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 June 2014 - Present
Fisher Investments March 2013 - May 2014
Skills
PowerPoint, Microsoft Excel, Bloomberg Terminal, Private Equity, Venture Capital, Microsoft Word, Microsoft Office, Mergers, Securities, Spreadsheets, Investments, Research, Financial Analysis, Financial Modeling, Corporate Finance, Market Research, Derivatives, Public Speaking, Due Diligence, Capital Markets
Education
University of San Francisco 2008 — 2012
B.S, Finance
Boston University 2012 — 2012
London Finance & Economics Internship Program, Development Economics and International Development
Palisades Charter High School 2004 — 2008
Goldman, Sachs & Co. August 2012 - Present
BlackRock 2007 - 2012
Quellos Group, LLC 2006 - 2007
Skills
Valuation, Private Equity, Alternative Investments, Hedge Funds, Bloomberg, Equity Research, Equities, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Fund Of Funds, Due Diligence, Portfolio Management, Investments, Corporate Finance, Venture Capital, Financial Analysis
Education
University of Puget Sound 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Collective April 2015 - Present
Nielsen January 2014 - April 2015
Nielsen July 2012 - January 2014
BlackRock May 2011 - August 2011
Skills
Client Presentation, Analytics, Marketing Research, Brand Management, Analytical Instruments, Business Process..., Client Service, Competitive Analysis, Quantitative Research, Nielsen Data, Survey Design, Advertising Research, Microsoft Office
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Marketing & Strategic Management
Bank of America August 2011 - Present
BlackRock May 2000 - November 2008
Skills
Outlook, Administrative..., Human Resources, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Employee Relations, Banking, Onboarding, Applicant Tracking..., PowerPoint
Education
University of Rhode Island 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
East Greenwich High School
YMCA of Metropolitan Los Angeles 2012 - Present
H&M 2010 - 2012
H&M 2007 - 2010
H&M 2004 - 2007
BlackRock 2003 - 2004
Skills
Budgets, Customer Service, Microsoft Office, Forecasting, Financial Analysis, Retail, Microsoft Word, Microsoft Excel, Strategic Planning, Management, Performance Management, Merchandising, Inventory Management, Team Leadership, Analysis, Leadership, Coaching, Process Improvement, Team Building, Outlook, Project Planning, Training, Operations Management, Business Strategy, Sales, Recruiting, Accounting, Employee Relations
Education
Wharton School, University of Pennsylvania 1996 — 2000
BS, Economics (Finance and Accounting concentration)
BlackRock October 2013 - Present
CRT Capital Group September 2011 - September 2013
Citadel Securities LLC April 2010 - September 2011
PNC Financial Services 2006 - 2008
J.P. Morgan September 2004 - September 2006
Countrywide Capital Markets September 1999 - August 2004
Salomon Brothers / Citigroup Global Markets June 1995 - August 1999
Skills
Fixed Income, Capital Markets, Series 7, Bloomberg, Investments, Portfolio Management, Financial Modeling, Derivatives, Valuation, Alternative Investments, Asset Management, Securities, Structured Products, Bonds, Equity Research, Series 63, Financial Markets, Structured Finance, Financial Services, Investment Banking, Hedge Funds, Trading, Equities
Education
University of Virginia Darden School of Business 1993 — 1995
MBA, Finance
University of Rochester 1985 — 1989
BA, Economics, Finance, Psychology
Lyft May 2015 - Present
Blumberg Capital October 2013 - April 2015
BlackRock August 2013 - September 2013
Global Hunter Securities August 2011 - July 2013
Trilogy Capital Partners, Inc. May 2011 - September 2011
Tenderloin Health June 2010 - September 2010
Skills
Microsoft Office, Customer Service, Customer Relations, Excel, Word, Marketing Strategy, Conference Coordination, Clerical Skills, Expense Reports, Travel Arrangements, Budget Travel, Market Research, Sales Support Tools, Google+, Public Speaking, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Sales, Management, Social Media, Equities, Fundraising, Data Analysis, Research, Equity Research, Social Networking, Facebook
Education
University of San Francisco
BS, International/Global Studies
BlackRock August 2014 - Present
LBK Capital May 2013 - May 2014
Child and Youth Finance International June 2012 - August 2012
Skills
PowerPoint, Spanish, Microsoft Excel, Financial Modeling, Financial Analysis, Economics, Market Research, Statistics, Investments, Microsoft Office, Microsoft Word, Social Media, Analysis, Data Analysis, Research
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Finance
Northfield Mount Hermon School 2006 — 2010
High School Diploma, Cum Laude Society
Pocket Gems 2011 - Present
BlackRock October 2010 - September 2011
Heidrick & Struggles January 2007 - October 2010
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Technical Recruiting, Human Resources, Social Networking, Research, Team Building, Sourcing, Event Planning, Recruiting, Executive Search, Interviews, Customer Service, CRM
Education
University of San Francisco 2002 — 2006
BA, Media Studies
BlackRock May 2015 - Present
BlackRock December 2013 - April 2015
Porsche of Warwick February 2013 - December 2013
Muse Yachting LLC June 2011 - February 2012
Conanicut Marine Services, Inc. 2012 - 2012
Muse Yachting LLC October 2009 - May 2011
Skills
Maritime, Shipping, Microsoft Office, Logistics, Maritime Operations, Customer Service, Transportation, Microsoft Excel, Project Management, Negotiation, Engineering
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts (BA), Economics/History, 3.79
BlackRock October 2006 - Present
Merrill Lynch June 2001 - September 2006
American Express May 2000 - August 2000
Skills
Strategic Planning, Business Strategy, Business Process..., Business Process..., Change Management, Management Consulting, Operations Management, Project Management, Technology Integration, Legal Compliance, Business Planning, Relationship Management, Third Party Vendor..., Financial Services, Asset Management, Global Operations, Global Management, Operational Risk, Operating Budgets, Talent Management, Leadership Development, Metrics, Portfolio Management, Management, Fixed Income, Equities, Hedge Funds
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (MBA), Strategy, Operations, and Entrepreneurship
Wharton School, University of Pennsylvania 1998 — 2001
Bachelor of Science (BS), Multinational Management and Business Law
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
MHR Communications LLC January 2014 - Present
BlackRock January 2008 - December 2013
BlackRock May 1996 - January 2008
BlackRock January 1995 - May 1996
University of Windsor September 1993 - June 1994
Central Guaranty Trust August 1988 - May 1991
Skills
Communications Strategy, Thought Leadership, White Papers, Technical Editing, Marketing Strategy, Investment..., Asset Management, Equities, Fixed Income, Alternative Investments, LDI, Institutional Investors, Institutional..., Strategy, Asset Managment, Derivatives, Press Releases, Marketing, Strategic Communications, Integrated Marketing, Hedge Funds, Management, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, "Investment Strategies and Portfolio Management"
University of Windsor 1993 — 1994
M.B.A., Business strategy, Marketing, Finance
University of Windsor 1991 — 1993
B.Comm., Finance and Marketing
York University 1985 — 1988
B.A., Psychology and Philosophy
LinkedIn August 2015 - Present
LinkedIn February 2015 - Present
LinkedIn July 2014 - Present
LinkedIn July 2014 - January 2015
BlackRock May 2013 - August 2013
Greentech Capital Advisors June 2012 - August 2012
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Investments, Risk Management, Competitive Analysis, Mergers & Acquisitions, Private Equity, Emerging Markets, Venture Capital, Management, Corporate Finance, Leadership, Strategy
Education
University of Pennsylvania 2011 — 2013
Master of Science in Engineering (MSE), Systems Engineering
University of Pennsylvania 2009 — 2013
B.S.E., Systems Engineering
University of Pennsylvania - The Wharton School 2009 — 2013
B.S.E., Economics (Finance, OPIM)
The Bolles School
BlackRock May 2014 - Present
FactSet Research Systems January 2012 - May 2014
Alameda County November 2010 - January 2012
University of San Francisco August 2008 - May 2009
Skills
Financial Analysis, Excel, PowerPoint, Outlook, Word, Microsoft Office, Research, Customer Relations, Data Analysis, Forecasting, Problem Solving, Financial Reporting, Account Management, Writing, Negotiation, Market Research, Insurance, Analysis, Administration, Risk Management, Portfolio Management, Fixed Income, Investments, Finance, Financial Modeling, Microsoft Word, Customer Service, Microsoft Excel, Team Building, Budgets, Sales, Asset Allocation, Strategic Planning, Sales Operations, Time Management, Accounts Receivable, Leadership, Mutual Funds, Management, Accounting, Banking, Investment Strategies, Business Analysis, Teamwork, Economics, Strategic Financial..., Private Equity, Corporate Finance, Trading, Asset Management
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2013
Masters of Science, Financial Analysis
University of San Francisco 2004 — 2009
Bachelors of Arts, Economics, Finance concentration. B.A. in Psychology
BlackRock September 2015 - Present
AXA US May 2015 - September 2015
AXA Equitable September 2012 - May 2015
SHI International Corp. June 2012 - August 2012
Kania School of Management September 2009 - May 2012
The Provident Bank May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, FINRA, SEC regulations
Education
University of Scranton 2008 — 2012
History and Business Management
Union Catholic Regional High School 2005 — 2008
The Wilton Group LLC August 2014 - Present
BlackRock June 2002 - November 2006
Citi 2000 - June 2002
Smith Barney Capital Management August 1997 - 2000
Skills
Asset Management, Marketing, Client Relations Skills, Proposal Writing, Marketing Communications, Relationship Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Writing, Highly detail oriented
Education
University of Richmond 1993 — 1997
Bachelor of Science (BS)/Business Administration, Finance, Economics, cum laude
Wilton High School, Wilton, CT
BlackRock May 2015 - Present
BlackRock September 2013 - May 2015
OppenheimerFunds November 2011 - September 2013
Rosetta August 2008 - November 2011
Goldman Sachs June 2007 - August 2007
Skills
Market Research, Segmentation, Marketing Strategy, Google Analytics, Project Management, SPSS, Consulting, Microsoft Excel, Qualitative Research, Data Analytics, Brand Development..., Quantitative Research, Mutual Funds, Advertising
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Marketing, Minor in Psychology, GPA 3.90
Community School of Naples 2000 — 2004
HS Diploma, General
Buckley Country Day School
BlackRock January 2014 - Present
BlackRock January 2012 - December 2013
BlackRock January 2009 - December 2011
BlackRock June 2007 - December 2008
M&T Bank July 2006 - June 2007
Skills
Fixed Income, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Derivatives, Financial Modeling, Bloomberg, Private Equity, Market Risk, Quantitative Analytics, Risk Management, Asset Allocation, Project Management, Corporate Risk, Client Presentation, Quantitative Research
Education
University of Rochester 2004 — 2006
Bachelor of Arts in Economics, with a Citation in Finance, Finance, Accounting, Mathematical Modeling
PENN Capital Management September 2014 - Present
Equinox Funds June 2012 - August 2014
BlackRock April 2005 - June 2012
1838 Investment Advisors April 2000 - September 2004
Board of Pensions of the Presbyterian Church 1989 - 1996
Skills
Marketing, Marketing Communications, Marketing Strategy, Branding & Identity, Content Strategy, Content Development, Web Content, Product Marketing, Integrated Marketing, Digital Marketing, Direct Marketing, Email Marketing, Event Planning, Investments, Mutual Funds, 1940 Act, FINRA, Market Research, PowerPoint, Social Media Marketing, Advertising, Customer Service, CRM, New Business Development, Analytics, Product Management
Education
University of Phoenix 2007 — 2011
B.S.
BlackRock May 2014 - Present
The Rockefeller Group Development Corporation March 2012 - March 2014
Hines October 1997 - February 2012
The Yarmouth Group (Lend Lease) September 1996 - October 1997
Skills
Real Estate Development, Real Estate, Real Estate Economics, Asset Management, Commercial Real Estate, Real Estate Transactions, Due Diligence, Contract Negotiation, Valuation, Investments, Strategic Planning, Private Equity, Contract Management, Construction Management, Negotiation
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA), Real Estate
Yale University 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
National Psychosis Prevention Council March 2014 - Present
Chantel Garrett Consulting July 2013 - Present
The Huffington Post January 2013 - Present
StillFlow Yoga February 2013 - Present
BlackRock April 2009 - April 2012
Kensington Investment Group February 2003 - April 2009
ATEL Capital Group 2000 - 2003
Skills
Marketing, Marketing Strategy, Strategy, Marketing Communications, Content Marketing, Content Strategy, Management, Copywriting, Leadership, Blogging, Social Media, Corporate Communications, Nonprofits, Financial Services, Business Development, Yoga, Non-profit Leadership, Alternative Investments, Asset Managment, Sales Process, Asset Management, ETFs, Mutual Funds, Non-profit Volunteering, Strategic Communications
Education
University of San Francisco
Bachelor of Science, Applied Economics
Pacific Conservatory of the Performing Arts
Prosper Marketplace November 2011 - Present
BlackRock October 2010 - October 2011
Charles Schwab & Co September 2009 - October 2010
Charles Schwab & Co. September 2006 - September 2009
Springboard Ventures LLC April 2008 - September 2008
Wells Fargo & Co. September 2003 - September 2006
Charles Schwab & Co. April 2002 - September 2003
Education
University of San Francisco 2001 — 2003
BA
Bank of America September 2011 - February 2013
Wells Fargo Bank January 2011 - June 2011
BlackRock July 2000 - November 2008
BlackRock July 2000 - November 2008
Dolby Laboratories January 2000 - January 2008
Charles Schwab January 1995 - January 2000
Education
University of Rhode Island 1990 — 1995
BSBA, Marketing
University of Rhode Island
Business Administration
BlackRock October 2014 - Present
Simon Business School, University of Rochester September 2013 - May 2014
Baystate Financial Services May 2013 - August 2013
University of Rochester April 2012 - May 2013
University of Rochester May 2012 - September 2012
Skills
Microsoft Office, NetX360 Trading Software, eMoney Financial..., Data Analysis, Customer Service, Social Media, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Economics, Accounting, Finance, Access, Statistics
Education
University of Rochester 2010 — 2014
Bachelor of Arts (BA), Financial Economics
Ernst & Young February 2011 - Present
BlackRock 2012 - 2012
BlackRock 2012 - 2012
Wyndham Worldwide July 2007 - March 2008
Rothstein, Kass, & Co. LLP August 2003 - September 2005
Skills
Financial Reporting
Education
University of Scranton 1999 — 2003
Accounting, Accounting/Finance
University of Scranton
Bachelor of Science, Accounting
Harvest Fund Advisors LLC January 2011 - Present
BlackRock June 2010 - August 2010
Skills
Portfolio Management, Equity Valuation, Hedge Funds, Asset Allocation, Energy, Private Equity, MLP, Valuation, Financial Modeling, High Net Worth..., Derivatives, Capital Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Business
Manual High School
Wood Creek Capital Management September 2014 - Present
BlackRock January 2012 - August 2014
BlackRock January 2012 - August 2014
BlackRock January 2008 - January 2012
BlackRock August 2004 - December 2007
Skills
Financial Risk, Loans, Financial Modeling, Credit, Trading, Portfolio Management, Investments, Fixed Income, Private Equity, Due Diligence, Asset Management, Hedge Funds, Capital Markets, Valuation, Mutual Funds, Equities, Infrastructure
Education
Wharton School, University of Pennsylvania 2001 — 2004
Bachelor's Degree, Finance, Management
St. Albans 1995 — 2000
BlackRock June 2015 - Present
The Wharton School May 2015 - Present
Tau Epsilon Phi Fraternity April 2014 - April 2015
J. Goldman & Co., L.P. June 2014 - August 2014
Bed Bath & Beyond May 2013 - July 2013
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (BS), Economics
Millburn High School 2008 — 2012
Lattice Strategies, LLC October 2014 - Present
BlackRock June 2012 - September 2014
Blackrock December 2009 - June 2012
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors August 2004 - December 2008
Investors Bank and Trust May 2001 - August 2004
Barclays Global Investors September 1999 - May 2001
Skills
Capital Markets, Mutual Funds, Fixed Income, Equities, Asset Management, Investments, Series 7, Financial Services, Asset Allocation, ETFs, Portfolio Management, Securities, Investment Management, Bloomberg, Banking, Series 63, Operations Management, 401k
Education
University of San Diego 1996 — 1999
Bachelors of Business Administration, Business Administration and Management, General
Kien Lam Photography April 2011 - Present
Adama Materials 2015 - 2015
Adama Materials 2015 - 2015
Aditazz 2012 - 2014
BlackRock April 2006 - August 2010
Science Center Ventures 2005 - 2006
Skills
Venture Capital, Quantitative Analysis, Portfolio Management, Asset Management, Quantitative Analytics, Valuation, Financial Analysis, Financial Markets, Financial Modeling, Business Strategy, Series 63, Asset Managment, Hedge Funds, Investment Strategies, Due Diligence, Investments, Emerging Markets, Financial Services, Photography, Wedding Photography, Social Media
Education
Wharton School, University of Pennsylvania 2001 — 2006
BS in Economics, Finance, Mananagement
BlackRock August 2015 - Present
Robins School of Business Finance Department August 2012 - April 2015
Alpha Kappa Psi January 2014 - January 2015
Bloomberg LP May 2014 - August 2014
ADT May 2013 - August 2013
Kislak Organization June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, Analysis, Strategic Planning, Market Research, Teamwork, Problem Solving, Fixed Income, Access, Finance, PowerPoint
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management
London School of Economics and Political Science 2013 — 2013
Summer School course: Fixed Income, Debt Markets and the Macro Economy
Saint Thomas Aquinas High School 2007 — 2011
The Sports Quotient March 2014 - Present
Accenture June 2015 - August 2015
Credit Suisse May 2014 - May 2014
BlackRock April 2014 - April 2014
Goldman Sachs April 2014 - April 2014
Barclays March 2014 - March 2014
Skills
Microsoft Word, Project Management, Project Planning, Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Office, Teamwork, Financial Analysis, Social Media
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Finance, Marketing
RS Investments September 2013 - June 2015
BlackRock January 2012 - September 2013
BlackRock February 2011 - January 2012
BlackRock January 2010 - February 2011
Barclays Global Investors July 2007 - January 2010
Barclays Global Investors 2005 - July 2007
Barclays Global Investors 2003 - 2004
Barclays Global Investors 2001 - 2003
Barclays Global Investors 1999 - 2001
PQ Limited 1997 - 1999
Skills
Bloomberg, Enterprise Architecture, SQL, Sybase, Unix, SDLC, Tomcat, IT Strategy, Cloud Computing, Business Analysis, Enterprise Software, Management, Perl, Solaris, Disaster Recovery, Data Center, Networking, Vendor Management, Software Development, SOA, Trading Systems, Virtualization, System Architecture, Integration, Linux, IT Management, ITIL, Product Management, Infrastructure, Security, System Deployment, Software Project..., Architectures, Testing, IT Operations, Solution Architecture, Architecture
Education
University of Pune 1988 — 1992
Bachelor’s Degree
Deutsche Bank May 2015 - Present
Russell Investments December 2012 - May 2015
BlackRock April 2002 - December 2012
Morgan Stanley September 1991 - March 2002
Skills
Strategy Development, Leading Sales, Building Strategic..., Developing Talent, Public Speaking, New Business Development, Culture Building, Investments, Asset Management, Fixed Income Strategies, Asset Managment, Strategy, Capital Markets, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Scranton 1986 — 1990
Bachelor of Science, Finance
Nomis Solutions March 2015 - Present
Loop Commerce November 2013 - December 2014
Livefyre November 2013 - June 2014
Dropcam October 2012 - September 2013
Talener Group March 2011 - August 2012
Carat Interactive March 2008 - March 2010
BlackRock August 2007 - December 2007
Skills
bicycle riding, meaningless information..., Talking, nunchuk, Social Media, Recruiting, Advertising, Analytics, Social Media Marketing, Social Networking, Marketing, Interviews, Account Management
Education
University of San Francisco 2003 — 2007
Bachelor of Science, Economics
Hong Kong International School 2000 — 2003
BNY Mellon January 2014 - Present
State Street 2011 - 2013
BlackRock 2006 - 2010
Merrill Lynch 2001 - 2006
Merrill Lynch 1989 - 2000
Merrill Lynch June 1987 - 1989
Skills
Account Reconciliation, Auditing, Financial Reporting, Mutual Funds, Valuation, Accounting, Financial Statements, General Ledger, Fund Accounting, Sarbanes-Oxley Act, Journal Entries, Bookkeeping, Bloomberg, Bank Reconciliation, Outsourcing, Fixed Income, Internal Controls, Variance Analysis, SEC filings, GAAP, US GAAP, Risk Management, Investments, Analysis, Portfolio Management, Financial Services, Finance, Budgets, Mergers & Acquisitions, Financial Analysis, Cash Management, Financial Accounting, Internal Audit, Cash Flow, External Audit, Securities, Financial Audits, Corporate Finance, Asset Management, Written Communication, Shareholder Reporting, Leadership, Client Relations Skills, Corporate Actions, NAV, Board of Directors..., Coaching, Soccer, Refereeing, Compliance
Education
University of Scranton
Bachelor of Science, Accounting
BlackRock June 2014 - August 2014
Manursing Country Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BSc) in Economics, Finance, Statistics
Scarsdale High School
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
BlackRock July 2015 - Present
Jefferies LLC May 2014 - August 2014
Stone + McCarthy Research Associates May 2013 - August 2013
University of Richmond Athletics January 2012 - July 2013
Trinity Financial Partners May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Financial Modeling, Financial Markets, Investments
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Finance, General
The Haverford School 2007 — 2011
Guardian Life July 2013 - Present
Velocity Virtual Assistants August 2009 - Present
Love FellowshipTabernacle 1999 - Present
Hermès 2014 - 2015
Hermès 2014 - 2015
The Guardian Life Insurance Company of America September 2012 - July 2013
New York University November 2011 - September 2012
AXA Equitable May 2010 - October 2011
BlackRock November 2009 - March 2010
Spencer Stuart January 2006 - February 2009
Skills
Excel, PowerPoint, Word, Organizational..., Typing, Personal Shopping, Project Planning, Event Planning, Event Management, Company Secretarial, Administrative Support, Fast Learner, Scheduling, Travel Management, Multitasker, Photoshop, fast long hand, PeopleSoft, Lotus Notes, GERS, Financial Tracking..., Administrative..., Microsoft Word, Microsoft Excel, Human Resources, Process Scheduler, Training, Budgets, QuickBooks, Data Entry, Access, Management, Company Secretarial Work, Analysis, Fundraising, Project Management, Team Building, Administration, Office Management, Administrative...
Education
University of Phoenix 2008 — 2009
Stevenson High School 1982 — 1985
High School Diploma, Business Administration, Management and Operations
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
BlackRock May 2013 - August 2013
Skills
Team Leadership, Derivatives, Valuation, Capital Markets, Hedge Funds, Strategic Planning, Equity Derivatives, Investment Management, Equity Research, Dependable Team Player, Credit Derivatives, DCF, Equity Valuation
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Finance
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
BlackRock June 2013 - Present
Russell Investments April 2012 - April 2013
Russell Investments November 2011 - April 2012
Russell Investments June 2011 - October 2011
Russell Investments August 2010 - October 2010
Skills
Asset Management, Investments, Quantitative Analytics, Bloomberg Terminal, Investment Strategies, Financial Modeling, Financial Services, Trading, Investment Management, Bloomberg, Portfolio Management, Alternative Investments, Microsoft Excel, Finance, Mutual Funds, Analysis, Equities, Financial Analysis, Management, Customer Service, Fixed Income, Data Analysis
Education
University of Puget Sound 2007 — 2011
BA, Business
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
Thomson Reuters April 2014 - Present
ImageTech a Xerox Company August 2013 - March 2014
Liberty Tax Service December 2012 - February 2013
Lexus June 2012 - August 2012
BlackRock June 2010 - August 2010
Skills
Social Media Marketing, Social Media, Leadership, Public Speaking, Higher Education, Marketing, Time Management, Social Networking, PowerPoint, Microsoft Office, Customer Service, Marketing Communications, Sales, Account Management, Salesforce.com, Client Relations
Education
University of Rhode Island 2009 — 2013
Communication Studies
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.)
BlackRock January 2015 - Present
BlackRock August 2012 - January 2015
Morgan Stanley June 2011 - August 2011
Jardine Lloyd Thompson June 2008 - July 2008
Skills
Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equities, Private Equity, Asset Allocation, Strategy, Microsoft Excel, Investments, Microsoft Office, Financial Analysis
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Finance, Management
KBCS
Baillie Gifford August 2015 - Present
BlackRock July 1998 - July 2015
Jurika & Voyles November 1995 - July 1998
AMR Investment Services August 1995 - October 1996
Federated Investors, Inc. 1992 - 1995
Skills
Series 6, Series 7, Series 63, Series 24, Business Strategy, Product Development, ETFs, Defined Contribution, Retirement, Insurance, Subadvisory, Asset Management, Relationship Management, Solution Selling, Mutual Funds, Board of Directors, Board Relations
Education
University of Pittsburgh 1987 — 1991
Bachelor's Degree, Economics and Political Science
UC Funds September 2015 - Present
Greenwood Energy July 2012 - September 2015
BlackRock January 2006 - May 2010
Banc of America Securities June 2004 - January 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, Renewable Energy, Mergers & Acquisitions, Acquisitions, Alternative Energy, Equities, Solar Energy, Emerging Markets, Investments, Corporate Development, Due Diligence, M&A experience, Management, Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Southern California - Marshall School of Business 2000 — 2004
BS, Business (International Relations)
Proteus Global Partners, LLC 2013 - Present
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2003 - 2006
Skills
Asset Managment, Portfolio Management, Equities, Risk Arbitrage, Special Situations..., Index Funds, Event Driven, Hedge Funds
Education
University of Richmond 1999 — 2003
BSBA, Finance and Math majors
Bounce Exchange December 2012 - Present
Nuru Project 2008 - April 2013
InsideHook 2012 - 2012
BlackRock 2007 - 2010
BNP Paribas 2005 - 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
Williams College 2000 — 2004
BA, Political Science, Psychology
Susquehanna International Group, LLP (SIG) December 2014 - Present
Susquehanna International Group, LLP (SIG) October 2012 - December 2014
Susquehanna International Group January 2010 - October 2012
Susquehanna International Group October 2007 - January 2010
BlackRock June 2004 - October 2007
BankOne October 2002 - June 2004
Skills
Unix, Active Directory, Troubleshooting, Citrix, Windows 7, TCP/IP, SharePoint, VBScript, Access, Hardware Deployments, Windows Driver..., Microsoft Office 2010, Powershell, Blackberry..., Blackberry, Computer Hardware, Trading Systems, Windows, System Administration, Hardware, Operating Systems, Technical Support, Lotus Notes, Testing, Firewalls, Disaster Recovery, SCCM, Software Installation, Microsoft Technologies, Security, System Deployment, Blackberry Enterprise..., Windows Server, Servers
Education
IKON Technologies 2000 — 2001
University of Rochester 1995 — 1999
McQuaid Jesuit 1991 — 1995
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
BlackRock June 2014 - Present
Skills
Product Management, Web Project Management, Technology Integration, Cross-functional Team..., Capital Markets, Experienced Program..., ETFs, Financial Product..., Program Management, Agile Methodologies
Education
University of San Francisco - Masagung Graduate School of Management 2002 — 2004
MBA, Executive Program
University of San Francisco
Bachelor of Business Science, International Business
Blackrock March 2013 - Present
BlackRock June 2010 - March 2013
BNP Paribas June 2007 - June 2010
SEI Investments June 2006 - June 2007
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Economics & Communication
BlackRock August 2011 - Present
Young & Rubicam Advertising 2001 - 2011
VIA Marketing and Design 1999 - 2001
The Learning Company 1997 - 1999
Easton Sports 1992 - 1996
Skills
Integrated Marketing, Direct Marketing, Advertising, Marketing Communications, Brand Development, Direct Mail, Marketing, Sponsorship, Media Planning, Creative Direction, Market Research, Product Marketing, Strategy, Strategic Communications, Project Management, Cross-functional Team..., Market Planning, Brand Awareness, Multi-channel Marketing, Creative Strategy, Trade Shows, Digital Strategy, Digital Marketing, Mobile Marketing, Email Marketing, Relationship Marketing
Education
University of San Francisco
B.A., Communication Arts (with Mass Media Emphasis)
BlackRock April 2012 - May 2014
Societe Generale June 2010 - April 2012
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Washington and Lee University 2006 — 2010
BS, Business Administration
BlackRock August 2012 - Present
Pipeline Financial Group February 2010 - December 2011
Pipeline Financial Group July 2009 - February 2010
UBS Wealth Management June 2008 - August 2008
Borough of Spring Lake January 2003 - January 2007
Skills
Financial Modeling
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Sciences, Business Administration; Finance and Accounting
Vienna University of Economics and Business 2008 — 2008
International Finance and Accounting
The Lawrenceville School 2001 — 2005
High School
The Island School 2003 — 2003
Blue Shield of California March 2015 - Present
BlackRock August 2013 - October 2014
San Francisco Unified School District September 2011 - May 2012
j. the Jewish news weekly of Northern California September 2008 - June 2011
IBM Global Business Services January 2008 - May 2008
IBM Global Business Services September 2006 - December 2007
Funtastic English Club August 2005 - April 2006
Skills
Marketing, Counseling Psychology, Psychotherapy, Community Outreach, Program Development, Coaching, Counseling, Project Management, Presentations, Building Relationships, Vendor Relationships, Communication, Writing, Customer Satisfaction, Supply Chain Consulting, Database Management, Swiss German, French, Student Affairs, Student Advising, Fundraising, Leadership Development, Teaching, Social Media
Education
University of San Francisco 2011 — 2012
Master of Arts (M.A.), Counseling Psychology
Washington University in St. Louis 2001 — 2005
B.A., Honors in Anthropology
Moses Brown School 1997 — 2001
SPS Consulting Services LLC September 2013 - Present
The Office of the CIO December 2010 - December 2013
Centerline Partners August 2010 - October 2010
BlackRock December 2009 - May 2010
Barclays Global Investors (BGI) December 2008 - December 2009
Barclays Global Investors February 2007 - December 2008
Barclays Global Investors December 2005 - February 2007
Wells Fargo August 2002 - December 2005
Street Fusion September 1999 - October 2001
Barra Inc October 1997 - September 1999
Skills
Business Modeling, Business Architecture, Business Analysis, IT Strategy, Business Process, Software Development, Program Management, Product Management, Strategy, Change Management, SDLC, Requirements Management, Management, Enterprise Architecture, Software Project..., Business Process..., Leadership, Project Management, Microsoft Office, Cross-functional Team..., Data Modeling, Business Alignment, IT Management, Cloud Computing, Project Planning, Business Intelligence, MS Office Suite, Business Relationship..., Process Improvement, PMO, Business/IT Alignment, Project Portfolio..., Business Requirements, Integration, Management Consulting, Enterprise Software, Requirements Gathering, Banking, SOA, Team Leadership, Microsoft Excel, Agile Methodologies, Business Process Design, Vendor Management, Agile Project Management, Solution Architecture, ETFs, Investment Management, Public Health, SaaS
Education
University of Plymouth 1989 — 1995
Computing & Informatics
Gap Inc. March 2015 - Present
AAA Insurance Exchange August 2011 - February 2013
Consulting Par Excellence, Inc. January 2003 - April 2012
Isobar October 2010 - April 2011
BlackRock November 2009 - June 2010
AKQA August 2009 - November 2009
BGI May 2009 - June 2009
StubHub/Ebay July 2007 - November 2008
BGI September 2005 - June 2007
Charles Schwab 1997 - 2005
Skills
Program Management, Project Management, Product Management, SDLC, Cross-functional Team..., Business Process..., Business Process, Quality Assurance, PMO, ITIL, Risk Management, Issue Management, Change Management, Vendor Management, Organizational..., Collaboration, Mentoring, Structured Documentation, Strategic Planning, Tactical Planning, Global Management, Scope Management, PMLC, Facilitations, Mediation, Conflict Resolution, Common Sense, Organized Multi-tasker, Agile Methodologies, Project Planning, Software Development, Testing, Leadership, Business Analysis, Security, Project Portfolio..., Start-ups, Agile Project Management
Education
University of Redlands
Bachelor of Science (BS), Information Systems
University of San Francisco
pending, Internet Marketing
Sunderland Capital Partners August 2015 - Present
BlackRock June 2012 - July 2015
Mayo Capital Partners January 2010 - June 2012
Millenium Partners 2008 - 2010
Thayer Capital Partners 2005 - 2007
Credit Suisse First Boston 2003 - 2005
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BSE
BlackRock December 2009 - Present
Barclays Global Investors April 2006 - December 2009
Wells Fargo Funds Management, LLC July 2005 - April 2006
Dechert LLP 2004 - 2005
Wells Fargo Funds Management, LLC 2003 - 2004
Franklin Templeton Investments May 2001 - February 2003
Franklin Templeton Investments February 2000 - May 2001
Montgomery Asset Management, LLC 1999 - 1999
Skills
Hedge Funds, Fixed Income, Securities, Asset Management, Portfolio Management, Mutual Funds, Equities, Financial Services, Investments, Alternative Investments, Fund Accounting, Asset Allocation, FINRA, Capital Markets, Asset Managment, ETFs, Bloomberg, Valuation, Investment Management, Trading, Leadership, Derivatives, Financial Risk, Series 7, SQL, BlackRock Aladdin, Trade Compliance, Investment Compliance, Separate Accounts
Education
University of San Francisco 1995 — 1999
B.S., Finance
Vacaville High School 1991 — 1995
BlackRock December 2009 - Present
Barclays Global Investors October 2006 - December 2009
Wall Street Analytics, Inc. June 2002 - October 2006
Skills
Financial Modeling, CMBS, CDO, Hedge Funds, Fixed Income, Credit Derivatives, Structured Finance, Trading, Capital Markets, Analytics, Valuation, Portfolio Management, Financial Services, Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Yale University 1997 — 2001
BA, Economics/Electrical Engineering
Geode Capital Management March 2008 - Present
BlackRock June 2006 - February 2008
JonesTrading March 2001 - June 2006
Allen & Company 1989 - 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Yale University 1985 — 1989
BA, History
BlackRock October 2006 - Present
Merrill Lynch 1999 - 2006
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Blackrock February 2001 - Present
Screaming Media 1999 - 2001
The Associated Press 1996 - 1999
Skills
Unix, Vendor Management, Disaster Recovery, IT Strategy, Market Data, Asset Management, Enterprise Architecture, Risk Management, Data Center, Business Analysis
Education
University of Rochester 1989 — 1994
BlackRock January 2015 - Present
BlackRock August 2013 - December 2014
Parametric Portfolio Associates March 2011 - August 2013
Merrill Lynch August 2009 - February 2011
Skills
Internal & External..., Equity Research, Managing Deadlines, Analysis and Technical..., Account Reconciliation, Building Relationships, Sales, Microsoft Office, Equities, Financial Analysis, Settlement, Bloomberg Terminal, Corporate Actions, Portfolio Management, Finance, Hedge Funds, Alternative Investments, Fund Of Funds
Education
University of Portland 2005 — 2009
Bachelor of Business Administration, Finance Major
USAID/OFDA September 2013 - Present
Booz Allen Hamilton 2008 - September 2013
USAID June 2007 - January 2008
Pacific Northwest Economic Region (PNWER) 2007 - 2008
Small Business Administration (SBA) 2007 - 2007
BlackRock 2007 - 2007
Amy Biehl Foundation Trust 2001 - 2002
Skills
Program Management, Policy Analysis, Government, Program Evaluation, Policy, Management Consulting, Emergency Management, Strategic Planning, International..., Homeland Security, Proposal Writing, Project Management, DoD, Security, Nonprofits, Program Development
Education
University of Wisconsin-Madison 2013 — 2015
Diploma, Disaster Management
University of Washington 2005 — 2007
Master of Public Administration, International Development
University of Pittsburgh 2000 — 2000
Semester at Seas (Study Abroad), International Development
Western Washington University 1997 — 2001
BA, Cultural Anthropology
The Climate Corporation February 2015 - Present
The Climate Corporation August 2014 - February 2015
The Climate Corporation July 2012 - August 2014
BlackRock December 2009 - July 2012
Barclays Global Investors August 2007 - December 2009
SIG July 2005 - July 2007
Skills
Trading Systems, Market Data, SQL, Options, Derivatives, Electronic Trading, Equities, Sybase, Quantitative Analytics, Data Warehousing, Trading, Data Virtualization, Equity Trading, Software Development, SDLC, Management, Business Intelligence, Java, Agile Methodologies, Analytics, Business Analysis, High Frequency Trading, Equity Derivatives, Swaps, Proprietary Trading, FX Options, Capital Markets, Tableau, PostgreSQL, Hive, Crop Insurance, Dimensional Modeling, Redshift, Amazon Web Services...
Education
Yale University 2004 — 2005
Masters, Computer Science, Honors
University of Pune 2000 — 2004
Bachelor of Engineering (B.E.), Computer Engineering, Distinction
Agenda Project June 2014 - Present
BlackRock 2005 - 2014
UBS/PaineWebber 1995 - 2003
Kidder Peabody 1992 - 1994
Salomon Brothers 1991 - 1992
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Trading Systems, Equities, Capital Markets, MBS, Investment Banking, Asset Management, Bloomberg, Credit Derivatives, Structured Products, Equity Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor of Science of Economics
University of Pennsylvania School of Engineering 1978 — 1982
Bachelor of Applied Science (BASc), Computer Engineering
Columbia
Columbia
Columbia
Columbia
BlackRock May 2014 - Present
Fidelity Investments 2004 - 2014
Genworth Financial 2002 - 2004
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Management, Asset Allocation, Alternative Investments, Equities, Portfolio Management, Investment Advisory, Financial Services, Fixed Income, Securities, Hedge Funds, Private Equity
Education
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics and Communications
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics and Communications
J.P. Morgan February 2014 - Present
BlackRock May 2013 - February 2014
Goldman Sachs February 2006 - April 2013
Symantec January 2001 - February 2006
Skills
Agile Methodologies, User Interface Design, Requirements Analysis, Change Management, Sparx Enterprise..., Web Services, XML Spy, Design Patterns, Java, JSF, Spring, Hibernate, Ext JS, AJAX, EJB, Struts, XML, JSP, Selenium Testing, Fitnesse, Hudson, Eclipse, Visio, Maven2, CVS, Visual SVN, Sybase, JUnit, Spring Framework, Maven, SDLC, Management, Integration, Solution Architecture, Enterprise Software
Education
University of Pune 1996 — 2001
Masters, Computer Science, 3.8
University of Pune 1996 — 1999
Bachelors, Computer Science, 3.5
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
BlackRock January 2015 - Present
BlackRock September 2011 - December 2014
Wilshire Associates December 2009 - September 2011
Wilshire Associates 2005 - December 2009
Skills
Asset Allocation, Alternative Investments, Private Equity, Asset Management, Investments, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Mutual Funds, Venture Capital, High Yield, CMBS, Commercial Real Estate, Bloomberg, Investment Management, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
M.B.A., Finance
University of Pittsburgh 2001 — 2005
Bachelor of Science in Business Administration, Finance and Accounting
ThoughtWorks February 2015 - Present
ACIC / M3 Management System October 2007 - Present
Pfizer December 2012 - December 2014
Deutsche Bank May 2012 - September 2012
BlackRock February 2012 - May 2012
Ernst & Young May 2011 - February 2012
Pfizer September 2009 - May 2011
Interoute March 2008 - January 2009
Interoute Czech s.r.o. March 2008 - January 2009
DHL November 2004 - September 2007
Skills
IT Strategy, Cross-functional Team..., Service Delivery, Leadership, Program Management, IT Service Management, Business Process..., Managed Services, Project Portfolio..., PMO, Integration, PMP, ITIL, PRINCE2, Vendor Management, Project Delivery, Telecommunications, Certified Project..., Change Management, Six Sigma, Performance Management, Management, Banking, Business Analysis, Logistics, Pharmaceutics, Video, Strategy, SDLC, Consulting, Information Technology, IT Management, Governance, Enterprise Software, Outsourcing, Team Leadership, Data Center, Process Improvement, SharePoint, Business Process, Cloud Computing, Business Intelligence, Microsoft Project, IT Operations, Project Planning, Analysis, Infrastructure, Software Project..., Testing, CRM
Education
Project Management Institute 2007 — 2007
PMP
University of Phoenix 1998 — 2001
N/A
University of Saint Thomas - School of Business 1983 — 1999
Voya Investment Management May 2015 - Present
Voya Investment Management June 2013 - May 2015
SunGard Financial Systems October 2012 - June 2013
BlackRock November 2007 - October 2012
State Street February 2004 - November 2007
SEI Investments January 2004 - January 2005
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance
Blackrock November 2004 - Present
PNC Advisors November 1996 - August 2003
Skills
Risk Analysis, Process Improvement, Procedure Development, Private Equity, Liquidity, Performance Measurement, Product Development
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Business Managemet
BlackRock Research AssociateEconomists Incorporated2005 - Present
Education
University of Rochester 2001 — 2005
Kirkland & Ellis LLP September 2012 - Present
BlackRock 2005 - September 2012
Cingular Wireless 2004 - 2005
University of Rochester September 2001 - May 2004
Bristol-Myers Squibb July 2001 - September 2003
NYS School Construction Authority May 1998 - September 1998
Skills
Project Manager, Technical Advisor, Business Operations..., Facilities Management, Program Management, Procurement, Process Improvement, Data Analysis, Team Leadership, Management, CRM, Project Management, Team Building, Budgets, Vendor Management, Purchasing, Contract Management, Contract Negotiation, Negotiation, Strategic Planning, Operations Management, Leadership, Outsourcing, Change Management, Business Process..., Integration, Cross-functional Team..., Training, Strategy, Account Management, Risk Management, Sales, Project Planning, Business Analysis, Analysis, Business Development, Business Strategy, Forecasting, Management Consulting, Performance Management, Team Management, Troubleshooting
Education
University of Rochester 2000 — 2004
B.S., Electrical & Computer Engineer
Lafayette High School 1996 — 2000
Pre-Engineering Certificate, High School
Wellington Management June 2015 - Present
BlackRock July 2010 - June 2013
Barclays Global Investors May 2008 - July 2010
UBS Financial Services July 2006 - May 2008
Skills
Bloomberg, Portfolio Management, Financial Modeling, Fixed Income, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Wellesley College 2002 — 2006
BA, Economics
BlackRock January 2007 - Present
SEI Investments February 2006 - December 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Hedge Funds, Bloomberg, Valuation, Asset Management, Equities, Portfolio Management, Financial Modeling
Education
University of Pittsburgh 2001 — 2005
B.S. Economics, Mathematics
TIAA-CREF March 2013 - Present
BlackRock June 2010 - March 2013
Standard Equities, Inc. September 2002 - June 2010
Skills
Series 7, Series 63, Series 65, ETFs, Mutual Funds, Fixed Income, 401k, Defined Contribution, Defined Benefit, Asset Management, Wealth Management, Investments, Asset Allocation, Investment Banking, Securities, Retirement Planning, Portfolio Management, Equities
Education
University of San Diego 1997 — 2001
Bachelors in Business Administration, Finance
Bellarmine College Preparatory 1993 — 1997
UC Berkeley Extension
Certificate in Financial Planning
BlackRock September 2012 - Present
BlackRock July 2010 - September 2012
BlackRock December 2009 - July 2010
BlackRock August 2009 - December 2009
Morgan Stanley April 2005 - January 2009
Morgan Stanley September 2000 - March 2005
Capgemini February 1999 - August 2000
Global Telesystems August 1998 - February 1999
Business Development Bureau Pvt Ltd March 1998 - August 1998
Skills
Portfolio Management, Quantitative Research, Asset Allocation, ETFs, Financial Econometrics, Statistics, Natural Language..., Prime Brokerage, Business Analysis, Fixed Income, Hedge Funds, Mutual Funds, Equities, Market Data, Big Data, Alternative Investments, Derivatives, SDLC, Business Intelligence, Credit Derivatives, Reference Data, Strategy, Asset Management
Education
University of Pune 1996 — 1998
MBA, Marketing
University of Pune 1991 — 1995
BE, Chemical Engineering
BlackRock June 2008 - Present
Pioneer Square Advisors May 2007 - June 2008
Quellos Group, LLC March 2006 - May 2007
Northwestern Mutual July 2005 - February 2006
Skills
Valuation, Hedge Funds, Fund Accounting, Financial Reporting, Fund Of Funds, Accounting, Alternative Investments
Education
University of Portland 2001 — 2005
Bachelor of Business Administration, Accounting
BlackRock October 2008 - Present
Barclays Global Investors 2006 - September 2008
Charles Schwab January 2004 - May 2006
DHL Airways October 2001 - December 2003
Schwab Institutional April 1996 - August 2001
Skills
Fixed Income, Securities, Derivatives, Portfolio Management, Asset Managment, Unix, Microsoft SQL Server, Business Analysis, Team Management, Equities, Hedge Funds, SQL, SDLC, Sybase, Back Office, Databases, Financial Services, Trading Systems, Java, Capital Markets, Oracle, Project Management, FX Options, Weblogic, Visual Basic, Corporate Actions, Linux, SWIFT payments, Middle Office, Market Data, Integration
Education
The University of Reading 1981 — 1984
Bachelor Of Science, Computer Science and Statistics
BlackRock August 2010 - Present
Holy Redeemer Health System 1996 - Present
Cain Brothers Asset Management November 2009 - August 2010
Morgan Stanley Investment Management 1994 - 2008
Miller Anderson & Sherrerd 1994 - 1996
Smith Barney 1985 - 1994
Prudential-Bache Securities 1980 - 1985
Elkins, Stroud, Suplee & Co. 1980 - 1982
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Accounting
BlackRock Financial Management April 2011 - Present
BlackRock 2000 - Present
AQR Capital Management 2007 - 2008
JP Morgan Asset Management 1997 - 2000
Morgan Stanley 1985 - 1996
Skills
Defined Contribution, Series 7, Series 63, 401k, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Pensions, Investments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
Niskayuna High School
Smith College
AB, Government and American Studies
BlackRock October 2004 - Present
OppenheimerFunds September 2002 - October 2004
Skills
Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Alternative Investments, Investment Banking, Asset Management, Derivatives, Investments, Bloomberg, Investment Management, Private Equity, Emerging Markets
Education
Wharton School, University of Pennsylvania 1998 — 2002
BS, Finance and Information Systems
BlackRock April 2000 - Present
Credit Suisse June 1998 - April 2000
BNY Mellon June 1996 - June 1998
Skills
Prime Brokerage, Fixed Income, Investment Operations, Launch Of New Products, Settlements, Onboarding, Product Strategy, Business Process..., Process Engineering, Change Management, Program Management, Management, Account Management, Team Leadership, Organizational..., Financial Services, Investments, Settlement, Product Launch, Hedge Funds
Education
University of Richmond 1990 — 1994
BSBA, Finance
Holmdel HS
BlackRock May 2005 - Present
Skills
Fixed Income, Hedge Funds, Asset Management, Management, Business Analysis, Equities, Derivatives, Portfolio Management, Capital Markets, Trading Systems, Investments, Bloomberg
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelors, Finance & Marketing
BlackRock November 2014 - Present
BlackRock December 2011 - November 2014
BlackRock Financial Management 2002 - December 2011
JP Morgan 2000 - 2002
JP Morgan 1998 - 2000
Skills
Product Development, Business Analysis, Software Project..., Strategic Planning, SQL, Software Requirements, Requirements Analysis, Functional..., System Testing, Public Speaking, Presentations, Team Leadership, Creative Problem Solving, Internal Controls, Reconciliation, Settlements, Operational Efficiency, MIS Reporting, Professional Mentoring, Securities, Fixed Income, Equities, SWIFT messaging, Settlement, Account Reconciliation
Education
University of Pittsburgh
BA, Economics
BlackRock May 2004 - Present
BlackRock September 2006 - December 2008
Morgan Stanley Smith Barney September 2003 - April 2004
American Eagle Outfitters May 2003 - December 2003
Education
University of Pittsburgh 2000 — 2004
BS, Finance and Economics
Custom Control Concepts December 2014 - Present
Videll Healthcare September 2013 - June 2014
Iaffaldano, Shaw & Young LLP October 2012 - January 2013
BlackRock October 2005 - November 2008
Trust Company of the August 1999 - August 2005
Buchalter, Nemer November 1995 - August 1999
Skills
File Management, Travel Arrangements, Office Management, Outlook, Data Entry, Lotus Notes, Microsoft Excel, Adobe Acrobat, PowerPoint, Microsoft Word, Database Administration, Scanners, Microsoft Office, Visio, Research, Workshop Facilitation, Insurance, Securities, Litigation, Editing, Marketing, System Administration
Education
University of Phoenix 2010 — 2012
AA Degree with a, Foundations of Business
Sourthern California College of Business and Law 1994 — 1995
Certificate, Legal Secretary
BlackRock June 2010 - Present
UC-Green Communications Management December 2008 - February 2010
Telekenex 2007 - 2008
E-Cast August 2003 - September 2007
Sheraton April 2002 - December 2003
XO Communications 2000 - 2002
ICG Communications 1996 - 2002
Allegiance Telecom May 2000 - December 2000
ICG Communications December 1996 - May 2000
Allegiance 2000 - 2000
Skills
Account Management, Program Management, Management, Project Management, Telecommunications, Sales, Training, Software Documentation, Microsoft Office, Human Resources
Education
City College of San FranciscoBusiness
University of Phoenix
HD Vest Investment Services March 2012 - Present
HD Vest Financial Services January 2012 - Present
HD Vest Financial Services September 2010 - April 2012
The Standard April 2009 - July 2010
BlackRock April 2007 - March 2009
Great-West Financial September 2004 - April 2007
Great-West Life June 2004 - September 2004
Great-West Life January 2002 - June 2004
Great-West Life December 1999 - January 2002
Great-West Life January 1999 - December 1999
Skills
Project Management, Business Planning, Process Improvement, Product Development, Workflow Management, Vendor Relations, Organizational..., Microsoft Office, Visio, Project Server, Account Management, Strategic Communications, Public Speaking, Customer Service, Retirement Planning, Investments, Mutual Funds, Plan Design, Customer Relations, Learning Management..., Onboarding, Investment Advisory..., Series 7, Time Management
Education
University of Rhode Island 1990 — 1994
BA, Speech Communications
Duxbury High School 1986 — 1990
General Studies, 9-12
BlackRock March 2007 - Present
Gardner Lewis Asset Management June 2005 - March 2007
Mellon Financial January 2003 - June 2005
Skills
Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management
Education
University of Pittsburgh 1998 — 2002
BSBA, Finance
Morgan Stanley July 2010 - Present
BlackRock September 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2005 — 2009
FGW Consultancy LLC January 2015 - Present
Allergan plc January 2001 - Present
The Michael J. Fox Foundation for Parkinson's Research January 2001 - Present
BlackRock August 2000 - Present
Skills
Pharmaceutical Industry, Business Strategy, Strategy
Education
The University of Chicago 1963 — 1967
MBA, ABD, Finance, Economics
University of Pennsylvania - The Wharton School 1959 — 1963
Bs, Economics & Accountng
The London School of Economics and Political Science (LSE) 1961 — 1962
Economics
BlackRock July 2012 - Present
Houlihan Lokey May 2010 - June 2012
BlackRock July 2008 - April 2010
Attalus Capital, LLC 2006 - 2006
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Loomis Sayles August 2007 - Present
BlackRock February 2005 - August 2007
State Street Bank 1999 - 2003
Skills
Asset Management, Credit, Loans, Fixed Income, Bloomberg, Equities
Education
University of Rhode Island - College of Business Administration 1985 — 1988
BS Finance
Voya Investment Management 2010 - Present
New York Life Insurance Company 2007 - 2009
BlackRock 2006 - 2007
Merrill Lynch Investment Managers August 1997 - September 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
Invesco Ltd. June 2010 - Present
Morgan Stanley / Van Kampen Investments September 2007 - May 2010
BlackRock May 2002 - August 2007
Lehman Brothers July 2000 - April 2002
Skills
Asset Management, Due Diligence, Equities, Investments, Mutual Funds, Fixed Income, Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Hedge Funds, Securities, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Economics
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Comcast July 2015 - Present
Comcast June 2014 - August 2014
HSBC Global Banking and Markets March 2013 - June 2013
HSBC Global Banking and Markets July 2010 - February 2013
Wells Fargo July 2009 - June 2010
Merrill Lynch May 2008 - August 2008
BlackRock May 2007 - May 2008
Skills
Investment Banking, Capital Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Double Major in Strategic Management and Operations
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (BS), Double Major in Finance and General Accounting
BlackRock May 2013 - Present
Skills
Python, Django, JavaScript, AngularJS, D3.js, R, Java, Data Analysis, Web Development, Strategy, Financial Analysis, Entrepreneurship, Business Analysis, Project Management
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Economics: Finance, Statistics, Entrepreneurship & Innovation
LaSalle College High School
BlackRock September 2014 - Present
BlackRock March 2013 - Present
BlackRock May 2011 - March 2013
WatchGuard Technologies June 2010 - April 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Business Analysis, Analysis, Client Relations, Presentation Skills, Sales, Project Management, Research, Financial Analysis, Leadership, Public Speaking, Customer Service, Finance, Management, Financial Modeling
Education
University of Puget Sound 2006 — 2010
Bachelors of Arts (Double Major), Economics and International Business with a focus in Finance
BlackRock August 2012 - Present
BlackRock May 2011 - August 2011
UnitedHealth Group June 2010 - August 2010
UnitedHealth Group June 2009 - August 2009
Intemark, Inc. June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Econ, Statistics, Finance
BlackRock August 2011 - Present
JPMorgan Chase May 2008 - August 2011
JPMorgan Chase March 2006 - May 2008
JPMorgan Chase & Co August 2004 - March 2006
Skills
Forecasting, Financial Analysis, Financial Modeling, Finance, Process Improvement, Management, Account Reconciliation, Essbase, Microsoft Excel, Financial Forecasting
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science, Finance and Marketing
International Fund Services (N.A.), L.L.C – State Street Co., NYC January 2012 - January 2013
BlackRock July 2011 - October 2011
Bank of New York Mellon Corp May 2006 - December 2009
Bank of New York Mellon Corp May 2006 - December 2009
Citi Private Equity Services September 2003 - May 2006
Citi Private Equity Services September 2003 - May 2006
Steinberg & Komendant, CPA's February 2001 - June 2003
Skills
Accounting, Investments
Education
University of Phoenix 2009 — 2010
Master, Business Administration
Bernard Baruch College (CUNY) 1998 — 2002
Bachelor of Business Administration, Accounting
Bernard Baruch College (CUNY)
Bachelor of Business Administration, Accounting
University of Phoenix
Master, Business Administration
BlackRock May 2013 - Present
TD June 2012 - August 2012
UBS January 2012 - April 2012
TD June 2011 - August 2011
Skills
Microsoft Excel, Commercial Banking, Wealth Management, Microsoft Office, Customer Service, Financial Analysis, Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Investments, Public Speaking, Risk Management
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Adminstration, Major: Finance Minor: Economics
Goldman Sachs May 2013 - Present
BlackRock August 2011 - May 2013
UBS Securities Co., Ltd June 2010 - August 2010
BlackRock June 2009 - August 2009
Skills
Bloomberg, Fixed Income
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Economics
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
BlackRock December 2005 - Present
State Street Research and Management February 2003 - December 2005
State Street Research 2003 - 2005
LPL Financial March 2001 - January 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Series 7, Investments, Series 63, Fixed Income, Equities, Wealth Management
Education
Wharton School, University of Pennsylvania 2006 — 2007
CIMA
University of Wisconsin-Madison 1989 — 1993
Bachelor of Arts, Political Science
Kilpatrick Townsend & Stockton LLP July 2013 - Present
Brown & Toland Physicians August 2012 - April 2013
CBRE July 2012 - August 2012
Gryphon Investors February 2012 - May 2012
Weston Presidio September 2011 - February 2012
BNY Mellon April 2011 - July 2011
Vista Equity Partners August 2010 - September 2010
Federal Reserve System March 2010 - July 2010
BlackRock November 2009 - December 2009
IDG Ventures July 2009 - August 2009
Skills
Microsoft Office, Salesforce.com, Condeco, Concur, Lotus Notes
Education
University of San Francisco
Bachelor of Arts (B.A.), Physical Administration
BlackRock April 2003 - Present
Citi July 2000 - June 2002
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor's degree, Economics
BlackRock February 2007 - Present
Skills
Equities
Education
University of Richmond 1992 — 1996
BlackRock May 2015 - July 2015
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.Sc.), Business Administration and Management, General