October 2008 - March 2009
Pointwalk Solutions Network November 2007 - August 2008
Bear Stearns Asset Management June 2003 - November 2007
Bear Measurisk 2004 - 2007
Education
Cornell University - Johnson Graduate School of Management 1975 — 1976
MBA, Finance
Cornell University 1971 — 1976
BA/MBA, Econ & Govt / Finance
O'Shaughnessy Asset Management October 2007 - Present
Bear Stearns Asset Management 2005 - 2007
UBS Global Asset Management 2001 - 2005
Lazard Asset Management 1999 - 2001
Education
Pace University - Lubin School of Business 1997 — 1999
Iridian Asset Management December 2009 - Present
MacKay Shields August 2008 - December 2009
Bear Stearns Asset Management June 2006 - July 2008
John A. Levin & Co. December 2003 - June 2006
Evergreen Investments 1993 - 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Securities, Capital Markets, Bloomberg, Investments, Investment Strategies, Series 7, Financial Modeling, Asset Allocation
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Finance
State University of New York at New Paltz 1990 — 1992
BS, Finance
Bloomberg Tradebook 2009 - Present
Bear Stearns Asset Management September 1988 - 2009
Bear Stearns 1988 - 2008
Skills
Fixed Income, Asset Managment, Equities, Series 7, Capital Markets, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Electronic Trading, Equity Trading, Investment Advisory, Portfolio Management, Trading Systems
Education
Rutgers University-New Brunswick 1978 — 1982
Goldman Sachs Asset Management July 2008 - Present
Bear Stearns Asset Management January 2005 - July 2008
ADP Clearing 2000 - 2005
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance and Investments
State University of New York College at Cortland 1997 — 1999
Chaminade High School 1995 — 1995
AQR Capital Management July 2008 - Present
Vertical Capital, LLC March 2007 - July 2008
Bear Stearns Asset Management June 2006 - March 2007
Skills
Structured Finance, Hedge Funds, Alternative Investments, Mutual Funds, Securities Regulation, Fund Of Funds, Asset Managment, Due Diligence, Series 7
Education
Brooklyn Law School 2003 — 2006
J.D.
Cornell University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Waterfall Asset Management January 2015 - Present
Waterfall Asset Management February 2014 - January 2015
Waterfall Asset Management March 2012 - February 2014
Waterfall Asset Management January 2010 - March 2012
Wachovia Securities June 2008 - January 2010
CirclePoint Asset Management 2008 - 2008
Bear Stearns Asset Management 2007 - 2007
Skills
Capital Markets, Investment Banking, Valuation, Financial Modeling, Fixed Income, Bloomberg, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance
Open Door Trading, LLC March 2015 - Present
Federal Home Loan Bank of San Francisco May 2012 - October 2014
BTG Pactual January 2012 - May 2012
Spinnaker Capital February 2011 - December 2011
Jefferies & Company February 2010 - January 2011
Federal Home Loan Bank (Cincinnati) August 2009 - February 2010
o3 2009 - 2010
Northern Trust March 2008 - June 2009
Kookmin Bank November 2007 - March 2008
Bear Stearns Asset Management November 2006 - November 2007
Skills
Customer Relations, Requirements Analysis, Back Office, Business Requirements, Documentation, User Acceptance Testing, Credit, Business Analysis, Derivatives, Trading, Capital Markets, Interest Rate..., Middle Office, Calypso, Customer Service, Fixed Income, Equities, Equity Derivatives, Risk Management, Trading Systems, Software Documentation, Credit Derivatives
Education
Stanford University 2001 — 2002
•Executive Management & Development
New York University 1996 — 1998
Risk Management Certification
Baruch College, City University of New York (CUNY) 1982 — 1986
Bridgewater Associates May 2015 - Present
Sator Square Partners January 2014 - January 2015
Tradehill, Inc. July 2013 - December 2013
Strategic Value Partners October 2008 - May 2013
Bear Stearns Asset Management 2005 - 2008
Bear Stearns 2003 - 2005
Bear Stearns 2000 - 2003
Goldman Sachs 1995 - 2000
Goldman Sachs 1993 - 1994
Goldman Sachs 1985 - 1993
Skills
Hedge Funds, Project Management, Private Equity, Equities, Asset Management, Alternative Investments, Capital Markets, Fixed Income, Investments, Valuation, Investment Banking, Due Diligence, Portfolio Management, Leadership, Series 7, Investment Management, Securities, Fund Of Funds, Venture Capital, Investor Relations, Asset Managment
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing, Beta Gamma Sigma Honor Society
Princeton University 1979 — 1983
A.B., Psychology, magna cum laude, with Certificate of Proficiency in Linguistics
Monticello Associates February 2014 - Present
Bessemer Venture Partners July 2012 - August 2012
Partners Healthcare June 2012 - July 2012
Maverick Capital March 2008 - June 2011
Bear Stearns Asset Management April 2007 - February 2008
Northern Trust Global Investments June 2004 - March 2007
Skills
Hedge Funds, Due Diligence, Equities, Portfolio Management, Asset Managment, Valuation, Alternative Investments, Investment Management, Fixed Income, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Trinity College-Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Psychology
Dewey & LeBoeuf LLP August 2009 - Present
Bear Stearns Asset Management November 2005 - November 2007
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MPA
University at Albany, SUNY 1996 — 2000
Continental Resources June 2013 - Present
JP Morgan Investment Management July 2008 - May 2013
Bear Stearns Asset Management June 2007 - August 2007
First Eagle Investment Management June 2006 - August 2006
Skills
Valuation, Fixed Income, Mutual Funds, Financial Modeling, Portfolio Management, Commodity, Private Equity, Investment Banking, Equities, Currency
Education
Harvard University 2004 — 2008
A.B., Economics
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
York Capital Management July 2013 - Present
Allianz Global Investors Fund Management LLC June 2010 - April 2013
Bear Stearns Asset Management May 2007 - April 2009
Bear Stearns Asset Management March 2004 - April 2007
MEAG AG (formerly Munich Re Capital Management) January 2003 - March 2004
Lazard Asset Management April 1999 - January 2003
Skills
Alternative Investments, Asset Management, Auditing, Equities, Fixed Income, Investment Management, Management, Securities, Series 7, Asset Managment, Capital Markets, Derivatives, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Private Equity
Education
Fordham University
J.P. Morgan February 2013 - Present
J.P. Morgan April 2008 - February 2013
Bear Stearns Asset Management April 2007 - April 2008
Bear Stearns April 2006 - April 2007
Skills
Asset Management, Fixed Income, Series 7
Education
Drew University 2001 — 2005
B.A, Economics, Business Management, and Sociology
Peconic Advisors, LLC September 2014 - Present
SEI June 2014 - September 2014
LibreMax Capital LLC June 2010 - October 2012
Bear Stearns Asset Management July 2004 - August 2009
Symmetry Management February 2002 - March 2003
NWI Management January 2000 - December 2001
New World Investments Group March 1994 - May 1998
Citibank June 1992 - March 1994
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Securities, Asset Allocation, Middle Office, Investments, Portfolio Management, Bloomberg, Options, Capital Markets, Swaps, Bonds, Investment Management, Trading, FX Options, Finance, Asset Management
Education
Penn State University 1998 — 2004
MBA, Finance
Penn State University 1987 — 1991
B.S., Finance
Conestoga HS
Banc of America Securities September 2007 - January 2009
Bear Stearns Asset Management 2005 - 2007
Education
Guilford College 1996 — 2000
Palisade Capital Management LLC November 2012 - Present
Archstone Partners August 2011 - November 2012
Capital Z Asset Management, LLC 2009 - 2010
Capital Z Partners July 2008 - 2009
Bear Stearns Asset Management September 1998 - June 2008
Bear Stearns 1998 - 2008
Education
College of the Holy Cross 1976 — 1980
BA, Economics
Keller Williams Real Estate September 2015 - Present
Bear Stearns Asset Management November 2004 - December 2008
Citigroup July 2000 - November 2004
Reuters 1999 - 2000
Skills
Securities, Capital Markets, Equities, Strategic Financial..., Investment Management, Investments, Alternative Investments, Financial Modeling, Fixed Income, Strategic Planning, Hedge Funds, Portfolio Management, Analysis, Asset Management, Finance, Real Estate, Real Estate License, Real Estate Transactions, Financial Analysis, Financial Planning
Education
Rutgers University-New Brunswick 1994 — 1998
1998, Economics
Bear Stearns Asset Management March 1989 - December 2008
Bernstein-MaCaulay, Inc Asset Management 1983 - 1989
Nabisco Brands, Inc. 1980 - 1983
Litton Educational Publishing Co.Inc. 1978 - 1980
General Foods Corp 1976 - 1978
Education
Adamson University
Bachelor of Science
OrbiMed April 2013 - Present
Bank of America Merrill Lynch March 2007 - April 2013
Bear Stearns Asset Management August 2005 - March 2007
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds
Education
Brandeis University 2001 — 2005
Economics
Greenhill 1997 — 2001
Bear Stearns Asset Management January 1996 - Present
Bank of Tokyo-Mitsubishi 1994 - 1996
Skills
Derivatives, Equities
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1992 — 1994
MS, Computer Science
Stony Brook University 1986 — 1990
BS, Computer Science
Smith Graham & Co. June 2011 - Present
J.P. Morgan September 2010 - June 2011
J.P. Morgan formerly Bear Stearns Asset Management January 2009 - March 2009
Bear Stearns Asset Management August 2004 - December 2008
J. & W. Seligman 1997 - 2004
Morgan Stanley Investment Management 1995 - 1998
Skills
Hedge Funds, Asset Managment, Alternative Investments, Fund Of Funds, Financial Services, Investment Strategies, Asset Management, Fixed Income, Equities, Series 7, Private Equity, Asset Allocation, Venture Capital
Education
State University of New York College at Cortland 1986 — 1990
Bachelor of Science (B.S.), Economics & Management
Logan Circle Partners LLC November 2008 - Present
Bear Stearns Asset Management July 1987 - October 2008
Bear Stearns 1987 - October 2008
Bear Stearns, a JP Morgan Company 2008 - 2008
Bear Stearns, a Division of JP Morgan 1987 - 2008
Manhattan Life Insurance Co. 1983 - 1987
Education
Indiana University - Kelley School of Business 1969 — 1973
BS, Finance
Hawkstone Capital August 2008 - Present
Bear Stearns Asset Management 2006 - 2008
Openshop Internet Software 2000 - 2001
Education
Binghamton University
GE Asset Management July 2009 - Present
Highland Capital Management, L.P. July 2008 - June 2009
Bear Stearns Asset Management August 1998 - June 2008
Scudder Investments 1996 - 1998
U.S. Trust Co. 1989 - 1996
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Capital Markets, Private Equity, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Emerging Markets, Derivatives
Education
City College of New York
BA with honors
Fordham University
Master's degree
Summit Rock Advisors February 2013 - Present
Willett Advisors December 2009 - December 2012
Quadrangle Group July 2008 - December 2009
Bear Stearns Asset Management June 2006 - June 2008
Bear Stearns June 2004 - June 2006
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
UNSW Australia 2002 — 2003
Study Abroad Program, International Business
Thayer Academy 1997 — 2000
Citco Fund Services October 2010 - Present
National Basketball Association March 2008 - March 2009
Deutsche Bank January 2008 - March 2008
Bear Stearns Asset Management June 2007 - December 2007
Bank of America November 2006 - June 2007
Morgan Stanley Capital International June 2006 - November 2006
Frank Crystal & Company December 2004 - June 2006
Credit Suisse First Boston July 2000 - August 2002
Skills
Email Marketing, Social Media, Microsoft Excel, Marketing, Microsoft Word, Marketing Communications, Editing, PowerPoint, Public Relations, Social Media Marketing, Outlook, Administrative..., Account Management, Access, Research, Management, Microsoft Office, Accounting
Education
Pace University
NA, Writing and Literature
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
HedgeServ May 2015 - Present
Havas Media May 2013 - April 2015
MerrittOne Technologies, LLC. June 2008 - 2015
Citi November 2011 - May 2013
Citigroup June 2010 - November 2011
JP Morgan Chase March 2008 - June 2010
Bear Stearns Asset Management January 2006 - March 2008
Bear Stearns October 2000 - January 2008
Bear Stearns October 1994 - October 2000
Viacom January 1992 - October 1994
Skills
Desktop Support, Computer Forensics, Complex Project..., Data Center, Technical Documentation, ITIL, Troubleshooting, Servers, Access, Process Improvement, Documentation, Excel, Banking, PowerPoint, System Administration, SDLC, Windows, Disaster Recovery, Problem Solving, Microsoft Office, Lotus Notes, SharePoint, Six Sigma, Software Documentation, Technical Support, Databases, Vendor Management, System Deployment, Networking, Computer Hardware, Active Directory, Integration, Windows 7, VPN, Operating Systems, Microsoft Exchange, Management, Information Technology, Infrastructure
Education
New York Institute of Technology 1990 — 1994
Bachelors of Science, Electrical Engineering
NASA Goddard Space Flight Center May 2015 - Present
NASA Goddard Space Flight Center October 2010 - May 2015
IQPC June 2008 - October 2010
Bear Stearns Asset Management June 2007 - August 2007
Smith Barney January 2007 - May 2007
Skills
Proposal Writing, Microsoft Office, Data Analysis, Program Management, Microsoft Excel, Security Clearance, Project Management, PowerPoint, Team Leadership, Process Improvement, Training, Strategic Planning, Leadership, Analysis, Government, Sales, Social Media
Education
Gettysburg College 2004 — 2008
Bachelor’s Degree, Economics/Mathematics
Independent Financial Consultant June 2015 - Present
POM Recoveries, Inc June 2011 - June 2015
Self - Employed (Special Projects) November 2010 - June 2011
Precision Recovery Analytics, Inc February 2008 - November 2010
Receivables Management Solutions, INC 2007 - 2008
DRV CAPITAL/DEBT RESOLVE INC 2005 - 2007
Debtresolve/DRV Capital 2005 - 2007
Bear Stearns Asset Management January 2002 - May 2004
Bear Stearns/Ecast Settlement Corp 2002 - 2004
Fleet Credit Card Services 1996 - 2001
Skills
Credit, Portfolio Management, Executive Management, Due Diligence, Strategic Planning, Start-ups, Process Improvement, Call Centers, Risk Management, New Business Development, Analysis, Budgets, Business Analysis, Team Building, Entrepreneurship, Forecasting, Financial Services, Management, Banking, Vendor Management, Business Strategy, Business Development, Finance, Business Planning, Leadership, Investments, Mortgage Lending, Team Leadership, Retail, Outsourcing, Payments, Strategic Financial..., Business Process..., Credit Analysis, Mergers & Acquisitions, Relationship Management, Credit Risk, Loans, Operations Management, Product Development, Financial Modeling, Financial Risk, Analytics, Selling, Managerial Finance, Financial Analysis, Strategy, CRM, Accounting, Credit Cards
Education
Baruch College, City University of New York (CUNY) 1969 — 1972
MBA, Finance
City University of New York-Baruch College 1969 — 1972
Master of Business Administration (MBA), Finance and Investments
Eagle Creek Renewable Energy LLC July 2011 - Present
Energy Forefront December 2010 - July 2011
Emerging Energy Project April 2010 - July 2011
GVC Capital LLC August 2008 - April 2010
UBS Wealth Management August 2007 - October 2007
Bear Stearns Asset Management June 2006 - August 2006
Skills
Renewable Energy, Financial Analysis, Due Diligence, Project Finance, Financial Modeling, New Business Development, Start-ups, Wind, Market Analysis, Forecasting, Alternative Energy, Excel, Investment Banking, Sustainable Energy, Energy Efficiency, Energy, Finance, Management, Emerging Markets
Education
Bucknell University 2003 — 2007
B.A, Economics (Energy Focus), Spanish
Universidad de Granada 2006 — 2006
Spanish, Economics, International Trade
Societe Generale July 2006 - June 2015
Brevan Howard, LLC May 2005 - June 2006
Bear Stearns Asset Management February 2003 - May 2005
JPMorgan Chase July 1997 - February 2003
Fuji Capital Markets April 1996 - July 1997
Concordia University September 1990 - August 1995
Education
University of Michigan 1986 — 1990
Ph.D., Financial Economics
Columbia University in the City of New York 1982 — 1986
BS
Credit Suisse Asset Management February 2009 - September 2010
Bear Stearns Asset Management May 2007 - December 2008
Brown Brothers Harriman & Co. July 2004 - April 2007
Deloitte & Touche February 1998 - July 2004
Education
Lafayette College 1977 — 1981
BA, Economics and Business
Barclays Wealth and Investment Management April 2012 - May 2013
New Castle Funds January 2009 - December 2011
BroadArch Capital January 2010 - September 2011
Bear Stearns Asset Management January 1980 - December 2008
Education
Fordham University 1977 — 1983
BA, Mathematics
J&W Seligman Senior Managing DirectorColumbia ManagementJanuary 2010 - Present
J. & W. Seligman 1997 - Present
Bear Stearns Asset Management January 1990 - December 1997
Integrated Resources Asset Mgt. January 1982 - January 1988
Education
New York University 1961 — 1965
BS, Investments and Investment Analysis
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
Loomis Sayles August 2010 - Present
CapitalSource July 2006 - February 2010
MacKay Shields October 1991 - July 2006
Bear Stearns Asset Management January 1986 - January 1991
Mellon Bank /Girard Bank January 1981 - January 1986
Kidder Peabody January 1980 - January 1981
Skills
Fixed Income, Portfolio Management
Education
Drexel University 1981 — 1983
MBA, International Business
Villanova University
BSBA, Finance
KeyBank August 2013 - Present
KeyBank January 2012 - August 2013
MF Global February 2010 - November 2011
Pali Capital September 2008 - February 2010
Bear Stearns Asset Management June 2007 - August 2007
Skills
Series 7, Series 63, Series 3, Series 55, Equity Trading, Equities, Options, Fixed Income, Financial Modeling
Education
Marist College 2003 — 2008
Undergraduate and MBA, Finance and Executive Leadership
Wells Fargo Advisors March 2013 - Present
DoubleRock Corporation October 2009 - May 2010
Citigroup May 2004 - June 2008
Bear Stearns Asset Management 2001 - 2004
JPMorgan Chase 1997 - 2001
Skills
Mutual Funds, Financial Services, Securities, Fixed Income, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Bonds, Private Equity, Insurance
Education
Saint Bonaventure University 1989 — 1993
BBA, Business Administration
MatlinPatterson Senior Credit/Ursamine Credit Advisors, LLC April 2009 - Present
Bear Stearns Asset Management March 2008 - March 2009
Bear Stearns Asset Management Inc. March 1997 - March 2008
Skills
Account Reconciliation, Asset Managment, Bloomberg, Portfolio Management, Asset Management
Education
Borough of Manhattan Community College 1989 — 1995
AAS, Office Operations
Nuveen Investments October 2008 - Present
Bear Stearns Asset Management June 2007 - September 2008
The Bank of New York Mellon 1986 - 2007
Skills
Investments, Mutual Funds, Strategy, Risk Management, Valuation, Management, Product Management, Financial Advisory, Alternative Investments, Product Development, Hedge Funds, Fixed Income, Asset Management, Equities, Series 7
Education
Columbia University - Columbia Business School 2000 — 2002
Exec MBA, Business
CFA 1993 — 1996
CFA, Investments and Securities
University of Rhode Island - College of Business Administration 1982 — 1986
Business, Finance
Barclays July 2010 - Present
MD Sass June 2005 - August 2006
Pines Lake School September 2004 - June 2005
Bear Stearns Asset Management 2002 - 2003
Deutsche Bank October 2001 - June 2002
Provident Professional Services September 1998 - April 2001
Bear Stearns July 1997 - December 1998
Morgan Stanley February 1982 - May 1997
Hall Dickler Lawler Kent & Howley 1980 - 1982
Skills
Capital Markets, Private Equity, Hedge Funds, Derivatives, Equities, Fixed Income, Financial Services, Mergers & Acquisitions, Structured Finance, Bonds, Asset Management, Trading, Investment Banking, Prime Brokerage, Mergers, Venture Capital
Education
Caldwell College 2004 — 2007
NJ State Teaching Certification, Education
Fairleigh Dickinson University 1984 — 1986
MBA -Executives Masters Program, Business
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
Lebenthal February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Sun Life Financial January 2004 - September 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management 2005 - 2008
Heckman Global Advisors November 2003 - April 2005
Citgroup Salomon Smith Barney November 1993 - October 2003
Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets
Education
Brown University
Bachelor of Arts (BA), Mathematics
Cornell University
Master of Science (MS), Operations Research
NYU-Poly
PhD
Hewlett-Packard Financial Services April 2010 - Present
Hyperion Brookfield Asset Management May 2007 - March 2009
Bear Stearns Asset Management May 2000 - December 2005
JP Morgan April 1997 - March 2000
Standard & Poor's February 1990 - March 1997
Skills
Investments, Credit, Credit Risk, Finance, Insurance, Fixed Income, Capital Markets, Asset Managment, Financial Modeling, Equities, Bloomberg, Trading, Banking, Portfolio Management, Bonds, Credit Analysis, Asset Management
Education
Fordham Gabelli School of Business
MBA, Finance
Shippensburg University of Pennsylvania
B.S. in Business Administration, Business - Marketing
Blue Ridge Capital November 2010 - Present
Blue Ridge Capital March 2010 - November 2010
New Castle Funds LLC January 2009 - January 2010
Bear Stearns Asset Management June 2007 - December 2008
1199 SEIU National Benefit and Pension Funds March 2000 - June 2007
Skills
Certified Paralegal, Notary Public, Accounting, Trading, Finance, Equities, Alternative Investments, Asset Management, Fixed Income, Securities, Derivatives, Private Equity, Invoicing, Series 63, Investments, Investment Banking
Education
Mercy College 2008 — 2008
Paralegal Certification, Paralegal Studies
Mercy College 1995 — 1998
Bachelors of Science, Criminal Justice/Psychology
Iona College 1994 — 1995
Bachelor of Science (B.S.), Criminal Justice
E2W Inc. June 2008 - November 2008
Res Care Inc./Edison Job Corps Academy 2003 - 2008
Gannett Co.,Inc./Home News Tribune 2002 - 2003
Depository Trust and Clearing Corporation / OMGEO 1995 - 2001
DTCC 1995 - 2001
Fischer Francis Trees and Watts 1991 - 1995
OFFITBANK 1989 - 1991
Bay City Savings and Loan Association June 1989 - October 1989
Bear Stearns Asset Management 1986 - 1989
Skills
Banking, Strategy, Portfolio Management, Financial Services, Management, CRM, Securities, Investments, Sales, Mutual Funds, Business Development, Program Management, Marketing, Financial Markets, Trading, Equities, Business Analysis, Fixed Income
Education
Pace University 1982 — 1986
BBA, Labor Law and Real Estate
JP Morgan Asset Management September 2008 - Present
Bear Stearns Asset Management May 2004 - September 2008
Education
Institute of the U.S. and Canada Studies of the Academy of Sciences of the Russian Federation
MBA, Political Sciences
Lomonosov Moscow State University (MSU)
BA, Philology
American Century Investments June 2004 - Present
Bear Stearns Asset Management January 2001 - June 2004
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Allocation, Investment Advisory, Alternative Investments, Series 65, Retirement Planning, Asset Management, Retirement, Securities, Investments, Separately Managed..., Wealth Management, Financial Services
Education
Hartwick College 1979 — 1982
Bachelor's Degree, Business
Hartwick College 1979 — 1982
Bachelor's degree, Business Administration and Management, General
MUFG in the Americas July 2015 - Present
Sumitomo Mitsui Banking Corporation February 2014 - July 2015
Northern Trust August 2011 - February 2014
Sapient Global Markets August 2007 - August 2011
DCG / Sapient Corp. 2007 - 2011
Bear Stearns Asset Management September 2006 - December 2006
Moody's May 2006 - December 2006
UBP Asset Management August 2005 - May 2006
Skills
Hedge Funds, Equities, Derivatives, Business Analysis, Equity Derivatives, Fixed Income, Options, Corporate Governance, Commodity
Education
New York Law School 2004 — 2007
Juris Doctor, Law
The George Washington University 2000 — 2004
BA, Political Science
PetroChina International October 2014 - Present
JP Morgan June 2008 - October 2014
Bear Stearns Asset Management November 2007 - June 2008
The Williams Companies 2005 - 2007
Sempra Energy Trading September 2002 - May 2003
Skills
Derivatives, Commodity, Commodity Markets, Trading, Options, Hedging, Valuation, Portfolio Management, Risk Management, Swaps, Trading Systems, Market Risk, Natural Gas, Product Control, Project Finance, Financial Analysis
Education
Holland Hall
Southern Methodist University - Cox School of Business
BA, Finance and Economics
Elitesoft Inc. January 2012 - Present
Elitesoft Inc. February 2011 - January 2012
Prudential Finance March 2010 - January 2011
Avis Budget Group June 2007 - January 2010
Centeon 2007 - 2007
Alliance Bernstein 2006 - 2006
Bear Stearns Asset Management 1998 - 2001
Skills
SDLC, Requirements Analysis, Software Project..., IT Strategy, Business Intelligence, SQL, Oracle, Integration, Enterprise Architecture, Solution Architecture, Agile Methodologies, Data Warehousing, Software Development, Databases, Business Analysis
Education
Institute of Management Technology, Ghaziabad 1993 — 1996
Master's in Computer Applications, Computer Sciences
Delhi University
Bachelor of Applied Sciences, Electronics
Allianz Global Investors April 2014 - Present
Morgan Stanley Investment Management January 2010 - April 2014
Morgan Stanley Investment Management December 2007 - January 2010
Bear Stearns Asset Management August 2005 - November 2007
Goldman Sachs February 1993 - November 2002
Skills
Event Management, Asset Management, Creative Services, Website Development, Investment Banking, Investment Management, Email Marketing, Project Management, Process Improvement, Process Management, Operations Management, Strategic Planning, Marketing Strategy, Asset Managment, Competitive Analysis, Marketing, Management, Strategy, Financial Services, Business Strategy, Marketing Communications
Education
Ohio University
Bachelor of Fine Arts, Graphic Design
Ohio University
Bachelor of Fine Arts (BFA)
Morgan Stanley February 2015 - Present
Credit Suisse February 2012 - February 2014
Citco August 2007 - January 2012
Bear Stearns Asset Management April 2006 - August 2007
BlueMountain Capital Management October 2004 - April 2006
Banc of America Securities April 1998 - October 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Alternative Investments, Swaps, Options, Bonds, Credit Derivatives, MBS, Financial Accounting, Securities, Mutual Funds, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Accounting
Tufts University 1989 — 1993
BA, Economics
Trilogy Global Advisors, LP March 2015 - Present
Robert Justich, LLC July 2012 - March 2015
Link Community School 2008 - 2014
Bear Stearns Asset Management October 2003 - January 2008
JustDialRoche January 2004 - November 2007
Times Square Capital Management June 1999 - October 2003
Credit Suisse September 1995 - June 1999
Merrill Lynch September 1988 - September 1995
Arthur Young June 1983 - August 1987
E.R. Squibb 1976 - 1982
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Capital Markets, Portfolio Management, Securities, Investments, Derivatives, Asset Allocation, Asset Management, Bonds, Investment Strategies, Financial Markets, Investment Management, Structured Finance, Emerging Markets, Investment Advisory, Series 7, Trading, Bloomberg, Investor Relations, Private Equity, Investment Banking, Mutual Funds, Wealth Management, Options
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
BA, English Literature
St Joseph High School
HS Diploma, General Studies
Esquire Bank May 2012 - Present
Plaintiff Funding Holdings September 2009 - April 2012
Bear Stearns Asset Management March 1994 - February 2008
Bear Stearns 1994 - 2007
Skills
Credit, Hedge Funds, Securitization, Fixed Income, Alternative Investments, Financial Structuring, Risk Management, Fund Of Funds, Venture Capital, Bonds, Valuation, Trading, Private Placements, FINRA, Due Diligence, Asset Management, Capital Markets, Credit Derivatives, Financial Services
Education
University of San Francisco School of Law 1991 — 1993
Bucknell University 1979 — 1984
BA, Philosophy
Harrison and Star October 2010 - Present
Macquarie Group 2010 - 2010
Bear Stearns Asset Management May 2005 - November 2008
Education
Parsons School of Design
BFA, Communication / Graphic Design
Stone Run Capital, LLC December 2013 - Present
BNY Mellon June 2012 - November 2013
AMS Capital, Inc. September 2007 - March 2010
Bear Stearns Asset Management April 2007 - September 2007
International Fund Services (Ireland) Ltd, A State Street Company April 2000 - December 2006
Merrill Lynch July 1998 - April 2000
Lehman Brothers July 1998 - April 2000
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Middle Office, Portfolio Management, Swaps, Financial Risk, Investments, Back Office, Options, Settlement, Alternative Investments, Mutual Funds, Fund Of Funds, Fund Accounting, Collateral Management, CDS
Education
City University of New York-Baruch College - Zicklin School of Business
M.B.A., INTERNATIONAL BUSINESS
Lehigh University
B.A., INTERNATIONAL BUSINESS
PineBridge Investments February 2003 - August 2010
AIG Investments February 2003 - August 2010
Bear Stearns Asset Management May 2001 - February 2003
Bank of America April 1991 - March 2000
Charlotte Business Journal May 1989 - April 1991
Skills
Investor Relations, Email Marketing, Asset Managment, Hedge Funds, Spanish, Investments, Editing, Microsoft Office, Alternative Investments, PowerPoint, Fixed Income, Emerging Markets, Private Equity, Mutual Funds, Equities, Corporate Communications, Investment Strategies, Series 7, Marketing, Financial Services, Asset Management, Bloomberg, Capital Markets, Finance, Securities, Media Relations, Financial Markets, Portfolio Management, Valuation, Fund Of Funds, Investment Management, Asset Allocation, Public Relations, Internal Communications, Venture Capital, Management
Education
Davidson College 1985 — 1989
BA, Political Science
Choate Rosemary Hall 1983 — 1985
Barclays Bank May 2011 - August 2013
Barclays Bank May 2011 - August 2013
Hartford Investment Management Company April 2007 - July 2010
Bear Stearns Asset Management October 2005 - March 2007
Deutsche Bank 2003 - 2005
DB Advisors 2003 - 2004
Skills
Equities, Asset Managment, Asset Management, Securities Regulation, Hedge Funds, Investment Advisory, Investment Management, Fixed Income, Investment Strategies, Alternative Investments, Capital Markets, Private Equity, Financial Services, Investments, Securities, FINRA, Due Diligence, Derivatives, Portfolio Management, AML, Mutual Funds, Legal Compliance, Asset Allocation, Series 7, Structured Finance, Bonds, Financial Regulation, KYC, Options, Structured Products
Education
Columbia University - School of International and Public Affairs
MPA, Public Policy
New York Law School
J.D., Law
Thunderbird School of Global Management
MIM
University at Albany, SUNY
BS
Illinois State Treasurer's Office April 2015 - Present
Illinois Department of Employment Security November 2012 - Present
Chicago Public Schools September 2011 - October 2012
State of Illinois Department of Employment Security December 2008 - August 2011
Bear Stearns Asset Management January 2008 - May 2008
Jasculca/Terman & Associates May 2007 - August 2007
Skills
Program Management, Team Leadership, Policy Analysis, Public Policy, Teamwork, Interpersonal Skills, Politics, Analysis, Federal Grants..., Event Planning, Public Speaking, Legislative Relations, Legislation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Dual Concentration in Finance and Entrepreneurship
Fordham University 2004 — 2008
International Political Economy, Economics, Political Science
St. Ignatius 2000 — 2004
J.P. Morgan February 2011 - Present
Commonfund March 2008 - February 2011
Bear Stearns Asset Management March 2004 - February 2008
Skills
Equities, Fixed Income, Alternative Investments, Series 7, Hedge Funds, Asset Allocation, Investment Management, Securities
Education
Rutgers University 1988 — 1992
Bachelor of Science (BS), Economics and Political Science
UBS Financial Services, Inc. January 2010 - Present
Summit Trading February 2008 - October 2009
BEAR STEARNS ASSET MANAGEMENT October 2005 - December 2007
GERARD, KLAUER, MATTISON January 2000 - June 2003
SAGA CAPITAL April 1993 - January 2000
VS HOVNANIAN GROUP - ADELPHIA COMPANY February 1991 - April 1993
VS HOVNANIAN GROUP - Riverside S&L July 1985 - February 1991
Education
Columbia University - School of International and Public Affairs 1983 — 1985
Masters
Academie Charpentier 1981 — 1982
Rutgers College 1977 — 1981
BA
isle tile co inc 2011 - Present
Bear Stearns Asset Management 1984 - 1991
Skills
Microsoft Office, Microsoft Excel, Project Management, Windows, Databases, Customer Service, Microsoft Word, PowerPoint, Outlook, Team Leadership, Software Documentation
Education
City University of New York-College of Staten Island 1980 — 1984
AAS, Computer Science
City University of New York-College of Staten Island 1980 — 1984
BS, Economics, Finance Concentration
Mariner Investment Group 2005 - Present
Bear Stearns Asset Management 2003 - 2005
Simms Capital Management 2001 - 2003
Education
Colby College 1994 — 1998
BA
St. Paul's School
Steamboat Capital Group, LLC October 2012 - Present
JP Morgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management February 2004 - June 2008
Bear Stearns & Company January 2002 - January 2004
Skills
Intex Desktop & .Net, Bond Studio, CPRCDR (Loan..., Bloomberg API
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1994 — 1998
BA, History
Prudential Financial January 2009 - December 2011
Bear Stearns Asset Management January 2001 - December 2008
Dreyfus July 1998 - December 2000
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics