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.
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BlackRock Employees
BlackRock June 2015 - Present
University of California, Santa Barbara September 2012 - Present
Atelier Advisors June 2014 - August 2014
Octavia Technologies June 2013 - September 2013
Skills
Social Media, Writing, Mass Communication, Photoshop, Marketing, Magazines, Editing, Blogging, Press Releases, SEO, Data Entry, cPanel, iModules, Microsoft Office, PowerPoint, Microsoft Excel, WordPress, Research, Web Analytics, Marketing Analytics
Education
University of California, Santa Barbara 2012 — 2016
Bachelor of Arts (B.A.), Communication and Economics
The University of Hong Kong 2014 — 2014
Study Abroad, Business and Economics
Piedmont High School 2008 — 2012
High School Diploma
Medill School of Journalism at Northwestern University 2011 — 2011
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
BlackRock April 2013 - Present
Mooreland Partners May 2012 - August 2012
VistaPoint Advisors January 2012 - June 2012
Oracle May 2011 - February 2012
UnitedHealth Group January 2011 - May 2011
YSO Capital Management June 2010 - August 2010
Coldwell Banker June 2010 - August 2010
Skills
Marketing, Investments, Financial Modeling, Analysis, Bloomberg, Due Diligence, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Office, New Business Development, Digital Media
Education
The University of Hong Kong 2013 — 2013
International Business
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
BlackRock October 2014 - Present
BlackRock August 2013 - Present
Covariance Capital Management February 2011 - August 2013
AllianceBernstein 2007 - 2009
AIM Investments 1994 - 2007
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance / Spanish
The University of Salamanca, Spain 1993 — 1993
Spanish
Boston Private March 2013 - Present
Boston Private Bank April 2010 - February 2013
BlackRock March 2006 - April 2009
Investors Bank & Trust July 2002 - November 2005
Investors Bank & Trust May 2001 - July 2002
Investors Bank & Trust November 1999 - May 2001
Skills
Equities, Financial Services, Mutual Funds, Corporate Actions, Banking, CRM, Management, Portfolio Management, Leadership, Fund Accounting, Trading
Education
Trinity College-Hartford 1995 — 1999
B.A. Economics, Economics
Derryfield School 1989 — 1995
High School
BlackRock August 2011 - Present
Ironsides Partners June 2010 - August 2010
Deutsche Bank Climate Change Advisors June 2009 - August 2009
Education
Tufts University 2007 — 2011
Bachelor of Science (BS), International Relations; Economics
BlackRock April 2015 - Present
BNY Mellon March 2013 - Present
Dreyfus/BNY Mellon October 2012 - February 2013
The University of Georgia Press January 2012 - May 2012
College Candy, COED Media June 2011 - August 2011
Education
The University of Georgia 2008 — 2012
Bachelor's Degree, Public Relations
Mary Bragg Music January 2004 - Present
D. E. Shaw & Co. July 2007 - December 2013
BlackRock April 2004 - July 2007
Junior League of Athens July 2003 - April 2004
Skills
Hedge Funds, Event Management, Event Planning, Social Media, Research, Recruiting, Human Resources, Notary Public
Education
The University of Georgia 2000 — 2003
Bachelor of Arts in Journalism, Public Relations
Oxford University 2002 — 2002
Study Abroad Program
RS Investments October 2012 - Present
SVB Financial Group November 2011 - September 2012
BlackRock November 2008 - November 2011
Uyeshima Consulting LLC May 2003 - October 2008
Charles Schwab (Schwab Institutional) June 2000 - May 2003
Charles Schwab (Schwab Institutional) September 1997 - June 2000
Charles Schwab (Schwab Institutional) May 1994 - September 1997
Charles Schwab April 1993 - May 1994
Charles Schwab December 1991 - April 1993
Skills
Digital Strategy, Product Management, Product Marketing, People Management, Talent Acquisition, Developing Talent, Financial Advisor..., Strategy Development, Presentation Development, Strategic Communications, Vendor Management, Client Communication, Client Engagement, Channel Management, Channel Marketing, Social Media, Marketing Operations, Mobile Strategy, Business Planning, Strategic Planning, Trend Analysis, Multi-channel Marketing, Creative Writer, Creativity, Digital Communication..., Strategy, Customer Engagement, Product Development, Management, Digital Marketing, Market Research, Marketing Strategy, Channel Partners, Online Marketing, Cross-functional Team..., Business Development, Mobile Devices, Program Management, Project Management, Marketing, Leadership, Investments, B2B, Process Improvement, Analysis, Business Strategy, Budgets, Portfolio Management, Segmentation, Start-ups
Education
The University of Chicago - Booth School of Business
MBA, Finance, Marketing, Statistics
University of California, Berkeley
BA, Political Economics, Mass Communications
Ivener Management Group February 2015 - Present
Barclays Wealth and Investment Management September 2013 - August 2014
BlackRock March 2012 - April 2013
Health Strategies Group July 2011 - September 2011
Miller Investment Management, L.P. October 2010 - June 2011
TGS Financial Advisors September 2009 - October 2010
Bittel Financial Advisors, LLC September 2005 - May 2009
Gatemore Capital Management June 2007 - October 2007
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The London School of Economics 2007 — 2008
Economics, International Relations
The Shipley School 1993 — 2005
Needham & Company July 2014 - Present
Industry Ventures January 2014 - June 2014
Derivatives Trading Group January 2013 - June 2014
BlackRock June 2013 - August 2013
Taulia Inc. April 2013 - June 2013
Monitise Americas, Inc. August 2012 - December 2012
Student Investors & Entrepreneurs at Berkeley December 2010 - December 2012
Keiretsu Forum June 2012 - August 2012
Stiles Hall August 2010 - December 2011
Morrison & Foerster LLP June 2011 - August 2011
Skills
Microsoft Office, Customer Relations, Strategic Planning, Marketing Strategy, Asset Management, Risk Management, Project Planning, Project Execution, Strategic Consulting, Management Consulting, Salesforce.com, Sales Operations, Product Development, Video Production, Film Production, Post Production, Final Cut Pro, Photoshop, Project Management, Presentations, Public Speaking, Customer Service, Social Media, Marketing Communications, Market Research, Social Media Marketing, Digital Marketing, Digital Media, Product Marketing, Marketing Management, Online Advertising, Online Marketing, Strategic Communications, Strategic Partnerships, Digital Strategy, Consumer Behaviour, Product Adoption, Product Launch, Enterprise Software, Bloomberg Terminal, Mobile Marketing, Mobile Payments, Mobile Advertising, Mobile Devices, Mobile Applications, Mobile Technology, Fundraising, Marketing, Management, Investments
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Media studies
Universtiy of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.7
The University of Hong Kong 2012 — 2012
Faculty of Social Sciences
UCLA School of Law 2011 — 2011
Law Fellows Program
BlackRock April 2009 - Present
R3 Capital July 2008 - April 2009
Lehman Brothers July 2006 - July 2008
Teton Capital Partners May 2005 - March 2006
Skills
CPA, Chartered Financial..., Fundamental Analysis, Macro Analysis, Value Investing, Long/Short Equity, Long/Short Credit, Private Equity, Fixed Income
Education
The University of Texas at Austin 2004 — 2005
Master of Accounting, Accounting
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BlackRock May 2014 - Present
Avondale Wealth Management November 2013 - May 2014
Sew Hock Gan's Family Practice July 2012 - December 2013
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
FalconStor Software May 2012 - July 2012
Skills
Java, SQL, Python, XML, JavaScript, Databases, Distributed Systems, Data Analysis, User Experience Design, Teamwork, CSS, PHP, .NET, HTML, Public Speaking
Education
University of Washington 2012 — 2014
Master of Science (MS), Management Information Systems, General, 4.0/4.0
Tongji University 2011 — 2012
Master of Science (MS), Information Management, 4.9/5.0
Tongji University 2007 — 2011
Bachelor of Science (BS), Information Management and Information Systems, 4.5/5.0
BlackRock July 1996 - December 2008
New Hire Trainer January 1996 - December 2008
Metric Property Management November 1990 - January 1996
Metric Property Management October 1989 - November 1990
Metric Property Management December 1988 - October 1989
Metric Property Management July 1986 - December 1988
Skills
Budgeting, Auditing, Excel, Accounts Receivable, Word, Budgets, Yardi, Microsoft Word, Property Management, Microsoft Excel, Apartments, Human Resources, Leases, Training, Accounts Payable, Asset Management, Finance, Lease Administration, Policy, Rentals, Disposition, Investments, Real Estate, Due Diligence, Property, Residential Homes, Office Management, Selling, Insurance, Team Building, Facilities Management, Financial Accounting, Marketing, Customer Service, Management, Real Estate Development, Investment Properties, Outlook, Contract Negotiation, Account Reconciliation, Commercial Real Estate, Sales
Education
Triton-College 1979 — 1981
NA, Business
Arapahoe and Aurora Community Colleges
BlackRock August 2013 - Present
SeedInvest June 2012 - February 2013
Silicon Valley Bank June 2012 - August 2012
Skills
Entrepreneurship, Economics, Institutional..., Global Tactical Asset..., Interest Rate Risk..., Insurance, Pension Funds
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Cum Laude and Phi Beta Kappa, Economics
The University of Western Australia 2011 — 2011
Bachelor of Arts (B.A.), International Finance
Horace Mann School 1994 — 2009
High School Diploma, General Studies
Chilton Investment Company June 2014 - Present
BlackRock August 2012 - June 2014
McKinsey & Company September 2011 - May 2012
Fitch Ratings June 2011 - August 2011
McKinsey & Company September 2010 - January 2011
McKinsey & Company June 2010 - August 2010
Education
Tufts University 2008 — 2012
Bachelor of Arts (B.A.), International Relations, Economics
The Hotchkiss School 2004 — 2008
Google 2014 - Present
St. Martin Family Charitable Corporation 2009 - Present
Simon-Kucher & Partners 2010 - 2014
BlackRock 2009 - 2010
Oliver Wyman Group; NERA Economic Consulting 2006 - 2009
Skills
Marketing Research, Predictive Modeling, Strategic Consulting, Strategy, CRM, Quantitative Analytics, Analytics, Segmentation, Competitive Intelligence, Marketing, Data Analysis, Management Consulting, Pricing, Product Management, Marketing Strategy, Business Strategy, Competitive Analysis, Financial Modeling, Management
Education
Mount Alvernia High School
Trinity College-Hartford
Bachelor of Science (B.S.)
BlackRock February 2012 - Present
BlackRock December 2009 - February 2012
BlackRock Alternative Advisors July 2008 - November 2009
BlackRock Alternative Advisors April 2007 - June 2008
Seeds Bistro and Bar July 2006 - April 2007
Walgreens Pharmacy September 2005 - July 2006
Skills
CRM, Project Management, Business Analysis, Leadership, Management, Relationship Management, Customer Service, Strategic Planning, Business Development, Microsoft Word
Education
Willamette University 2000 — 2004
Bachelor of Liberal Arts, Major: Biology, Minor: Chemistry
The University of Queensland 2002 — 2002
Study Abroad Program
Netflix September 2015 - Present
Move, Inc. October 2012 - Present
JustBeen.In October 2011 - September 2012
BlackRock August 2008 - October 2010
Independent Contractor October 2005 - August 2008
Informatica January 2001 - October 2005
Shell Services July 1998 - October 2000
Skills
Hadoop, Ruby, Data Warehousing, Informatica, Databases, JavaScript, Unix, SOA, ETL, Business Intelligence, Agile Methodologies, Integration, Ruby on Rails, Linux, jQuery, Perl, Oracle, SQL, Web Development, HBase, Scala
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Compass Inc. March 2015 - Present
BlackRock August 2013 - March 2015
Goldman Sachs May 2012 - August 2012
Adobe June 2011 - August 2011
One Kings Lane June 2010 - August 2010
Obama for America May 2008 - August 2008
Education
Tufts University 2009 — 2013
Bachelor's degree, American Studies
Princeton Day School
BlackRock October 2013 - Present
BlackRock October 2011 - September 2013
Royal Bank of Scotland August 2009 - October 2011
Royal Bank of Scotland Group 2008 - 2009
Royal Bank of Scotland Group 2007 - 2008
Royal Bank of Scotland 2006 - 2007
Royal Bank of Scotland Group 2004 - 2006
CFS 1998 - 2004
Skills
Talent Management, High performance..., Employee Engagement, Policy, HR Strategy, Performance Management, Organizational Design, HR Consulting, Succession Planning, Culture Change, Employee Relations, Personnel Management, Human Resources
Education
The University of Manchester 1998 — 1999
MSc, Human Resources
Bedford Modern School 1984 — 1994
Bedford Modern School
BlackRock May 2015 - August 2015
Kappa Chapter of Zeta Psi December 2014 - August 2015
Tufts Financial Group September 2012 - April 2015
Kappa Chapter of Zeta Psi May 2013 - September 2014
BlackRock June 2014 - August 2014
Resource Real Estate May 2013 - August 2013
Agricultural Co-Op March 2012 - July 2012
WaffleWaffle, LLC. June 2011 - August 2011
Skills
Investments, Analysis, Management, Asset Management, Fundraising, Portfolio Management, Microsoft Excel, Budgets, Alternative Investments, Competitive Analysis, Marketing, Market Research, PowerPoint, Social Media, Mutual Funds, Microsoft Office, Securities, Real Estate, Research
Education
Tufts University 2012 — 2016
Economics, Entrepreneurial Leadership
Princeton Day School
Calypso Technology August 2014 - Present
BlackRock January 2013 - March 2014
University of Pennsylvania Health System August 2012 - May 2013
Widener University September 2011 - August 2012
CC-Multi Service Corp. December 2010 - July 2011
Premier Sport Marketing Asia (Hussars Company Ltd.) June 2010 - November 2010
CC-Multi Service Corp. June 2009 - May 2010
Skills
Healthcare Management, Healthcare, Performance Improvement, Process Improvement, Hospitals, Operations Management, Healthcare Information..., Business Process, Business Development, Data Analysis, Strategic Planning, Change Management, Program Management, Analysis, Leadership, Management, Microsoft Excel, Project Management, Business Analysis
Education
Widener University 2011 — 2013
Master of Business Administration
The University of British Columbia
Bachelor's degree, Kinesiology and Health Science
Oaktree Capital Management October 2012 - Present
VelocityShares April 2012 - October 2012
BlackRock January 2011 - September 2011
BlackRock June 2005 - December 2010
Barclays Global Investors January 2004 - May 2005
Barclays Global Investors September 2001 - December 2003
Dresdner RCM Global Investors January 2000 - August 2001
Socimer Corredora de Bolsa (Chilean Broker Dealer) July 1996 - December 1997
Banosorno Corredora de Bolsa (Chilean Broker Dealer) October 1994 - June 1996
Banosorno Corredora de Bolsa (Chilean Broker Dealer) September 1992 - September 1994
Education
Thunderbird School of Global Management 1998 — 1999
MBA
Universidad del Desarrollo 1988 — 1993
Business Administration, Finance and Economics
Credit Suisse March 2014 - Present
Credit Suisse November 2012 - March 2014
Federal Reserve Bank of New York April 2010 - October 2012
BlackRock March 2007 - April 2010
BlackRock Solutions Human Resources August 2006 - March 2007
Robert Half International April 2006 - August 2006
Skills
Visio, Database Administration, VBA, Oracle, SQL, Visual Basic, T-SQL, Unix, Business Intelligence, Microsoft Excel, Outlook, HTML, Management, Analysis, Leadership, Access, Analytics, Vendor Management, Finance, Data Analysis, Data Warehousing, Microsoft Office
Education
Touro College 2007 — 2009
Master of Science, Database Systems
Western Michigan University 1999 — 2004
Minor, Mathematics
Western Michigan University - Haworth College of Business 1999 — 2004
Bachelor Business Administration, Finance
BlackRock August 2015 - Present
United Technologies July 2013 - August 2015
UTC Aerospace Systems February 2015 - July 2015
United Technologies August 2014 - February 2015
Sikorsky Aircraft February 2014 - August 2014
UTC Aerospace Systems July 2013 - February 2014
UTC Aerospace Systems June 2012 - August 2012
UTC Aerospace Systems January 2012 - May 2012
XL Catlin May 2010 - August 2011
Skills
Multilingual, Leadership, Strong Time Management, Effective Communication, Organized, Finance, Teamwork, Microsoft Office, Financial Modeling, Time Management, Forecasting, Financial Accounting, Internal Controls, QuickBooks, Analysis, Financial Analysis, GAAP, Microsoft Word, Auditing
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (BS), Accounting
BlackRock January 2015 - Present
State Street Corporation June 2013 - January 2015
BNP Paribas May 2012 - August 2012
Hong Kong Exchanges and Clearing Limited June 2011 - September 2011
Computer Science Department, Tufts University August 2009 - December 2010
Skills
Financial Analysis, Financial Accounting, Business Strategy, Strategic Analysis, Market Research, Operations Research, VBA, Microsoft Excel, Analysis, Stata, Investments, Strategy, Mergers & Acquisitions, Corporate Finance, Finance, Leadership, Research
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Quantitative Economics
Hong Kong International School 1997 — 2009
High School Education, English, Biology, Economics, Mathematics
Capital Institutional Services March 2007 - Present
Placemark Investments July 2006 - March 2007
BlackRock July 2004 - July 2006
Merrill Lynch Investment Managers 2004 - 2006
ORIX Corporation May 2003 - June 2004
Skills
Series 7, Equity Trading, Portfolio Management, ETFs, Portfolio Trading, Program Trading, Transition Management, Quantitative Trading, Series 3, Series 55, Series 66, Equity Derivatives, Volatility Trading, Futures, Investment Consulting, Currency Trading, Curve Trading, Bloomberg, Fidessa, InstaQuote, Technical Analysis, Investment Advisory..., Trading, Options, FINRA, Volatility, Hedge Funds, Derivatives, Foreign Exchange, Equities, Series 63, Risk Management, Fixed Income
Education
University of Oklahoma 1998 — 2002
BBA, Finance
University of Oklahoma - Price College of Business 1998 — 2002
BBA, Finance
The University of Texas at Arlington 2003 — 2004
MSc., Real Estate Finance
BlackRock September 2014 - Present
The Blackstone Group November 2005 - September 2014
Gabelli Asset Management July 1999 - March 2004
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Investment Banking
Education
Thunderbird School of Global Management 2004 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Madison 1995 — 1999
Bachelor of Arts (BA), International Relations and Affairs
Payden & Rygel November 2011 - Present
Trustees of Donations to the Episcopal Church 2002 - Present
BlackRock January 2005 - November 2011
State Street Research & Management Co. 2000 - January 2005
Skills
Asset Allocation, Fixed Income, Asset Managment, Asset Management, Series 7, Investment Strategies, Portfolio Management, Investments, Bonds, Investment Management, Pension Funds, Institutional..., Alternative Investments, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Concentration in Finance
Middlebury College, Middlebury, VT 1978 — 1982
B.A., Economics/ Biology
Potomac Research Group March 2013 - Present
The Mandi Schwartz Foundation September 2011 - Present
BlackRock September 2012 - March 2013
Skills
Fundraising, Marketing Strategy, Public Speaking, Entrepreneurship, Nonprofits, Non-profits, Community Outreach, Grassroots Organizing, Event Planning, Volunteer Management, Social Media, Blogging, Editing, Microsoft Excel, Outdoor Recreation, Instagram, Marketing, Data Analysis, Microsoft Word, PowerPoint
Education
Yale University 2008 — 2012
Bachelor of Arts (BA), American Studies
Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program
The Hotchkiss School 2004 — 2008
BlackRock August 2014 - Present
Fidelity Investments June 2013 - August 2013
Louis F. Guiness, Inc. May 2012 - August 2012
John Hancock Financial Network July 2009 - August 2009
Wizard of Adz July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Stata, Microsoft Word
Education
Tufts University 2010 — 2014
Bachelor of Sciences (BS), Econometrics and Quantitative Economics
Needham High School 2006 — 2010
Gordon & Betty Moore Foundation January 2013 - Present
BlackRock May 2011 - August 2012
BlackRock 2007 - May 2011
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Health Care Consulting 2000 - 2002
Ernst & Young 1995 - 2000
Skills
Strategic Planning, Business Strategy, Strategy, Management, Program Management, Change Management, Operations Management, Organizational..., Team Leadership, Consulting, Corporate Finance, Finance, Financial Analysis, Investments, Asset Management, Financial Modeling, Performance Metrics, Start-ups
Education
The University of Texas at Austin 1990 — 1995
BBA, MPA, Accounting
BlackRock May 2014 - Present
Arcturus 12 June 2008 - May 2014
Thomson Reuters Foundation June 2008 - October 2009
International Center for Transitional Justice January 2007 - June 2008
International Crisis Group January 2001 - January 2007
Free-lance January 1982 - January 1997
First Boston Corporation January 1980 - January 1982
Skills
Fundraising, Public Speaking, Public Relations, Advertising, Corporate Social..., Marketing Strategy, Policy Analysis, Community Outreach, Nonprofits, Strategic Communications, Strategy, Community Development, Non-profits, Marketing, Editing, Leadership, Program Management, Program Development, Strategic Partnerships, Management, Sustainability, Copywriting, Social Media, Marketing Communications, Press Releases, Strategic Planning, NGOs, Media Relations, Blogging
Education
New School for Public Engagement
MS. Environmental Policy & Sustainability Managment, Expected 2014, 3.96
University of Oxford 1990 — 1992
MA, Anthropology
Tufts University 1975 — 1979
BA, International Relations & French
Institut des Etudes Politiques
Political Science and Economics
BlackRock May 2013 - Present
Bernstein Private Wealth Management March 2012 - April 2013
BlackRock August 2011 - November 2011
Investment Technology Group December 2008 - July 2011
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2004 — 2008
BS, Economics, Language Concentration in Hispanic Studies
Thayer Academy 2000 — 2004
BlackRock July 2013 - Present
KPMG June 2010 - July 2013
Balboa Financial August 2009 - January 2010
Foundation Communities January 2009 - June 2009
Lapiter, LLC January 2006 - May 2009
State Farm Insurance May 2008 - August 2008
LA Fitness May 2007 - August 2007
Skills
Strategic Sourcing, Investments, Financial Modeling, Trilingual: English,..., Financial Analysis, Bloomberg, Factset, Capital IQ, Microsoft Office, Business Intelligence, Investment Management, Transaction Services, Restructuring, Entrepreneurship, DCF, Accounting, Financial Accounting, Due Diligence, Arabic, Valuation, Managerial Finance, Analysis, Marketing, Management Consulting, Direct Response, Outsourcing, Strategy, Shared Services, Business Process..., Process Improvement, Procurement, Procure-to-Pay, Accounts Payable, Capital Projects, Project Management, Contract Management, Supplier Negotiation, Technical Writing, Technology, Copywriting, M&A analysis, Microsoft Excel, Google Adwords, Google Analytics, Google Docs, Public Speaking, Public Relations, Spanish, SEO, Finance
Education
Langham Creek High School
Systems / Software
The University of Texas at Austin - The Red McCombs School of Business
BBA, Major: Finance Minor (unofficial major): Accounting.
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
Charles Schwab Investment Management September 2014 - July 2015
The Essential Feminine Company September 2012 - July 2014
BlackRock June 2010 - August 2012
Heller Ehrman LLP May 2006 - October 2008
Maureen Simon Consulting October 2003 - May 2006
Skills
Office Management, Human Resources, Administrative..., Recruiting, Corporate Governance, Office Administration, Customer Service, Management, Time Management, System Administration, Interviews, Negotiation, Fundraising, Employee Benefits, Employee Relations, Leadership, Training, Event Planning, Onboarding, Organizational..., Social Networking, Administrative...
Education
Sentinel Secondary
The University of British Columbia
Bachelor’s Degree, Business Administration and Management
XVC Financial Consultants, LLC 2011 - Present
Old Mutual 2010 - 2011
State Street Bank & Trust/SSGA 2008 - 2009
Washington Mutual Bank & Trust 2001 - 2006
Aetna US Healthcare 1996 - 2000
AIG Inc. 1990 - 1995
Blackrock 1985 - 1990
Skills
MiFID, Privacy Law, Solvency II, Derivatives, Basel II, Capital Markets, Financial Risk, Risk Management, Operational Risk, Cross-functional Team..., Banking, Fixed Income, Operational Risk..., Hedge Funds, Financial Analysis, Equities, Investments, Portfolio Management, Finance, Management, Strategy, Financial Services, Leadership, Consulting, Analysis, Financial Modeling, Trading, Credit, Private Equity, Alternative Investments, Mutual Funds, Mergers & Acquisitions, Asset Management, Bonds, Options, FX Options, Change Management, Insurance, Executive Management
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Brown University 1979 — 1983
Bachelor’s Degree, Applied Mathematics
BlackRock August 2006 - Present
Skills
Security Operations, Project Management, Application Portfolio..., Fixed Income, Derivatives, CLO, SQL, BlackRock Aladdin
Education
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
BlackRock June 2015 - August 2015
Financial Reporting Council October 2014 - November 2014
Timeful June 2014 - August 2014
Stanford Graduate School of Business May 2013 - August 2013
Skills
Microsoft Word, Social Media, Economics, Data Analysis, Statistics, PowerPoint
Education
Tufts University 2012 — 2016
B.Sc., Quantitative Economics
Clarion Partners LLC 2008 - 2013
BlackRock 2005 - 2007
Natixis Global Asset Management 1999 - 2004
MetLife 1995 - 1999
Aetna 1985 - 1995
Education
aetna group school 1985 — 1985
The University of Connecticut School of Business
Bachelor of Science (BS) and MBA, Business Administration and Management, General
aetna group school
BlackRock November 2011 - Present
BlackRock August 2010 - November 2011
Tufts University September 2006 - May 2010
BlackRock June 2009 - August 2009
Big Fish July 2008 - September 2008
Thesco Benefits, LLC May 2008 - July 2008
Skills
Brazilian Portuguese, Spanish, English, Family Office, Hedge Funds, Business Development, Capital Raising, Institutional..., Institutional Sales
Education
Tufts University 2006 — 2010
Bachelor of Arts, Economics and International Relations
Graded 2001 — 2006
BlackRock January 2015 - Present
BlackRock August 2012 - January 2015
Signature Estate & Investment Advisors, LLC March 2011 - June 2012
Deloitte July 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2011
B.A., Economics
The University of Manchester 2010 — 2010
Study Abroad
Enforex Language School 2006 — 2006
Spanish
UBS 2011 - Present
BlackRock 2009 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch August 2005 - December 2005
Skills
Mutual Funds, Securities, Asset Allocation, ETFs, Series 7, Finance, Sales, Financial Advisory, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Anti Money Laundering, Investment Strategies, CRM, New Business Development, 401k, Retirement Planning, AML, KYC, USA PATRIOT Act, CAMS, Certified Anti-Money..., Financial Crimes...
Education
The University of Memphis 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Liberty Mutual Insurance June 2015 - Present
Liberty Mutual Insurance June 2014 - September 2014
Holland America Line January 2014 - March 2014
12thmanrising.com April 2012 - November 2013
Mortgage Quality Management & Research August 2012 - May 2013
Marcus Ronaldi January 2011 - August 2012
Charles Schwab; Alternative Investments January 2011 - July 2011
BlackRock January 2010 - December 2010
World Adult Kickball Association June 2009 - August 2010
Wells Fargo & Co July 2009 - December 2009
Skills
Performance Analysis, Excel, Factset, Microsoft Office, Outlook, Word, Financial Analysis, Access, VBA, Pivot Tables, Analysis, Critical Thinking, Creative Problem Solving, Streamline Processes, Advent, PowerPoint, Financial Modeling, Equities, Mutual Funds, Research, Investments, Asset Allocation, Equity Research, Quantitative Analysis, Data Analysis, Investment Strategies, Microsoft Excel, Leadership, Hedge Funds, Quantitative Analytics, Finance
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
Trinity University 2002 — 2006
BS, Finance
Trinity University 2002 — 2006
BA, Political Science; International and Comparative Politics
Lattice Strategies, LLC June 2015 - Present
BlackRock May 2013 - May 2015
Fisher Investments July 2012 - May 2013
Fisher Investments August 2010 - July 2012
Fisher Investments July 2007 - August 2010
Guaranty Bank June 2006 - June 2007
REMAX May 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, Financial Modeling, Series 63, Asset Allocation, Financial Analysis, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Securities, Sales, Strategic Financial..., Series 65, Hedge Funds, Fixed Income, Relationship Management, Investment Management, Bloomberg, Capital Markets, Financial Planning, Graphic Design
Education
The University of Texas at Austin 2003 — 2007
Bacherlors of Business Administration, Finance Major, Marketing Minor
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bacherlors of Business Administration, Finance, Marketing
BlackRock February 2013 - Present
BlackRock May 2011 - February 2013
J.P. Morgan June 2009 - May 2011
UBS Wealth Management 2008 - 2009
Teach for America 2005 - 2007
Skills
Asset Management, ETFs, Mutual Funds, Wealth Management, Equities, Fixed Income, Investments, Series 7, Asset Allocation, Series 63, Financial Analysis, Alternative Investments
Education
Trinity University 2001 — 2005
Bachelor's degree, Psychology, Cum Laude
Global Brand Works March 2008 - Present
Yodlee 2011 - 2014
BlackRock 2009 - 2011
Barclays Global Investors 2009 - 2009
Solidus Networks, dba Pay By Touch 2003 - January 2008
Visa International 1990 - 2002
MasterCard International 1984 - 1990
American Express 1979 - 1981
Skills
Brand Management, Employee Engagement, Brand Architecture, Brand Strategy, Brand Consulting, Reputation Management, Brand Activation, Brand Development..., Brand Positioning..., Strategy Formulation, Management Consulting, Marketing Strategy, Positioning, Strategic Public..., Marketing Management, Online Communications, Social Media Marketing, Social Media..., Analytics, B2B Marketing, Brand Development, Business Development, Business Strategy, CRM, Competitive Analysis, Corporate Branding, Corporate Communications, Customer Acquisition, Customer Insight, Demand Generation, Digital Marketing, Digital Strategy, Direct Marketing, E-commerce, Email Marketing, Financial Services, Go-to-market Strategy, Integrated Marketing, Lead Generation, Leadership, Loyalty Marketing, Loyalty Programs, Management, Marketing, Marketing Communications, Messaging, Mobile Marketing, Multi-channel Marketing, Online Marketing, Partnership Marketing
Education
Thunderbird School of Global Management 1978 — 1979
MBA, global advertising and marketing
Vassar College 1974 — 1977
A.B., Literature
BlackRock November 2007 - Present
Scholastic Success August 2008 - January 2011
Rowlett High School January 2007 - August 2007
Skills
Financial Analysis, Portfolio Management, Relationship Management, Investment Management, Wealth Management, Thompson One, Morningstar, Microsoft Office, Security APL, PSN
Education
The University of Texas at Austin 2003 — 2006
Bachelor of Arts (B.A.), Economics
YapStone August 2014 - Present
PayPros Payment Solutions July 2011 - August 2014
Focus Strategies September 2010 - July 2011
BlackRock July 2005 - September 2010
Merrill Lynch August 2000 - July 2005
J.P. Morgan July 1999 - August 2000
Skills
Executive Management, Leadership, Strategic Planning, Business Strategy, Process Improvement, Delivering ROI, Private Equity, Mergers & Acquisitions, Budgeting & Forecasting, Business Development, Corporate Finance, Finance, Financial Services, Valuation
Education
The University of Texas at Austin 1995 — 1999
Bachelor's Degree, Finance, With Honors
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
UHY LLP May 2013 - June 2014
Magley & Associates September 2011 - April 2013
BlackRock March 2011 - September 2011
PBK Architects June 2010 - November 2010
UHY Advisors June 2005 - June 2010
Skills
Human Resources, Temporary Placement, Risk Management, Data Analysis, Resource Management, Social Media Marketing, Business Strategy, Recruiting, Change Management, Talent Acquisition, Performance Management, Employee Relations
Education
The University of Texas at Austin
Bachelor's Degree, Communications
Universidad de Barcelona / Nebrija
Hispanic Studies
BlackRock January 2015 - Present
BlackRock November 2012 - December 2014
BlackRock September 2011 - December 2012
SunTrust Robinson Humphrey June 2010 - August 2011
Moody's Investors Service May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
American International Group June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Portfolio Management, Investments, Valuation, Credit Risk, Credit Analysis, Mergers & Acquisitions, Project Finance, Loans, Research, Power Generation, Chemical Industry, Bonds, Structured Finance, Finance, High Yield Bonds, Leveraged Finance, Fixed Income, Corporate Finance, Financial Analysis
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Political Science
Paulding County High School
BlackRock October 2007 - Present
Wilshire Associates October 2002 - October 2007
Robert W. Baird & Co. October 1998 - October 2000
Skills
Derivatives, Fixed Income
Education
University of Chicago Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
BlackRock January 2007 - Present
Ernst & Young May 1995 - January 2007
Skills
Human Resources, Payroll, Mergers & Acquisitions, Management, Recruiting, Strategy, Performance Management, Process Improvement, Change Management, Talent Management, Project Management, Employee Benefits, HR Consulting, Onboarding
Education
The University of Connecticut School of Business 1991 — 1993
MBA, Finance/International Business
Union College 1987 — 1991
BA, Mathematics/Modern Languages
BlackRock April 2011 - Present
MSCI Inc. March 2007 - April 2011
Merrill Lynch August 2003 - March 2007
Deloitte Consulting August 1998 - March 2003
Skills
Strategy, Analytics, Equities, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Investments, Financial Modeling, Capital Markets, Bloomberg, Asset Allocation, Series 7, Derivatives, Valuation, Mutual Funds, Investment Strategies, Private Equity, ETFs, Investment Management
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Trinity University 1994 — 1998
BA, Magna Cum Laude, Communication and Business Administration
Wellington Management 2008 - Present
BlackRock 2003 - 2006
State Street Research & Management 2001 - 2003
Skills
Equities, Valuation, Equity Research, Bloomberg, Financial Modeling, Investments, Hedge Funds, Portfolio Management, Investment Management
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, General Management
Vanderbilt University 1996 — 2000
BS, Economics, Spanish
BlackRock January 2013 - Present
Franklin Templeton Investments May 2011 - January 2013
Franklin Templeton Investments February 2010 - May 2011
Neff Rental July 2009 - February 2010
Skills
Series 63, Series 7, Mutual Funds, 401k, Series 6, Separately Managed..., Asset Allocation, Retirement Planning, Fixed Annuities, Investments, Sales, Securities, Wealth Management, Financial Analysis, Microsoft Excel, Asset Managment, Marketing, Retirement, Alternative Investments, Series 65, Asset Management, ETFs, Financial Advisory, Finance, Investment Strategies, Equities, Fixed Income, Financial Services
Education
The Ohio State University 2005 — 2008
BA, Family Resource Mangement, Economics
BlackRock June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2012 - June 2014
Goldman Sachs- Family Office June 2011 - August 2012
The Ayco Company, Goldman Sachs June 2010 - June 2011
Leader Bank January 2010 - May 2010
Palio June 2009 - August 2009
Skills
Investments, Private Equity, Valuation, Asset Management, Finance, Investment Strategies, Analysis, Estate Planning, Financial Structuring, Real Estate, Financial Modeling, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Equity Research, Investment Banking, Corporate Finance, Derivatives, Portfolio Management, Asset Allocation, Financial Analysis
Education
Tufts University 2006 — 2010
Bachelors, Quantitative Economics
BlackRock October 2014 - Present
BlackRock June 2012 - Present
State Street Global Advisors June 2010 - June 2012
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2005 — 2009
BlackRock August 2007 - Present
Mercantile Wealth Management (PNC) October 2001 - August 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investments, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Securities, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Series 7, Financial Analysis, Financial Services, Finance
Education
Towson University
Towson University
FTSE October 2012 - Present
BlackRock February 2011 - July 2011
Barclays Global Investors/Blackrock September 2006 - February 2010
Barclays Global Investors November 2003 - August 2006
Barclays Global Investors November 1999 - October 2003
Barclays Global Investors April 1999 - October 1999
British Columbia Investment Management Corporation December 1995 - March 1999
Skills
ETFs, Mutual Funds, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Strategy, Investments, Asset Management, Investment Strategies, Asset Allocation, Bloomberg, Investment Management, Capital Markets
Education
The University of British Columbia
Bachelors of Commerce, Business
CFA Charterholder, CFA Institute
Crofton House School
Wells Fargo November 2014 - Present
San Francisco Start up April 2014 - November 2014
Wells Fargo July 2012 - July 2013
BlackRock March 2011 - April 2012
BlackRock (formally Barclays Global Investors) October 2009 - March 2010
Astia April 2009 - October 2009
Charles Schwab 1999 - 2009
Skills
Strategy, Product Development, Equities, Program Management, SDLC, Portfolio Management, Product Marketing, Alternative Investments, Management, Fixed Income, Quality Assurance, Project Management, Investments, Start-ups, Product Management, Mutual Funds, Contract Negotiation, Series 7, Project Planning, Asset Management, Securities, Asset Allocation, Strategic Planning, Financial Services, ETFs, Analysis, Series 63, Risk Management, Trading Systems, Vendor Management, Relationship Management, Financial Markets, Emerging Markets, Options, Mergers & Acquisitions, Venture Capital, Analytics, FINRA, Series 24, Capital Markets, Requirements Gathering, Leadership, Change Management, Financial Modeling, Wealth Management, Competitive Analysis, Business Analysis, Banking
Education
Trinity College, Dublin
B.B.S, International Business and Finance
University of California, Berkeley
High-Tech Product Management and Product Marketing
BlackRock November 2008 - February 2012
BlackRock November 2008 - September 2011
Age Wave June 2007 - June 2008
Age Wave June 2006 - June 2007
Wells Fargo Home Mortgage January 2004 - June 2006
INTERACTIVE PUBLIC RELATIONS August 1999 - December 2001
Skills
Event Management, Direct Marketing, PowerPoint, Customer Relations, Social Media, Business Analysis, Process Improvement, Collateral Material..., Retention Marketing, Client Consulting, Project Planning, Project Management, Vendor Management, Cross-functional Team..., Management Consulting, Marketing Communications, Program Management, Marketing Strategy, Team Building, Marketing, Account Management, Customer Service, Market Research, Social Media Marketing, Sales, Product Management, Email Marketing, Strategic Planning, Product Development, Strategy
Education
The Ohio State University
Bachelor of Science, Economics
University of California, Berkeley
Certificate, Marketing
BlackRock June 2012 - Present
BlackRock September 2009 - May 2012
American Century Investments January 2003 - September 2009
Deloitte & Touche September 2000 - January 2003
Skills
Tax, Mutual Funds, Bloomberg, Asset Managment, Equities, Financial Modeling, Investments, Strategic Financial..., Securities, Financial Analysis, Financial Planners, Investment Management, Retirement Planning, Alternative Investments, Risk Management, Finance, Mergers, Estate Planning, Hedge Funds, Series 7
Education
Truman State University 1999 — 2000
Masters, Accounting with Tax Emphasis
Truman State University 1995 — 1999
B.S., Accounting
BlackRock September 2015 - Present
Visa October 2012 - September 2015
Visa May 2005 - October 2012
HoffmanLewis Advertising 2004 - 2005
J. Walter Thompson January 2000 - May 2004
GSD&M Advertising June 1996 - December 1999
Skills
Partnership Marketing, Product Marketing, Marketing, Integrated Marketing, Digital Marketing, Advertising, Brand Architecture, Multi-channel Marketing, Digital Strategy, Management, Advertising Management, Thought Leadership, Strategic Partnerships, Brand Development, Global Marketing, Marketing Management, Leadership, Social Marketing, Positioning, Consumer Marketing, Brand Management, Sponsorship
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Science in Communications, Advertising
Quantitative Management Associates LLC May 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors August 2007 - December 2009
Purdue University June 2004 - July 2007
Student Managed Investment Fund 2006 - 2007
PEMEX 1998 - 1999
Skills
Quantitative Finance, Fixed Income, Hedge Funds, Investment Management, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Ph.D., Finance
Universidad de las Américas, A.C. 1991 — 1996
B.S., Economics
Colegio Humboldt 1976 — 1991
Barclays Principal-Business Development OfficerBarclays Global Investors1999 - Present
BlackRock 1999 - 2010
Education
The University of Connecticut School of Business 1988 — 1992
BlackRock February 2008 - Present
Merrill Lynch 1984 - January 2008
Arthur Andersen 1981 - 1984
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Executive MBA
The University of Texas at Austin 1977 — 1981
BS, Finance
Vacay Inc September 2015 - Present
BlackRock September 2008 - August 2015
Young & Rubicam March 2006 - September 2008
Schwartz Communications March 2005 - February 2006
Wells Fargo Bank August 2000 - May 2004
Skills
Integrated Marketing, Digital Marketing, Marketing Communications, Marketing Strategy, Direct Marketing, Advertising, Online Advertising, Account Management, Lead Generation, Email Marketing, Marketing, Analytics, Brand Development, Cloud Computing, Direct Mail, Strategy, Web Analytics, Digital Media, Management, Social Media Marketing, Sales
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.)
BlackRock August 2015 - Present
Midland Loan Services September 2009 - Present
Midland Loan Services April 2007 - Present
Skills
Asset Managment, Mortgage Lending, Asset Management, Due Diligence, Loans, Investments, Credit, Disposition, Portfolio Management, Real Estate, Real Estate Economics, Valuation, Financial Analysis
Education
The University of Kansas 1993 — 1998
PIMCO July 2012 - Present
BlackRock August 2009 - July 2012
Barclays Capital June 2007 - April 2009
PIMCO 2001 - 2006
Skills
Portfolio Management, Asset Allocation, Fixed Income Research, Relative Value, Structured Products, Interest Rate...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Economics
University of Colorado Boulder 1996 — 2000
BA, Economics and History
UCSD 2012 - Present
BlackRock July 2008 - June 2010
MSCI Barra 2007 - 2007
Intel June 2006 - December 2006
Skills
Data Analysis, Statistics, Economics, Matlab, Microsoft Office, Research, Analysis, Microsoft Excel, Qualitative Research, Stata, R, Web Scraping, ArcGIS, Data Visualization, python
Education
The University of Tokyo 2010 — 2012
MPP, Public Policy
University of California, Berkeley 2005 — 2007
Industrial Engineering
University of California, San Diego
Doctor of Philosophy (PhD), Economics
Capital Dynamics June 2014 - Present
Pantheon Ventures February 2012 - June 2014
BlackRock June 2010 - February 2012
AllianceBernstein August 2005 - June 2010
Skills
Alternative Investments, Investment Management, Private Equity, Asset Management, Business Development, Capital Markets, Series 63, Asset Allocation, Equities, Due Diligence
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (BA), History
BlackRock 2015 - Present
Rudin Management 2013 - 2015
Buro Happold 2002 - 2013
HLW International LLP June 2000 - January 2002
Thornton Tomasetti 1997 - 2000
Linbeck 1995 - 1997
Skills
Proficient in German..., Global Contract..., Program Management, Change Management, Project Finance, Construction Management, Design Management, Site Analysis, German, Spanish, Project Management, Project Planning
Education
University of Cambridge 2005 — 2007
MSt, IDBE
The University of Texas at Austin 1992 — 1998
BS, Civil Engineering
MOSSA (fka body training systems) June 2012 - Present
Decksouth Inc. August 2004 - January 2012
NADRA - North American Deck and Railing Association 2009 - 2010
BlackRock 2001 - 2004
Office of US Senator Joe Biden 2001 - 2001
US Trade Representative 1998 - 2001
Hurt Norton and Associates 1997 - 1998
Office of US Senator Sam Nunn 1996 - 1997
The White House 1995 - 1996
Skills
Leadership, Customer Service, Public Relations, Public Speaking, Strategic Planning, Management, Negotiation, Policy, Analysis, Sales, Sales Management, Business Development, Marketing Strategy, Marketing, Training, Team Building, Research, Strategy, New Business Development, Access, Project Management
Education
The University of Georgia 1992 — 1996
Bachelor's degree, Criminal Justice
Roswell High School 1988 — 1992
Edward Jones Investment Co. June 2015 - Present
Urban Miner LLC March 2014 - May 2015
BlackRock February 2012 - March 2014
BlackRock August 2008 - January 2012
Bernstein Global Wealth Management July 2003 - July 2008
HD VEST FINANCIAL SERVICES July 2002 - June 2003
TCW Investment Management Company February 2001 - May 2002
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Equities, Risk Management, Bonds, Business Development, Series 63, Investment Strategies, FINRA, Series 65, Options, Capital Markets, Asset Allocation
Education
Trinity University
Bachelor of Science in Business Administration, Finance
Maret School
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
Credit Suisse March 2014 - Present
UBS August 2012 - April 2014
BlackRock April 2011 - March 2012
UBS February 2010 - April 2011
UBS June 2006 - February 2010
Merrill Lynch October 2004 - June 2006
Inditex/ZARA Internatinal Inc. September 2003 - September 2004
Bear Stearns August 2002 - September 2003
Merrill Lynch May 2000 - August 2002
Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance
Education
Tufts University
BlackRock September 2010 - Present
BlackRock July 2006 - August 2010
Skills
Fixed Income, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Data Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Pittsburgh 2002 — 2006
Bachelor of Science in Business Administration, Finance
BlackRock January 2012 - Present
BlackRock November 2010 - January 2012
BlackRock August 2007 - November 2010
UJA Federation of New York August 2005 - August 2007
Skills
Vendor Management, Project Management, Microsoft Excel, Access, Microsoft Word, PowerPoint, Process Improvement, Customer Service, Project Planning, Project Coordination, Microsoft Office, JIRA, Pencil, Visio, Analysis, Contract Management, Data Analysis
Education
Towson University 2001 — 2005
First Trust Portfolios L.P. May 2012 - Present
BlackRock May 2011 - May 2012
Morgan Stanley May 2002 - May 2011
Skills
Series 7, Separately Managed..., Mutual Funds, FINRA Series 6, FINRA, FINRA Series 63, FINRA Series 65, ETFs, Unit Trusts
Education
Mount Lebanon High School
The Ohio State University
BSBA, Accounting
BlackRock 2005 - Present
SSR Realty Advisors 2001 - 2005
Landauer Realty Group 1997 - 2001
Skills
Financial Analysis, Credit Analysis, Database Management, Financial Market..., Portfolio Management, Real Estate Economics, Project Management, Portfolio Optimization, Valuation
Education
Tongji University
BA, Architecture
Virginia Polytechnic Institute and State University
MA, Urban & Regional Planning
BlackRock November 2012 - Present
Goldman Sachs 2007 - 2012
Credit Suisse First Boston 2001 - 2006
Price Waterhouse Coopers 1998 - 2001
KPMG 1995 - 1998
Price Waterhouse 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
International Mobility, Global Mobility, Stakeholder Management, Business Strategy, Assignment Management, Expatriate Management, Expatriate Tax, International..., Outsourced HR Services, HR Operations, HR Consulting, Cost Management, Budget Setting, Management, Personnel Management, Strategy, Program Management, Outsourcing, Team Management, Human Resources, Project Management, Policy, IT Strategy, Finance, Vendor Management, Cross-functional Team..., Leadership, Consulting, Talent Management, Performance Management, HR Transformation, Financial Services, Executive Pay, Organizational Design
Education
The University of Manchester 1984 — 1987
Economics & Politics
BlackRock January 2011 - Present
Donovan Data Systems September 2007 - January 2011
Goldman Sachs April 2000 - August 2007
Altria 1996 - 1999
Merrill Lynch 1993 - 1994
Skills
Agile Methodologies
Education
City University, London 1987 — 1989
MS, Computer Science
The University of Manchester 1980 — 1983
BS, Electrical Engineering
BlackRock 2006 - Present
Morgan Stanley 2004 - 2006
Whiteweld, Barrister, & Brown, Inc. 2002 - 2003
P&M Consulting 2001 - 2002
Skills
Structured Finance, Capital Markets, Commercial Real Estate, Mezzanine Loans, Subordinated Debt, Collateralized Debt..., Commercial Mortgage..., Investment Management
Education
Touro College Jacob D. Fuchsberg Law Center
JD
University of Maryland College Park
BS
DoubleLine Group LP June 2014 - Present
Deutsche Asset Management April 2013 - May 2014
BlackRock March 2006 - April 2013
Skills
Alternative Investments, ETFs, Asset Allocation, Mutual Funds, Series 7, Separately Managed..., Fixed Income, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Wealth Management, Hedge Funds, Asset Management
Education
The Ohio State University 1990 — 1994
Bachelor of Science (B.S.)
BlackRock Executive Vice PresidentAlcentra1999 - 2004
PNC 1986 - 1999
Skills
Asset Managment, Hedge Funds, High Yield, Capital Markets, Asset Management, Equities, Fixed Income, Alternative Investments, Investments, Valuation, Portfolio Management, Financial Modeling, Bonds
Education
Thunderbird School of Global Management 1985 — 1985
MBA, Finance
William & Mary 1979 — 1983
B.A., Economics
BlackRock May 2012 - Present
BlackRock November 2010 - May 2012
BlackRock January 2008 - November 2010
Merrill Lynch Investment Managers October 2003 - January 2008
Merrill Lynch April 1999 - November 2003
Skills
GAAP, Financial Reporting, Financial Accounting, Financial Statement..., Operations, Project Management, Executive Reporting, Business Relationship..., Portfolio Management, Budget Oversight, Business Analysis, Internal Audit, External Audit, Compliance Audits, Mutual Funds, Hedge Funds, Fund Accounting, Aladdin, Bloomberg, Financial Statements, Financial Services, Fixed Income, Equities, Budgets, Securities, Derivatives, Financial Risk, Account Reconciliation, Quality Auditing, Internal Controls, Compliance, Bank Reconciliation, Operations Management, Vendor Relationships, Vendor Management, Leadership, Oversight, Accounting, Business Operations
Education
Thomas Edison State College
Bachelor of Science, Business Administration and Management, General
BlackRock November 2008 - Present
Lehman Brothers May 1998 - October 2008
Richard Ivey School of Business 1997 - 1998
Skills
MBS, ABS, Fixed Income, Capital Markets, Hedge Funds, Credit Derivatives, Structured Products, Alternative Investments, Derivatives, Investment Banking, Equities, High Yield, Structured Finance, Bloomberg, Valuation, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1997
Ph.D., Finance
The University of British Columbia 1990 — 1992
MBA, Finance
University of Waterloo 1982 — 1987
Bachelor of Applied Science, Systems Design Engineering
BlackRock January 2007 - Present
Jeryl Industrial Park, Inc. September 2003 - December 2007
Education
Thomas M. Cooley Law School 1998 — 2001
J.D., Law
BlackRock July 2014 - Present
BlackRock August 2010 - Present
Connor, Clark & Lunn Financial Group May 2005 - June 2010
Bank of Canada January 2003 - December 2004
Skills
Portfolio Management, Hedge Funds, Commodity, Equities, Quantitative Finance, Emerging Markets
Education
The University of British Columbia 2004 — 2006
Msc, Finance
University of Victoria 1999 — 2003
Bsc, Economics
BlackRock January 2014 - Present
BlackRock August 2010 - January 2014
Skills
Risk Analytics, Fixed Income, Unix, SQL, Mortgage Servicing, MBS, Structured Products, Reporting & Analysis, Microsoft Office, Analysis, Analytics, Financial Analysis
Education
Tufts University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Tufts University School of Arts and Sciences 2006 — 2010
Bachelor of Arts, Economics
BlackRock November 2014 - Present
Wells Fargo Securities January 2012 - November 2014
Wells Fargo Securities 2010 - 2012
Rabobank 2007 - 2009
Rabobank 2006 - 2007
Rabobank 2001 - 2006
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 2000
Skills
Sales, Sales Management, Business Development, Account Management, Product Development, Product Marketing, Equity Derivatives, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investment Banking, Rates, Asset Management, Financial Services, Business Planning, Wealth Management, Credit, Capital Markets, Equities, Derivatives, Hedge Funds
Education
The University of British Columbia 1994 — 1998
Bachelor of Arts, Political Science and International Relations, Honors
Marlborough College, Wiltshire, U.K.
Political Science
BlackRock Director and Senior Portfolio ManagerBlackRockFebruary 1996 - Present
Skills
Asset Management, Mutual Funds, Portfolio Management, Funding, Management, Investments, Financial Analysis, Equities, Risk Management, Financial Modeling, Valuation, Bloomberg, Trade Web, Market Analysis, Investment Strategies, Market Access, Competitor Intelligence
Education
Thomas Edison State College
Bachelor of Science in Business Administration, Business Administration and Management, General
Widener University
Associate of Science (A.S.), Health Services/Allied Health/Health Sciences, General
BlackRock May 2015 - Present
BlackRock November 2014 - April 2015
BlackRock May 2013 - October 2014
BlackRock August 2012 - April 2013
BlackRock June 2011 - July 2012
Goldman Sachs November 2009 - May 2011
Moon Gallery 2009 - 2009
Education
The University of Hong Kong 2006 — 2009
Bachelor of Arts (BA), Fine Arts, French
BlackRock May 2014 - Present
Arbor Realty Trust February 2014 - May 2014
Arbor Realty Trust July 2012 - February 2014
Merrill Lynch April 2012 - June 2012
Wells Fargo November 2011 - March 2012
Skills
Argus Modeling, VBA, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Economics, Access, Microsoft Excel, DCF, Investments
Education
The Ohio State University Fisher College of Business 2011 — 2012
Master's, Finance
Ohio University
BBA, Accounting and Finance
BlackRock July 2011 - Present
The Coca-Cola Company January 2011 - July 2011
Deutsche Bank July 2010 - December 2010
NUTESPAL S.L July 2008 - October 2008
Skills
Investment Banking, Bloomberg, Valuation, Financial Modeling, Marketing Strategy, Fixed Income, Corporate Finance, Capital Markets
Education
IEB 2013 — 2014
Master Gestion Carteras
Universidad Pontificia de Comillas (ICADE) 2006 — 2011
BA, Business Administration
The University of Texas at Austin - Red McCombs School of Business 2009 — 2009
British Council School 1996 — 2006
8,6
JPMorgan Chase & Co. 2014 - Present
Mizuho Bank March 2013 - Present
Hypin June 2012 - March 2013
HBMJ Consulting August 2008 - August 2010
BlackRock May 2007 - August 2007
Dow Jones May 2006 - December 2006
Skills
VBA, Microsoft Excel, Mandarin, Financial Modeling, Chinese, Bloomberg Terminal, Financial Analysis, Microsoft Office, Business Analysis, Market Research, Corporate Finance, Outlook, Accounting, Fund Of Funds, Securities, Data Analysis, Investments, Hedge Funds
Education
Tsinghua University 2010 — 2011
Chinese
Binghamton University, State University of New York 2004 — 2008
B.S, Finance and Management
McGuire Denim, LLC 2013 - Present
The Pangea Network April 2012 - Present
Arden Asset Management April 2011 - December 2012
Permal Group June 2009 - April 2011
EIM November 2007 - June 2009
BlackRock January 2005 - November 2007
Skills
Hedge Funds, Alternative Investments, Institutional Investors, Pension Funds, Investment Strategies, Endowments, Asset Management, Client Service, Investments, Institutional, Emerging Markets, Wealth Management, Hedging, Pensions, Asset, Funding, Investor Relations, Wealth, Financial Planning, Asset Allocation, Equities, Fixed Income, Series 7, Commodities, Institutional Clients, Fund Of Funds, Institutional Marketing, Customer Relations, Risk Management, Asset Managment
Education
Thunderbird School of Global Management 1997 — 1998
MBA, International Business
University of Oregon 1991 — 1996
BA - Honors, Political Science
Adams Street Partners September 2011 - Present
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2006
Skills
Financial Modeling, Valuation, Private Equity, LBO, Venture Capital, Investments, Due Diligence, Corporate Finance, Business Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Wisconsin-Madison 2000 — 2004
BS, Economics
BlackRock July 2013 - Present
UBS Investment Bank May 2009 - June 2013
Tradeweb May 2007 - May 2009
ABN AMRO Bank May 1998 - September 2006
UBS Investment Bank May 1992 - May 1998
Banco Central de Bolivia May 1987 - January 1991
Skills
Investments, Equities, Capital Markets, Derivatives, Fixed Income, Electronic Trading, Bloomberg, Sales, Financial Markets, Bonds, Foreign Exchange, Hedge Funds, Trading, Trading Systems, Interest Rate..., Investment Banking
Education
Thunderbird School of Global Management 1991 — 1992
MBA
University of Richmond 1983 — 1987
BA, Economics
EARJ
BlackRock August 2008 - Present
Skills
Equities, Risk Management, Microsoft Excel, Quantitative Finance, Capital Markets, Financial Modeling, Management, Fixed Income, Valuation, Derivatives, Structured Products, Financial Analysis, Social Media
Education
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
BlackRock August 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Apex Capital, LLC May 2012 - August 2012
Merrill Lynch December 2010 - June 2011
Skills
Economics, Investments, Research, Microsoft Excel, Hedge Funds, Microsoft Office, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Alternative Investments, Statistics, Bloomberg, Stata, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Double major in Applied Mathematics and Economics
The University of Hong Kong 2013 — 2013
UCEAP Study Abroad Semester, Applied Mathematics, Finance
BlackRock April 2009 - Present
S.R. Coleman & Co., LLC 2006 - 2009
Cambridge Place Investment Management 2007 - 2008
Citigroup 1996 - 2006
Credit Suisse 1983 - 1996
Skills
Alternative Investments, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Private Equity, Asset Managment, Equities, Investments, Valuation, Structured Finance, Derivatives, Securities, Portfolio Management, Securitization, Mergers & Acquisitions
Education
Tuck School of Business at Dartmouth 1981 — 1983
MBA
University of Pennsylvania 1971 — 1976
BA, Economics, History
BlackRock 2006 - Present
Education
Tufts University 1999 — 2003
Bachelor of Science (B.S.), Physics
BlackRock June 2015 - Present
F-Squared Investments July 2014 - March 2015
F-Squared Investments June 2013 - July 2014
State Street 2011 - 2013
Skills
Series 65, Investments, Mutual Funds, Portfolio Management, Financial Services, Trading, Risk Management, Sales, Series 7, Bloomberg, Series 63, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Hingham High School
PIMCO June 2014 - Present
BlackRock August 2008 - June 2014
Wells Fargo Bank, N.A. April 2003 - August 2008
Skills
Auditing, Financial Services, AML, Economic Sanctions, Fraud, Bribery and Corruption, Finance, Management, Compliance, Anti Money Laundering, Capital Markets
Education
Trinity College-Hartford
BlackRock December 2009 - Present
Barclays Global Investors June 1999 - December 2009
Skills
Equities, Asset Managment, Fixed Income, Portfolio Management, Investments, Asset Management
Education
The University of Connecticut School of Business
Master of Business Administration (MBA), Finance, General
CAN Capital April 2015 - Present
BlackRock November 2014 - April 2015
BlackRock March 2013 - November 2014
Vertical Research Partners April 2012 - February 2013
Princeton University December 2011 - April 2012
Ergon Energy September 2005 - October 2011
Skills
Documentation, Governance, Business Process, Policy, Problem Solving, Negotiation, Administration, Microsoft Office, Process Improvement, Excel, Business Analysis, Change Management, Project Planning, Analysis, Writing, Word, PowerPoint, SharePoint, Project Implementation, Visio, Data Analysis, Banking, Outlook, Government, Project Delivery, MS Project, PMO, Human Resources, Teamwork, Risk Management, Software Documentation, Microsoft Word, Microsoft Excel
Education
Fitness Institute 2010 — 2011
Certificate III in Fitness, Fitness
Fitness Institute 2010 — 2011
Certificate IV in Fitness, Personal Training
The University of Queensland 1998 — 1999
Colac High School 1996 — 1997
Australian Institute of Applied Sciences
Certificate IV in Allied Health Assistance, Nutrition
Mariner Investment Group October 2005 - Present
SAC Capital Advisors, LLC July 2004 - September 2004
Deutsche Bank 2002 - 2003
BlackRock 1998 - 2002
PwC 1994 - 1998
Bank of Tokyo-Mitsubishi UFJ October 1992 - March 1994
Value Line, Inc. July 1991 - October 1992
Education
University of Chicago GSB 2003 — 2005
MBA, Finance
Autonomous Research October 2012 - Present
Morgan Stanley 2010 - 2012
BlackRock 2008 - 2010
BlackRock 2006 - 2008
Skills
Series 7, Alternative Investments, Equities, Fixed Income, Valuation, Private Equity, Capital Markets, Mutual Funds, Investments, Series 63, Financial Analysis, Bloomberg, Hedge Funds, Venture Capital
Education
Trinity College-Hartford 2002 — 2006
BS, Economics
University of St. Andrews 2005 — 2005
BlackRock Director, Financial Markets AdvisoryBlackRockAugust 2012 - Present
BlackRock December 2011 - July 2012
BlackRock December 2009 - December 2011
BlackRock February 2007 - December 2009
Skills
Fixed Income, Capital Markets
Education
The University of Texas at Dallas 2000 — 2004
BS, Business Administration and Management, Finance Concentration