BlackRock Company
Industry: Investment management company
DescriptionBlackRock, Inc. is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is today the world's largest asset manager with $6.29 trillion in assets under management as of December 2017. Assets under management: 6.317 trillion USD (March 2018) CEO: Laurence D. Fink (1988–) Founded: 1988, New York City, New York, United States Founders: Laurence D. Fink, Robert S. Kapito, Susan Wagner, Subsidiaries: Japan Airlines, FutureAdvisor, Did you know: BlackRock is the 10th-largest hedge fund by assets under management ($28.6 billions of USD). wikipedia.org
BlackRock List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BlackRock. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BlackRock Salaries. You can even request information on how much does BlackRock pay if you want to. Learn about salaries, pros and cons of working for BlackRock directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
6,478 BlackRock employees in database. Find out everything there's to know about BlackRock employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BlackRock Employees
BlackRock January 2015 - Present
BlackRock January 2013 - December 2014
BlackRock May 2010 - December 2012
Angelucci Wealth Management May 2009 - December 2009
National Center for Geographic Information Analysis April 2009 - December 2009
Modelytics India Pvt Ltd July 2007 - June 2008
National Thermal Power Corporation May 2005 - July 2005
Skills
Quantitative Analytics, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Business Analysis, VBA, Risk Management, Investments, Data Analysis, Corporate Finance, Statistics, Equities, Forecasting, Matlab
Education
University at Buffalo 2008 — 2009
Masters, Finance
Birla Institute of Technology and Science 2003 — 2008
MSc and BE, Economics, Chemical Engineering
BlackRock June 2015 - Present
Marlin & Associates June 2014 - August 2014
Interactive Data June 2013 - August 2013
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance & Information Systems
ESCP Europe 2014 — 2014
Masters in Management Exchange Program
Friends Academy 2008 — 2012
JustVacay March 2014 - Present
BlackRock March 2011 - March 2014
BlackRock October 2010 - March 2011
JPMorgan Chase July 2008 - February 2010
Boston College September 2006 - May 2008
UBS Investment Bank June 2007 - August 2007
Skills
Asset Management, Investment Management, Quantitative Finance, Strategy, Financial Modeling, Securities, Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Quantitative Analytics, Equity Research, Portfolio Management, JavaScript, Web Applications, CSS, HTML, Ruby on Rails, PostgreSQL, AngularJS, Investments, Valuation
Education
University of California, Berkeley, Haas School of Business 2010 — 2011
Master of Engineering (MEng), Financial Engineering
Columbia University in the City of New York 2008 — 2009
Quantitative Studies for Finance
Boston College 2004 — 2008
Bachelor of Science (BS), Biology, Economics
BlackRock 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Mandarin, Financial Modeling, Microsoft Office, Microsoft Excel, Photography, Research, Economics, Valuation, Financial Analysis, R, Financial Accounting
Education
University of Pennsylvania 2011 — 2014
B.A., Economics
Boston University 2010 — 2011
B.A., Economics
Choate Rosemary Hall 2006 — 2010
Wilmington Trust October 2013 - Present
Wells Capital Management 2009 - April 2011
Wachovia Bank/Evergreen Investments 2001 - 2009
BlackRock 1985 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Client Service, Institutional, Bonds
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Business Administration, Marketing
BlackRock November 2014 - Present
BlackRock April 2014 - October 2014
Standard & Poor's October 2013 - January 2014
Citi August 2013 - October 2013
Banorte September 2008 - August 2011
Skills
VBA Programming (Excel), Spreadsheets, Financial Modeling, Financial Risk, Credit Risk, Microsoft Excel, VBA, Risk Management, Financial Markets, Credit, Portfolio Management, Quantitative Analytics, Credit Scoring, Market Risk, Corporate Finance
Education
University of California, Berkeley
Master of Financial Engineering Candidate
Harvard University - Extension School 2012 — 2012
Numerical Methods, A
Stanford University / Coursera 2013 — 2013
Machine learning
ITESM 2003 — 2008
Bs Finance
Boston University 2007 — 2007
Finance, General
BlackRock March 2015 - Present
UBS May 2014 - March 2015
UBS Financial Services August 2012 - December 2012
UBS Financial Services May 2011 - September 2011
OTR Global May 2010 - August 2010
Skills
Mutual Funds, Series 7, Valuation, Portfolio Management, Alternative Investments, Bloomberg, Analysis, Investments, Bloomberg Terminal, Securities, Hedge Funds, Asset Allocation, Bonds, Investment Strategies, Wealth Management, Investment Management
Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder 2013 — 2014
Boston College 2008 — 2012
Bachelor's degree, Economics
BlackRock March 2014 - Present
Investcorp September 2005 - February 2014
Casey Quirk September 2003 - September 2005
Riverside Management Group October 2000 - September 2003
Education
Boston College 1995 — 1999
BA, Economics
Deerfield Academy 1993 — 1995
Landmark Ventures March 2015 - Present
BlackRock January 2014 - February 2015
BlackRock June 2010 - December 2013
Astic Productions September 2008 - November 2009
Boston University School of Hospitality January 2007 - December 2007
Skills
Event Management, Event Planning, Meeting Planning, Hospitality, Corporate Events, Fundraisers, Microsoft Office, Marketing, Budgets, FileMaker, StarCite, Food & Beverage, Hospitality Management, Fundraising, Hotels
Education
Boston University 2005 — 2008
BS, Hospitality Administration
Syracuse University 2004 — 2005
Twitter August 2015 - Present
VigLink October 2014 - Present
Betterment May 2013 - Present
Betterment April 2013 - September 2014
BlackRock June 2011 - April 2013
LivingSocial September 2011 - September 2012
J.P. Morgan August 2010 - June 2011
JP Morgan June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Skills
Copywriting, Blogging, Community Management, Social Media..., Retirement Savings, 401k, ETFs, Resume Writing, Finance, Facebook, Social Media, Management, Performance Based..., Social Media Marketing, CRM, Strategy, Marketing, Investments, Microsoft Office, Advertising, Online Advertising
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Communications
Boston College 2005 — 2009
Bachelor's degree, Philosophy
JPMorganChase May 2010 - Present
PricewaterhouseCoopers September 2009 - May 2010
BlackRock August 2008 - April 2009
OC101 January 2008 - June 2008
Education
Boston University 2003 — 2008
Arts & Sciences, Economics Major
BlackRock August 2010 - Present
BlackRock November 2008 - August 2010
Barclays Global Investors January 2007 - November 2008
C.F. Martin & Co January 1999 - January 2001
C.F. Martin & Co., Inc January 1994 - January 1999
Skills
Project Management, Manufacturing, ETFs, Product Development, Cross-functional Team..., Product Management, Product Marketing, ISO standards, Bilingual, Cross-cultural, International Business, Mutual Funds, Latin America, Derivatives, Private Equity, Investment Banking, Fixed Income, Equities, Capital Markets, Securities, Valuation, Financial Services, Investments, Series 7, Hedge Funds, Finance, Alternative Investments, Bloomberg, Asset Management, Emerging Markets, Investment Management, Strategy, Portfolio Management, Asset Allocation, Investment Strategies, Financial Structuring, Series 63, Structured Products
Education
University of California, Berkeley 2005 — 2006
B.S. Degree, Business Administration
Borough of Manhattan Community College
A.A. Degree, Business Administration
Hightower Inc. April 2015 - Present
Hightower Inc. April 2014 - April 2015
BlackRock October 2013 - April 2014
BlackRock August 2011 - October 2013
Skills
Capital Markets, Valuation, Start-ups, Bloomberg, Investments, Analytics, Real Estate, Financial Modeling, Management, Portfolio Management, Financial Analysis, Asset Management
Education
Boston College 2009 — 2011
BS, Finance, Information Systems
The George Washington University - School of Business 2007 — 2008
n/a
BlackRock August 2014 - Present
Brooklyn Law School July 2012 - September 2013
Freshfields Bruckhaus Deringer 2013 - 2013
Citi 2007 - 2012
American AVC 2009 - 2011
CitiView Audio Visual 2009 - 2011
Verizon Wireless June 2009 - December 2010
Sprint 2007 - 2007
Foot Locker November 2004 - December 2006
Nike 2002 - 2004
Skills
Troubleshooting, Customer Service, Video Conferencing, Technical Support, Microsoft Office, Leadership, Management, AV, Training, Sales, Outlook, Social Media, Social Networking, Telepresence, Microsoft Excel, Hardware, Sound, Time Management, Networking, OS X, Multimedia, Salesforce.com, Access, PowerPoint, Account Management, Teamwork, Software Installation, Windows 7, Project Management, Microsoft Word, Digital Media, Video, Research, Windows, Adobe Creative Suite, Photoshop, Editing, Event Planning, Illustrator, Spanish, Video Production, Cisco Technologies, VIP management, Camtasia, TCP/IP, Audio Visual Support, Extron, LifeSize Video..., InfoComm CTS, Crestron
Education
Full Sail University 2013 — 2016
Media Communication, Communication and Media Studies
Borough of Manhattan Community College 2006 — 2007
Communication and Media Studies
Dowling College 2004 — 2006
Communication and Media Studies
BlackRock January 2009 - Present
BlackRock March 2007 - January 2009
BlackRock March 2007 - January 2009
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Boston College
Doctor of Law (J.D.)
Brandeis University
Bachelor of Arts (B.A.), History
BlackRock May 2015 - Present
BlackRock May 2013 - April 2015
UBS Investment Bank January 2010 - April 2013
UBS Investment Bank June 2008 - January 2010
Skills
Equities, Prime Brokerage, Risk Management, Product Development, Project Planning, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking
Education
Boston College 2004 — 2008
BA, Economics
Université Paris Dauphine 2006 — 2007
Lumleian, LLC July 2011 - Present
Leerink Swann 2007 - 2011
Bain & Company 2004 - 2007
Eli Lilly and Company 2001 - 2004
BlackRock May 1998 - September 2000
Skills
Strategy, Business Development, Valuation, Biotechnology, Market Research, Strategic Planning, Investments, Leadership, Marketing, Business Strategy, Due Diligence, Forecasting
Education
Purdue University 2000 — 2006
Doctor of Philosophy (Ph.D.), Econometrics and Quantitative Economics
Princeton University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Boston College
St. Johns school
BlackRock August 2015 - Present
EY July 2014 - July 2015
PwC September 2011 - July 2014
PricewaterhouseCoopers (PwC) November 2010 - August 2011
Skills
Auditing, Accounting, Financial Accounting, Financial Reporting, Internal Controls, SEC filings, GAAP, Microsoft Excel, US GAAP, External Audit, Sarbanes-Oxley Act, CPA, Assurance
Education
Bob Jones University 2008 — 2010
MSA, accounting
Jilin University 2004 — 2008
BA of Economics, Public Finance
City University of Hong Kong
finance
Verizon Wireless September 2015 - Present
Verizon Wireless February 2013 - Present
BlackRock June 2010 - February 2013
BlackRock October 2008 - June 2010
Roll International January 2007 - July 2008
Polaris Public Relations September 2006 - December 2006
University of New Hampshire September 2003 - May 2006
Skills
Microsoft Excel, Microsoft Office, Expenses, Heavy Calendaring, Teamwork, Highly detail oriented, Oracle HR, Concur, Phone Etiquette, Following Up, Work Well Independently, Meticulous, Multitasking Skills, Cliqbook, Correspondences, Motivated self-starter, Email Management, Organization, Communication Skills, Events Coordination, Events, Event Planning, Office Management, Budgets, Management, Communication, Analysis, Customer Service, Team Building, Travel Arrangements, Social Media, Community Outreach, Visio
Education
University of New Hampshire 2002 — 2006
BA, Communications and Psychology
Bond University 2005 — 2005
N/A, Studied at Bond through the UNH Study Abroad Program - Spring 2005 Semester
Providence High School 1998 — 2002
Mars August 2015 - Present
Wayfair May 2014 - August 2015
EY October 2013 - May 2014
Ernst & Young September 2011 - September 2013
BlackRock September 2008 - March 2009
BlackRock September 2007 - March 2008
Tri-State Insurance Agency June 2007 - September 2007
Skills
CPA, Auditing, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, US GAAP, Internal Controls, Microsoft Office, GAAP, Financial Accounting, Account Reconciliation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Accounting
Drexel University 2006 — 2010
BSBA, Accounting
High Point Regional 2002 — 2006
BlackRock September 2013 - Present
Merrill Lynch November 2010 - September 2013
Skills
Series 7, Investments, Portfolio Management, ETFs, Finance, Financial Services, Financial Advisory, Mutual Funds, Wealth Management, Equities
Education
University of Rhode Island, College of Business 2006 — 2010
Bachelor of Business Administration, Finance
Bond University
Business Administration
Morris James LLP March 2014 - Present
Delaware Superior Court January 2013 - March 2014
Delaware Department of Justice January 2012 - January 2013
Carbonite January 2011 - August 2011
United States District Court for the District of Rhode Island June 2010 - August 2010
BlackRock July 2008 - July 2009
Skills
Trials, Legal Research, Appeals, Legal Writing, Research, Business Litigation, Corporate Governance, Hearings, Legal Issues, Arbitration
Education
Boston University School of Law 2009 — 2012
J.D.
Brown University 2004 — 2008
A.B., International Relations and History
Unionville High School 2000 — 2004
UC Funds April 2008 - Present
Taberna Capital Management 2006 - 2008
BlackRock 2004 - 2006
Jones Lang LaSalle 2000 - 2004
Tishman Speyer 1998 - 2000
Skills
Due Diligence, Mezzanine, Alternative Investments, Real Estate Economics, Equities, Commercial Real Estate, Loans, Capital, Investments, Funding, Credit, Asset Managment, Financial Modeling, Structured Finance, Valuation
Education
Boston University - School of Management 1992 — 1996
BS, Business
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
Cathay Securities Investment Consulting October 2014 - Present
BlackRock July 2013 - May 2014
Boston University School of Management September 2011 - May 2013
OCBC Bank July 2012 - August 2012
Bank of Taiwan October 2009 - July 2011
Bank of Taiwan October 2007 - September 2009
Skills
Asset Allocation, Investment Advisory, Financial Modeling, Financial Analysis, Excel, PowerPoint, Banking, Microsoft Excel, Portfolio Management, Finance, Data Analysis, Corporate Finance, Mergers & Acquisitions, Derivatives
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Finance
National Chung Cheng University 2003 — 2007
Bachelor of Business Administration, Finance and Banking, GPA: 4.10/5.00
Blue State Digital September 2014 - Present
Jumptap, Inc. March 2012 - September 2014
Jumptap March 2010 - February 2012
BlackRock March 2005 - March 2010
Skills
Agile Methodologies, MySQL, Mobile Devices, PHP, Symfony2, Java, Linux, Python, jQuery, Mobile Advertising, Online Advertising, Digital Marketing, Spring, Software Design Patterns, MVC, Persistence, Bash
Education
Boston University 2000 — 2004
Bachelor's degree
BlackRock July 2013 - Present
BlackRock November 2012 - July 2013
BlackRock July 2011 - November 2012
Institutional Cash Distributors March 2010 - June 2011
Fisher Investments July 2009 - March 2010
Fisher Investments June 2008 - July 2009
Office of US Senator Dianne Feinstein May 2006 - August 2006
The Jane Goodall Institute 2004 - 2005
Skills
Business Management, Quantitative Analytics, Data Analysis, Financial Services, SQL, ETFs, Mutual Funds, Equities, Fixed Income, Bloomberg, Asset Management, Investments, Financial Markets, Capital Markets, Wealth Management, Cash Management, Tableau, Event Planning, Event Management, Non-profit Leadership
Education
Boston University 2005 — 2008
BA, Economics
Calamos Investments March 2014 - Present
Columbia Management August 2005 - March 2014
BlackRock January 2005 - August 2005
State Street Research 2001 - December 2004
Skills
Investments, Separately Managed..., Asset Management, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Series 63, Series 7, Asset Allocation, Securities
Education
Boston College 1995 — 1999
Bachelors, Finance
BlackRock July 2012 - Present
Citi March 2008 - June 2012
Citi May 2007 - March 2008
Citi May 2005 - May 2007
Skills
Derivatives, Equities, Financial Markets, Interest Rate..., Risk Management, Trading, ETFs, Swaps, Asset Management, Financial Risk, Hedge Funds, Asset Allocation, Hedging, Credit
Education
BOSTON UNIVERSITY, College of Arts & Sciences & School of Management 2000 — 2005
Bachelor of Arts, Economics; Business Administration (Minor), Summa Cum Laude
Boston University 2000 — 2005
Master of Arts (M.A.), Economics
BlackRock December 2012 - Present
Unified Port of San Diego 2010 - 2012
Cafe 21 2011 - 2011
Atlas Technologies, Inc. 2008 - 2010
Eisai 2007 - 2008
Education
Boston University 2010 — 2010
Culinary Arts
Tomahawk Partners August 2014 - Present
SEPHORA February 2011 - Present
BlackRock April 2008 - January 2011
Restoration Hardware February 2005 - November 2007
Fort Point Partners Inc. April 2000 - January 2003
Charles Schwab & Co., Inc. October 1996 - April 2000
660 Corporation / University Computers September 1993 - May 1996
Skills
Customer Acquisition, E-commerce, Asset Allocation, Product Management, Analytics, Project Management, Management, Retail, Financial Services, Vendor Management, ATG, Agile Methodologies, Software Development, Start-ups, Customer Experience, Web Applications, Business Intelligence, Leadership, Program Management, Strategy, Process Improvement, SaaS, Risk Management, User Experience, Project Planning, CRM, Business Analysis
Education
Boston University 1992 — 1996
BS, Business w/ Concentration in MIS
Urban School of San Francisco 1988 — 1992
Town School for Boys 1979 — 1988
BlackRock June 2015 - Present
Jefferies July 2014 - Present
Boston College Campus School September 2011 - Present
Jefferies & Company May 2013 - August 2013
A.A. Reps In.c June 2012 - August 2012
Ann Taylor Loft June 2011 - August 2011
Law Office of Bank, Seymour, & Hashmall, June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Human Resources, Time Management, Employee Relations, Team Leadership, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology and Human Development, 3.9
North Salem High School 2006 — 2010
Graduated Top 5% of Class
RBC Global Asset Management January 2014 - Present
RBC Global Asset Management (U.S.) Inc. October 2011 - December 2013
Wellington Management Company March 2011 - September 2011
Boston College 2010 - 2011
BlackRock October 2007 - September 2010
BlackRock December 2004 - September 2007
Susquehanna International Group October 2002 - December 2004
Skills
Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Alternative Investments, Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Valuation, Investment Management, Mutual Funds, Asset Allocation, Securities, Derivatives, Bloomberg Terminal, Bonds, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
M.B.A. Graduated With Distinction and Honors, Specialization in Asset Management, 3.89
Drexel University - College of Business and Administration 1999 — 2004
BSBA, Concentration: Finance & Economics
BlackRock October 2011 - Present
BlackRock November 2010 - October 2011
BlackRock November 2007 - November 2010
BlackRock June 2006 - November 2007
Skills
Trading, High Yield, Asset Managment, Fixed Income, Structured Products, Investments, Capital Markets, Bonds, Credit, Equities, Hedge Funds, Portfolio Management, Securities, Credit Derivatives, Bloomberg, Asset Management, Economics, Alternative Investments
Education
Villanova University 2002 — 2006
B.A., Economics
Boston University 2004 — 2004
London Internship Program
BlackRock September 2013 - Present
Allianz Global Investors January 2013 - September 2013
Allianz Global Investors August 2010 - January 2013
Skills
Chartered Financial..., Series 65, Alternative Investments, ETFs, Asset Allocation, Investment Management, Fixed Income, Mutual Funds, Equities, Series 7, Hedge Funds, Portfolio Management, Bloomberg, Series 63
Education
Boston University 2004 — 2008
BS, Finance
BlackRock November 2014 - Present
Bloomsburg University August 2012 - August 2014
Geisinger Health System January 2014 - May 2014
Skills
Leadership, Customer Service, Customer Satisfaction, Public Speaking, Text Editing, Analysis, Entrepreneurship, Time Management, Writing, Problem Solving, Sales Management, Research, Human Resources, Creativity, Microsoft Office Suite, MS Project, Palisade Suite, Visio
Education
Bloomsburg University of Pennsylvania 2013 — 2014
Master's of Business Administration, Business Administration and Management, General
Bloomsburg University of Pennsylvania 2006 — 2010
Business Administration, Management
BlackRock January 2014 - Present
BlackRock August 2011 - January 2014
BlackRock August 2010 - August 2011
Ernst & Young January 2008 - August 2010
Harvard Management Company July 2004 - December 2006
Harvard Management Company July 2003 - July 2004
Skills
Asset Managment, ETFs, Product Development, Project Management, Trading, Asset Management, Analysis, Strategy, Financial Services, Finance, Equities, Management, Market Research, Mutual Funds, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance
Boston College 2000 — 2003
BS, Business, Concentration in Marketing
StepStone Group 2011 - Present
BlackRock August 2010 - December 2010
Cambridge Associates July 2006 - June 2010
Education
Boston University Questrom School of Business
Business Administration, Finance
BlackRock July 2012 - November 2012
Barclays Capital December 2011 - June 2012
Sorin Capital Management August 2007 - November 2011
Bear Stearns October 2000 - August 2007
Bear Stearns July 1992 - October 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Extensity, Ariba, SAP, Concur, Web Design, Blackberry, Apple I Phone, Apple I Pad, Human Resources, Outlook, Trading, Equities, Office Management, Management, Fixed Income, Capital Markets, Asset Management, Investment Banking, Finance, Marketing, Interviews, Derivatives, Hedge Funds
Education
Borough of Manhattan Community College
Associates, Business
Pinkberry Ventures, Inc January 2011 - September 2011
ConAgra Foods December 2005 - November 2007
Move, Inc. January 2004 - January 2005
Harloe Marketing Consulting January 2000 - November 2003
Harloe Marketing Consulting January 2000 - November 2003
Harloe Marketing Consulting January 2000 - November 2003
Unilever November 1997 - October 1999
BlackRock December 1995 - October 1997
Dunkin' Brands January 1991 - December 1995
Skills
Advertising, Product Management, Marketing, E-commerce, Strategic Planning, Direct Marketing, Strategy, Marketing Research, Budgets, Digital Marketing, Brand Management, Marketing Strategy, Event Planning, Marketing Communications
Education
Boston College 1990 — 1993
B.A., Communications
Columbia Threadneedle Investments, US July 2005 - Present
Columbia Threadneedle Investments, US January 2007 - April 2008
BlackRock 2004 - 2005
Putnam Investments 2001 - 2004
Bear Stearns 1998 - 1999
Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills
Education
Boston University 2009 — 2011
Certified Financial Planner Program
Northeastern University 2003 — 2004
Graduate Certificate, Marketing Technologies
University of Massachusetts, Amherst 1994 — 1998
Woburn High School 1990 — 1994
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
BlackRock July 2014 - Present
SunGard February 2010 - July 2014
Barclays Capital September 2008 - January 2010
Lehman Brothers June 1998 - September 2008
Destia Communications 1995 - 1998
Skills
Disaster Recovery, Business Continuity, Information Security..., Vulnerability Management, Active Directory, Architecture, DNS, Data Center, Identity Management, Incident Management, ITIL, Network Administration, Information Security, Network Architecture, Network Security, Enterprise Architecture, Firewalls, Governance, IT Audit, IT Service Management, Risk Management, Security, VPN, TCP/IP, SDLC, Vulnerability Assessment
Education
Borough of Manhattan Community College
BlackRock June 2014 - Present
BlackRock September 2012 - June 2014
AmerisourceBergen April 2012 - August 2012
University City Housing November 2011 - April 2012
University City Housing June 2010 - August 2010
University City Housing May 2009 - August 2009
Skills
Accounts Payable, Microsoft Excel, Office Management, Microsoft Word, PowerPoint, Microsoft Office, Journal Entries, Financial Analysis, Research, Customer Service, Account Reconciliation, Social Media, Public Speaking, Marketing, Event Planning, Budgets, Facebook, Financial Statements
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Accounting
BlackRock January 2013 - Present
BlackRock March 2010 - December 2012
State Street May 2008 - November 2009
Skills
Investments, Equities, Mutual Funds, Finance, Portfolio Management, Financial Services, Analysis, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Accounting
Education
Rutgers Graduate Business School 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.8
Boston University 2003 — 2007
Bachelor of Arts, Economics
BlackRock January 2013 - Present
BlackRock June 2008 - January 2013
BlackRock July 2007 - June 2008
BlackRock February 2006 - July 2007
Merrill Lynch Investment Managers July 1995 - January 2006
Merrill Lynch July 1991 - July 1995
Skills
Asset Management, Equities, Fixed Income, Investments, Financial Services, Series 7, Mutual Funds, Alternative Investments, Securities
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS Finance and Economics
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
BlackRock July 2006 - Present
Sapient December 1999 - July 2004
Raytheon August 1998 - December 1999
Boston University School of Medicine August 1997 - July 1998
Skills
Portfolio Management, Capital Markets, Corporate Finance, Trading, Finance, Securitization, Bonds, Risk Management, CMBS, CDO, Underwriting, Real Estate, Cash Management, Funding, Analysis, Asset Management, Investments, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Fixed Income, Forecasting, Relationship Management, Management, Appraisals
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
Boston University 1997 — 1999
Certificate
University of Pennsylvania 1993 — 1997
BA
Farmington High School 1989 — 1993
Advent Software March 2014 - Present
Advent Software March 2012 - March 2014
BlackRock January 2011 - March 2012
Fidelity Investments Strategic Advisers, Inc. December 2009 - April 2011
Fidelity Investments Strategic Advisers Technology April 2008 - December 2009
Fidelity Investments Strategic Advisers Technology July 2007 - April 2008
Fidelity Brokerage Company July 2005 - July 2007
Fidelity Brokerage Company July 2003 - July 2005
Fidelity Brokerage Company July 2001 - July 2003
Skills
Data Modeling, Data Warehousing, SDLC, Spotfire, Data Analysis, Agile, Asset Allocation, Asset Management, Systems Analysis, Business Analysis, Portfolio Optimization, PL/SQL, Oracle, Requirements Analysis, Requirements Gathering, Requirements..., Separately Managed..., Securities Lending, Visio, Business Intelligence, Scrum, Agile Methodologies, User Acceptance Testing, Requirement..., Software Development, Enterprise Architecture, Databases, SQL, Testing, XML, PMP, SOA, Web Services, Quality Center, SharePoint, DB2, Agile Project Management, Fixed Income, Test Planning, Waterfall, Unix, Database Design, Software Project..., Financial Services, Business Objects, Solution Architecture, Certified Scrum Product..., Architecture, Analysis, Portfolio Management
Education
Boston University 1996 — 2001
BS
BlackRock January 2015 - Present
BlackRock May 2011 - December 2014
BlackRock July 2006 - May 2011
Skills
Investments, Mutual Funds, Portfolio Management, Leadership, Strategy, Marketing, Management, Sales, Training, Direct Sales, Series 63, Series 7, ETFs, Financial Advisory, Finance, Asset Allocation, Asset Management
Education
Villanova University 2002 — 2006
Bachelor of Arts, Communication
Boston University 2004 — 2004
Study Abroad: Sydney, Australia
Lincoln Financial Group June 2015 - Present
SEI Investments August 2006 - Present
BlackRock January 2005 - August 2006
Rackspace Hosting December 2003 - August 2004
GETDD Venture Capital Ltd. September 1999 - August 2001
GETDD Int’l Trust & Investment Corp. July 1998 - August 1999
Skills
Portfolio Management, Investments, Fixed Income, Alternative Investments, Strategy, Hedge Funds, Manager Research, Mutual Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master, Finance
Nankai University 1994 — 1998
Bachelor, Finance
MetLife June 2014 - Present
Merck April 2010 - May 2014
Merck March 2007 - April 2010
BlackRock September 2006 - January 2007
L'Oreal USA June 2006 - August 2006
Merrill Lynch Investment Managers October 2005 - May 2006
Skills
Program Management, Change Management, Six Sigma, Customer Experience..., Management, Project Management, Process Improvement, Strategy, Leadership, Interviews, Analysis, Performance Management, Talent Management, Human Resources, Recruiting, Project Portfolio..., Coaching, Employee Engagement, Strategic Communications, Training, Sourcing
Education
Rutgers University-New Brunswick 2005 — 2007
Master of Arts, Human Resource Management
Boston College 2001 — 2005
Bachelor of Arts, Human Development
BlackRock 2005 - Present
State Street Research & Management 1999 - 2005
Camp Dudley 1986 - 1989
Education
Boston College 1993 — 1998
Hotchkiss 1993 — 1995
CoStar Group May 2010 - Present
Year Up 2004 - May 2010
Self Employed 2008 - 2010
Boston University School of Management September 2006 - May 2009
BlackRock January 1999 - October 2008
State Street Research February 2001 - January 2005
GE Capital January 1999 - February 2001
Skills
Valuation, Real Estate, Financial Modeling, Equities, Business Planning, Financial Analysis, Asset Managment, Portfolio Management, Analysis, Finance
Education
Boston University Questrom School of Business 2006 — 2009
MBA, Finance, Marketing, Business Strategy
Boston College 1996 — 2000
Bachelor of Science, Finance
BlackRock January 2010 - Present
Barclays Global Investors October 2007 - September 2010
Barclays Global Investors February 2005 - September 2007
Education
Duke University - The Fuqua School of Business 1999 — 2004
PhD, Finance
Birla Institute of Technology and Science, Pilani 1990 — 1994
Masters, Management
Manning & Napier July 2012 - Present
Wells Fargo Asset Management July 2009 - July 2012
Evergreen Investments February 2008 - July 2009
Evergreen Investments May 2006 - 2008
BlackRock August 2003 - December 2005
Diecast 1996 - 2003
Skills
Series 63, Series 7, Series 6, Series 65, Investments, Business Relationship..., Investment Management, Contract Negotiation, Sales Management, Sales Presentations, Marketing Strategy, Account Management, Building Relationships, Mutual Funds, Separately Managed..., ETFs, Investment Advisory..., Asset Management, Customer Relations, Consultative Selling, Strategic Planning, Business Development, Competitive Analysis, Sales, Sales Operations, Marketing, Marketing Communications, Product Marketing, Customer Service, Investment Advisory, Wealth Management, CRM, Management, Financial Services, Risk Management, Strategic Partnerships, Financial Advisory
Education
Boston University 1995 — 2000
Joel Barlow High School 1991 — 1995
JBG Educational Group September 2011 - December 2013
BlackRock December 2005 - August 2010
Cambridge Health Alliance September 2004 - September 2005
Education
Harvard University Graduate School of Education 2010 — 2011
Master of Education (MEd), Human Development & Psychology
Boston College 2000 — 2004
Bachelor of Arts (BA), English
OppenheimerFunds June 2013 - Present
Dreman Value Management July 2006 - May 2013
Berkeley College August 2005 - July 2006
Berkeley College October 2004 - August 2005
BlackRock 2003 - 2004
Score! Educational Centers January 2003 - August 2003
SCORE! Educational Centers January 2002 - December 2002
Skills
FINRA Series 6 Certified, FactSet, Advent Axys, Quickbase Online Data..., CAPS Composite System, FileZilla FTP Client, Umbraco Website Content..., Axys, Online Advertising, Filezilla, Management, Data Management, Web Content Management, Press Releases, Series 7
Education
Boston College 1997 — 2001
BS, Marketing
BlackRock March 2006 - Present
Barclays Global Investors March 2006 - November 2009
Merrill Lynch July 2002 - March 2006
ABN AMRO Sage Corporation 2002 - 2004
Webgain July 2000 - July 2002
Symantec Corporation June 1997 - June 2000
Skills
Portfolio Management, Agile Methodologies, Software Development, Java
Education
The University of Texas at San Antonio 1992 — 1994
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1988 — 1992
Bachelor of Engineering, Computer Science
BlackRock October 2011 - Present
Westwood Capital September 2007 - September 2011
Computershare 2005 - 2007
The Bank of New York 1993 - 2005
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS, Finance
Ellen Marino, LMFT January 2014 - Present
Oak Creek Counseling Center November 2010 - Present
Peace It Together October 2010 - October 2011
Institute for Health and Healing August 2009 - September 2010
Women's Recovery Association August 2008 - June 2009
University of San Francisco Center for Child and Family Development June 2008 - June 2009
BlackRock 2005 - 2007
Skills
Organizational..., Leadership Development, Coaching, Talent Management, Leadership, Strategy, Management, Executive Coaching, Training, HRIS
Education
University of San Francisco
M.A., Counseling Psychology
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Boston College
B.A., English
BlackRock September 2013 - Present
Apollo Global Management LLC May 2012 - Present
Goldman Sachs December 2007 - May 2012
Lehman Brothers November 2005 - December 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Bachelor of Science (B.S.), Marketing and Human Resources Management
GIC June 2014 - Present
BlackRock June 2008 - March 2014
BlackRock December 2006 - June 2008
BlackRock May 1997 - December 2006
American Redevelopment May 1995 - May 1997
MetLife May 1992 - May 1995
Skills
Due Diligence, Real Estate, Portfolio Management, Investments, Finance, Equities, Valuation, Real Estate Economics, Management, Mutual Funds, Asset Managment, Private Equity, Asset Management, Leases, Acquisitions, Capital Markets, Disposition, Financial Analysis, Investment Management, Real Estate Development, Real Estate Financing, Property Management, Investment Properties, Real Estate Transactions, Brokerage, Dispositions
Education
Fordham Gabelli School of Business 1994 — 1997
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS
BlackRock September 2013 - Present
PHD Virtual Technologies October 2012 - April 2013
Citibank July 2007 - August 2012
UBS December 2000 - July 2007
State Street April 1997 - December 2000
Sapient November 1996 - February 1997
Malden Catholic High School September 1995 - June 1996
Education
Stevens Institute of Technology 2001 — 2004
Master of Science (M.S.), Management Information Systems, General
Boston University 1996 — 1996
Certificate, C/C++ Development
Boston College 1992 — 1994
Master of Arts (M.A.), English Language and Literature, General
Stonehill College 1986 — 1990
BlackRock August 2014 - Present
Wells Fargo Bank July 2010 - July 2014
Wachovia Securities, LLC October 2006 - October 2010
Wachovia Securities October 2006 - February 2009
Cushman & Wakefield June 2004 - October 2006
Bank of New York Mellon June 1987 - November 2003
Skills
Asset Management, Corporate Real Estate, Real Estate Economics, Real Estate, Disposition, Commercial Real Estate, Portfolio Management, Investments, Commercial Mortgages, Investment Properties, Due Diligence, Financial Modeling
Education
New York University 1989 — 1992
MS, Real Estate
Boston University Questrom School of Business 1985 — 1987
MBA, Financee
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics
Deerfield Academy 1976 — 1979
BlackRock December 2010 - Present
SSgA January 1993 - November 2010
Skills
Fixed Income, Inflation, MBS, Emerging Markets, Portfolio Management, Asset Management, Bonds, Derivatives, ETFs, Hedge Funds, Investments, Trading, Alternative Investments, Asset Allocation, Bloomberg
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Saint Michael's College 1988 — 1992
Business Administration and Management, General
Novo Nordisk Pharmaceuticals December 2008 - February 2013
Frank's Pharmacy 2006 - 2008
sanofi-aventis 2004 - 2006
BlackRock 2001 - 2003
Education
Boston University 1997 — 2001
KMHS
RS Investments March 2014 - Present
BlackRock October 2012 - March 2014
BlackRock December 2009 - December 2012
Barclays Global Investors June 2006 - December 2009
MFS Investment Management September 2001 - June 2006
Skills
Alternative Investments, Hedge Funds, Pensions, Investment Management, Fixed Income, Equities, Defined Benefit, Defined Contribution, Foundations, Endowments, Investments, Pension Funds, ETFs, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA
Villanova University 1995 — 1999
Staples July 2012 - Present
EMD Millipore, a division of Merck KGaA April 2010 - July 2012
BlackRock November 2003 - April 2009
Woodworkers Warehouse Inc. 2003 - 2003
Skills
Talent Acquisition, Onboarding, HRIS, Talent Management, Succession Planning, Employee Relations, Training & Development, Compensation Planning, Full-cycle Recruiting, Performance Management, Retention, College Recruiting, Employee Training, Personnel Management, HR Consulting, Change Management, Employer Branding, Recruiting, Workforce Planning, Applicant Tracking..., Deferred Compensation, Employee Benefits, HR Policies, Employee Engagement, Benefits Administration, Interviews, New Hire Orientations, Internet Recruiting, Organizational...
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Organizational Behavior
BlackRock January 2015 - Present
BlackRock April 2011 - December 2014
BlackRock June 2008 - March 2011
Merrill Lynch April 2007 - May 2008
Merrill Lynch June 2004 - March 2008
UBS Financial Services June 2003 - August 2003
Skills
ETFs, Investments, Portfolio Management, Mutual Funds, Wealth Management, Capital Markets, Trading, Financial Advisory, Bonds, Retirement Planning, Structured Products, Equity Research, Finance
Education
Boston College 2000 — 2004
Bachelor of Science; School, Finance; Operations & Technology Management
BlackRock November 2012 - Present
Bloomberg Tradebook August 2007 - November 2012
Bloomberg LP June 2001 - August 2007
Bloomberg LP June 2000 - June 2001
Skills
Electronic Trading, Trading Systems, Market Data, Financial Markets, Derivatives, Bloomberg, Exchange Connectivity, Fixed Income, Trading, Options, Bloomberg Terminal, Equity Trading, Capital Markets, Hedge Funds, Trading System, Equity Derivatives, FX Options, Equities, Proprietary Trading, Commodity, Interest Rate..., Low Latency, Trading Strategies, Securities, FX trading, Hedging
Education
Bloomsburg University of Pennsylvania 1995 — 2000
B.A., Criminal Justice/Sociology concentration Family Children & Youth
IPD Capital, LLC July 2013 - Present
IPD Analytics July 2013 - Present
Audio America, Inc June 2008 - Present
Rednum Capital Partners January 2003 - Present
Lee Munder Capital Group 2000 - 2003
BlackRock 1998 - 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
University of Michigan 1994 — 1998
Bachelor's Degree
BlackRock March 2012 - Present
State Street June 2000 - March 2012
Skills
Fixed Income, Portfolio Management, ETFs, Bloomberg, Asset Management, Investments, Alternative Investments, Mutual Funds, Portfolio Strategy, Hedge Funds, Asset Allocation, Investment Management, Credit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA, Investments
Boston College 1996 — 2000
BS, Economics and Strategic Management
Boston Latin School 1992 — 1996
BlackRock September 2010 - Present
Barclays Capital 2008 - October 2010
Lehman Brothers July 2004 - September 2008
Latham & Watkins September 2001 - July 2004
Education
New York University School of Law 1998 — 2001
JD
Boston College 1994 — 1998
BA, Philosophy
Chaminade High School 1990 — 1994
BlackRock September 2014 - Present
Allianz Global Investors August 2012 - September 2014
AllianceBernstein July 2011 - May 2012
AllianceBernstein August 2006 - July 2011
Skills
Fully bilingual Spanish, Social Media, Corporate Communications, Marketing Strategy, Management, Spanish, Business Development, Editorial, Social Media Marketing, Marketing, Financial Services, Leadership, Multilingual, Investments, Online Marketing, Blogging, Digital Strategy, Strategic Communications
Education
Marist College 2007 — 2009
MBA, Economics
Cambridge School of Culinary Arts 2003 — 2004
Certified Chef
Boston University 2000 — 2003
BA, International Relations, Spanish
Walt Whitman
Cornerstone Corporation June 2008 - Present
BlackRock September 2004 - May 2008
AEW Capital Management September 1997 - August 2004
Pannell Kerr Forster, PC November 1993 - September 1997
Skills
Mergers & Acquisitions, Portfolio Management, Mergers, Asset Management, Real Estate, Asset Managment, Accounting, Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
MS, Finance
Providence College 1990 — 1993
BS, Accountancy
Xaverian Brothers High School 1986 — 1989
RGJ CAPITAL January 2013 - Present
BlackRock July 1988 - November 2012
Skills
Investment Management, Derivatives, Valuation, Wealth Management, Financial Modeling, Series 63, Securities, Financial Markets, Investment Banking, Trading, Private Equity, Investment Advisory, Bonds, Options, Emerging Markets
Education
Boston College 1984 — 1988
Bachelor of Science (BS), Finance, Magna cum laude
BlackRock November 2005 - Present
HSBC Investor Fund Services November 2004 - November 2005
HSBC Investor Fund Services August 2004 - November 2004
Skills
Information Security..., Network Intrusion..., Vulnerability and Patch..., Risk Metrics and..., Security Information..., Information Security, Active Directory, Computer Security, Databases, Disaster Recovery, Enterprise Architecture, Information Security..., Management, Penetration Testing, Risk Analysis, Risk Management, Security, Unix, Vulnerability Assessment, ITIL
Education
WITS University
Honours, BComm, Information Systems
Bond University
Postgraduate
BComm Honours, Information systems
WITS University
Bachelor, Information Security
BlackRock October 2012 - Present
Citi March 2011 - October 2012
AllianceBernstein January 2010 - March 2011
Verition Fund Management LLC June 2009 - August 2009
Mount Lucas Management LLC May 2007 - August 2007
Education
Princeton University 2005 — 2009
PhD, Operations Research and Financial Engineering
Boğaziçi University 2001 — 2005
B.Sc, Industrial Engineering
Izmir Fen Lisesi 1998 — 2001
BlackRock August 2009 - Present
Wachovia Securities, LLC March 2003 - April 2009
Banc of America March 2002 - February 2003
Ocwen Federal Bank March 2000 - September 2001
Skills
Derivatives, Risk Management, Portfolio Management, Trading, Equities, Financial Risk, ABS, Fixed Income, Financial Analysis, CMBS, Capital Markets, Structured Finance, Quantitative Analytics, Economics, Asset Management, Trading Strategies, CRM, Bloomberg
Education
University of Tulsa 1998 — 1999
MBA, Finance
Boğaziçi University 1993 — 1998
BSc, Civil Engineering
Signature Financial Group January 2013 - Present
Cornerstone Wealth Management March 2008 - December 2012
Thrivent Financial October 2002 - March 2008
BlackRock June 1998 - September 2000
Skills
Wealth Management, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Accumulation, Series 7, College Savings Plans, Estate Planning, 401k, Retirement, Series 63, Life Insurance, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, Asset Management, Retirement Planning, Finance, Wealth, Financial Services, Insurance, Investment Strategies, Financial Analysis, Alternative Investments, Financial Risk, Long-term Care, Risk Management, Equities, Investment Management, Fixed Income
Education
Bloomsburg University of Pennsylvania 2000 — 2002
Master of Education (MEd), Business Education
Drexel University - LeBow College of Business 1995 — 1998
BS, Finance and Economics
BlackRock July 2013 - Present
Capital Analysts Inc./ Lincoln Investment Planning June 2006 - July 2013
Capital Analysts Inc February 2004 - June 2006
American Express Financial Advisors November 2002 - January 2004
Skills
FINRA Arbitrator, FINRA Series 7, FINRA Series 24, Wealth Management, Investment Advisory, Asset Allocation, Series 24, Series 7, Alternative Investments, Investments, Equities, Trading Strategies
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration/Management
Stone Toro Asset Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust Company 1994 - 1999
State Street 1989 - 1994
Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Quantitative Investing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance
Guggenheim Partners 2011 - Present
BlackRock June 2010 - August 2010
Intuit 2008 - 2009
Skills
Time Series Analysis, Econometrics, MATLAB, Excel, Matlab
Education
New York University 2009 — 2010
MS, Mathematics in Finance
Birla Institute of Technology and Science, Pilani 2003 — 2008
MS, Physics
Birla Institute of Technology and Science, Pilani 2003 — 2008
BE, Electrical and Electronics Engineering
BlackRock June 2005 - Present
JPMorgan Chase 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Derivatives, Mutual Funds, Asset Management, Capital Markets, Securities, Investments, Investment Banking, Asset Allocation, Financial Services, Bonds, ETFs, Financial Modeling, Risk Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor's degree, Accounting and Finance
Northern Lehigh
Northern Lehigh
BlackRock January 2013 - Present
Deutsche Bank June 2007 - December 2012
Five Mile Capital January 2004 - May 2007
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA-Finance, Finance
Boston College 1986 — 1990
BA, Economics
BlackRock March 2012 - Present
BlackRock July 2010 - May 2012
Congress Wealth Management July 2008 - July 2010
Advanced Resources Marketing September 2003 - July 2008
Skills
Series 7, Series 66
Education
Boston University
Management
KeyPoint Credit Union 2013 - Present
BlackRock 2011 - 2012
BlackRock 2010 - 2010
Union Bank 2010 - 2010
First Republic Bank 1994 - 2010
First Nationwide Bank (presently Citicorp) 1989 - 1994
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Business Analysis, Financial Accounting, Business Planning &..., Interest Rate Risk..., M&A Process Integration, Consolidated Reporting, System Implementations, REIT, Treasury
Education
Boston University
MA, Economics
Boston University Questrom School of Business
MBA, Finance
University of Hawaii at Manoa
BA, Economics
BlackRock August 2010 - Present
Booz Allen Hamilton June 2009 - August 2009
Skills
Hedge Funds, Derivatives, Equities, Fixed Income, Bloomberg, Finance, Strategy, Risk Management
Education
Boston University Questrom School of Business 2006 — 2010
Choate Rosemary Hall
Choate Rosemary Hall
Citi Private Bank July 2008 - Present
Citi Private Bank November 2005 - June 2008
Barclays Capital July 2004 - November 2005
BlackRock April 2001 - January 2002
Skills
Investments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Securities
Education
Boston College 2000 — 2004
Bachelor of Science, Finance, Marketing
AIG October 2010 - Present
BlackRock July 2006 - July 2010
AXA Equitable October 2004 - July 2006
Merrill Lynch 2000 - 2003
Exxon Mobil August 1986 - August 2000
Skills
Policy, Equities, Global Mobility, Expatriate Management, Tax Law, Tax, Risk Management, Financial Services, Underwriting, Financial Modeling, Fixed Income, Process Improvement, Employee Benefits, Insurance, Vendor Management, Human Resources, Financial Analysis, Change Management, Performance Management, Asset Management, Talent Acquisition
Education
Boston College Law School 1972 — 1975
JD
University of Massachusetts, Amherst 1968 — 1972
BS, Math
Lenox 1964 — 1968
New York University School of Law
Masters (LLM), Tax
BlackRock May 2013 - Present
BlackRock June 2007 - May 2013
Fisher Investments January 2006 - June 2008
Education
San Francisco State University 2005 — 2007
Economics
Boston University 1995 — 2000
Biology
BlackRock September 2012 - Present
BlackRock January 2011 - October 2012
RBC Capital Markets 2008 - 2010
Lehman Brothers 2003 - 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Debt Instruments and Securitization
Boston College 1998 — 2002
Bachelor of Science (B.S.), Finance and Communications
Byram hills high school
NFC April 2014 - Present
BlackRock November 2010 - April 2014
Algorithmic Trading Management June 2009 - November 2010
Education
Boston College - Carroll School of Management
BS in Management, Finance Concentration
BlackRock November 2013 - Present
State Street Associates August 2013 - November 2013
State Street July 2012 - August 2013
Brownson, Rehmus & Foxworth March 2012 - June 2012
State Street June 2011 - December 2011
Wilmington Trust November 2010 - May 2011
Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master's Degree, Finance
Stanford University 2006 — 2010
Master's Degree, Chemistry
Peking University
Bachelor's Degree, Chemistry
Transit-Oriented Properties, LLC August 2013 - Present
Non-Profit Organizations 2010 - Present
BlackRock 1998 - 2010
Daiwa International Capital Management 1992 - 1997
JP Morgan Chase 1977 - 1990
Skills
Non-profits, Advocacy, Asset Managment, Fixed Income, Asset Management, Financial Risk, Nonprofits, Marketing, Investment Management, Hedge Funds, Investments, Mutual Funds, Investment Strategies, Asset Allocation
Education
Boston College 1974 — 1977
BS, Finance
New York University 1973 — 1974
Science
Deutsche Bank January 2008 - December 2013
BlackRock January 2003 - January 2008
Morgan Stanley January 1997 - January 2003
Skills
Fixed Income, Hedge Funds, Equities, Financial Markets, CIMA, Wealth Management, Management, Portfolio Management, Banking, Business Development, Securities, Asset Management, Asset Allocation, Strategy, Investments, Capital Markets, High Net Worth..., Financial Services, Alternative Investments, Mutual Funds, Series 7, Series 63, Sales, Investment Management
Education
Boston College 1980 — 1984
BA, Communications
MFS Investment Management September 2011 - Present
Goodwin Procter LLP September 2007 - August 2011
BlackRock January 2004 - June 2004
BlackRock July 2001 - December 2003
Education
Boston University School of Law 2004 — 2007
J.D.
Princeton University 1997 — 2001
A.B., History
BlackRock February 2010 - Present
BlackRock June 2008 - February 2010
BlackRock October 2006 - June 2008
Education
Boston University 2001 — 2005
Bachelor of Arts - Dual Degree, Economics and Classical Civilizations
Wahconah Regional High School 1997 — 2001
BlackRock May 2013 - Present
Morgan Stanley June 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Dutchess County Department of Public Works May 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics, Financial Analysis, Accounting, Team Leadership, Facebook, Social Networking, Capital Markets, Finance
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.) - Honors Program, Economics
GRT Capital Partners, LLC August 2013 - Present
BlackRock January 2005 - May 2013
State Street Research & Management, acquired by BlackRock 2004 - 2005
Banc of America Securities 2000 - 2004
PaineWebber Inc. 1997 - 2000
Skills
Portfolio Management, Equity Research, Energy Industry, Equities, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Fixed Income, Capital Markets, Investments, Mutual Funds, Investment Management, Valuation, Asset Allocation, Financial Modeling, Derivatives, Bonds
Education
Boston College 1993 — 1997
Bachelor of Arts, Economics and English
Chaminade High School 1989 — 1993
BlackRock August 2006 - Present
Deutsche Asset Management November 2004 - August 2006
Deutsche Asset Management December 2003 - November 2004
Skills
Operational Risk..., Claims Management, Microsoft Office, Aladdin, Bloomberg, Omgeo, Process Improvement, Trade settlements, Fixed Income, Equity, Trade reconciliations, Trade communication, Trade validation, Monthly Reporting
Education
Bloomsburg University of Pennsylvania 1999 — 2003
BSBA, Finance
Loomis, Sayles & Company July 2015 - Present
State Street Global Advisors July 2013 - June 2015
BlackRock January 2010 - July 2012
BLACKROCK, INC January 2005 - July 2012
BlackRock 2005 - July 2012
BlackRock January 2005 - January 2010
State Street Research January 2003 - January 2005
STATE STREET RESEARCH & MANAGEMENT January 1992 - January 2005
State Street Research 2003 - 2005
State Street Research 1996 - 2003
Skills
CFA, Chartered Financial..., Portfolio Management, Equity Research, Investments, Hedge Funds, Equities, Asset Management
Education
Boston College 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Malden Catholic High School 1984 — 1988
Boston College
B.S, Finance
Malden Catholic High School
BNY Mellon 2004 - Present
BlackRock 2000 - 2003
Schroders 1996 - 2000
Skills
Equity Research, Equities, Investment Strategies, Bloomberg, Asset Managment, Portfolio Management, Investments, Equity Valuation, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Private Equity, Hedge Funds, Investment Banking, Performance Attribution, Investment Management, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Due Diligence, Series 7, Bonds, Fixed Income
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Boston College
Bachelor's degree, Computer Science and Economics
SCS Financial 2009 - Present
Affiliated Managers Group June 2008 - December 2008
BlackRock 2005 - 2008
State Street Bank 1997 - 2005
Education
Boston University School of Law 1996 — 1997
Master of Laws (LLM), Banking and Financial Law
University of Geneva 1992 — 1996
Bachelor of Laws (LLB), Law
Santander Investment Services March 2013 - Present
BlackRock January 2005 - December 2012
BlackRock 2001 - December 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Dean Witter Reynolds 1993 - 1994
Proven Corporation 1988 - 1992
Data General Corporation 1984 - 1988
Skills
Leadership, Cross-functional Team..., Strategy, Process Improvement, Financial Services, Competitive Analysis, Financial Analysis, Business Analysis, Strategic Financial..., Transfer Agency
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Business Management
University of Vermont
Bachelor of Arts (B.A.), Economics
BlackRock June 2006 - Present
Education
Boston College 2003 — 2007
B.S., Finance
Figliozzi & Company CPAs, P.C. April 2012 - Present
Cronin, Cronin, and Harris P.C. September 2011 - March 2012
BlackRock June 2010 - August 2010
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, General Ledger
Education
Boston College - Carroll School of Management 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance
BlackRock
Skills
Financial Modeling, Financial Analysis, Asset Management, Valuation, Corporate Finance, Strategic Financial..., Financial Reporting
Education
Boston University
Bachelor of Science (BS), Biomedical/Medical Engineering
St. Mary's College
Morgan Stanley Investment Management June 2014 - Present
Delaware Investments April 2011 - June 2014
BlackRock September 2006 - April 2011
Education
Boston College