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.
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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 August 2014 - Present
Granite Construction October 2013 - July 2014
Wall St. Cheat Sheet August 2012 - October 2013
SMS Financial LLC June 2010 - August 2012
Skills
Financial Analysis, Financial Modeling, Investments, Economics, Options, Portfolio Management, Microsoft Excel, Python, SQL, Essbase, Hyperion Planning, Bloomberg, Corporate Finance, Capital Markets, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management
Education
University of San Francisco 2011 — 2013
MS, Financial Analysis
San Francisco State University 2006 — 2010
BA, Economics
BlackRock 2012 - Present
LoJack Corporation April 2005 - September 2012
Newgen Results August 2002 - March 2005
Informatica January 2000 - July 2002
Reynolds & Reynolds February 1997 - January 2000
Skills
Negotiation, Key Account Management, Channel Partners, Direct Sales, Software Sales, Inside Sales, New Business Development, Sales Strategy, Series 7, Series 63, Sales Operations, Business Development, Lead Generation, Sales, Software Industry, Sales Management, Marketing Strategy, Portfolio Management, Account Management
Education
Santa Clara University 1990 — 1994
Bachelor of Commerce, International Business, Marketing
BlackRock July 2012 - Present
First Republic Bank July 2011 - July 2012
Charles Schwab January 2010 - May 2011
Charles Schwab October 2009 - January 2010
Education
San Francisco State University
Bachelor of Arts (B.A.), Mathematics
Osterweis Capital Management March 2013 - Present
BlackRock November 2009 - March 2013
Bernstein Global Wealth Management January 2005 - October 2009
Banc of America Investment Services, Inc. August 2003 - January 2005
Skills
Portfolio Management, Financial Planning, Investments, Retirement Planning, Chartered Financial..., Asset Allocation, Strategic Financial..., Finance, High Net Worth...
Education
Santa Clara University 1999 — 2003
B.S., Combined Science (Chemistry, Biology), Political Science
BlackRock July 2013 - Present
J.P. Morgan April 2010 - July 2013
Legg Mason September 2005 - April 2010
PNC Advisors September 2004 - September 2005
Vanguard July 2001 - September 2004
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
Master of Business Administration (MBA), Marketing
West Chester University of Pennsylvania 1997 — 2001
B.S., Finance
Bracket Global LLC June 2014 - Present
Bracket Global LLC January 2011 - Present
BlackRock June 2010 - December 2010
West TM Corporation February 2009 - May 2010
JPMorgan Chase February 2008 - January 2009
Stantec May 2005 - February 2008
Gamboa & Company January 1999 - April 2005
Skills
Analysis, Contract Management, Quality Assurance, Budgets, Project Management, Salesforce.com, SQL, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Access, Visio, QuickBooks, Management, SharePoint, PeopleSoft, Risk Management
Education
San Francisco State University
Bachelor of Science, Business Administration
Impact Sounds January 2010 - Present
BlackRock 2015 - 2015
ECS ELITEGROUP (USA) January 2007 - November 2012
Uniwill Computer June 2004 - December 2007
Skills
DJ, Testing, HTML 5, CRM, Management, Photoshop, Event Photography, Windows 7, Audio Visual Support, Wedding DJ, Product Management, Customer Service, HTML, Mac OS, Stage Lighting, Coordinating Events, CSS3, Events Coordination, Project Management, WordPress, Microsoft Office, jQuery UI, Canon DSLR, Web 2.0 Development, Illustrator, CSS, Abelton, Serato Scratch Live, WiX, Computer Graphics Design, iOS, Crestron, Cisco Technologies, DV Camera Operator, Video Conferencing, Windows 10
Education
San Francisco State University 1997 — 2004
Bachelor of Business Administration (BBA), Compuer Information Systems
BlackRock August 2015 - Present
Univeristy of Richmond August 2014 - Present
Altria - U.S. Smokeless Tobacco Company May 2014 - August 2014
sweetFrog Enterprises January 2014 - April 2014
University of Richmond May 2012 - August 2013
Skills
Marketing Strategy, Leadership, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Spanish, Research, Social Media Marketing, Social Media, Strategy, Facebook, Event Planning, Market Research, Marketing
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing, 3.25
Saint Louis University 2013 — 2013
BlackRock November 1988 - Present
Skills
Portfolio Management, Asset Management, Fixed Income, Bloomberg, Hedge Funds, Equities, Investments, Capital Markets, Mutual Funds, Financial Analysis, Alternative Investments, Chartered Financial..., Financial Modeling, Derivatives
Education
Villanova University 1989 — 1992
MBA
St. Joseph's University 1983 — 1987
BS, Finance
BlackRock April 2015 - Present
BlackRock-iShares June 2014 - April 2015
Franklin Templeton Investments August 2013 - June 2014
Charles Schwab & Co., Inc. October 2012 - August 2013
BlackRock-iShares March 2011 - October 2012
Wells Fargo, Marketing & Communications August 2009 - March 2011
JPMorgan Chase August 2005 - March 2009
Charles Schwab & Co., Inc. January 2001 - August 2005
Providian Financial / Aria.com June 1995 - December 2000
Skills
Process Improvement, Vendor Management, PMO, PMP, Financial Services, Operations Control, Six Sigma, CRM, Management, Outsourcing, Business Intelligence, Management Consulting, Leadership, Quality Assurance, Operations Management, IT Strategy, Banking, Analysis, Strategy, Software Documentation, Business Development, Competitive Analysis, Finance, Budgets, Requirements Gathering, Business Strategy, Training, SaaS, Software Development, Consulting, Agile Methodologies, Customer Experience, Data Warehousing, Strategic Partnerships, SharePoint, Data Governance, Strategic Planning, Marketing, IT Management, Team Building, Team Leadership, Call Centers, E-commerce, Project Planning, Team Management, Process Engineering, Start-ups, Enterprise Architecture, Coaching, Data Analysis
Education
San Francisco State University
DMCS Creative December 2013 - Present
Damascus January 2009 - Present
The Finance & Investment Society January 2009 - November 2009
Bainbridge Capital August 2008 - January 2009
BlackRock April 2008 - September 2008
The Paul Company October 2007 - April 2008
Skills
Delegation, Strategic Partnerships, Business Solutions, Team Motivator, Market Research, New Business Development, Business Strategy, Finance, Management, Business Intelligence, Digital Marketing, Leadership, Mergers & Acquisitions, Retail Marketing, Entrepreneurship
Education
San Diego State University-California State University 2007 — 2009
BS Business Administration, Finance
Western Asset Management May 2011 - Present
BlackRock February 2008 - September 2010
State Street Bank June 2004 - February 2008
Skills
Investments, Fixed Income, Asset Management, Alternative Investments
Education
San Jose State University 1999 — 2003
Bachelor of Science (B.S.), Finance
VLAB - MIT Enterprise Forum, Bay Area March 2014 - Present
WorkTechWork.com December 2013 - Present
BlackRock May 2007 - February 2013
Spieker Companies, Inc. December 2004 - May 2007
Sigma-C, Inc. 2001 - 2004
Skills
Leadership, Strategy, Project Management, Management, Process Improvement, Real Estate, Business Analysis, Software Implementation, Property Management, Budgets, SQL, Databases, Customer Service, Training, Yardi Property..., Troubleshooting, Team Leadership, Vendor Management, Leases, Asset Management, Data Analysis, Business Process..., Commercial Real Estate, Software Documentation, Start-ups, Technology Change..., Budget Process, Microsoft Office, Yardi Voyager, Microsoft SQL Server, Team Building, Asset Managment, SharePoint, IT Management, Software Project..., Crystal Reports, Financial Analysis, System Administration, Public Speaking, Time Management, Strategic Planning, Program Management, High Level Of..., Volunteering, Business Strategy, Entrepreneurship, Content Marketing
Education
Melbourne Business School 2013 — 2014
Master of Business Administration (MBA) Feb 2014, Strategy and Marketing
San Jose State University 2001 — 2004
Bachelor of Science, Busines Administration, 3.585/4.0 GPA, Cum Laude
Slalom Consulting October 2014 - Present
Mendosoft January 2007 - 2014
Sunrun 2010 - 2012
BlackRock 2004 - 2006
Alier, Inc. 1998 - 2000
Mellon Capital 1992 - 1998
Skills
Java, JavaScript, J2EE Application..., SQL, Software Development, Agile Methodologies, Software Project..., HTML, Cloud Computing, SaaS, Web Services, Enterprise Software, Financial Services, jQuery, Enterprise Architecture, Software Engineering, Business Analysis, Web Applications, Software Design, MBA, Node.js, Android Development, iOS development, jQuery Mobile, PhoneGap, Business Process..., Software Consulting, SDLC, Databases, REST, SOA, J2EE Web Services, Java Enterprise Edition
Education
St. Mary's College of California 1990 — 1991
MBA, International Business
SFSU 1989 — 1990
Bachelor of Science (BS), Finance and Investment Management
UC Berkeley 1982 — 1986
Computer Science
BlackRock August 2010 - Present
Wells Fargo July 2009 - August 2010
Union Bank of California May 2008 - November 2008
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Equity Research, Portfolio Management, Investments, Asset Management, Alternative Investments, Financial Analysis
Education
San Francisco State University 2005 — 2008
Finance, Finance, General
BlackRock November 2012 - Present
JPMorgan Chase January 2012 - November 2012
Steven Singer Jewelers January 2007 - January 2012
Saint Joseph's University September 2010 - May 2011
Northampton Township Parks and Recreation June 2006 - August 2010
Saint Joseph's University September 2009 - May 2010
McDonalds Corporation June 2005 - August 2005
Saint Mary Medical Center May 2003 - August 2003
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Outlook, Blogging, Facebook, Data Analysis, Public Speaking, Social Media Marketing, Social Networking, Market Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Science in Business Administration, Major: Finance, Minor: Economics
Universal Music Group September 2011 - Present
BlackRock August 2009 - March 2011
MultiPlan March 2006 - March 2008
Skills
Social Media Marketing, Web Design, Project Management, Entertainment, Social Media, Marketing, Social Networking, CRM, Email Marketing, Event Management, Event Planning, Web Development, Analytics, Strategic Planning, Blogging, Responsive Design, HTML emails, ExactTarget
Education
Salisbury University 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
BlackRock October 2014 - Present
Allied Wealth Partners December 2011 - September 2014
USHAA, Inc. June 2010 - September 2010
Wakefern Food Corporation June 2010 - August 2010
Summit Financial Resources, Inc. June 2009 - August 2009
O2 Sports June 2005 - July 2009
Education
Saint Joseph's University 2007 — 2011
Saint Louis University, Madrid 2010 — 2010
Seton Hall Preparatory 2003 — 2007
J.P. Morgan May 2011 - Present
Merrill Lynch November 2007 - May 2011
BlackRock January 2007 - October 2007
Goldman Sachs July 2003 - December 2006
SEI Investments January 2001 - June 2003
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Managed Futures, Private Equity, Series 7, Mutual Funds, Fund Accounting
Education
Saint Joseph's University 1995 — 1999
BA, Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
BlackRock 2013 - Present
Lifestyle Fitness 2009 - 2015
BlackRock 2012 - 2013
BlackRock 2011 - 2012
E*TRADE Financial 2010 - 2011
Merrill Lynch 2004 - 2009
Wells Fargo Bank 2002 - 2004
Skills
Investments, Asset Allocation, Equities, Strategic Financial..., Business Strategy, Financial Analysis, Finance, Financial Planning, Strategic Planning, ETFs, FX trading, Portfolio Management, Mutual Funds, Wealth Management, Valuation, Alternative Investments
Education
San Diego State University-California State University 2007 — 2008
MBA, Financial and Tax Planning
San Diego State University-California State University 2003 — 2005
BA, Economics
NFP Retirement December 2011 - Present
NFP Retirement 2011 - Present
The Vanguard Group 2009 - 2011
The Vanguard Group 2008 - 2009
BlackRock 2007 - 2008
Allied International 2006 - 2006
ISU Hing and Insurance 1999 - 2004
Skills
Client Relationship..., Client Communication, Public Speaking, Retirement Planning, Legal Advice, Institutional Sales, Employee Benefits, Financial Services, Defined Contribution, Training, Retirement, Series 7, Mutual Funds, 401k, Investments, Securities, Investment Advisory, CRM, Series 63, Defined Benefit, ERISA, Asset Allocation, Financial Advisory, Portfolio Management, Investment Strategies, IRAs
Education
San Diego State University
Bachelors, Finance
San Diego State University-California State University
Finance, Financial Services
Citi July 2015 - Present
Citi April 2014 - May 2015
BlackRock December 2013 - April 2014
Deutsche Bank October 2013 - December 2013
Bank of America Merrill Lynch January 2013 - September 2013
Eze Castle Integration February 2011 - June 2012
KForce Technology 2007 - 2011
Skills
Project Management, Management, Process Improvement, Business Development, Vendor Management, Leadership, Finance, CRM, Procurement, Risk Management, Analysis, Budgets, Negotiation, New Business Development, Project Planning, Strategic Planning, SEPA, Operational Excellence, Operational Risk..., Agile & Waterfall..., Equities, Business Analysis, Broker Dealer Services, Blotter Reports, 12B-1 fees, ISDA, MSFTA Agreements, Master Bond Agreements, Futures Clearing..., Program Management, Financial Services
Education
Pasco High School
Saint Leo University
Bachelor's Degree, Political Science and Government
Saint Leo University
Master of Business Administration (M.B.A.)
BlackRock February 2014 - Present
State Street September 2013 - February 2014
State Street January 2013 - September 2013
State Street November 2011 - December 2012
UC Davis September 2010 - September 2011
CalPERS January 2009 - June 2010
The First Resort, UC Davis Advising Services June 2006 - June 2007
Skills
Microsoft Excel, Economics, Data Analysis, VBA, Research, Public Speaking, Analysis, Mutual Funds, Financial Analysis, Statistics, SQL, Derivatives, Equities, Bloomberg, Investments, Business Intelligence, Data Presentation, Fund Accounting, Econometrics, Bloomberg Terminal, BlackRock Aladdin, Barclays Point, Tableau, Data Visualization, Data Validation, Hedge Funds, Access, Fixed Income, Banking, Analytics, Microsoft Office, Management, Finance, PowerPoint, Leadership, Project Management, Microsoft Word, Spotfire, Microsoft Power BI
Education
University of California, Davis 2010 — 2011
M.A., Economics
Sacramento City College 2009 — 2010
Computer Science
University of California, Davis 2004 — 2008
A.B., Economics
BlackRock March 2011 - Present
MCS Inc. April 2010 - February 2011
Callan Associates April 2000 - March 2010
Skills
Social Media, Integrated Marketing, Marketing, Strategy, Editing, Newsletters, Institutional..., Leadership, Management, Digital Media, Research, Content Management, Corporate Branding, Investment Management, Nonprofits, Fundraising, Copywriting, Web Content, Publishing, Art Direction, Innovative
Education
San Francisco State University
Bachelor of Arts, Journalism
Union Bank January 2015 - Present
Freelance July 2012 - Present
BlackRock February 2010 - June 2012
Freelance April 2009 - February 2010
Charles Schwab April 2008 - April 2009
TransPerfect Translations 2003 - 2008
RWS Group 2002 - 2003
TIBCO Software 2001 - 2001
Shop the Planet, Inc. 1999 - 2000
Skills
InDesign, Proofreading, RoboHelp, FileMaker, Adobe Acrobat, Editing, PowerPoint, QuarkXPress, FrameMaker
Education
Webster Institute of Technical Writing 1999 — 2001
Certificate, Technical Writing
San Francisco State University
BA
Rothschild Asset Management July 2015 - Present
Thane Capital Partners April 2012 - July 2015
Protege Partners May 2011 - March 2012
Corbin Capital Partners, LP February 2007 - May 2011
BlackRock March 2003 - February 2007
J.P. Morgan Asset Management January 1993 - March 2003
Skills
Hedge Funds, Fixed Income, Alternative Investments, Investment Management, Fund Of Funds, Portfolio Management, Equities, Asset Management, Investments, Asset Managment, Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Institutional...
Education
Saint Joseph's University 1988 — 1992
BA
San Francisco Public Utilities Commission April 2013 - Present
City and County of San Francisco October 2007 - Present
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) December 2006 - October 2007
BlackRock July 1999 - October 2006
SDDPC February 1996 - July 1999
San Diego State University January 1995 - February 1996
Skills
Java, Python, JavaScript, RDBMS, Django, GeoDjango, Ext JS, OpenLayers, SQL, Business, GIS
Education
San Diego State University-California State University 1999 — 2004
Master's degree, Remote Sensing/Geographic Information Systems
State Street Global Advisors September 2012 - Present
State Street Global Advisors February 2010 - Present
BlackRock October 2006 - January 2010
Merrill Lynch Investment Managers June 1987 - September 2006
Skills
Global Cash Management, Asset Managment, Cash Management, Series 7, Mutual Funds, Series 63, Relationship Management, Separately Managed..., Series 24, Investment Management, Financial Services, Investment Advisory, Treasury Management, Series 6, Money Market, Cash, Institutional Sales
Education
Saint Anselm College 1983 — 1987
Bachelor of Arts (B.A.), Business/Financial Economics
Boston College High School 1979 — 1983
Google May 2011 - May 2012
BlackRock 2005 - 2011
Skills
Onboarding, Recruiting
Education
San Francisco State University
BS, Business Administration / Marketing
Ridgewood Board of Education August 2013 - Present
BlackRock May 2007 - March 2011
New Jersey City University November 2002 - May 2007
Techalloy Company, Inc June 1999 - November 2001
Techalloy Company, Inc February 1999 - June 1999
Fairfield Maxwell Services Ltd August 1997 - February 1999
Skills
ORACLE, PeopleSoft ePro 7.5 &..., Microsoft Excel & Word, Microsoft Outlook, Apple, AS 400, Lotus 1-2-3, Account Reconciliation, Analysis, Invoicing, Management, Microsoft Excel, Outlook, Purchasing, Accounts Payable
Education
Saint Peter's University
Bachelor, Accounting
BlackRock April 2007 - April 2011
ORIX Corporation 2004 - 2008
Skills
Asset Managment, Financial Modeling, Financial Analysis, Asset Management, Forecasting, Finance, Financial Reporting
Education
Saint Joseph's University 1987 — 1991
Finance, Finance & Accounting
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors July 2006 - December 2009
Skills
Training, Portfolio Management, Business Analysis, SDLC, Bloomberg, Asset Management, Equities, Investments, Fixed Income, Alternative Investments, Hedge Funds, ETFs, Investment Strategies, Financial Services, Wealth Management, Mutual Funds, Capital Markets, Securities
Education
Ryerson University
Bachelor of Commerce (B.Com.), Finance
Contra Costa County Employees' Retirement Association June 2014 - Present
BlackRock September 2013 - May 2014
Milliman March 2012 - August 2013
Milliman August 2007 - March 2012
Smith Barney May 2005 - September 2006
Applied Medical Resources June 2004 - September 2004
Skills
Financial Modeling, Investments, Project Planning, Financial Analysis, Valuation, Financial Services, Asset Management, Asset Allocation, Project Management, Pensions, Portfolio Management, Investment Strategies, Bloomberg
Education
San Francisco State University 2007 — 2010
MBA, Business Administration and Management
University of California, Santa Barbara 2003 — 2007
B.A., History, Sports Management
University of Essex 2006 — 2006
Oil Diplomacy
Coronado High School 1999 — 2003
Stanford Continuing Studies
Mergers & Acquisitions
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
Toyko Electron January 2014 - Present
Financial Services March 2011 - 2013
BlackRock April 2008 - March 2010
Thomas Weisel Partners October 2007 - March 2008
Thomas Weisel Partners November 2006 - October 2007
Paragon Restaurant June 2006 - November 2006
Kingfish Restaurant December 2004 - June 2006
Skills
Editing, Management, Administrative..., Asset Managment, Investments, System Administration, Outlook, Equities, Calendaring, Asset Management, Microsoft Excel, Bloomberg, Financial Services
Education
San Francisco State University 2000 — 2004
Bachelor's, Multimedia Visual Design Communications, Fine Arts
Kabam July 2015 - Present
Kabam April 2013 - Present
Kabam September 2012 - April 2013
BlackRock August 2010 - September 2012
Shaw Management Group of Companies August 2003 - June 2010
Saint Mary's College of California August 2009 - January 2010
Skills
Recruiting, Talent Acquisition, Interviews, Management, Leadership, Technical Recruiting, Event Planning, Applicant Tracking..., Sourcing, Onboarding, Interviewing, Talent Management, Screening, CRM, Executive Search, Social Networking, Global Sourcing, Research, Training, Strategy, Negotiation, Vendor Management, Employee Engagement, Human Resources, Public Speaking, Business Development, Cultural Diversity, Screening Resumes, Employer Branding, Search, Direct Sourcing, Temporary Placement, College Recruiting, Performance Management, Recruitment Advertising, Team Building, Contract Recruitment, Internet Recruiting, Account Management, Leadership Development, Teamwork, Organizational..., Employee Relations, HRIS, Market Research, Analysis, Benefits Negotiation, Cold Calling, Employee Training, HR Consulting
Education
Saint Mary's College of California 2008 — 2010
MFA, Nonfiction
Saint Mary's College of California 2002 — 2006
BA, English, minor in Religious Studies
BlackRock Financial Management January 2010 - Present
BlackRock September 2007 - December 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Masters, MBA program
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor's degree, Marketing
BlackRock June 2015 - Present
KPMG US July 2014 - June 2015
KPMG US August 2012 - July 2014
Skills
External Audit, Internal Controls, IFRS, US GAAP, Auditing, Big 4, Sarbanes-Oxley Act, Assurance, Financial Reporting, GAAP, Financial Accounting, SEC filings, Accounting, Financial Audits, Financial Statements, Microsoft Excel, CPA, Microsoft Office, Microsoft Word, Valuation, SAP, SEC Filings
Education
Saint Joseph's University
Bachelor of Business Administration (BBA), Accounting
BlackRock May 2013 - April 2014
Deutsche Bank June 2010 - May 2013
Skills
Business Intelligence, Big Data Analytics, Predictive Analytics, Tableau, SAS E-Miner, Microsoft SQL Server, Data Mining, Omniture, Web Analytics, Financial Analysis, Financial Reporting, Investment Banking, Asset Management, Business Analysis, BlackRock Aladdin
Education
Saint Joseph's University 2015 — 2016
Master of Science, Business Intelligence and Analytics
INDIAN INSTITUTE OF BANKING AND FINANCE, MUMBAI 2011 — 2012
Diploma in International Banking & Finance, International Finance, B
ACCMAN INSTITUTE OF MANAGEMENT 2008 — 2010
M.B.A, Business Administration and Management, General
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
Charles Schwab November 2014 - Present
BlackRock 2011 - August 2014
BlackRock 2009 - 2011
Barclays 2007 - 2009
Barclays 2004 - 2007
Barclays 2001 - 2004
Barclays 1999 - 2001
Barclays 1996 - 1999
Wells Fargo / Nikko Investment Advisors 1990 - 1996
Skills
ETFs, Hedge Funds, Fixed Income, Asset Managment, Investment Strategies, Equities, Derivatives, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Financial Services, Equity Derivatives, Fund Of Funds, FX Options, Capital Markets, Securities, Asset Allocation, Trading Systems, Asset Management, Emerging Markets, Bonds, Equity Research, Alternative Investments, Series 7, Financial Markets, Quantitative Finance, Middle Office
Education
San Francisco State University, College of Business 1985 — 1989
BS, Finance and Real Estate
Lending Club May 2015 - Present
Turn Appeal, Inc. July 2014 - Present
BlackRock July 2013 - May 2015
BlackRock July 2010 - July 2013
BlackRock May 2007 - July 2010
Barclays Global Investors September 2005 - May 2007
Albany Automotive Services December 2001 - September 2005
Netcentives, Inc. February 2000 - December 2001
Professional Claims Services, Inc. August 1997 - January 2000
Skills
Management, Leadership, Product Management, Change Management, Investments, Securities Lending, Equities, Risk Management, Operations Management, Financial Services, Entrepreneurship, Asset Management, Securities, Team Leadership, Capital Markets, Employee Engagement, Finance, Strategic Leadership, Organizational Design, Strategy, Relationship Management, Relationship Based..., Technology Solutions, Real Estate Investment, Property Management, Property Rehabilitation, Construction, Whole House Renovations, Business Coaching, Training & Development, Management Consulting, Business Process Design, Business Process..., Business Infrastructure..., Operational Turnaround, Business Turn-arounds, Global Leadership, Human Resource..., Human Resources, Business Innovation, Creative Solutions
Education
Whittier College 1993 — 1997
Bachelor's Degree, Business Administration & Economics
San Francisco State University
Master of Business Administration (M.B.A.), Management, 2003 - 2005
McKesson October 2013 - Present
McKesson November 2011 - October 2013
BlackRock May 2011 - November 2011
Mercer May 2008 - November 2010
Memetrics Inc April 2006 - September 2007
InfoWorld May 2005 - April 2006
Independent Contractor January 2004 - May 2005
San Francisco Business Times October 2002 - December 2003
Atribord & Associés March 2002 - June 2002
Maisons Marques & Domaines, Inc. April 2000 - September 2001
Education
San Francisco State University 2012 — 2015
Paralegal Certificate (ABA approved program)
Université Paris Sorbonne (Paris IV) 2001 — 2002
Transworld Schools 2000 — 2001
TEFL certificate
San Francisco State University 1993 — 1994
Victor Valley College 1990 — 1993
A.A
Hartford Funds June 2012 - Present
BlackRock 2005 - 2012
BlackRock April 2001 - May 2005
BlackRock September 1998 - April 2001
CoreStates Investment Advisors June 1996 - August 1998
Meridian Asset Management February 1993 - June 1996
Skills
Portfolio Management, Performance Attribution, Risk Measurement, Fixed Income Trading, Fixed Income Products, Fixed Income, Model Portfolios, Mutual Funds, Fixed Income Research, Liquidity, Analysis, Financial Markets, Securities, Risk Management, Finance, Hedge Funds, Money Market, Funding, Asset Allocation, Strategy, Investment Management, Trading, Financial Risk, Mergers & Acquisitions, Capital Markets, Bloomberg, Economics, Options, Institutional..., Investments, Equity Research, Asset Management, Fixed Income Analysis, Financial Services, Credit, Bonds, Alternative Investments, ETFs, Derivatives, Structured Products, Trading Systems, Series 63, Investment Strategies
Education
Saint Joseph's University 2012 — 2013
Master of Business Administration (MBA)
York College of Pennsylvania 1980 — 1984
BS, Marketing
BlackRock May 2015 - Present
BlackRock September 2012 - May 2015
BlackRock September 2014 - April 2015
JonesWorks Inc, August 2011 - December 2011
Lizzie Grubman Public Relations August 2009 - August 2011
The Tuttle Agency March 2009 - December 2009
Bailey Gardiner November 2008 - March 2009
San Diego Padres April 2008 - September 2008
Learfield Sports January 2007 - May 2007
Skills
Event Management, Event Planning, Social Media Marketing, Public Relations, Social Media
Education
San Diego State University-California State University 2004 — 2008
Bachelor, Journalism and Media Studies with an emphasis in Public Relations
University of San Diego High School 2000 — 2004
BlackRock October 2012 - Present
SEI Investments January 2011 - October 2012
MassMutual Financial Group 2009 - 2010
Buck Consultants 2008 - 2009
Skills
Financial Reporting, Fund Accounting, Financial Statements, Accounting, Hedge Accounting, Account Reconciliation, Finance, Financial Services, Hedge Funds, Alternative Investments, Valuation, Analysis, Bloomberg Terminal, Auditing, Corporate Actions, Axys, Internal Controls, Financial Analysis, Equities, Investments, Financial Modeling, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelors in Science, Accounting
Conestoga High School 2001 — 2006
BlackRock August 2001 - Present
Skills
Portfolio Management, Investments, Management, Equities, Asset Management
Education
San Diego State University-California State University 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of California, San Diego 1986 — 1991
Bachelor's degree, Quantitative Economics and Decision Sciences
BlackRock June 2015 - Present
Merrill Lynch January 2013 - June 2015
P3 Entertainment June 2012 - October 2012
Running Press Book Publishers January 2012 - May 2012
Skills
Mutual Funds, ETFs, Certificates of Deposit, Investment Advisory, Alternative Investments, Siebel, Microsoft Excel, Finance, Public Speaking, Microsoft Office, Microsoft Word, Fixed Income, PowerPoint, Entertainment
Education
Saint Joseph's University 2008 — 2012
Bachelor of Arts, English & Communications
American University of Rome 2011 — 2011
English
Lincoln Sudbury Regional High School 2004 — 2008
BlackRock February 2014 - Present
BlackRock April 2012 - February 2014
Wells Fargo August 2010 - April 2012
FDIC August 2008 - May 2010
Saint Mary's College of California August 2006 - January 2009
Law Offices of David Hibbert May 2007 - August 2007
Skills
Research, Economics, Business Analysis, Excel, Word, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Financial Analysis, Data Analysis, Banking, Analysis, Outlook, Team Leadership, Documentation, Risk Management, Finance, Management, Microsoft Excel, Strategy
Education
Saint Mary's College of California 2006 — 2010
BS, Economics and Mathematics
Kaiser Permanente October 2014 - Present
GBprotect July 2014 - October 2014
GBprotect July 2013 - October 2014
Unisys September 2011 - July 2013
Unisys September 2011 - July 2013
BlackRock September 2011 - January 2012
Zions Bank March 2011 - September 2011
Education
Western Governors University 2015 — 2017
Bachelor’s Degree
Salt Lake Community College 2011 — 2015
Associate’s Degree
Salt Lake Tooele Applied Technology College 2006 — 2009
BlackRock August 2011 - March 2013
Dodge & Cox April 2007 - August 2011
Crosslink Capital September 2001 - August 2006
Pacific Coast Stock Exchange-Options Floor August 1995 - May 1999
Skills
Equities, Bloomberg, Hedge Funds, Business Development, Strategy, Fixed Income, Financial Modeling, Asset Management, Investments, Portfolio Management
Education
Saint Mary's College of California 2014 — 2015
Master of Science (M.S.), Financial Analysis and Investment Management
University of San Francisco 1999 — 2001
BA, Economics
Aberdeen Asset Management November 2012 - Present
BlackRock January 2009 - October 2010
BlackRock April 2007 - December 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch January 2004 - December 2005
Skills
Asset Managment, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Strategies, Hedge Funds, Separately Managed..., Asset Management, Securities, Investment Management
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
AAA Northern California, Nevada & Utah January 2014 - Present
Blackhawk Network October 2012 - January 2014
BlackRock April 2012 - June 2012
Cartridge World North America September 2009 - August 2011
Cartridge World North America June 2007 - September 2009
Oakland Magazine, Alameda Publishing Group August 2006 - June 2007
Fremont Bank - SF Bay Area July 2005 - June 2006
Terry Hines & Associates - SF Bay Area February 2004 - August 2004
KTVU - FOX Affiliate SF Bay Area January 2001 - June 2001
Skills
Website Redesign, Copywriting, Social Media, Media Buying, Creative Development, Radio Advertising, Television, Traditional Media, SEO, Compliance, Campaign Development, Campaign Management, Collateral Material..., Legal Research, Retail Packaging, Advertising, Training Skills, Webinars, Website Copy, Email Marketing, B2B Marketing, B2C marketing, Franchising, Corporate Communications, Corporate Events, Brand Development, Brand Awareness, Magazine Advertising, Public Relations, Public Speaking, Deadline Management, Professional..., MS Office Suite, Direct Mail, Retail, Web Design, Creative Direction, Editing, Campaigns, Marketing Copy, Training, Task Management, Event Planning, B2B, Brand Management, Marketing, Press Releases
Education
San Francisco State University 2003 — 2004
B.A., Communications
University of California, Davis 2002 — 2003
Communications
Piedmont High School
WBI Investments July 2015 - Present
BlackRock November 2012 - July 2015
Marathon Energy Corporation November 2011 - November 2012
UBS June 2010 - August 2010
Atlantic Development Group June 2009 - August 2009
Skills
Series 7, Series 66, MBA, Investments, Financial Markets, Portfolio Management, Bloomberg, Risk Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA, Finance
Saint Joseph's University 2006 — 2010
BS, Finance
Fidelity Investments August 2015 - Present
BlackRock March 2014 - August 2015
BlackRock April 2010 - March 2014
Morgan Stanley Smith Barney August 2007 - April 2010
McLaughlin, Piven & Vogel Securities, Inc July 2006 - July 2007
Skills
• Relationship..., • Business Development, • Strategic Planning, • Client Seminars,..., Relationship Management, Business Development, Strategic Planning, Sales Presentations, Sales Management, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments
Education
San Jose State University
Bachelor of Science, Business; Finance
BlackRock July 2012 - Present
Medrio April 2012 - June 2012
International Antiviral Society-USA May 2011 - March 2012
Becton Healthcare Resources 2008 - July 2011
Express Employment Professionals 2011 - 2011
Marin Software 2011 - 2011
Integrated Wealth Management July 2008 - July 2009
Scott Cole & Associates 2006 - 2008
SEIU- UHW 2006 - 2007
Tremain & Hoffman 2006 - 2007
Skills
Outlook, Microsoft Excel, Heavy Calendaring, Travel Management, International Logistics, Teleconferencing, Global Meeting..., Expense Management, Vendor Management, Vendor Relationships, Business Correspondence, Database Administration, Account Reconciliation, Mail Merge, Concur, PowerPoint, Corporate Events, Web Conferences, Interpersonal Skill, Onboarding, Administration, Customer Service, Event Planning, Microsoft Office, Management, Executive...
Education
Saint Joseph Notre Dame
San Jose State University
BlackRock April 2015 - Present
Calamos Investments November 2012 - April 2015
ETF Securities April 2011 - November 2012
Invesco Aim April 2008 - March 2011
Invesco Ltd. 2008 - March 2011
Skills
Asset Management, Series 7, ETFs, Mutual Funds, Investments, Asset Managment
Education
Sam Houston State University 1999 — 2003
B.B.A, Marketing
BlackRock October 2011 - April 2015
BlackRock February 2011 - November 2011
RiskMetrics Group February 2010 - July 2010
Kaye Investments January 2009 - September 2009
Barclays Global Investors February 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Equities, Spanish, Hedge Funds, Microsoft Office, Hebrew, Workshop Facilitation, Proposal Writing, Investments, Customer Service
Education
Bar-Ilan University, International
MBA
San Francisco State University
B.A, Economics
Universidad Complutense de Madrid
White & Case November 2011 - Present
BlackRock July 2006 - March 2010
Credit Suisse August 2005 - June 2006
Credit Suisse June 2000 - August 2005
King Office Products January 1996 - January 2000
Skills
Furniture, Strategic Sourcing, Vendor Relations, Vendor Management, Procurement, Travel Management, Print Management, Ordering Office Supplies, Ground Transportation, Mailroom Operations, Office Servvices..., Office Services..., Seamless, Couriers, Spend Reporting, Spend Management, RFP's, Office Equipment, Contract Negotiation, Management, Contract Management, Negotiation, Leadership, Strategy, Process Improvement, Project Management, Logistics, Analysis, Account Management, Sales, Facilities Management, Global Sourcing, RFP, Pricing, SAP, Time Management, Supply Management, Operations Management, Cross-functional Team..., Mergers & Acquisitions, Business Process..., CRM, Change Management, Forecasting, Risk Management, Team Building, Program Management, Policy, Performance Management, Purchasing
Education
Saint John's University 1975 — 1979
BS, Communications
Bayside High School 1972 — 1975
BlackRock May 2015 - Present
BlackRock March 2012 - May 2015
BlackRock May 2011 - December 2011
Santa Clara University June 2009 - December 2010
UBS February 2010 - June 2010
College Reading & Learning Association (CRLA) May 2007 - June 2010
Cedar Fair Entertainment Company June 2008 - September 2008
Precision Electric (San Jose) June 2006 - August 2007
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg Terminal, Investments, Technical Analysis, Bloomberg, Morningstar Direct, Returns Based Style..., Mean-Conditional Value..., Equity Valuation, Mutual Fund Analysis, Economic Research, Series 7, Equities, Management
Education
Santa Clara University 2007 — 2010
B.S., Finance
Leland High School 2003 — 2007
BlackRock February 2015 - Present
Akcelerant April 2014 - January 2015
Comcast Cable September 2013 - April 2014
HighPoint Solutions September 2012 - September 2013
Saint Joseph's University August 2010 - May 2012
DataQDirect, King of Prussia, PA September 2010 - January 2011
Shell September 2008 - September 2009
Saville Resister-Base July 2006 - September 2008
Skills
VBA, Data Warehousing, Business Analysis, Pivot Tables, Six Sigma, SAS, SQL, Decision Support, Data Mining, Business Intelligence, Data Modeling, Data Analysis, Analytics, Business Objects, Statistics, SPSS, Access, Analysis, Predictive Analytics, Data Management, SAP, Cognos, Visual Basic, SharePoint, Financial Modeling, Requirements Analysis, Competitive Analysis, Market Research, MS Project, Business Process..., Oracle, Business Analytics, Visio, ETL, Unix, Microsoft Office, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Science, Business Intelligence
University of Hertfordshire 2003 — 2007
Bachelor of Arts (Honors), Business and Computer Science
First Foudation
First Foudation
BGB New York August 2015 - Present
Holtzbrinck Publishing Group October 2013 - June 2015
Hachette Book Group January 2012 - October 2013
BlackRock November 2010 - January 2012
Remedy Interactive February 2005 - January 2009
Skills
Microsoft Office, Writing, Confidentiality, Travel Management, Social Media, Mac OS, Outlook, Event Planning, Photoshop, Concur, Social Networking, Onboarding, Blogging, Social Media Marketing, Fashion, Public Relations, Digital Media, Microsoft Excel, Marketing Strategy, Creative Direction, Kronos Timekeeping, PowerPoint, Salesforce.com, Press Releases, Facebook, Personal Shopping, Contract Negotiation, Filing, Meeting Planning, Meeting Scheduling, Creative Writing, Humorist, Leading Discussions, Email Marketing, Email, Publishing, T&E, WebEx, Editorial, Newsletters, Copywriting, Sales, Management, Leadership, Training, Editing, Marketing, CRM, Human Resources, Proofreading
Education
San Francisco State University 2006 — 2008
Master's Degree, English Language and Literature, General
San Francisco State University 2002 — 2006
Bachelor's Degree, English Language and Literature, General
BlackRock October 2012 - Present
Federal Reserve Bank of San Francisco October 2010 - October 2012
Skills
Interviews, Temporary Placement, Talent Acquisition, Fundraising, Talent Management, Sourcing, Applicant Tracking..., Recruiting, College Recruiting, Employee Relations, Screening, Human Resources, Management, Executive Search, Onboarding, Contract Recruitment, Nonprofits, Hiring, Team Building, Social Networking, Social Media
Education
San Francisco State University
B.S. Business, Marketing
Equinix July 2014 - Present
Mode Media Corp (Glam Media) April 2012 - July 2014
BlackRock 2007 - 2012
Moody's KMV 2005 - 2007
Unted Behavior Health 2003 - 2005
Xerius, Inc 2002 - 2003
Certicom Corporation 2000 - 2002
Judicial Council of California 1999 - 2000
Hotel Triton 1997 - 1999
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Account Reconciliation, SEC filings, Auditing, General Ledger, Sarbanes-Oxley, Finance, Internal Audit, Consolidation, Cash Flow, Accounts Receivable, US GAAP, Hyperion Enterprise, Financial Statements, GAAP, SEC Filings
Education
San Francisco State University 1991 — 1996
BS, Accounting/Finance
PayPal November 2012 - Present
BlackRock March 2009 - November 2012
Accenture January 2008 - February 2009
Intel Corporation May 2005 - 2007
Intel Corp. June 1999 - April 2005
Skills
Supply Chain Management, Analytics, CRM, Business Intelligence, Database Marketing, Direct Marketing, Email Marketing, Management Consulting, Data Management, Segmentation analysis, MRM, Segmentation, Vendor Management, Teradata, Business Process
Education
Santa Clara University
MBA
University of California, Berkeley
BS, Industrial Engineering, Operations Research
Wells Fargo 2012 - 2014
BlackRock 2008 - 2011
Barclays Global Investors 2006 - 2008
Barclays Global Investors 2006 - 2006
Morgan Stanley 2004 - 2006
Jane Capital Partners, LLC 2003 - 2003
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD 1992 - 2001
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Equities, Investment Strategies, Asset Management, Risk Management, Wealth Management, Global Strategy, Finance, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Strategy
Education
San Francisco State University
MBA
Lending Club December 2014 - Present
BlackRock December 2009 - December 2014
iShares (Barclays Global Investors) July 2005 - December 2009
Documentum (EMC) August 2002 - July 2005
Skills
Database Marketing, Marketing Analytics, Relationship Marketing, SQL, Vendor Relationships, Social Media, ETFs, Market Research, Management, CRM, Digital Strategy, Lead Generation, Segmentation, Direct Marketing, Marketing, Analytics, Marketing Strategy, Leadership, Integrated Marketing, Email Marketing, Social Media Marketing, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2015
Master of Business Administration (MBA)
San Jose State University 1999 — 2002
Bachelor of Science (BS)
BlackRock December 2009 - Present
Barclays Global Investors January 2007 - December 2009
Wells Fargo September 2006 - January 2007
Bank of America October 2001 - September 2005
Charles Schwab January 2000 - September 2001
Alcatel June 1998 - December 2000
Education
San Francisco State University
Wells Fargo July 2015 - Present
Wells Fargo March 2013 - July 2015
BlackRock December 2009 - March 2013
Barclays Global Investors (acquired by BlackRock) September 2007 - December 2009
KPMG November 2004 - August 2007
KPMG Audit 2004 - 2007
Shwiff, Levy & Polo LLP November 2000 - November 2004
Skills
RSA Archer eGRC, Audit, Internal Controls, SOX, Internal Audit, Auditing, Compliance, Enterprise Risk..., Risk Management, Asset Management, Risk, RSA Archer Certification, Sarbanes-Oxley Act, Financial Reporting, Financial Risk, Financial Analysis, Operational Risk...
Education
San Francisco State University, College of Business
Bachelor of Science (B.S.), Finance & Accounting
Northwestern Mutual June 2015 - Present
Rowan's Renovations January 2011 - June 2015
Penn Capital Management August 2010 - January 2011
New York Life & MainStay Investments March 2009 - July 2010
Turner Investment Partners April 2006 - October 2008
BlackRock June 2005 - March 2006
PENN Capital Management Company, Inc. November 2000 - December 2001
Skills
Investments, Alternative Investments, Asset Allocation, Series 7, Asset Management, Mutual Funds, Equities, Portfolio Management, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Marketing, Marketing, Fiance and Economics
BlackRock August 2006 - Present
Advent Software 1999 - 2006
Skills
Business Analysis, Fixed Income, Asset Management, Equities, Financial Services, Portfolio Management, Enterprise Software, Management, Product Management, Agile Methodologies, Trading Systems
Education
San Diego State University-California State University 1988 — 2003
FlexShares ETFs - Northern Trust March 2014 - Present
BlackRock May 2012 - March 2014
Graystone Consulting January 2008 - May 2012
Morgan Stanley Smith Barney July 2002 - December 2007
Prudential Securities June 2000 - June 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Series 7, Mutual Funds, Investment Strategies, ETFs, Hedge Funds, Investment Management, Equities, Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Series 65, Wealth Management..., Series 63, Separately Managed..., FINRA
Education
Saint Mary's College of California 1998 — 2002
Honors Concentration in Financial Services & Economics, Finance and Economics
BlackRock May 2012 - Present
Bechtel Corporation March 2009 - May 2012
Bechtel June 2008 - May 2009
Maxim Integrated Products January 2007 - June 2008
Skills
Derivatives, Analysis, Financial Accounting, Accounting, Credit, Finance, Asset Management, Valuation, Financial Analysis, Management, Corporate Finance
Education
San Jose State University
BlackRock December 2013 - Present
Hotwire September 2012 - December 2013
Hotwire February 2011 - September 2012
Hotwire August 2007 - February 2011
Skills
Forecasting, Financial Analysis, Financial Modeling, Essbase, Accounting, Data Analysis, Corporate Finance, Financial Planning, Financial Reporting, Budgeting, Variance Analysis, Ad Hoc Reporting, Business Analysis, Business Strategy, Stata, Forecast Pro, Microsoft Excel, Oracle R12 Financials, Microstrategy, Linear Regression, Budgets, Analysis, Strategic Financial..., Salesforce.com, Start-ups, Cross-functional Team..., Management, Financial Forecasting, Finance, Revenue Recognition, Account Reconciliation, Portfolio Management, Competitive Analysis, General Ledger, Internal Controls, Sarbanes-Oxley Act, Access, Financial Risk, Analytics
Education
University of San Francisco 2011 — 2013
Master's degree, Financial Analysis
San Diego State University-California State University 2002 — 2007
B.S., Finance
BlackRock December 2009 - Present
Barclays Global Investors March 2004 - November 2009
Barclays Gobal Investors April 2003 - March 2004
Barclays Global Investors April 2000 - March 2003
Skills
ETFs, Portfolio Management, Asset Allocation, Capital Markets, Bloomberg, Derivatives, Equities, FX Options, Financial Markets, Financial Services, Fixed Income, Investments, Middle Office, Mutual Funds, Project Management, Series 63, Series 7, Trading, Trading Systems, Transition Management, Asset Management
Education
San Francisco State University, College of Business 1999 — 2004
MBA, Finance & International Business
University of Mississippi - School of Business Administration 1991 — 1995
BBA, Marketing
Bersot Capital Management January 2014 - Present
Charles Schwab Investment Management July 2008 - June 2012
The Bank of New York Mellon March 2008 - June 2008
Independence Capital Management January 2007 - December 2007
BlackRock January 2006 - December 2006
Skills
Equities, Investments, Fixed Income, Trading, Hedge Funds, Portfolio Management, Bloomberg, Financial Analysis, Finance, Due Diligence, Valuation, Mutual Funds, Equity Research, Bloomberg Terminal, Analysis, Financial Modeling, ETFs, Asset Allocation, Investment Strategies, Alternative Investments
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Finance
La Jolla Country Day School 1997 — 2001
Coupons.com January 2014 - Present
Coupons.com April 2012 - January 2014
BlackRock April 2011 - March 2012
Wells Fargo March 2010 - April 2011
Washington Mutual 2007 - August 2009
Washington Mutual 2006 - 2007
Providian Financial 2005 - 2006
Providian Financial 2004 - 2005
Skills
Data Mining, Teradata, SAS, Analytics, Database Marketing, Business Objects, Data Analysis, SQL, Access, Segmentation, Unix, Visual Basic
Education
San Jose State University 2000 — 2004
BS, Computer Engineering
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. August 2013 - Present
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. February 2013 - August 2013
Gap Inc. April 2011 - February 2013
BlackRock January 2011 - April 2011
Gap Inc./Outlet September 2010 - January 2011
Gap Inc. Direct January 2009 - May 2010
dmg :: events 2010 - 2010
Gap Inc./Outlet September 2008 - December 2008
Swirl April 2008 - August 2008
MRM Gould May 2000 - June 2002
Skills
Integrated Marketing, Direct Marketing, Email Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, E-commerce, Marketing, Online Marketing, Retail, CRM, Segmentation, Customer Acquisition, Lead Generation, Multi-channel Marketing, Database Marketing, Account Management, Event Management, Digital Strategy, Online Advertising, Advertising, Social Media, Mobile Marketing, Brand Development, Marketing Research, Web Analytics
Education
San Francisco State University 1995 — 1998
BS
SEI January 2012 - Present
BlackRock March 2006 - December 2011
MBNA (now Bank of America) 1997 - January 2005
Premier Solutions 1996 - 1997
Princeton Financial Systems 1994 - 1996
Covenant Life Insurance Company 1989 - 1994
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science, Finance
BlackRock 2015 - Present
DeltaOne Solutions (previously Netik) June 2011 - January 2015
Merrill Lynch August 2007 - February 2009
UBS March 2005 - August 2007
Education
San Francisco State University 1996 — 2001
Finance, business
Sacred Heart 1992 — 1996
stuart hall for boys 1984 — 1992
Johnson & Johnson April 2015 - Present
BlackRock January 2010 - April 2015
Morgan Stanley July 2008 - January 2010
Bear Stearns 2002 - July 2008
Deutsche Bank August 1998 - March 2002
Wyeth 1995 - 1998
KPMG Peat Marwick October 1993 - November 1994
Skills
Vendor Management, Business Development, Strategic Sourcing, Networking, Business Analysis, Risk Management, Program Management, Process Improvement, Financial Services, Outsourcing, Management, Change Management, Strategy, SDLC, Team Building, Enterprise Software, Negotiation, Mergers & Acquisitions, Professional Services, Business Process..., Strategic Planning, IT Strategy, Governance, Business Intelligence, Project Management, Sourcing, Management Consulting, CRM, Strategic Partnerships, Contract Negotiation, Cross-functional Team..., Business Strategy, Contract Management, Integration, Enterprise Architecture, Portfolio Management, Procurement, Executive Management, Project Portfolio..., Analysis, Business Transformation, PMO, Operations Management
Education
University at Buffalo 1991 — 1993
Comparative Literature Graduate Program
Saint Bonaventure University 1986 — 1990
BA, English / Economics
BlackRock September 2010 - July 2015
Morgan Stanley October 2007 - September 2010
Skills
Series 7, Securities Lending, Bloomberg, Equities, Zephyr, Alternative Investments, Zephyr Style Advisor, Fixed Income, Trading, Series 63, Securities, Asset Management, Investments, Mutual Funds, Risk Management, Portfolio Management
Education
Saint Mary's College of California
Master of Science, Financial Analysis
San Francisco State University
Bachelor of Science, Business Administration
BlackRock December 2008 - Present
BlackRock March 2005 - December 2008
SEI Investments 1996 - 2005
Education
Saint Joseph's University 1992 — 1996
BS, Finance
Visa Inc. May 2013 - Present
Wells Fargo January 2012 - May 2013
Federal Home Loan Bank of San Francisco September 2008 - December 2011
State Street June 2001 - July 2008
BlackRock September 2000 - June 2001
Franklin Templeton Investments May 1997 - September 2000
Franklin Templeton Investments January 1992 - May 1997
Franklin Templeton Investments January 1990 - January 1992
Franklin Templeton Investments August 1988 - January 1990
Bank of America May 1984 - August 1988
Skills
Mutual Funds, Fixed Income, Fund Accounting, Fund Administration, Equities, ETFs, Bloomberg, Securities, Asset Managment, .NET Compact Framework, VB.NET, C#, VBA, VB6, VAX COBOL, VAX C, Turbo C, Clipper, DCL, Oracle SQL, Microsoft SQL Server, SSIS, MS Project, FrontRange, Appworx, TFS, VSS, PVCS, HP Quality Center, Crystal Reports, Autosys, SWIFT messaging, Erwin 3.5, XML Schema, JIRA, Calypso, Cast, Agile & Waterfall..., WCF Services, Powerhouse, MQ Series, Sybase, CTM, DTS, Series 6, MPF (Mortgage..., SDLC
Education
San Francisco State University 1984 — 1987
Bachelor's degree, Computer Science
BlackRock Senior Account AnalystEvergreen InvestmentsNovember 2001 - October 2005
Education
Saint Joseph's University 1997 — 2001
B.S., Finance
BlackRock January 2013 - Present
iShares December 2011 - January 2013
iShares April 2009 - December 2011
Barclays Global Investors November 2002 - April 2009
Bank of America - Banc of America Capital Management November 1994 - September 2002
Franklin Templeton Group 1990 - 1994
Skills
FINRA Series 7, 24, 63...
Education
San Diego State University-California State University 1986 — 1990
BA, Political Science
Riverbed Technology September 2015 - Present
BlackRock December 2009 - September 2015
Able Engineering October 2008 - September 2015
Think Twice Inc. May 2003 - August 2008
Adecco Staffing July 2002 - May 2003
Sasco June 1999 - August 2001
Farmers Insurance 1998 - 1999
Alarm Suppliers Inc. 1996 - 1998
Skills
Word processing 60 wpm., Multi-function copiers, Multi-line telephones, Microsoft Office, Adobe Creative Suite, Adobe Acrobat, HTML, Quickbooks, Macromedia Flash, Visio Professional, Quark Express, AutoCAD, Photocopier, Multi-line Phone, QuickBooks, Flash, Visio, Photoshop, QuarkXPress, Software Documentation, Administrative..., Leadership, Data Entry, Administrative...
Education
San Francisco State University 1996 — 2001
BA, Graphic Design
Deutsche Bank June 2013 - Present
BlackRock September 2010 - March 2013
BARCLAYS CAPITAL, INC July 2007 - September 2010
Societe Generale August 2002 - July 2007
MORGAN STANLEY DEAN WITTER & Co March 1996 - August 2002
Skills
Vendor Management, Strategic Sourcing, Negotiation, Outsourcing, Business Analysis, Sourcing, BPO, Procurement, Management Consulting, Contract Negotiation, Project Planning, Global Sourcing, Change Management, Supply Management, Process Improvement, Business Process..., Financial Services, Contract Management, Supply Chain Management, Strategy, Forecasting, Supply Chain, Spend Analysis, Team Leadership, Leadership, Cross-functional Team..., Risk Management, E-procurement
Education
Saint Peter's University
Bachelor of Science, Marketing Management
RoundHill Group June 2009 - Present
Urban Land Institute 2009 - Present
BlackRock January 2000 - 2009
SSR Realty Advisors 2000 - 2005
CB Richard Ellis Global Research & Consulting 1996 - 2000
Skills
Asset Management, Negotiation, Real Estate Investment, Due Diligence, Underwriting, Market Analysis, Real Estate Transactions, Investment Properties, Investments, Portfolio Management, Commercial Real Estate, Acquisitions
Education
San Francisco State University, College of Business 1990 — 1994
BS, Real Estate, Finance & Banking
BlackRock June 2007 - Present
Ernst & Young June 2001 - June 2007
Lehman Brothers February 1999 - August 2002
Skills
Controller, Private Equity, Fund of Private Equity..., Financial Analysis, Due Diligence, Financial Modeling, Hedge Funds, Bloomberg, Valuation, CPA, US GAAP, Finance, Financial Reporting, Capital Markets, Mergers & Acquisitions, SEC filings, GAAP, Accounting, Equities, Investment Banking, Mutual Funds, Corporate Finance, Securities, Investments, Portfolio Management, Financial Accounting, Business Valuation, Derivatives, Alternative Investments, Auditing, Fixed Income, Asset Management, Internal Controls, Cash Management, Financial Markets, Financial Services, Financial Structuring, Asset Allocation, Fund Accounting, Fund Of Funds, Investment Management
Education
Saint Peter's University 1998 — 2002
BS of Science in, Accountancy
HSBC Global Banking and Markets February 2013 - Present
HSBC Global Banking and Markets January 2013 - February 2014
HSBC Global Banking and Markets February 2010 - January 2012
BlackRock June 2008 - March 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Lehman Brothers Inc. June 2006 - August 2006
Lehman Brothers May 2005 - August 2005
Skills
Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Securities, Bloomberg, Series 7, Derivatives, Corporate Governance, Business Analysis..., Non-profit Program..., Corporate Social..., Marketing Strategy, Operations Management, Management, Financial Analysis, Business Development, Investment Advisory, Impact Investing, Bank Relationship..., Remediation, Change Management, B2B Marketing, Credit Risk, Financial Reporting, Strategic Planning, FX Hedging, Interest Rates, CRM, Investment Banking
Education
S.I. Newhouse School of Public Communications at Syracuse University 2003 — 2007
Photojournalism
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Marketing
Syracuse University - Maxwell School 2003 — 2007
Near and Middle Eastern Studies
Syracuse University 2003 — 2007
Bachelors of Science with Honors, Photojournalism, Marketing, Middle Eastern Studies, Magna Cum Laude
University of Pittsburgh 2006 — 2006
Semester at Sea
Dana Hall School 1999 — 2003
Secondary School
Stanford Management Company 2014 - Present
BlackRock 2013 - 2013
Taproot Foundation 2012 - 2013
BNP Paribas Fortis 2009 - 2010
Fortis 2007 - 2009
Education
University of San Francisco (USF) - School of Management 2010 — 2012
M.S
St. Peter's College 2004 — 2008
B.S.
Jive Software October 2010 - Present
BlackRock 2005 - October 2010
Electronic Arts October 2003 - February 2005
Skills
Active Directory, Troubleshooting, Symantec Endpoint..., Microsoft Exchange, Blackberry Enterprise..., VPN, Computer Hardware, Blackberry, Linux, Hardware, Windows, VMware, Software Documentation, Citrix, Operating Systems, Technical Support, Windows 7, System Administration, Databases, Windows Server, Servers, DNS, XP, OS X, ShoreTel, Networking, System Deployment, WSUS, Virtualization
Education
San Francisco State University 2001 — 2003
Bachelor in Business Administration, Computer Information Systems
BlackRock Marketing ManagerBlackRock2010 - 2011
The Kessler Group 2003 - 2008
Providian Financial 2001 - 2003
Providian Financial 1998 - 2001
McKesson Corporation 1996 - 1998
McKesson Corporation 1995 - 1996
McKesson Corporation 1993 - 1995
Education
San Francisco State University
B.S., Marketing
BlackRock 2004 - Present
Deutsche Asset Management 2001 - 2004
The Boston Company / Boston Partners Asset Management 1993 - 2001
Callan Associates 1986 - 1993
Skills
Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Investments, Asset Allocation, Equities, Series 7, Investment Management, Investment Strategies, Portfolio Management, Institutional Investors, Fund Of Funds, Mutual Funds, Private Equity, ETFs, Investment Advisory, Wealth Management, Endowments, Capital Markets
Education
San Francisco State University
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Political Science/Economy
BlackRock July 2010 - Present
Tokum Capital Management, LP March 2009 - April 2010
Pequot Capital Management Inc January 2000 - January 2009
Skills
Equities, Hedge Funds, Trading, Options, Investments, Mutual Funds, Financial Risk, Hedging, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Equity Research, Portfolio Management, Equity Trading, Trading Systems, ETFs, Bloomberg Terminal, Buy-side, Market Data
Education
Sacred Heart University 1992 — 1996
BS, Business Management
John F. Kennedy Catholic HS 1989 — 1992
BlackRock 2008 - Present
Callan Associates May 2000 - May 2008
Callan Associates 2000 - 2008
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Marketing
San Francisco State University 1992 — 1994
Bachelor of Science (BSc)
BlackRock 2008 - Present
Barclays Global Investors March 2007 - December 2009
Monogram Biosciences January 1999 - April 2008
Education
San Jose State University
BS
Capital One Investments February 2015 - Present
BlackRock April 2013 - February 2015
Capital One Investing LLC 2015 - 2015
Capital One Investing LLC 2015 - 2015
BlackRock January 2007 - April 2013
BlackRock May 2005 - January 2007
BlackRock September 2003 - May 2005
Vanguard September 1997 - September 2003
Vanguard 1999 - 2003
Corestates Bank May 1985 - September 1997
Skills
Financial Services, Mutual Funds, Process Improvement, Investment Management, Relationship Management, Customer Service, Risk Management, Team Leadership, Employee Training, Leadership, Operations Management, Financial Analysis, Investments, New Business Development, Cash Management, Securities, Fixed Income, Management, CRM, Series 7, Vendor Management, Series 24, Series 63, Training & Development, Compliance, Team Building, ETFs, Call Center Development, Asset Management
Education
Saint Joseph's University 1985 — 1989
BA, English
Pennsylvania State University 2000 — 2002
Master of Business Administration (MBA), Business Administration
BlackRock October 2005 - Present
Evergreen Asset Management November 2001 - October 2005
Education
Saint Joseph's University 1997 — 2001
B.S., Finance
iShares July 2013 - Present
BlackRock July 2011 - July 2013
BlackRock Investments August 2010 - June 2011
TD Wealth Management September 2009 - August 2010
Merrill Lynch December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock April 2006 - December 2006
Merrill Lynch Retirement Group January 2004 - April 2006
Safeco October 2002 - January 2004
TD Waterhouse May 1999 - October 2002
Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2009
Masters of Business Administration, Finance
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS Business Administration, Finance/Financial Management
BlackRock July 2011 - Present
BlackRock December 2009 - Present
Barclays Global Investors August 2008 - December 2009
Barclays Global Investors July 2002 - August 2008
Terraspring January 2000 - May 2002
LSI Logic June 1996 - January 2000
Education
San Francisco State University 1985 — 1990
BS, Management
Apple August 2014 - Present
Wells Fargo November 2013 - February 2014
BlackRock October 2012 - November 2013
Kaiser Permanente 2009 - October 2012
Swinerton Inc. 2001 - 2009
Skills
Management, SDLC, Software Implementation, SharePoint, Business Analysis, Program Management, Web Content Management, Project Management, Social Media, User Experience
Education
SFSU
Bachelor's degree, Management Information Systems, General
salesforce.com October 2012 - Present
Dolby Laboratories November 2011 - September 2012
Orrick, Herrington & Sutcliffe LLP July 2011 - October 2011
BlackRock August 2010 - June 2011
PG&E May 2010 - August 2010
Visa USA February 2007 - October 2008
Various Companies, Short Term Contracts January 2006 - February 2007
Orrick, Herrington & Sutcliffe LLP August 2005 - December 2005
Marsh, Inc March 2000 - June 2005
PMI Mortgage Insurance October 1999 - February 2000
Skills
Microsoft Excel, Research, Data Modeling, Access, Data Analysis, Visio, Databases, Process Improvement, Software Documentation, Analysis, Financial Analysis, Forecasting, CRM, Program Management, Testing, Finance, Integration, Management
Education
University of California Santa Barbara 1988 — 1992
Bachelor of Arts, Philosophy and
San Francisco Art Institute
Photography, Drawing and Painting
San Francisco State University
Chemistry and Physics
BlackRock Financial AnalystThomson Financial2000 - 2002
Education
Suffolk University - Sawyer Business School 2004 — 2007
M.B.A.
Saint Anselm College 1994 — 1998
B.A., Finance
BlackRock December 2011 - Present
BlackRock July 2009 - December 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Sciences, Finance
Devon Preparatory School 2001 — 2005
BlackRock March 2009 - May 2013
Barclay Global Investors October 2008 - November 2009
Service-now.com February 2008 - July 2008
Calpine Corporation March 1999 - October 2007
Skills
HRIS, PeopleSoft, Employee Benefits, Payroll, Human Resources, Deferred Compensation, Access, ADP Payroll
Education
San Jose State University 1990 — 1993
None, Business Administration
One Kings Lane January 2015 - Present
BlackRock April 2014 - November 2014
Blue Shield of California July 2012 - December 2013
BlackRock 2011 - 2012
Pacific Gas & Electric 2007 - May 2011
Skills
Informatica, ETL, PL/SQL, Data Warehousing, SQL, Business Intelligence, Unix, SDLC
Education
San Francisco State University 2005 — 2008
MS in Computer Science
San Francisco State University 1998 — 2001
BS of Science, Computer Science
BlackRock May 2013 - Present
J.P. Morgan Chase & Co. May 2011 - May 2013
Prudential Financial September 2010 - May 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Mutual Funds, Series 63, Microsoft Excel, Valuation, Risk Management, Finance, Asset Managment, Bloomberg, Asset Allocation, Financial Services, Equities, Microsoft Office, Series 6, Portfolio Management, Fixed Income, Hedge Funds, Credit Analysis, Credit, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Business
La Salle College High School 2000 — 2004
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation
Independent Consultant February 2010 - Present
Riverstone Residential Group December 2008 - January 2010
BlackRock January 2005 - December 2008
Education
Saint Mary's College of California
Management
BlackRock December 2009 - Present
Barclays Global Investors February 2009 - December 2009
Babcock & Brown February 2008 - February 2009
PricewaterhouseCoopers August 2001 - October 2007
pricewaterhousecoopers 2001 - 2007
Skills
Tax, Asset Management, Hedge Funds, Mutual Funds, Alternative Investments, Accounting, Fund Of Funds, Corporate Tax, Derivatives, Investments, General Ledger, Fund Administration, International Tax, Due Diligence, Private Equity, Valuation
Education
San Francisco State University, College of Business 1999 — 2001
B.S., Accounting
BlackRock January 2015 - Present
BlackRock January 2010 - Present
BlackRock October 2000 - January 2010
ADP June 1999 - October 2000
Education
Sacred Heart University 1997 — 1999
MBA, Finance
Sacred Heart University 1993 — 1997
BS, Economics
Arbonne International December 2011 - Present
Global Travel Consultants June 2009 - Present
BlackRock 2003 - 2005
Gannet Welsh & Kotler 2001 - 2003
Skills
Weddings, Cruises, Honeymoons, Travel Management, Customer Service, Marketing, Event Planning, Sales, Team Building, Hotels
Education
Saint Anselm College 1993 — 1997
BA, Sociology
Ursuline Academy 1987 — 1993
BlackRock February 2005 - Present
BlackRock Alternative Advisors February 2005 - July 2008
Quellos Group, LLC 2005 - 2008
Skills
Fund Of Funds, Bloomberg, ETFs, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Capital Markets, Valuation, Private Equity, Derivatives, Investment Management, Investment Strategies, Mutual Funds, Emerging Markets, Financial Services, Investments, Equity Research, Asset Allocation, Series 7, Portfolio Management, Securities
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
BlackRock January 2015 - Present
BlackRock April 2013 - Present
ProtonMedia May 2010 - April 2013
Skills
WPF, C++, C#, Visual Studio, JavaScript, Win32 API, OOP, LINQ, Microsoft SQL Server, Java, JSP, MySQL, Objective-C, AJAX, Object Oriented Design, PHP, HTML, C, .NET, XML, OpenGL, Perforce, Programming
Education
Saint Joseph's University 2008 — 2010
Master of Science (MS), Computer Science, 3.975
BlackRock September 2012 - Present
HSBC Global Asset Management (Canada) Ltd May 2007 - September 2012
ING Investment Management April 2001 - April 2007
AGF Management Limited May 1999 - April 2001
Scudder Investments September 1995 - April 1999
Skills
Wealth Management, Product Management, Portfolio Management, Strategic Financial..., Product Development, Financial Services, Financial Markets, Team Leadership, Derivatives, Mutual Funds, Investment Advisory, Strategic Planning, Asset Managment, Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Management, Hedge Funds, Project Management, Financial Analysis, Investment Strategies, Business Development, Risk Management, Relationship Management, Private Banking, Banking, Capital Markets, Valuation, Business Strategy, Business Analysis, Financial Modeling, Product Marketing, Retail Banking, ETFs
Education
Ryerson University 1990 — 1994
Bachelor of Commerce, business management
Birchmount
Birchmount
BlackRock DirectorMerrill Lynch Asset ManagementApril 1994 - September 2006
Skills
Fixed Income, Series 7, Mutual Funds, Investment Management, Asset Managment, Structured Products, Bloomberg, Portfolio Management, Investments, Securities, Valuation, Credit Analysis, Investment Strategies, Structured Finance, Asset Management, Alternative Investments
Education
St. Peter's College 1986 — 1989
BS, Economics
Sterling Capital Management LLC August 2015 - Present
Stratton Management Company April 2012 - July 2015
JS Asset Management LLC September 2006 - October 2010
BlackRock January 2000 - September 2006
Skills
Equities, Equity Trading, Financial Markets, Bloomberg, Trading Systems, Electronic Trading, Equity Research, Investment Management, Trading, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Derivatives, Mutual Funds, Securities, Options, Investments
Education
Saint Joseph's University 1992 — 1996
BS, Finance
BlackRock November 2012 - Present
Skills
Series 7, Mutual Funds, Series 63, Series 65, Retirement Planning, Alternative Investments, ETFs, Wealth Management, Asset Allocation, Investments, Investment Strategies, Asset Managment, Securities, Separately Managed..., Strategic Financial..., Portfolio Management, Uniform Combined State...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2001
Bachelor's degree
BlackRock August 2013 - January 2015
BlackRock August 2007 - August 2013
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equities, Securities, Mutual Funds, Financial Services, Bonds, Microsoft Office, Investments
Education
Saint Joseph's University
Bachelors, Finance
BlackRock February 2015 - Present
AdStage September 2012 - June 2013
Trigger Corp January 2012 - June 2012
Skills
Data Analysis, Research, Financial Analysis, Sales, Google Analytics, Strategy, R, Stata, Econometrics, Customer Experience, Marketing, Sales Process, Customer Retention, PPC, Bloomberg, Series 7, Series 63, Fixed Income
Education
San Jose State University 2008 — 2012
BA, Economics, 3.9/4
San Jose State University 2013 — 2014
MA, Economics, 3.8/4
BlackRock August 2010 - Present
Cableworx, Inc. October 2006 - August 2010
Skills
Infrastructure..., Data Center, IT Operations, IT Management, Business Continuity, Infrastructure, Virtualization, Solaris, Storage Area Networks, Switches, VMware, Servers, Vendor Management, Incident Management, Storage, Active Directory, SAN, High Availability, IT Service Management, System Deployment, Cluster, Citrix, Cisco Technologies, Server Architecture, HP, VMware ESX, Enterprise Architecture, Firewalls, Red Hat Linux, Disaster Recovery
Education
Sacramento City College
University of California Office of the President 2013 - Present
BlackRock 2010 - 2011
APL Logistics 2005 - 2009
Kelmscott Comunicatons 2002 - 2005
RCM 1999 - 2001
Intermedia Partners 1998 - 1999
Montgomery Asset Management 1996 - 1998
State Street 1993 - 1996
Skills
Financial Reporting, Consolidation, Financial Modeling, Financial Analysis, Accounting, SAP
Education
San Francisco State University
Business Administration, Finance
BlackRock August 1987 - April 2012
BayBank January 1986 - August 1987
Skills
Series 6, Series 63, Mutual Funds, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Salem State College
Contemporary Artist and Creative Communications Professional 2000 - Present
Dimensional Fund Advisors 2007 - 2013
BlackRock 2005 - 2006
Deutsche Asset Management 2004 - 2005
NBC News 2000 - 2000
Education
University of Colorado Boulder
International Center of Photography, New York, NY
San Francisco Art Institute
L’ecole Nationale Photographie Superieur, Arles, France
Santa Reparata International School of Art, Florence, Italy, via Washington University, St.Louis, MO
John Burroughs High School
BlackRock September 2013 - Present
Mellon Capital April 2007 - May 2013
Mellon Capital March 2006 - March 2007
Skills
Financial Reporting, Account Management, Client Service Oriented, Process Improvement, Project Management, Data Analysis, SEO, Online Marketing, Web Marketing Strategy, SEM, Management, Analysis, CRM, Analytics, Client Services, Cloud Computing, Portfolio Management
Education
San Jose State University 2000 — 2005
Bachelor of Science (BS), Business Administration- Management