BlackRock Company
Industry: Investment management company
DescriptionBlackRock, Inc. is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is today the world's largest asset manager with $6.29 trillion in assets under management as of December 2017. Assets under management: 6.317 trillion USD (March 2018) CEO: Laurence D. Fink (1988–) Founded: 1988, New York City, New York, United States Founders: Laurence D. Fink, Robert S. Kapito, Susan Wagner, Subsidiaries: Japan Airlines, FutureAdvisor, Did you know: BlackRock is the 10th-largest hedge fund by assets under management ($28.6 billions of USD). wikipedia.org
BlackRock List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BlackRock. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BlackRock Salaries. You can even request information on how much does BlackRock pay if you want to. Learn about salaries, pros and cons of working for BlackRock directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
6,478 BlackRock employees in database. Find out everything there's to know about BlackRock employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BlackRock Employees
BlackRock May 2010 - Present
Skills
Financial Analysis, Evaluation, Investment Banking, Financial Accounting, Valuation, Financial Modeling, Equities
Education
Pepperdine University
Bachelor's degree, Accounting and Finance
Janney Montgomery Scott LLC May 2015 - Present
BlackRock June 2013 - April 2014
Northwestern Mutual July 2012 - May 2013
PepsiCo - Gatorade June 2009 - August 2009
Skills
Leadership, Finance, Public Speaking, Series 7, Analysis
Education
Penn State University 2006 — 2011
Bachelors of Science, Economics
EY January 2015 - Present
Accenture February 2012 - January 2015
BlackRock October 2010 - February 2012
Apollo Matrix May 2009 - May 2010
Penn State Investment Association October 2006 - December 2009
Vivax Corp June 2008 - August 2008
A&P Co June 2007 - August 2007
Chaikin Capital Management June 2006 - August 2006
Skills
Microsoft Excel, Project Management, VBA, Business Networking, PHP, HTML + CSS, Financial Analysis, Relationship Management, Social Psychology, HTML, Visio, Management, Data Analysis, Analysis, Business Analysis, jQuery, JavaScript, AJAX, MySQL, Excel, Photoshop, Functional Design, Requirements Gathering, Professional Networking, Business Planning, Research, Creative Writing, Web Development, Networking, Software Development, Social Networking, Business Strategy, Client Relations Skills, Project Planning, User Acceptance Testing, Usability Testing, Oracle SQL, Resource Management, Finance, Bank Reconciliation, Securities, Trade Fund Management, Event Planning, SDLC, Photography, New Business Development, Marketing Strategy, Startup Development
Education
Penn State University 2006 — 2010
BS, Finance
BlackRock August 2015 - Present
BlackRock May 2015 - August 2015
Apptuitive Entertainment May 2012 - April 2015
Bank of America June 2014 - August 2014
Merrill Lynch December 2012 - January 2013
Skills
Entrepreneurial Finance, Creative..., Financial Analysis, Investments, Finance, Financial Modeling, Portfolio Management, Leadership, Corporate Finance, Valuation, Banking, Equities, Strategy, Entrepreneurship, Microsoft Excel, Public Speaking, Microsoft Office, Social Media
Education
Penn State University 2012 — 2016
Bachelor of Science (BSc), Finance (Major) -- Entrepreneurship & Innovation (Minor)
Highland Capital Management, L.P. April 2015 - Present
Direxion Investments June 2013 - April 2015
BlackRock January 2011 - June 2013
Fred Alger Management June 2007 - January 2011
Citi May 2006 - June 2007
Skills
Mutual Funds, ETFs, Financial Sales, Indices, Indexing, Asset Management, Financial Planning, Strategic Planning, New Business Development, Asset Managment, Strategic Financial..., Sales Finance, Alternative Investments, Separately Managed..., Series 63, Financial Services, Retirement Planning, Asset Allocation, Investment Management, Equities
Education
Penn State University 2002 — 2006
Bachelor of Science, Marketing
Lending Club June 2014 - Present
BlackRock January 2014 - June 2014
BlackRock August 2011 - December 2013
Thermo Fisher Scientific July 2010 - August 2011
Thermo Fisher Scientific July 2008 - August 2010
Papermoon Jazz Bar and Restaurant February 2007 - July 2008
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Variance Analysis, Accounting, Budgets, Analysis, Cost Accounting, Leadership, Strategy, Financial Forecasting, Management, Pricing, Data Analysis, Strategic Financial..., Training, Corporate Finance, General Ledger, Portfolio Management, Process Improvement, Quantitative Analytics, Business Development, Accounts Payable
Education
Penn State University
Bachelor
BlackRock September 2007 - June 2013
Gartmore April 2004 - September 2007
Goldman Sachs September 2002 - April 2004
Vanguard February 2000 - September 2002
Vanguard January 1999 - February 2000
Skills
CDO, Capital Markets, ABS, Mutual Funds, Hedge Funds, Alternative Investments, CMBS, Fund Administration, Equities, Asset Management, Derivatives, Fixed Income, Securities, Bloomberg, Bonds, AUM, Controllers
Education
Penn State University
Bachelor of Science (B.S.), Accounting
BlackRock August 2013 - Present
Penn State University 2009 - 2013
Blenheim Capital Management, LLC May 2012 - August 2012
Kanetech June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Risk Management, Asset Management, Bloomberg, VBA, Microsoft Word, PowerPoint, PHP, Financial Analysis, Financial Reporting, @Risk, FactSet, Investment Management, DCF Valuation, Fundamental Analysis, Derivatives, Microsoft Office, Spanish-speaking, HTML, CSS, SQL, JavaScript, phpMyAdmin, Dreamweaver, MySQL, Design Documents, Corporate Finance, Accounting, Bloomberg Terminal, Finance, Data Analysis, Equities, Statistics, Analysis, Teamwork, Visual Basic, Web Development, Databases, Mutual Funds, Outlook, Time Series Analysis, Web Applications, Portfolio Management, Economics, Investments
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.91
EtherHealth 2014 - Present
The Wharton School 2014 - Present
Castlight Health June 2015 - August 2015
GI Partners August 2012 - July 2014
Goldman Sachs October 2010 - July 2012
Bank of America Merrill Lynch July 2009 - October 2010
Bank of America Merrill Lynch June 2008 - August 2008
BlackRock May 2007 - August 2007
Skills
Mergers & Acquisitions, Investment Banking, LBO, M&A experience, Venture Capital, Corporate Development, Leveraged Finance, Hedge Funds, DCF, IPO, Business Valuation, Alternative Investments, Investor Relations, Emerging Markets, Finance, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Health Care Management
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance and Economics
BlackRock August 2014 - Present
Goldman Sachs May 2013 - August 2013
McKinsey & Company May 2012 - August 2012
Hogan Lovells June 2011 - July 2011
Skills
Public Speaking, Microsoft Excel, Consulting, Data Analysis, PowerPoint, Team Leadership, Teamwork, Financial Analysis, Research, Financial Modeling, Financial Markets, Business Strategy, University Teaching, Presentations, Strategic Consulting, Credit Risk, Fashion, Leadership, Valuation, SQL, BlackRock Aladdin, Unix
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
Bell High School 2007 — 2010
The High School Affiliated to Renmin University of China (RDFZ) 2004 — 2007
BlackRock 1999 - August 2015
Skills
Hedge Funds, Bloomberg, Equities, Asset Management, Trading, Capital Markets, Equity Trading, Investments, Financial Markets
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Incept 3D March 2008 - Present
BlackRock 2006 - 2007
Skills
Product Development, Product Management, Project Management, Product Design, Valuation, Testing, Cross-functional Team..., Marketing Strategy
Education
Pepperdine University 2003 — 2006
Bachelors of Science, Business Administration
BlackRock January 2014 - Present
BlackRock January 2011 - December 2013
Bank of America May 2008 - August 2009
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Upper Dublin High School
BlackRock July 2012 - Present
P.J. Whelihan's Restaurant December 2007 - July 2012
Penn State Cooperative Extension January 2011 - May 2011
Tommy Hilfiger 2010 - 2010
Education
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Guggenheim Funds March 2011 - Present
BlackRock July 2005 - February 2011
Gruntal/Ryan Beck 1998 - 2003
Skills
Series 7, Integrated Marketing, Marketing, Product Marketing, Mutual Funds, Financial Services, Investments, Securities, ETFs, Portfolio Management, Relationship Management
Education
Penn State University 1987 — 1991
BA, English/Minor in Business
BlackRock August 2014 - Present
Goldman Sachs June 2013 - August 2013
Smeal Student Mentors March 2012 - May 2013
The Panhellenic Executive Council December 2011 - January 2013
Rebecca Minkoff May 2012 - August 2012
Wall Street Boot Camp January 2012 - April 2012
Kappa Alpha Theta Fraternity January 2011 - January 2012
Jericho National Golf Course March 2009 - May 2010
Newtown Athletic Club August 2008 - May 2010
Skills
Training, Leadership, Project Planning, PowerPoint, Finance, Microsoft Office, Budgets, Microsoft Word, Event Planning, Management, Research
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
The Pennsylvania State University, Smeal College of Business 2010 — 2014
Bachelors of Science, Finance
Villa Joseph Marie
Villanova University September 2014 - Present
Temple University December 2011 - Present
Temple University August 2013 - November 2013
Temple University September 2011 - December 2011
BlackRock October 2004 - March 2009
Congreso de Latinos Unidos June 2004 - September 2004
Skills
Student Affairs, Leadership Development, Customer Service, Resume Writing, Program Development, Time Management, Coaching, Networking, Student Services, Professional Networking, International Sales, Achieving Results, Recruiting, Career Development, Alumni Relations, Admissions, Client Relationship..., Presentation Skills, Fundraising, Goal Oriented, Event Planning, Career Counseling
Education
Temple University 2010 — 2012
Master of Science, Higher Education, Educational Administration, Summa Cum Laude
Penn State University 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Philadelphia High School for Girls 1996 — 2000
PwC July 2011 - Present
BlackRock June 2010 - August 2010
Capital 22 Venture Funds/SoftBank Investments June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Strategy, Financial Modeling, Analysis, Project Management, Business Process..., Investments, Management, Due Diligence, Program Management, Private Equity, Financial Analysis, Microsoft Excel, Finance, Consulting, Establishing Strategic...
Education
Penn State University 2007 — 2011
BS, Finance, Sociology, 3.61 Cumulative GPA
BlackRock April 1995 - Present
Skills
Retirement, FINRA, Financial Services, Financial Advisory, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Asset Allocation, Portfolio Management, 401k, Alternative Investments, Insurance, Investment Advisory, Wealth Management, Defined Contribution, Retirement Planning, Employee Benefits, IRAs, ERISA, Financial Planners, Financial Markets, Series 6, Separately Managed..., Life Insurance, Bonds, Investment Strategies, Defined Benefit, Investment Management, Pensions, Institutional..., Retirement Plan..., Wealth, ETFs, Asset Management, Series 65, Securities, Fixed Income, Fixed Annuities, Investments, Wealth Management..., Estate Planning, Variable Annuities, Series 24, Hedge Funds, Equities, Qualified Retirement..., Relationship Management, Strategic Financial..., Pension Funds
Education
Penn State University 1979 — 1983
BS, Health Policy Administration
Paramount Pictures December 2014 - Present
Warner Bros. Entertainment Group of Companies September 2011 - December 2014
RotoHog June 2009 - September 2009
BlackRock May 2006 - June 2008
Merrill Lynch November 2004 - May 2006
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
BlackRock June 2005 - Present
Daiwa Securities America November 2003 - June 2005
Franklin Hamilton, LLC May 2002 - November 2003
Skills
SQL, HTML, Perl Script, Bloomberg Terminal, Fixed Income, Financial Modeling, Equities, Analytics, Financial Risk, Finance, Strategy, Swaps, Project Management, Process Improvement, Credit Risk, Microsoft Excel, Bloomberg, Asset Management, Derivatives, Capital Markets, Alternative Investments, Portfolio Management, Investments, CDS, Data Analysis, Financial Markets, Bonds, Asset Allocation, Investment Strategies, Structured Products, ETFs
Education
Penn State University 1998 — 2002
Bachelor of Science
University of Cologne
BlackRock August 2015 - Present
BlackRock May 2014 - August 2014
Skills
Swimming, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking
Education
Penn State University
Bachelor of Science (BS), Economics
BlackRock May 2014 - Present
Hess Corporation (Acquired by Direct Energy) June 2011 - May 2014
Airgas May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Natural Gas, Microsoft Excel, Finance, Energy, Analysis, Risk Management, Data Analysis, Customer Service, Forecasting, Leadership, Microsoft Office, SAP, PowerPoint, Strategy, Downstream Oil & Gas
Education
Penn State University 2007 — 2011
Bachelor of Science, Energy, Business and Finance
BlackRock October 2014 - Present
Grant Thornton LLP September 2006 - October 2014
Sanofi Pasteur June 2005 - August 2005
Skills
External Audit, US GAAP, GAAP, SEC filings, Internal Controls, Auditing, Assurance, Sarbanes-Oxley Act, CPA, Financial Reporting, Financial Accounting, Accounting, Financial Statements
Education
Penn State University 2002 — 2006
Bachelor's degree, Accounting and economics
Scranton High School 1998 — 2002
Charles Schwab July 2008 - Present
BlackRock 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Penn State University 2001 — 2005
Bachelor of Arts (BA), Economics
Demand Media April 2015 - Present
Demand Media March 2014 - April 2015
Demand Media August 2012 - March 2014
The Advisory Board Company November 2011 - June 2012
BlackRock June 2010 - August 2010
AdBrite April 2008 - May 2009
AdBrite April 2007 - April 2008
ServiceSource April 2005 - March 2007
Skills
Sales, Business Strategy, Project Management, Qualifying Prospects, Financial Modeling, Training, Sourcing, Leadership Management, Marketing Strategy, Contract Negotiation, Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Marketing & Finance
University of Southern California
B.A, History
Federated Investors, Inc. July 2012 - Present
Nittany Lion Fund May 2010 - December 2011
BlackRock June 2011 - August 2011
Skills
Bloomberg, Equities
Education
Penn State University 2008 — 2012
Bachelor's degree, Finance, Economics Minor, Magna Cum Laude
BlackRock November 2013 - Present
Prudential Financial September 2011 - November 2013
Skills
Foreign Exchange, Retirement Planning, Investments, Life Insurance, Mutual Funds, Financial Advisory, Strategic Financial..., Annuities
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Supply Chain Management
Chartwell Investment Partners April 2013 - Present
Empire Capital June 2010 - April 2013
MKM Partners September 2007 - August 2010
BlackRock July 2005 - September 2007
Skills
Equity Research Analysis, Alternative Investments, Investment Management, Hedge Funds, Small Cap, Equity Capital Markets, Research, Market Research, Long/Short Equity, Financial Analysis, Team-oriented, Analysis, Investments, Valuation, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Penn State University 2001 — 2005
Finance, Accounting
Waltham High School 1998 — 2001
BlackRock December 2011 - Present
BlackRock December 2010 - December 2011
BlackRock December 2007 - December 2010
BlackRock October 2006 - December 2007
Merrill Lynch Investment Managers 2005 - 2006
Skills
Asset Management, Fixed Income, Risk Management, Capital Markets, Mutual Funds, Portfolio Management, Trading Systems, Client Service, Investments, Asset Allocation, Financial Markets, Bloomberg, Business Analysis, Derivatives, Financial Analysis, Equities, Bass Guitar, Options, Analytics, Strategy, Financial Risk, Alternative Investments
Education
Penn State University 2001 — 2004
Bachelor of Science, Information Sciences and Technology
DoubleLine Group LP August 2014 - Present
BlackRock July 2004 - July 2014
Merrill Lynch October 2002 - July 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Asset Allocation, ETFs, Fixed Income, Investment Strategies, Wealth Management, Investment Management, Investments, Series 7
Education
Penn State University 1997 — 2002
BS, Economics
Citi November 2013 - Present
BlackRock June 2010 - November 2013
Penn State Office of Investment Management May 2009 - August 2009
Nittany Lion Fund, LLC May 2008 - 2009
Skills
Fixed Income, Portfolio Management, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Bloomberg, Asset Management, Capital Markets, Corporate Finance, Finance, Financial Statement..., Hedge Funds, Mutual Funds, Series 7, Trading
Education
Penn State University 2006 — 2009
Finance, Economics, Finance, Economics
BlackRock March 2014 - Present
Thomson Reuters April 2012 - March 2014
UBS Financial Services September 2011 - April 2012
UBS Wealth Management September 2009 - August 2011
UBS Wealth Management July 2008 - August 2009
UBS Wealth Management March 2006 - June 2008
Skills
Performance Management, Succession Planning, Talent Management, Talent Acquisition, Change Management, Risk Management, Employee Relations, Financial Analysis, Human Resources, Onboarding, HRIS, Personnel Management, Financial Services, Employee Engagement, Organizational..., Leadership
Education
Penn State University 2001 — 2005
Supply Chain & Information Systems
Kforce Inc May 2015 - Present
Unisys August 2014 - March 2015
Novo Nordisk February 2014 - June 2014
PwC August 2012 - August 2013
Sharp Decisions August 2011 - March 2012
Morgan Stanley February 2011 - July 2011
BlackRock October 2010 - January 2011
Credit Suisse June 2010 - October 2010
Insight Global June 2009 - April 2010
Skills
Resume Writing, Talent Acquisition, Screening, Applicant Tracking..., Career Development, Talent Management, Coordinating Schedules, Communication Skills, Organization, College Recruiting, Contract Recruitment, Human Resources, Executive Search, Internet Recruiting, Management, Interviews, Onboarding, Screening Resumes, Recruiting, Technical Recruiting
Education
Penn State University 2004 — 2009
B.S., Education
THE PENNSYLVANIA STATE UNIVERSITY, University 2004 — 2009
Bachelor of Science, Elementary Education
william tennent 2000 — 2004
Bloomberg LP August 2014 - Present
Saks Fifth Avenue May 2014 - August 2014
Victoria's Secret, L Brands December 2010 - May 2014
Niche Media, LLC February 2008 - December 2010
BlackRock 2005 - 2007
Happy Kids August 2004 - April 2005
Express, LBrands August 1998 - August 2004
Skills
Fashion, Retail, PowerPoint, Customer Service, Event Planning, Microsoft Excel, Outlook, Microsoft Word, Social Networking, Microsoft Office, Social Media, Sales, Online Advertising, Budgets, Team Building, Access, Process Scheduler, Management
Education
Penn State University 1999 — 2004
BS, Administration of Justice
Bloomberg L.P. October 2009 - Present
BlackRock 2002 - 2009
US Army Reserve 1990 - 2004
FSL, a subsidiary of Royal & Sunalliance 2001 - 2002
Dresdner Kleinwort 1997 - 2001
Education
Rutgers Business School 1992 — 1996
Master of Business Administration (M.B.A.), Finance
Penn State University 1987 — 1991
BA, Economics
RiskSpan January 2013 - Present
BlackRock May 2011 - December 2012
Wells Fargo January 2009 - January 2011
Wachovia Bank January 2006 - December 2008
First Union Bank June 1998 - December 2005
KPMG May 1990 - June 1998
US Army 1984 - 1987
Skills
Management Consulting, Loan Origination, Asset Management, Underwriting, Financial Analysis, Credit, Portfolio Managment, Valuation, Enterprise Risk..., Asset Managment, Portfolio Managers, Loans, Structured Finance, Real Estate, Banking, Commercial Real Estate, Financial Services, Portfolio Management, Mergers & Acquisitions, Finance, Financial Structuring, Financial Risk, Risk Management, Investment Properties, Consulting, Compliance, ORE, Forensic Analysis, Public Sector Accounting, Credit Management, Investment Banking, CMBS, Securities, Statutory Compliances, Capital Markets, Management, Due Diligence
Education
Penn State University
B.S., Accounting
BlackRock August 2012 - Present
Nittany Lion Fund, LLC January 2010 - December 2011
BlackRock May 2011 - August 2011
Penn State Intramural Sports March 2008 - April 2011
Alpha Kappa Psi, Professional Business Fraternity August 2009 - December 2009
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance, Minor in Business Law
St. Joseph's Prep
BlackRock August 2015 - Present
J.P. Morgan January 2014 - August 2015
CEB January 2013 - December 2013
Skills
Strategic Communications, Marketing Communications, Account Management, Market Research, Salesforce.com, Sales Operations, Finance, Leadership, Management Consulting, Competitive Analysis, Business Strategy, Business Development, Strategic Partnerships, Strategy, Strategic Planning, Management, Microsoft Excel
Education
Penn State University 2008 — 2012
Bachelor's degree, Business/Corporate Communications
BlackRock April 2015 - Present
S&P Dow Jones Indices June 2011 - March 2015
S&P Capital IQ June 2007 - June 2011
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Bonds, Municipal Bonds, Equities, Derivatives, Investment Banking, Data Analysis, Capital IQ, Portfolio Management, Asset Management, Financial Services, Bloomberg Terminal, Credit Analysis, Analysis
Education
Penn State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Career Strategies September 2015 - Present
Adventist Health May 2012 - July 2015
Children's Hospital Los Angeles (CHLA) December 2010 - June 2013
UVA Health System June 2011 - May 2012
Inova Health System January 2010 - February 2012
BlackRock December 2008 - December 2010
KETTLER May 2007 - August 2008
Gmh Realty May 2006 - 2007
JPI Companies April 2006 - 2007
Lincoln Property Company 2005 - 2006
Skills
Investment Properties, Lean Consulting, Emergency Medicine, Health Care Recruiting, Marketing, Healthcare, Recruiting, Strategic Planning, Hospitals, Clinical Research, Physicians, Talent Acquisition, Healthcare Consulting, Epic Systems, Quality Improvement, Training, EMR, Meditech, Ambulatory, CPOE, Healthcare Industry, Inpatient, Healthcare Information..., BLS, ACLS, Critical Care, Healthcare Management, Performance Improvement, Nursing, Budgets, Rentals
Education
Pepperdine University 2008 — 2009
Six Sigma, Process Improvement
Charlottesville High School 2000 — 2004
HS Diploma
The Bancorp May 2015 - Present
Hartford Funds November 2013 - May 2015
Lincoln Financial Group 2012 - 2013
BlackRock August 2008 - May 2012
Morgan Stanley January 2007 - August 2008
Skills
Portfolio Management, Finance, Financial Services, Goal Oriented, Leadership, Operational Risk, Investment Properties, Trading, Team Management, Hedge Funds, Series 63, Asset Management, Alternative Investments, Marketing, Communication Skills, Organization, Series 7, Series 6
Education
Penn State University 2003 — 2006
Bachelor of Science (BS), Finance, General
St. Joseph's Preparatory School 1999 — 2003
BlackRock 2004 - Present
SEI Investments 2003 - 2004
PNC GIS (formerly PFPC, Inc) 1993 - 2003
Education
Widener University
MBA
Penn State University
Bachelor of Science (BS) in Finance, emphasis in Accounting and Economics, Finance
BlackRock April 2013 - Present
Daimler January 2012 - April 2013
Penn State Investment Association September 2008 - May 2011
The Chart Group, L.P July 2010 - August 2010
Soundview Executive Book Summaries May 2009 - August 2009
Skills
Valuation, Microsoft Excel, Forecasting, Financial Modeling, Financial Analysis, Microsoft Office, Data Analysis, Finance, Marketing Strategy, Social Media, PowerPoint, Business Strategy, Process Improvement
Education
Penn State University 2007 — 2011
B.S., Finance, International Business
University of Waikato 2010 — 2010
Liberal Arts and Sciences/Liberal Studies
Penn State Real Estate Society March 2014 - Present
Silverstein Properties, Inc. June 2015 - August 2015
Penn State Investment Association January 2013 - December 2014
Delta Sigma Phi Fraternity January 2013 - December 2014
Context Asset Management June 2014 - August 2014
Wall Street Boot Camp January 2014 - May 2014
BlackRock August 2013 - August 2013
Skills
Time Management, Team-oriented, Interviews, Teamwork, Work Ethic, Determination to Succeed, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Problem Solving, Positive Discipline, Research, Management, Customer Service
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Risk Management-Real Estate option
Lower Merion High School 2008 — 2012
High School
BlackRock December 2013 - Present
BlackRock June 2013 - April 2014
BlackRock May 2011 - February 2014
Penn State University June 2009 - May 2010
Material Research Institute – Penn State MRL May 2009 - September 2009
Kimberly-Clark January 2008 - August 2008
Skills
Data Center, Project Management, Networking, Electrical Engineering, Project Engineering, Sales, Research, Public Speaking, Microsoft Office, Asset Management, Leadership, SCADA, Creativity, Unix, Management, Collaboration, Vendor Management, Automation, Oral & Written..., Presentations, Agile Methodologies, Microsoft Excel, Contract Negotiation, Ethics, Electronics, Robotics, Breadboard, Ladder Logic, Circuit Design, HTML, Programming, Process Improvement, Databases, Product Design, Systems Engineering, Infrastructure..., Technology Risk, PLC, Embedded Systems, PCB layout design, AutoCAD, Remote Monitoring, R&D, CSS, OPC, Corporate Governance, Policy Writing, Standards Development, Procedure Development, E-Learning
Education
Penn State University
Bachelor of Science (BS), Electrical and Electronics Engineering
Park Lexington Advisors 2011 - Present
Springside Chestnut Hill Academy 2014 - Present
BlackRock 2011 - 2011
AllianceBernstein 2005 - 2011
Park Lexington Advisors, LLC / StoverDowns 2005 - 2009
AXA Financial / Equitable 2003 - 2005
Steelcase 1998 - 2001
International Paper 1995 - 1998
Skills
Hedge Funds, Mutual Funds, Broker-Dealer, Private Equity Firms, Asset Managment, Investment Management, Strategic Sourcing, Pensions, Financial Services, Fixed Income, Equities, Alternative Investments, Risk Management, Procurement, IT Outsourcing, IT Procurement, IT Sourcing, Global Custody, Securities Lending, Professional Services, Pension Administration, Pension Funds, Benefits Administration, Defined Contribution, Defined Benefit, Derivatives, Vendor Management, Asset Management, Finance, Outsourcing, Process Improvement, Supply Management, Financial Risk, Options
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Penn State University 1991 — 1995
BS, Marketing
Chestnut Hill Academy 1978 — 1991
High School
BlackRock January 2015 - Present
BlackRock June 2014 - January 2015
BlackRock August 2013 - June 2014
Morgan Stanley Wealth Management June 2010 - August 2012
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Mutual Funds, Leadership, Public Speaking, Social Skills, Dependable Team Player, Spanish, Multi Tasking, Time Management, Portfolio Management, Management, Investments, Wealth Management, Sales, Financial Modeling
Education
Penn State University 2009 — 2013
BS, Energy Business and Finance
Sayville High School 2005 — 2009
BlackRock March 2014 - Present
Turner Construction October 2011 - March 2014
Gansevoort Hotel Group June 2011 - October 2011
Penn State’s Human Resource Development Center September 2010 - December 2010
Skills
Human Resources, Training, Onboarding
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Labor Studies and Employment Relations
BNP Paribas May 2014 - Present
BlackRock August 2011 - May 2014
Genworth Financial June 2010 - August 2010
Skills
Credit Derivatives, Credit Trading, CDS, High Yield, Credit, Portfolio Management, Trading, Fixed Income, Emerging Markets, Securitization, Derivatives, Options
Education
Penn State University 2006 — 2010
Bachelor of Science (B.Sc.), Finance
PCCP, LLC (Pacific Coast Capital Partners) June 2015 - Present
BlackRock August 2013 - June 2015
Penn State University August 2009 - May 2013
Citi June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Skills
Equities, Bloomberg Terminal, Public Speaking, Investment Management, Microsoft Office, @Risk, Macro, Bonds, VBA, Money Market, SQL, Factset, depositary receipts, Unix Operating Systems, Argus Modeling
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General Political Science, Minor
Garnet Valley
Diploma
BlackRock November 2014 - Present
TD May 2013 - August 2013
Smeal Leadership September 2012 - May 2013
Penn State Dance Marathon February 2011 - May 2013
Penn State Investment Association September 2011 - May 2012
Camp Green Lane June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media, Social Networking, Public Speaking, Social Media Marketing, Data Analysis, Marketing, Leadership, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
BlackRock September 2014 - Present
Ellucian September 2011 - July 2013
Accounting Principals March 2011 - August 2011
Skills
Microsoft Excel, SAP, Bloomberg
Education
2016 Level III Candidate in the CFA Program
Temple University - Fox School of Business & Management 2013 — 2014
Master of Science (MS), Finance, Investment Management
Penn State University 2006 — 2010
Bachelor of Arts (BA), Economics
BlackRock July 2012 - Present
BlackRock January 2011 - July 2012
BlackRock July 2007 - December 2010
Skills
Equities, Bloomberg, Fixed Income
Education
Penn State University 2003 — 2007
BS, Finance
KKR December 2014 - Present
J.P. Morgan April 2014 - December 2014
Deutsche Bank July 2013 - March 2014
BlackRock May 2012 - August 2012
PwC January 2012 - March 2012
PNC Financial Services May 2011 - August 2011
Skills
Financial Modeling, Portfolio Management, Finance, Analysis, Leadership, Investments, Market Research, Strategy, Financial Analysis, Valuation, Microsoft Excel, Investment Banking, Bloomberg
Education
Penn State University 2009 — 2013
B.S, Finance
Neshaminy High School 2005 — 2009
BlackRock January 2015 - Present
BlackRock July 2013 - Present
CSC - Computer Sciences Corporation December 2011 - September 2012
CSC - Computer Sciences Corporation February 2010 - December 2011
Ascensus June 2008 - February 2010
Skills
Microsoft Excel, Project Management, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Presentations, Capital Budgeting, Forecasting, Budget Process, Strategic Financial..., PowerPoint, Technical Writing, Negotiation, Analysis, Finance, Business Analysis, Investments, Budgeting, Financial Services, Strategic Planning, Leadership, Budgets, Data Analysis, Strategy, Microsoft Office, Financial Planning
Education
Penn State University 2004 — 2007
Bachelor of Science (BS), International Finance
BlackRock August 2013 - Present
BlackRock May 2012 - August 2012
Skills
Data Analysis, Logistics Management, Presentations, Operational Efficiency, Leadership, Social Media, Management, Teamwork, Time Management, Social Networking
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
BlackRock August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Sigma Alpha Mu Fraternity October 2011 - October 2012
Charles Ritter Inc. May 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Portfolio Performance..., Asset Allocation, Client Marketing
Education
Penn State University 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Economics
BlackRock April 2012 - Present
BlackRock June 2009 - May 2012
BlackRock April 2007 - June 2009
Skills
Series 66, Series 7, Alternative Investments, Fixed Income, Separately Managed..., Mutual Funds, Bloomberg, Uniform Combined State..., Asset Allocation, Asset Management, Bloomberg Terminal, Bonds, Capital Markets, Equity Research, FINRA, Finance, Financial Advisory, Financial Markets, Financial Modeling, Financial Services, Fund Of Funds, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Options, Portfolio Management, Private Equity, Retirement Planning, Securities, Strategic Financial..., Wealth Management, Derivatives, Series 63, Valuation
Education
Penn State University 2003 — 2006
BA, Economics
Colts Neck High School 1999 — 2003
BlackRock January 2006 - Present
Evergreen Investments September 2004 - January 2006
SEI Investments June 2002 - September 2004
The Vanguard Group July 1999 - December 2001
Skills
Team Management, Manage Client..., Communication, Project Management, Bloomberg, Problem Analysis, Talent Management, Business Operations, SAS70, Fixed Income, SQL, Problem Solving, Hedge Funds, Total Return Swaps, Account Reconciliation, Interest Rate Swaps, Trade Entry, Securities, Derivatives, Financial Analysis, Asset Allocation, Excel, PowerPoint, Presenter, Reconciliations, Solutions, Documentations, Security Master, Alternative Investments, Compliance SOX, SSAE 16, Data Analysis, Reuters 3000, Pricing Analysis, Fair Market Value, Fair Value, Microsoft Excel
Education
Penn State University 1998 — 2002
BS, Marketing
BlackRock October 2013 - Present
KPMG July 2013 - September 2013
KPMG July 2012 - June 2013
KPMG July 2011 - June 2012
Penn State Panhellenic Council January 2010 - December 2010
KPMG June 2010 - August 2010
Delta Zeta Sorority January 2009 - December 2009
Skills
Accounting, Financial Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act
Education
Pennsylvania State University 2007 — 2011
B.S., Accounting
Citi August 2013 - Present
Citi June 2010 - July 2013
Nittany Lion Fund, LLC January 2008 - January 2010
Bullish Bankers LLC July 2008 - September 2009
Bullish Bankers LLC July 2008 - September 2009
Convergent Wealth Advisors June 2009 - August 2009
BlackRock June 2008 - August 2008
Education
Penn State University 2006 — 2010
Finance and Economics
BlackRock March 2007 - Present
BlackRock June 2005 - March 2007
Merrill Lynch January 2002 - June 2005
Skills
Mutual Funds, Fixed Income, Asset Management, Portfolio Management, Equities, Series 7, Series 66, Investments, Asset Allocation, Investment Management, Securities, Investment Strategies
Education
Pepperdine University
Bachelor's degree, Business Administration and Management, General
William Blair & Company January 2013 - Present
MKM Partners April 2011 - December 2012
BlackRock July 2008 - April 2011
Skills
Valuation, Analysis, Modeling, Series 7, Series 63, Financial Modeling, Equity Research, Bloomberg, Data Analysis, Excel, Factset, Thomson One, Microsoft Excel, Hedge Funds, Equities, Equity Valuation, Fixed Income, Capital Markets
Education
Penn State University 2004 — 2008
BS, Finance
BlackRock August 2009 - Present
BlackRock July 2007 - Present
BlackRock 2007 - Present
BlackRock July 2007 - July 2009
Penn State University, Smeal College of Business 2002 - 2007
Merrill Lynch Investment Managers 2006 - 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Sales Presentations, Client Facing Skills, Wealth Management..., ETFs, Asset Management, Securities, Investment Strategies, Separately Managed..., Microsoft Excel, Investments, Presentations, Travel, Consultative Sales..., Consultative Selling..., Portfolio Construction, Liquid Alternative Funds
Education
Penn State University 2002 — 2007
Bachelor of Science, Finance
Penn State University
Bachelor of Science (BS), Finance, General
BlackRock July 2013 - Present
Penn State University August 2009 - May 2013
Gardner Denver May 2012 - August 2012
Siemens Medical Solutions January 2009 - June 2009
Skills
Microsoft Office, Finance, Tax Accounting, Energetic team player, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Project Planning, Tax, Access, Analysis, Team Management, Philanthropy, Forecasting, Financial Modeling, PowerPoint, Public Speaking, Microsoft Word, Social Media
Education
Penn State University 2009 — 2013
Bachelor's degree, Accounting
Great Valley High School
Great Valley High School
BlackRock May 2015 - Present
JPMorgan Chase & Co. May 2014 - April 2015
Estenda Solutions February 2012 - May 2014
Environmental Standards, Inc. July 2010 - January 2012
Science Applications International Corporation (SAIC) February 2007 - September 2009
Superior Technical Resources (Subcontracted to Lockheed Martin) January 2002 - October 2005
Washington Group International June 2001 - November 2001
Onsite Environmental Staffing (Subcontractor to Environmental Forensics) May 2001 - June 2001
Onsite Environmental Staffing (Subcontractor to UAI Environmental) January 2001 - April 2001
Hepco (subcontractor to Lockheed Martin) June 1999 - August 1999
Skills
Java, SQL, Databases, JavaScript, C#, PL/SQL, Access, Spring MVC, Visual Studio, Microsoft SQL Server, VBA, VB.NET, Analysis, .NET, Microsoft Office, ADO.NET, Quality Assurance, Microsoft Excel, Microsoft Word, Fortran, Excel, Word, PowerPoint, Data Management, Programming, Eclipse, JSP, Ext JS, IntelliJ IDEA, Maven, Hibernate
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2010
Master, Software Engineering
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
B.S., Earth and Atmospheric Science
SET by Conversant (an Epsilon company) April 2014 - Present
Duff & Phelps August 2011 - March 2014
BlackRock August 2010 - August 2011
Kaufman Bros. May 2009 - July 2009
Skills
Video Advertising, Product Marketing, Ad Networks, Start-ups, Online Marketing, Digital Media, Online Advertising, Valuation, Investment Banking, Capital Markets, Capital IQ, Asset Managment, DCF, Venture Capital, Asset Management, Account Management, Ad Serving, Advertising Operations, Advertising, Client Services
Education
Penn State University 2006 — 2010
Bsci, Finance
AmerisourceBergen July 2015 - Present
BlackRock October 2013 - July 2015
Lincoln Financial Group March 2012 - October 2013
Lincoln Financial Group August 2010 - March 2012
Lincoln Financial Distributors 2010 - 2010
Wells Fargo 2009 - 2010
Albrecht Events, LLC 2008 - 2010
Skills
Recruiting, Sales, Event Planning, Insurance, Customer Service, Management, Access, Microsoft Excel, Relationship Management, Budgets, Employee Benefits, Microsoft Office, Fixed Annuities, Operating Budgets, Leadership, Finance, Human Resources
Education
West Chester University of Pennsylvania 2013 — 2015
Master of Public Administration (MPA), Human Resources Management and Services
Penn State University 2005 — 2009
Bachelor, Communications
T.R.E.D. Builders, LLC March 2013 - Present
BlackRock March 2011 - March 2013
US Bank August 2010 - March 2011
Northwestern Mutual May 2009 - December 2009
Skills
Creative problem..., Exceptional written and..., Analytical ability to..., Investments, Banking, Credit, Finance, Analysis, Financial Risk, Data Analysis, Asset Managment, Loans, CRM, Market Research, Real Estate Development, Real Estate, Financial Services, Mutual Funds, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Sales
Education
Penn State University 2006 — 2010
Bachelors, Economics
PwC June 2012 - Present
Temple Journal of Science, Technology & Environmental Law April 2012 - April 2013
Sidney L. Gold & Associates, P.C. March 2011 - May 2012
Raymond James 2009 - 2010
Nittany Bank 2004 - 2009
BlackRock June 2008 - August 2008
The Walt Disney Company January 2007 - June 2007
Skills
Financial Analysis, Accounting, Legal Research, Legal Writing, Tax Law, Tax Accounting, Analysis, Due Diligence, Tax
Education
Temple University - James E. Beasley School of Law 2010 — 2013
Juris Doctor, Law
Penn State University 2004 — 2009
BS, Finance
iShares July 2012 - Present
Merrill Lynch June 2009 - July 2012
BlackRock Global Sales October 2006 - March 2009
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch Investment Managers June 2004 - October 2006
BMW 2002 - 2002
Education
Penn State University 2000 — 2004
BlackRock January 2005 - Present
Skills
ETFs, Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Wealth Management, Series 6, FINRA, Investment Strategies, Asset Allocation, Investment Advisory, Uniform Combined State..., Investment Management, Series 65, Equities, Fixed Income, Portfolio Management, Securities, Retirement Planning, Alternative Investments, Series 24, Hedge Funds, Financial Services, Bloomberg, Asset Management, High Net Worth..., Closed-end Funds, Wealth Management..., Fund Of Funds, 401k, Options, Structured Products, Financial Advisory, Bonds
Education
Penn State University 2000 — 2004
walington high school
BlackRock August 2014 - Present
BlackRock October 2006 - August 2014
Merrill Lynch 2002 - 2006
Skills
Fixed Income, Series 7, Mutual Funds, Equities, ETFs, Hedge Funds, Asset Management, Investments, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Securities, Capital Markets, Financial Services, Valuation, Financial Modeling, Derivatives, Bonds
Education
Penn State University
BlackRock 2012 - Present
BlackRock 2009 - 2012
BlackRock 2007 - 2009
BlackRock 2003 - 2007
Flagship Capital Management 2002 - 2003
TD Waterhouse Investor Services July 1991 - March 2002
Skills
Fixed Income, Asset Allocation, ETFs, Hedge Funds, Series 7, Alternative Investments, Mutual Funds, Equities, Asset Management, Series 63, Financial Services, Investments, Relationship Management, SDLC, Investment Management, Investment Strategies, Securities
Education
Penn State University 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management
Penn State University 1987 — 1990
Bachelor of Arts (B.A.), Liberal Arts/Finance/Management
Private Advisors, LLC July 2013 - Present
BlackRock 2001 - June 2013
Education
Penn State University 1997 — 2001
DV Trading January 2014 - Present
BlackRock June 2013 - December 2013
Northwestern University, Kellogg School of Management November 2012 - June 2013
Simon Fraser University 2009 - August 2012
Penn State University 2004 - 2009
Institut Henri Poincaré January 2007 - April 2007
ETH Zürich May 2006 - August 2006
Skills
LaTeX, R, Mathematics, Mathematica, Statistics, Data Analysis, Econometrics, Mathematical Modeling, Teaching, Physics, Monte Carlo Simulation, Quantitative Finance, Time Series Analysis, University Teaching, Trading, Quantitative Analytics, Research, Economics, Data Mining, Statistical Modeling, Quantitative Research
Education
Simon Fraser University 2009 — 2012
ABD, PhD, Economics
Penn State University 2004 — 2009
PhD, Mathematics
Università degli Studi di Milano 2000 — 2004
Laurea, Physics
Brandywine Global Investment Management June 2014 - Present
BlackRock January 2012 - June 2014
BlackRock September 2010 - January 2012
State Street November 2008 - October 2010
Hamilton Lane August 2007 - July 2008
Education
Penn State University 2003 — 2007
Economics
BlackRock December 2007 - Present
BlackRock 2007 - Present
SEI 2002 - 2007
Skills
Process Improvement, Financial Services, Portfolio Management, Business Development, Investments, Securities, Hedge Funds, Mutual Funds, Bloomberg, Business Analysis, Fixed Income, Project Management, Equities, Management, Vendor Management, Team Building, Cross-functional Team...
Education
Philadelphia University 1999 — 2002
Keystone College 1997 — 1999
Associate, Liberal Study
BlackRock June 2012 - Present
Delaware Investments, a member of the Macquarie Group November 2006 - May 2012
SEI 2000 - 2007
Morgan, Lewis & Bockius LLP 1995 - 2000
Skills
FINRA, Analysis, Mutual Funds, Painting, SEC, Financial Services, Drawing, Investment Management, Proofreading, Organizational..., Application Development, Public Relations, 40 Act Law, Writing, Investments, Presentation Skills
Education
Rice University 1980 — 1984
BA, English and Art/Art History
Pennsylvania Academy of Fine Arts 1989 — 1993
Certificate, Painting
Enviva LP May 2012 - Present
BlackRock March 2010 - May 2012
Fortress Investment Group December 2006 - March 2010
Skills
Concur
Education
Penn State University
BlackRock November 2002 - Present
Skills
Fixed Income, Mutual Funds, Hedge Funds, Equities, Back Office, Portfolio Management, Securities, Bloomberg, ETFs, Derivatives, Bonds, Capital Markets, Middle Office, Trading Systems, Alternative Investments
Education
Pepperdine University 1992 — 1996
BlackRock September 2008 - Present
Morgan Stanley Investment Management 2002 - 2008
Prudential Securities April 1999 - August 2001
American Stock Exchange June 1997 - April 1999
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance and Accounting
Penn State University 1993 — 1997
BS, Finance
United States Navy May 2011 - Present
NextGen Healthcare Information Systems August 2010 - Present
US Navy November 2013 - October 2014
United States Navy August 2001 - May 2011
The Vanguard Group May 2009 - August 2009
BlackRock May 2007 - August 2007
Delta Market Research June 1998 - July 2001
Skills
Computer Hardware, Troubleshooting, Software Documentation, SQL, Windows, Operating Systems, Databases, Software Installation, Hardware, Process Improvement, Microsoft Office, Customer Service, Training, Windows 7, Project Management, Analysis, Military, Management, Security Clearance, Logistics, DoD
Education
Penn State University 2005 — 2010
Minor, Business
Penn State University 2005 — 2009
BS, Information Sciences and Technology, 3.83 Cumulative GPA
BlackRock 1999 - Present
Education
Penn State University
BlackRock February 2011 - Present
Pershing January 2010 - February 2011
Morgan Stanley Investment Management May 2008 - June 2009
SEI Investments January 2006 - May 2008
A.C. Moore 1997 - 2005
Skills
Mutual Funds, Fixed Income, Derivatives, Account Reconciliation, Valuation, Bloomberg, Asset Managment, Equities, Securities, Asset Allocation, Alternative Investments, Fund Accounting
Education
Penn State University 1999 — 2005
BSB, Business/Marketing
Caxton Associates July 2015 - Present
JAT Capital Management, LP July 2013 - December 2014
Evercore Partners April 2011 - July 2013
Bank of America Merrill Lynch July 2010 - April 2011
BlackRock June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Restructuring, Strategy
Education
Penn State University 2006 — 2010
Finance
The London School of Economics and Political Science (LSE)
Corporate Finance, Foreign Policy
BlackRock
Skills
Bloomberg, Financial Analysis, Financial Modeling
Education
Penn State University 2003 — 2006
Finance, Finance and Economics
BlackRock June 2014 - September 2015
BNY Mellon January 2014 - May 2014
Aurora Alternative Investments, LLC February 2013 - January 2014
BNY Mellon October 2012 - February 2013
Philadelphia Proprietary Trading Group May 2012 - October 2012
Northwestern Mutual May 2011 - August 2011
RE 360 LLC May 2010 - August 2010
Birmingham Capital Advisors, LLC May 2009 - August 2009
Skills
Valuation, Financial Analysis, Investments, Portfolio Management, Asset Managment, Real Estate, Finance, Financial Modeling, Risk Management, Equity Trading, Hedge Funds, Mergers & Acquisitions, Equities, Asset Management, Options, Strategy, Mutual Funds, Derivatives, Securities, Trading, Wealth Management, Capital Markets, Private Equity, Bloomberg, Analysis, Bloomberg Terminal, Bonds, Financial Services, FX Options, Retirement Planning, Trading Strategies, Series 7, Investment Strategies, Hedging
Education
Penn State University 2007 — 2011
Bachelor's degree, Energy, Business, Finance, 3.41
Avonworth
Avonworth
BlackRock August 2006 - Present
Morgan Stanley 2000 - 2006
Ernst & Young 1997 - 2000
Ernst & Young 1994 - 2000
Skills
Hedge Funds
Education
Penn State University
BS, Accounting
BlackRock December 2011 - Present
BlackRock December 2008 - October 2011
Ethicon May 2006 - December 2006
Skills
Fixed Income, Equity Valuation, Structured Finance, Financial Modeling, Valuation, Bloomberg, Asset Management, Derivatives, Portfolio Management, Capital Markets, Financial Analysis, Financial Markets, Business Analysis, VBA, Data Analysis, Analytics
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Industrial Engineering & Operations Research
BlackRock June 2011 - Present
G.X. Clarke &
Tyco International June 2009 - August 2009
Securitas Security Services USA, Inc. May 2008 - January 2009
Education
Penn State University 2007 — 2011
BS, Finance
Penn State University 2007 — 2011
BA, Economics
BlackRock July 2005 - Present
Skills
Portfolio Management, Fixed Income, Investments, Alternative Investments, Asset Management, Valuation, Capital Markets, Derivatives, Financial Modeling
Education
Penn State University 2001 — 2005
BS, Economics and Finance
Gateway
BlackRock January 2013 - Present
State Street June 2010 - January 2013
Partner Fund Management December 2009 - February 2010
Pomona Pitzer Water Polo 2006 - 2010
Symphony Asset Management May 2008 - July 2008
Morgan Stanley June 2007 - August 2007
Skills
Fund Accounting, Mutual Funds, Investments, Accounting, Fund Administration, Bloomberg, Hedge Funds, Corporate Actions, Fund Of Funds, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, SQL
Education
Pitzer College 2006 — 2010
B.A, Political Economy
Tribhuvan University of Nepal 2009 — 2009
Nepali Language and Studies
Tamalpais High School 2002 — 2006
High School Diploma
Tilden Park Capital Management April 2013 - Present
BlackRock December 1998 - April 2013
Bear Stearns May 1994 - December 1998
Swiss Bank Corporation April 1992 - May 1994
Merrill Lynch 1987 - 1991
Grumman October 1985 - December 1987
Sperry Systems Management May 1982 - November 1985
Skills
Market Data, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Unix, Equities, Java, Credit Derivatives, Portfolio Management, C++, SQL, Sybase, Asset Managment, SDLC, Enterprise Architecture, Linux, Software Development, Trading
Education
Penn State University 1980 — 1982
MS, Computer Science, 3.9
SUNY Stony Brook 1977 — 1980
BS, Applied Mathematics and Statistics, 3.3
Chaminade High School 1973 — 1977
BlackRock August 2011 - Present
Nittany Lion Fund, LLC May 2009 - December 2010
BlackRock Solutions June 2010 - August 2010
Penn State Investment Association May 2009 - June 2010
Skills
Portfolio Management, Management, Trading, Investments, Financial Risk, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Chartered Financial Analyst: Level 3 Candidate
BlackRock January 2014 - Present
BlackRock September 2010 - December 2013
BlackRock July 2007 - September 2010
Trident Mortgage Company, LP May 2006 - August 2006
Skills
Fixed Income, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Financial Modeling, SQL, Unix, Relationship Management, Leadership, Team Building, Team Leadership, Strategic Planning, BlackRock Aladdin, Financial Risk, Financial Risk..., Risk Analytics, Analytics
Education
Penn State University 2002 — 2006
BS, Business Management
Wells Fargo Securities June 2015 - Present
Goldman Sachs November 2013 - May 2015
Global Hunter Securities June 2012 - August 2012
BlackRock May 2011 - August 2011
Cedar Street Capital, LLC July 2010 - August 2010
Skills
Finance, Wealth Management, Investment Management
Education
Penn State University
Bachelor of Applied Science (BASc), Major in Finance & Economics, Minor in Statistics & History
Nanjing Foreign Language School 2002 — 2008
Economics, Physics, Math, Business
BlackRock August 2011 - Present
PwC September 2006 - June 2011
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Accounting
BlackRock July 2011 - Present
Skills
Bloomberg, Bloomberg Terminal, Markitwire, VBA, Equity Derivatives, Interest Rate Swaps, Derivatives, Credit Derivatives, Swaps, Interest Rate..., Options, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Unum September 2014 - Present
Unum July 2013 - August 2014
Raymond James Financial Inc. October 2011 - June 2013
BlackRock August 2010 - July 2011
BlackRock May 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Analysis, Investment Banking, Valuation, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Fixed Income, Mutual Funds, Risk Management, Asset Allocation, Credit, Investments, Securities
Education
Penn State University 2006 — 2010
B.S., Finance, 3.83 / 4.00, Cum Laude
BlackRock January 2015 - Present
BlackRock August 2013 - January 2015
VWR May 2012 - August 2012
Angel Brokin June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Finance, Accounting, Forecasting, Process Improvement, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Access, Microsoft Office, Data Analysis, Analysis, Leadership
Education
Penn State University 2009 — 2013
Finance, Business
American International School Riyadh 1999 — 2009
international baccalaureate, HL History, HL English, HL Economics, SL French, SL Chemistry, SL Math
PriceWaterhouseCoopers (PwC) October 2014 - Present
Carnival Cruise Line February 2013 - March 2014
Rising Action Theatre August 2007 - December 2011
The Jones Group, Inc. July 2006 - May 2007
Schroders July 2005 - July 2006
BlackRock August 2004 - July 2005
Twenty-First Securities September 2000 - August 2004
Accenture September 1997 - May 2000
Skills
Organization Skills, Strategic Planning, Management, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Event Planning, Customer Service, Event Management, Marketing, Sales, Creative Strategy, Public Relations, Digital Marketing, Marketing Communications, Social Media Marketing, Advertising
Education
Penn State University 1984 — 1989
Bachelor of Fine Arts (B.F.A.), College of Arts & Architecture
BlackRock July 2013 - Present
Broadridge 2010 - 2013
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University
Bachelor of Science (BS), Economics
BlackRock July 2014 - August 2015
ServiceLink June 2013 - August 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Finance, Teamwork, Corporate Finance, Microsoft Word, Critical Thinking, PowerPoint, Communication, Customer Service, Public Speaking, Accounting, Investments, Portfolio Management, Financial Forecasting, Financial Modeling, Financial Accounting, Interpersonal..., SQL
Education
University of Pittsburgh 2011 — 2014
Bachelor's Degree, Finance
Pennsylvania State University-Erie Campus 2010 — 2011
Bachelor of Science (B.S.), Business
BlackRock June 1999 - Present
Financial Accounting Standards Advisory Council (FASAC) January 2015 - Present
UBS Investment Bank May 1996 - June 1999
Merrill Lynch August 1992 - May 1996
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments, Investments, Capital Markets, Portfolio Management, Derivatives, Investment Banking, Mutual Funds, Valuation, Private Equity, Asset Allocation, Financial Modeling, Bloomberg, Securities, Wealth Management, Investment Strategies, Equity Research
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Finance, General
BlackRock June 2013 - Present
BNP Paribas 2009 - 2013
UBS Investment Bank August 2001 - December 2009
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Finance
BlackRock January 2015 - Present
BlackRock January 2013 - December 2014
BlackRock August 2010 - December 2012
BlackRock April 2009 - August 2009
Education
Penn State University 2003 — 2009
Bachelor of Science (BS), Industrial Engineering
Axiom July 2015 - Present
BlackRock February 2014 - July 2015
GE Capital January 2012 - February 2014
Frankel, Loughran, Starr & Vallone LLP May 2010 - August 2010
Skills
Portfolio Management, Finance, Managerial Finance, Banking, Loans, Financial Analysis, Financial Modeling
Education
Penn State University 2007 — 2011
Finance
Semester at Sea 2010 — 2010
BlackRock February 2012 - Present
BlackRock June 2011 - August 2011
BlackRock June 2010 - August 2010
Education
Penn State University 2008 — 2011
Bachelor’s Degree, Double major in Finance and Information Science Technology (Design and Development), cum laude
QED Financial Systems July 2013 - Present
BlackRock October 2003 - December 2010
StateStreet (MLIM) November 2000 - August 2003
Education
Penn State University 1995 — 2000
Bachelor's Degree, Accounting