BlackRock Financial Management
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1988 Subsidiaries: BlackRock Realty Advisors Inc, Parent organization: BlackRockFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBlackrock Financial ManagementWebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 345 Park Ave, New York, NY 10154 Phone: (212) 754-5300: Place name: : : Hours: Category: Website: : : : Website: http://www.blackrock.com/financial-markets-advisory Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Blackrock Financial Management Posting publicly on the Web Write a review Reviews Be the first to review
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BlackRock Financial Management Employees
Oaktree Capital Management April 2013 - Present
PIMCO November 2011 - March 2013
BlackRock Financial Management July 2008 - December 2011
Care USA August 2007 - August 2007
Clarity Consulting, Inc June 2006 - June 2007
S&C Electric Company May 2005 - August 2005
Skills
Compliance, Financial Technology, Project Planning, Financial Modeling, Quantitative Analytics, Bloomberg, VBA, BlackRock Aladdin, Risk Management, Business Analysis, Program Implementation, Valuation, Asset Management
Education
Duke University 2007 — 2008
Master, Engineering Management
University of Illinois 2002 — 2006
Bachelor of Science, Electrical Engineering
St Mary's
BlackRock Financial Management March 2005 - Present
Fitch Ratings 2003 - 2005
Commerzbank AG 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Alternative Investments, Fixed Income, Series 7, Asset Management, Investment Strategies, ABS, Structured Finance, Institutional Investors, Capital Markets, Institutional..., Derivatives, Bloomberg, Equities, Asset Managment, Structured Products, Securities, Investment Management
Education
Columbia Business School 1997 — 1999
Masters in Business, Finance
Lafayette College 1990 — 1994
Bachelor of Science, Civil and Environmental Engineering, Magna Cum Laude
CamberView Partners, LLC June 2013 - Present
BlackRock Financial Management 1999 - March 2013
Pacific Gas and Electric Company 1996 - 1999
US Department of Health and Human Services 1993 - 1996
Skills
ETFs, Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Managment, Separately Managed..., Fund Of Funds, Mutual Funds, Investment Management, Asset Allocation
Education
University of San Francisco 1998 — 2000
Masters of Business Administration, Finance
Golden Gate University 1991 — 1993
Bachelor of Arts, Accounting
Penton Media April 2000 - Present
Prism Business Media January 2006 - February 2007
BlackRock Financial Management 1996 - 2000
Skills
HRIS, Organizational..., Employee Relations, Personnel Management, Talent Management, Performance Management, Interviews, Succession Planning, Employee Benefits, Onboarding, Change Management, Talent Acquisition, Deferred Compensation, Recruiting, Employee Engagement, Human Resource..., Human Resources, Temporary Placement, Leadership, Leadership Development, Benefits Administration, Applicant Tracking..., Executive Coaching, FMLA, HR Policies, Employment Law, New Hire Orientations, Policy, Technical Recruiting
Education
University of Michigan 1987 — 1991
ba, Human Resources
Whole Foods Market August 2015 - Present
Primary Insight, LLC January 2015 - July 2015
BlackRock Financial Management May 2011 - April 2014
BlackRock April 2010 - September 2010
Cozen O'Connor April 2009 - March 2010
SunGard April 2008 - September 2008
Skills
Business Strategy, New Business Development, Maintaining Strong..., Creative Problem Solving, Fixed Income, Equities, Hedge Funds, Alternative Investments, Investments, Asset Management, Financial Analysis, Mutual Funds, Securities, Series 7, Corporate Finance, Asset Allocation, Bloomberg Terminal, Financial Services, Microsoft Excel
Education
Drexel University - College of Business and Administration 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
BlackRock Financial Management November 2007 - Present
BlackRock May 2005 - November 2007
Merrill Lynch April 2003 - May 2005
Skills
Financial Analysis, Six Sigma, Equities, Fixed Income, Mutual Funds, Derivatives, Project Management, Corporate Actions, Client Reporting, Trade Support, Process Improvement, Securities, Bloomberg
Education
Richard Stockton College of New Jersey
Bachelor's Degree, Accounting
Novartis October 2013 - Present
Quality IT Source April 2008 - November 2013
Johnson & Johnson January 2013 - October 2013
Goldman Sachs January 2012 - December 2012
Citi Group January 2011 - December 2011
BlackRock Financial Management January 2010 - December 2010
Johnson & Johnson January 2009 - December 2009
Coty Prestige July 2007 - December 2008
Hess Corporation May 2007 - August 2007
Coty October 2005 - July 2007
Skills
Financial Modeling, Essbase, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Forecasting, SAP, Corporate Finance, Finance, Financial Reporting, Strategic Financial..., Managerial Finance, Microsoft Excel, Risk Management, Analysis, Valuation, Business Analysis, Accounting, Auditing, Data Analysis, Account Reconciliation, Internal Audit, Financial Accounting, Human Resources, Financial Markets, Pharmaceutical Industry, Trade Finance, Foreign Languages, Program Management, Portfolio Management, Project Portfolio..., Hedge Funds, Time Management, Investments, Mergers & Acquisitions, Business Process, Due Diligence, Financial Risk, Internal Controls, Financial Services, Banking, Business Planning, Cash Flow, Business Process..., Hyperion Enterprise, Treasury Management, Financial Audits, Ariba, Educational Leadership, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2008
Bachelors, Finance and Business Administration
JPMorgan Chase March 2011 - Present
American Express October 2010 - March 2011
American Express February 2008 - March 2009
BlackRock Financial Management November 2004 - February 2008
Salomon Smith Barney October 2003 - May 2004
Skills
Bloomberg, Finance, Fixed Income, Financial Modeling, Banking, Credit Risk, Microsoft Excel, Equities, Financial Analysis, Risk Management, Expense Management, Business Management, Business Development, Business Analysis, Financial Risk, Management, Financial Services, Credit, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Bachelors, Finance
EBHS 1996 — 2000
Kaiser Permanente July 2013 - Present
Chantal Design Solutions June 1998 - Present
Netflix April 2013 - June 2013
ICLP January 2013 - April 2013
RingCentral October 2011 - October 2012
Franklin Templeton Investments March 2011 - June 2011
Littler Mendelson March 2010 - October 2010
BlackRock Financial Management February 2009 - December 2009
Heller Ehrman March 2007 - October 2008
CMP Technology (Business Technology Goup / MediaLive Events) March 2005 - June 2006
Skills
Advertising, Stationery, Brochures, Direct Mail, UX/UI design, wireframes, banner ads, Mobile Applications, Web Design, Logo Design, Banner Ads, Visual Design, Graphic Design, Creative Direction, Typography, Corporate Branding, Catalogs
Education
San Francisco State University 2010 — 2011
Universidad Europea 1997 — 1998
Master
KCAD Kendall College of Art and Design 1993 — 1997
BA
GMO March 2012 - Present
Ernst & Young September 2010 - February 2012
Vero Capital Management, LLC. March 2008 - June 2010
Citigroup Global Markets April 2007 - February 2008
BlackRock Financial Management July 2004 - April 2007
Skills
Intex, Security and..., Structured Finance, non-agency RMBS, consumer ABS, esoterics, Bloomberg, Capital Markets, Portfolio Management, Valuation, Derivatives, Fixed Income, Financial Modeling, Asset Management, Alternative Investments, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2002 — 2004
Master's of Arts
William Jewell College
International Student Exchange
Vanguard September 2015 - Present
Vanguard January 2013 - August 2015
BlackRock Financial Management August 2004 - January 2013
Merrill Lynch July 2002 - April 2004
Datek Online May 2000 - July 2002
Skills
Operational Risk..., Root Cause Analysis, Process Improvement, Project Management, Results Oriented, Multitasker, ALERT, Reconciliations, Claims Management, Settlements, Macro, Pivot Tables, Aladdin, SWIFT, Options, Swaps, FX, Global Fixed Income, Global Equities, Trading, Bloomberg, Fixed Income, FX Options, Settlement, Investment Banking, Financial Services, Bonds, Equities, SWIFT payments, Hedge Funds, Derivatives
Education
Rowan University 1997 — 2000
BS, Finance
CUNA Mutual Group 2012 - Present
BlackRock Financial Management 2005 - 2012
Merrill Lynch 2001 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Sales Presentations, Fixed Annuities, Portfolio Management, Financial Services, Consultative Selling, Retirement Planning, Series 7, Asset Allocation, Insurance, Uniform Combined State..., ETFs, Finance, FINRA, Wealth Management, Financial Advisory, Separately Managed..., Series 63, Retirement, 401k, Series 6, Asset Management, Investment Strategies, Equities, Securities, Fixed Income, Asset Managment, Series 65, IRAs, CIMA, Investment Advisory, Bonds, Analysis, Variable Annuities, Indexed Annuities, Annuity Sales, Client Services, Selling, Series 66, Excel, Client Service, Managed Accounts, Sales
Education
University of Pennsylvania - The Wharton School
CIMA® - Certified Investment Management Analyst
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
MBA, Finance & Global Business Management
Saint Joseph's University 1997 — 2001
B.S., Finance
BlackRock Financial Management January 2014 - Present
BlackRock Financial Management November 2007 - December 2013
Merrill Lynch June 2006 - November 2007
Oppenheimer & Co. September 2005 - June 2006
Skills
Bloomberg Terminal, Microsoft Office, Fixed Income Portfolio..., Fixed Income Analysis, Municipal Bonds, Separately Managed..., Investment Management, Bonds, Options, Portfolio Management, Capital Markets, Credit Derivatives, Asset Management, Financial Analysis, Credit Analysis, ABS, CMBS, Financial Risk, Series 63, Series 7, Equities, ETFs, Asset Allocation, Alternative Investments, Bloomberg, Fixed Income, Mutual Funds, Investment Strategies, Investments, Derivatives, Hedge Funds, Uniform Combined State..., Wealth Management, Securities, Investment Advisory, Structured Finance, Structured Products, Financial Markets
Education
Seton Hall University 2001 — 2005
BS, Finance
Credit Suisse January 2012 - Present
BlackRock Financial Management April 2008 - November 2011
Morgan Stanley December 2005 - March 2008
Education
Boston University 1991 — 1995
Bachelor of Science, International Relations, International Economics
Deerfield Academy 1987 — 1990
KPMG July 2014 - Present
Rothstein Kass July 2013 - July 2014
BlackRock Financial Management April 2010 - July 2013
BlackRock March 2006 - August 2010
AICPA January 2000 - March 2006
Skills
HRIS, Talent Management, Human Resources, Training, Onboarding, Talent Acquisition, Employee Training, Recruiting, Employee Benefits, Integration, Project Management, Management, Project Planning, Vendor Management, Mergers & Acquisitions, Halogen
Education
New Jersey City University 1999 — 2006
B.S., Computer Science
St. Peter's College 1997 — 1998
Bachelor of Science (B.S.), Computer Science
BlackRock Financial Management October 2008 - March 2015
SUNY Maritime College March 2004 - August 2008
Skills
Facilities Management, Operations Management, Process Improvement, Project Management, Vendor Management, Data Center, Project Planning, Program Management, Mission Critical, Infrastructure..., Contract Management, CMMS, Disaster Recovery, Engineering, HVAC Controls, Maintenance & Repair, Microsoft Office, Leadership, HVAC, Management, Contract Negotiation
Education
State University of New York Maritime College 2004 — 2008
BE, Naval Architecture
Kearny High School 1998 — 2002
NCSOFT April 2015 - Present
KIXEYE October 2013 - March 2015
KIXEYE March 2013 - October 2013
various companies January 2011 - February 2013
UBS Investment Bank June 2010 - August 2010
BlackRock Financial Management January 2007 - June 2009
BlackRock Financial Management September 2005 - June 2009
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
Middlebury College 2001 — 2005
BA, International Politics and Economics
Dillman Capital Partners July 2013 - Present
Lombard Odier Investment Management 2011 - January 2013
BlackRock Financial Management January 1997 - September 2011
Citadel Investment Group April 2005 - June 2005
Skills
Fixed Income, Hedge Funds, Asset Managment, Portfolio Management, Derivatives, Alternative Investments, Capital Markets, Risk Management, FX Options, Asset Management, Investments, Bonds, Equity Derivatives, Equities, Trading, Financial Markets, Options, Trading Systems, Structured Products, Asset Allocation, Credit Derivatives, Emerging Markets, Investment Strategies, ETFs, Valuation, Quantitative Finance, Electronic Trading, Mutual Funds, Securities, Bloomberg
Education
Massachusetts Institute of Technology 1995 — 1996
MS, EECS
University of Pennsylvania 1990 — 1995
BA, BS, BSE, Physics(Hon), Finance, EE
Assumption University May 2010 - December 2011
Lertlah School - Kaset-Nawamin Road May 2007 - April 2010
Delaware Investments July 2006 - May 2007
BlackRock Financial Management November 2004 - May 2006
Delaware Investments, Philadelphia September 1998 - November 2004
Loewen Group International March 1997 - September 1998
American HomePatient June 1994 - February 1997
Skills
Business Analysis, Microsoft Office, Investments, Research, Public Speaking, E-learning, Mentoring, Writing
Education
Saint Joseph's University 1998 — 2000
Master of Business Administration (Specialization:Finance), Finance
Saint Joseph's University 1990 — 1994
Bachelor of Science, Accounting
Saint Joseph's Preparatory 1987 — 1990
3.65
JP Morgan Chase September 2009 - Present
NYFIX June 2008 - September 2009
Bear Stearns 1995 - 2008
BlackRock Financial Management 1992 - 1995
Davis Polk & Wardwell July 1986 - November 1992
Philon, Inc July 1984 - July 1986
Skills
Unix, Disaster Recovery, Infrastructure, Enterprise Architecture, Servers, Leadership, SDLC, Vendor Management
Education
Kaplan University 2006 — 2009
Bachelor's Degree, Information Technology
Kaplan University 2004 — 2009
Bachelors, Computer Science
Fordham University 1985 — 1987
St. Francis College 1980 — 1981
BlackRock Financial Management 2006 - Present
BlackRock 2002 - Present
Merrill Lynch Investment Managers 2002 - 2006
Chase Fleming Asset Management 1996 - 2001
Serfin Securities 1992 - 1996
Bank of America NT & SA 1985 - 1992
Education
Stanford University
MA, International Policy Studies
Stanford University Graduate School of Business
MBA, Business
The University of Kansas
BS, Business
The University of Kansas
BA, French
General Assembly June 2015 - Present
BALLSTAR January 2014 - Present
The Street Academy for Financial Literacy 2008 - Present
Year Up NYC February 2012 - August 2014
Old Lane, LP. 2007 - 2008
Deutsche Bank 2006 - 2007
Goldman Sachs Asset Management 2005 - 2007
BlackRock Financial Management 2005 - 2005
BNP Paribas 2004 - 2004
Skills
Program Management, Financial Modeling, Derivatives, Alternative Investments, Equity Trading, Economics, Investments, Portfolio Management, Series 7, Start-ups, Trading, Equities, Microsoft Office, Bonds, Corporate Finance, Teaching, Private Equity, Nonprofits, Credit, Event Planning, Finance, Hedge Funds, Financial Services, Strategy, Securities, Financial Risk, Social Networking, Risk Management, Investment Banking, Management Consulting, Business Strategy, Asset Managment, Microsoft Excel, Financial Analysis, Strategic Financial..., Budgets, Bloomberg, Fixed Income, Marketing Strategy, Fundraising, Social Media, Business Development, Valuation, Business Analysis, Wealth Management, Non-profits, Asset Allocation, Mergers, Public Speaking, Strategic Planning
Education
New York University 2003 — 2006
Hampton University 1999 — 2001
BlackRock Financial Management March 2006 - Present
Skills
Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equities, Derivatives, Mutual Funds, Prime Brokerage, Asset Management, Bonds, Middle Office, CDO, Securities
Education
Tufts University 2001 — 2005
BA, International Relations
Tufts University 2001 — 2005
BA, Economics
Charles University in Prague
Westtown School
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Credit Suisse July 2011 - Present
BlackRock Financial Management September 2007 - June 2009
Military Referral Network December 2006 - August 2007
United States Army June 2001 - June 2006
Skills
Financial Modeling, Leadership, Valuation, Start-ups, Venture Capital, Investments, Strategy, Business Strategy, Finance
Education
Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Organizations, International Business
United States Military Academy at West Point 1997 — 2001
Bachelor of Science, Majored in Chemical Engineering & Life Sciences, Minored in Environmental Engineering
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
BlackRock Financial Management September 2005 - Present
Merrill Lynch August 1986 - September 2006
City Federal October 1983 - August 1986
Skills
Bloomberg, Financial Reporting, Accounting, Mutual Funds, Equities, Asset Managment, Financial Statements, Auditing, Microsoft Excel, Microsoft Office
Education
Fairleigh Dickinson University 1979 — 1982
Bachelor of Science (BS), Accounting
Middlesex County College 1977 — 1979
Associate's degree, Accounting
BlackRock August 2010 - Present
BlackRock November 2006 - August 2010
BlackRock Financial Management July 2004 - November 2006
Skills
Fixed Income, Portfolio Management, Investments, Financial Services, Valuation, Asset Management, Equities, Derivatives, Bloomberg, Mutual Funds, Capital Markets, Investment Management, Securities, Bonds
Education
LaSalle University 2000 — 2003
Masters, Computer and Information Science
Mumbai University 1997 — 2000
Bachelor, Physics
JP Morgan Securities Affiliate Chase Investments December 2014 - May 2015
Fisher Investments June 2013 - November 2014
Legg Mason Investment Counsel October 2007 - January 2013
Smith Barney October 2006 - September 2007
BlackRock Financial Management July 2003 - September 2006
Skills
Institutional Business..., Retirement Planning, Portfolio Management, Wealth Management, Investments, Asset Management, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Finance, Financial Analysis, Series 66
Education
Hampden-Sydney College 1970 — 1974
Economics
BlackRock Financial Management October 2010 - Present
JP Morgan Asset Manangement May 1989 - September 2010
Skills
Asset Management, Fixed Income, Client Interfacing, Investments, CRM, Alternative Investments
Education
Penn State University 1985 — 1989
BS, Finance
UC Berkeley January 2015 - Present
Consultant February 2014 - January 2015
Lending Club April 2013 - October 2013
BlackRock Financial Management December 2009 - March 2013
Barclays Global Investors May 2007 - December 2009
Resources Global Professionals May 2007 - February 2008
Wells Fargo Financial June 2006 - May 2007
Levi Strauss & Co. November 2000 - June 2006
General Electric August 1999 - November 2000
General Electric 1997 - 1999
Skills
Forecasting, Budgeting, Team Management, Financial Reporting, Financial Analysis, Strategic Planning, Variance Analysis, Financial Modeling, Financial Management, Managerial Finance, Budgets, Cross-functional Team..., Mergers, Analysis, Process Improvement, Strategy, Strategic Financial..., Mergers & Acquisitions, Finance, Accounting, Management, Vendor Management, Financial Planning
Education
University of Phoenix 1991 — 1994
BS, Business Management Finance
BlackRock Financial Management January 2010 - Present
BlackRock September 2007 - December 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Masters, MBA program
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor's degree, Marketing
Sceptre Road Limited November 2014 - Present
Siebels Asset Management Research November 2014 - Present
ParkRiver Fund Solutions, LP 2013 - September 2014
ParkRiver Fund Solutions, LP October 2011 - 2013
Bessemer Trust May 2006 - March 2011
BlackRock Financial Management June 2004 - June 2006
Skills
Hedge Funds, Corporate Finance, Investor Relations, Alternative Investments, Fixed Income, Asset Management, Private Equity, Investments, Investment Management, Emerging Markets, Investment Strategies, Derivatives, Fund Of Funds, Trading, Asset Allocation, Equity Research, Equities, Marketing, Business Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Management
Trinity College-Hartford 2000 — 2004
Bachelor of Science, Economics
BNY Mellon Wealth Management February 2015 - Present
BNY Mellon June 1997 - Present
BlackRock Financial Management April 1995 - June 1997
Credit Suisse First Boston Investment Management October 1994 - April 1995
US Trust Co. June 1993 - October 1994
Reich & Tang January 1992 - June 1993
Skills
Fixed Income Products, Credit Risk, Operational Risk..., Operational Credit Risk..., Global Custody, Lean Six Sigma for..., Strategic Planning, Transformation, Process Improvement, Money Market, Money Market Funds, Investment Company Act, FRB, Fixed Income, Credit, Trading, Banking, Financial Services, Mutual Funds, Data Transformation, Operational Risk, Risk Management, Securities
Education
Marist College 1987 — 1991
Bachelor of Science
Nazareth Regional HS 1983 — 1987
New York State Regents Diploma
CMC Inc March 2009 - Present
theUNIXguys.com March 2003 - Present
Charlestown Oaks February 2010 - March 2012
CHAD Inc. May 2009 - February 2010
Blackrock Financial Management July 2003 - March 2009
Concord EFS / First Data March 2003 - July 2003
GSI Commerce October 2001 - March 2003
VerticalNet February 2001 - October 2001
supplyFORCE.com January 2000 - February 2001
FirstUSA Bank June 1998 - February 2000
Skills
Linux, Unix, Security, Solaris, Risk Management, TCP/IP, Leadership, Cloud Computing, Databases, Networking, System Administration, Unix Shell Scripting, SQL, Data Center, Firewalls, Perl, Apache, Agile Methodologies, Red Hat Linux, Virtualization, Testing, Computer Security, Servers, Architecture, E-commerce, MySQL, Shell Scripting
Education
California State University-Fullerton 1992 — 1998
B.S., Chemistry
Reval September 2014 - Present
Accenture May 2011 - September 2014
SunGard August 2008 - May 2011
SunGard November 2006 - July 2008
BlackRock Financial Management 2006 - 2006
Alpine Investors 2005 - 2005
Skills
Business Analysis, MS Project, SharePoint, Business Relationship..., Integration, Salesforce.com, Capital Markets, PMO, Banking, Microsoft Office, Project Management, Microsoft SQL Server, Analysis, Management Consulting, Visio, Management, Production Support, PMO Services, Back Office, SDLC, Process Scheduler, Release Management, Banking Technologies, Strategic Consulting, Budget Forecasts, Service Delivery, SSIS, Bloomberg, Lotus Notes, Analytics, Compliance, BlackRock Aladdin, Professional Services, Project Implementation, Client Delivery
Education
West Chester University of Pennsylvania 2011 — 2012
MBA
Drexel University 2001 — 2006
BSBA, Economics & Finance
Merrill Lynch Wealth Management Private Banking & Investment Group 2012 - Present
U.S. Trust Bank of America Merrill Lynch Private Wealth Management 2010 - 2012
Bank of America Merrill Lynch 2009 - 2010
BlackRock Financial Management 2008 - 2008
Skills
Portfolio Management, Capital Markets, Finance, Asset Management, Alternative Investments, Concentrated Stock..., Retirement Planning, Retirement Planning..., Trust and Estate..., Inter-Generational..., Tax-Minimization..., Liability Management, Family Office Services, Philanthropy, Lending
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan
Birmingham Detroit Country Day School
BlackRock January 1993 - Present
BlackRock Financial Management 1993 - Present
Skills
Portfolio Management, Bloomberg, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Mutual Funds
Education
Drexel University 1989 — 1993
Bachelor's Degree, Finance and Financial Management Services
Fortress Investment Group June 2014 - Present
AIG November 2010 - May 2014
BlackRock Financial Management December 1997 - November 2010
Lynch, Jones & Ryan 1993 - 1997
Skills
Vendor Management, Change Management, Strategic Planning, Employee Benefits, Onboarding, Strategy, Human Resources, Program Management, Performance Management, Personnel Management, Talent Management, Succession Planning, Finance, Mergers & Acquisitions, Internal Communications, HRIS, Executive Management, Leadership Development, Recruiting, Employee Relations, Leadership, Business Process..., Applicant Tracking..., Talent Acquisition, Deferred Compensation, Employee Engagement, Management, Organizational..., Workforce Planning, Organizational..., Coaching, Benefits Administration, HR Policies
Education
University of Maryland College Park 1989 — 2002
BA, American Studies
Fairleigh Dickinson University
Human Resources Professional Development Program
BlackRock January 2015 - Present
BlackRock Financial Management May 2011 - December 2014
Wells Fargo Bank May 2010 - April 2011
The Wharton School December 2009 - September 2010
Skills
Data Analysis, Business Analysis, Bloomberg, SDLC, Microsoft Excel, Quality Assurance, Portfolio Management, Economics, Alternative Investments, Analysis, Financial Modeling, Investment Management, Fixed Income, Equities, Management
Education
University of Pennsylvania 2005 — 2009
BA, Economics
Paychex June 2013 - Present
Axeda Corporation June 2010 - June 2013
Paychex March 2005 - June 2010
directThought/D. O. Tech March 2005 - November 2007
Frontier/Citizens Communications November 2001 - March 2005
Global Crossing March 1999 - November 2001
JP Morgan June 1995 - February 1999
JPMorgan Chase June 1995 - February 1999
Blackrock Financial Management March 1993 - June 1995
Prophet 21, Inc June 1992 - March 1993
Skills
Unix, Java, Software Development, Agile Methodologies, Oracle, PL/SQL, Integration, SOAP, SQL, JSP, JavaScript, Linux, Software Engineering, Java Enterprise Edition, Ant, Tomcat, Spring, XML, Web Services, Databases, CSS, Servlets, Object Oriented Design, SOA, Subversion, Scrum, Software Design, J2EE, Struts, Requirements Analysis, Team Leadership, Hibernate, Eclipse, CVS, Weblogic, Web Applications, JUnit, Architecture, JMS, REST, JDBC, JBoss Application Server, Continuous Integration, Sybase
Education
Bucknell University 1988 — 1992
BS
BlackRock Financial Management August 2007 - Present
Jost Financial Management September 2003 - August 2007
Education
Rutgers University 2000 — 2004
Bachelors, Finance/Economics
BlackRock Financial Management May 2011 - Present
BBC June 2009 - April 2011
Instant Access Technologies Ltd. March 2005 - May 2009
Skills
Java, Spring, Agile Methodologies, Test Driven Development, Scrum, Java Enterprise Edition, XML, Tomcat, Eclipse, JavaScript, JUnit, Hibernate
Education
University of Oxford
Master's Degree, Software Engineering
North South University
Bachelor's Degree, Computer Science
Sales Professionals Inc December 2013 - Present
Self Employed January 1988 - Present
IMG 2011 - 2012
Hawthorne Gospel Church 2000 - 2011
Ipec Foods LLC 2006 - 2010
The Pampered Chef 1998 - 2008
Pochet 1997 - 1999
Belco Technologies Corporation 1995 - 1997
Reeves International 1995 - 1995
BlackRock Financial Management 1994 - 1995
Skills
Forecasting, Marketing, Sales, Advertising, Sales Management, Editing, Customer Service, Event Planning, Web Design, Newsletters, Management
Education
Montclair State University 1988 — 1989
M.A., Music Performance (Flute)
Alliance Francaise, Paris France 1987 — 1988
Diplome de langue, French
Northwestern 1984 — 1988
B.A., Music Performance & French
Bowes Real Estate 2005 - Present
BlackRock Financial Management 1999 - 2005
Education
University of Massachusetts, Amherst 1996 — 1999
Citi October 2014 - Present
Morgan Stanley May 2010 - October 2014
United Capital Asset Management June 2005 - May 2010
Bear Stearns Asset Management July 2001 - June 2005
BlackRock Financial Management June 1998 - July 2001
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Alternative Investments, Series 7, Derivatives, Securities, Portfolio Management, Investments, Asset Allocation, Bloomberg, Capital Markets, Series 63, Investment Advisory, Private Equity, Financial Markets, Financial Services, Investment Management, Investor Relations, Bonds, Options, Trading
Education
City University of New York-Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Finance and Investments
BlackRock May 2003 - Present
BlackRock Solutions 2003 - Present
BlackRock Financial Management 2003 - Present
enherent September 1997 - May 2003
PRT September 1997 - May 2003
TTSL September 1997 - May 2003
JPMorgan Chase 1998 - 2003
JPMorganChase 1997 - 2003
JPMorgan 1997 - 2003
J P Morgan 1997 - 2003
Skills
Sybase, Replication, Solaris, Data Warehousing, MySQL, Unix, Shell Scripting, Sybase IQ, Microsoft SQL Server, Disaster Recovery, Perl, Unix Shell Scripting, SQL, Database Design, Databases, Data Modeling, Data Migration, Oracle
Education
University of Liverpool 1989 — 1992
Wells Fargo June 2013 - Present
CIGNA April 2012 - October 2012
Sunoco December 2011 - March 2012
BlackRock Financial Management March 2011 - September 2011
Arkema March 2010 - September 2010
Skills
Account Reconciliation, Accounting, Finance, Accounts Payable, PowerPoint, Auditing
Education
Drexel University 2008 — 2012
Bachelor of Science (BS), Finance & Marketing
PwC November 2014 - Present
Rosetta January 2012 - October 2014
BrandAsset Consulting December 2010 - January 2012
Penn Schoen Berland June 2009 - December 2010
Penn Schoen Berland January 2009 - June 2009
New York Life Insurance Company May 2008 - August 2008
BlackRock Financial Management August 2007 - December 2007
Skills
Consumer Insights, Microsoft Office, Quantitative Research, SPSS, Excel, Brand Development, Marketing Strategy, Data Analysis, Brand Architecture, Corporate Branding, Market Research, Marketing Research, Analytics, Segmentation, Customer Insight, Microsoft Excel, Strategy, Consulting, Management Consulting
Education
New York University 2006 — 2009
Bachelor of Arts, Economics
Bucknell University 2005 — 2006
Bachelor of Science/Bachelor of Arts, Business Management
BlackRock Financial Management July 1998 - November 2008
Philadelphia Stock Exchange February 1997 - July 1998
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Social Networking, Accounting, Customer Service, Budgets, Social Media, Marketing, Time Management, Financial Analysis, Strategic Planning, Leadership, Management, Investments
Education
Chestnut Hill College 2009 — 2012
BS, Accounting and Business
J.P. Morgan May 2015 - Present
EisnerAmper LLP April 2013 - April 2015
EisnerAmper LLP February 2012 - February 2015
Morgan Stanley 2013 - 2014
BlackRock Financial Management February 2004 - February 2012
BlackRock 2004 - 2012
JPMorgan Chase 1986 - 2004
EF Hutton 1983 - 1986
Skills
Risk Assessment, Operational Risk..., Operational Risk, Compliance, Corporate Governance, Business Ethics, Account Reconciliation, Risk Management, AML, Risk Mitigation, Risk Analysis, Anti-money Laundering, Operational Efficiency, Compliance Management, Forensic Analysis, Financial Reporting, Forensic Accounting, Financial Analysis, Historical Trend..., Operational Efficacy, Securities Fraud, UAT, Asset Management, Private Equity, Corporate Actions, Certified Anti-Money..., Auditing, Internal Controls, Sarbanes-Oxley Act, Banking, Hedge Funds, Finance, Portfolio Management, Investments, Anti Money Laundering
Education
SUNY Oswego 1977 — 1981
BA, PreLaw
New York Institute of Technology-Old Westbury
Post Graduate Courses - Labor and Industrial Relations
BlackRock Financial Management October 2001 - Present
Random Walk Computing August 2000 - August 2001
Skills
MapReduce, Hadoop, Amazon Web Services, Scala, Amazon Web Services..., Fixed Income, C++, Perl, Java, Big Data, Distributed Systems, Machine Learning, Sybase, Linux, Scalability, Cloud Computing, Subversion, Software Engineering, Software Design, CMBS, Financial Modeling, MBS, ABS, Quantitative Analytics, Risk Management, Credit Risk
Education
University of Pennsylvania 1996 — 2000
BAS, Mathematics
University of Pennsylvania 1996 — 2000
BSE, Computer Science and Engineering
Monroe Woodbury Senior High School 1992 — 1996
BlackRock Financial Management January 2009 - Present
BlackRock 2006 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Asset Managment, Middle Office, Mutual Funds, Swaps, Credit Derivatives, Leveraged Finance, Structured Products, Bonds, ETFs, Investment Banking, Trading, Derivatives, Asset Management, Prime Brokerage, Portfolio Management, Loans, Fund Of Funds
Education
University of Dayton 1988 — 1992
South Brunswick High School
JP Morgan Securities October 2013 - Present
Merrill Lynch 2009 - October 2013
BlackRock Financial Management 2003 - 2009
Skills
Equities, Wealth Management, Series 7, Hedge Funds, Investments, Wealth Management..., Alternative Investments, Fixed Income, Finance, Banking, Asset Management, Securities, Asset Allocation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Financial Instruments & Markets
City University of New York-Brooklyn College 2002 — 2005
BS, Business Management and Finance
4D-IQ June 2010 - Present
SunGard Data Systems December 2007 - October 2009
Financial Technology Integrators, LLC June 1999 - December 2007
BlackRock Financial Management January 1997 - June 1999
Decision Technologies, Inc. February 1994 - January 1997
Skills
Cloud Computing, Business Intelligence, Enterprise Architecture, Data Integration, Software Development, Financial Modeling, Data Modeling, Data Analysis, Data Mining, Data Management, Optimization, Analysis, Operations Research, Operations, Portfolio Management, Portfolio Optimization, Trading Systems, Electronic Trading, Financial Reporting, Application Integration, Enterprise Integration, SaaS, Software as a Service, Software Design, Software Project..., Web Analytics, Customer Data..., Customer Data, CRM, .NET, Java, C++, Microsoft SQL Server, Oracle SQL, Salesforce.com, Microsoft Dynamics, MySQL, EAI, Integration
Education
Temple University - Fox School of Business and Management 1990 — 1993
MS
Millersville University of Pennsylvania 1980 — 1984
BA
Spinnaker Consulting LLC April 2015 - Present
BlackRock Financial Management April 1993 - April 2015
Salomon Brothers April 1979 - June 1992
Bankers Trust Co January 1973 - April 1979
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, MBS, Derivatives, Trading, Middle Office, Corporate Actions, Securities, Bloomberg, Asset Management, DTC, Securities Lending, Capital Markets, Bonds, ETFs, Alternative Investments, Back Office, Investment Management, Prime Brokerage, Swaps, Options, Credit Derivatives, Structured Products, Fund Administration, Trading Systems, Collateral Management, Reconciliation, Account Reconciliation, Settlement, Operational Risk, Fund Of Funds, Equity Derivatives, Electronic Trading, Interest Rate..., Loans, FX Options, CDS
Education
French Culinary Institute 1992 — 1993
City University of New York-Brooklyn College 1972 — 1976
CFA Institute August 2014 - Present
CFA Institute September 2012 - August 2014
CFA Institute May 2004 - September 2012
Cambridge Associates June 2003 - August 2003
BlackRock Financial Management July 1997 - June 2002
Skills
Investments, Portfolio Management, Equities, Asset Managment, Investment Management, Analysis, Asset Management, Leadership, Financial Markets, Emerging Markets, Hedge Funds, Public Speaking, Capital Markets, Valuation, Fixed Income, Management, Strategy, Equity Research, Finance, Budgets, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, Financial Modeling
Education
Darden School, Univ. of Virginia 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
AB, Economics
Lifesavory 2014 - Present
Wells Fargo 2011 - 2014
Dole Food Company 2010 - 2011
Bonobos January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Hurley May 2009 - June 2009
Credit Suisse 2004 - 2007
BlackRock Financial Management July 2002 - October 2003
Additional Past Work Experience 1996 - 2002
Skills
Strategy, Emerging Markets, Financial Modeling, Valuation, Private Equity, Research, Investments, Entrepreneurship, Venture Capital, Start-ups, Sales, Marketing, Trading, Programming, Management, Analytics, Business Development, Competitive Analysis
Education
University of Pennsylvania - The Wharton School
MBA
Massachusetts Institute of Technology
BS
Polimoda/Fashion Institute of Technology
Foundation in Fashion Design
Institute of Culinary Education
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
Eris Exchange, LLC October 2011 - Present
Thomas H. Lee Capital 2006 - October 2011
Ramius Capital 2003 - 2006
BlackRock Financial Management 1999 - 2003
Skills
Swaps, Futures, US Equities, Portfolio Management, Risk Management, Hedge Funds, Tactical Asset..., Interest Rate..., Dodd-Frank, CFTC, Fixed Income, Capital Markets
Education
Columbia University in the City of New York 1995 — 1999
BA, Economics
CFA
IBM September 2013 - Present
Emptoris, an IBM Company October 2011 - Present
Emptoris January 2009 - Present
Emptoris February 2007 - Present
BlackRock Financial Management October 2005 - September 2006
Skills
Strategic Sourcing, eSourcing, Supplier Management, Sourcing, RFP, Business Analysis, Requirements Analysis, Supply Chain Management, Strategy Development, Program Management, Business Process..., Integration, Business Process, Change Management, Procurement, Supply Chain, Process Improvement, Contract Management, Risk Management, Dashboards, SaaS, Team Management, Enterprise Software, Salesforce.com, Software Implementation, Product Strategy, Analytics, Business Transformation, CRM, Consulting, Dashboard, IT Strategy, Management Consulting, Outsourcing, Pre-sales, Procure-to-Pay, Product Management, Spend Analysis, Strategy, Supply Management, Vendor Management
Education
Merrimack College 2001 — 2005
Bachelor of Science - Business Administration, Finance
Fiduciary Compliance Associates LLC January 2009 - Present
Duff Capital Advisors June 2008 - December 2008
Moelis & Company 2007 - June 2008
UBS Dillon Read 2006 - 2007
BlackRock Financial Management 2002 - 2006
Deutsche Bank/Bankers Trust Company 1997 - 2002
EBSA, US Department of Labor 1984 - 1997
Securities and Exchange Commission 1970 - 1984
Skills
Private Equity, Compliance
Education
Brooklyn Law School 1966 — 1969
JD, Law
Cornell University 1962 — 1966
Pine River Capital Management August 2014 - Present
Eton Park June 2008 - July 2014
Drake Management LLC 2003 - June 2008
BlackRock 1998 - 2003
BlackRock Financial Management 1998 - 2003
Skills
Hedge Funds, Equities, Fixed Income, Trading Systems, Derivatives, Capital Markets, Market Data, Portfolio Management, Back Office, Business Analysis, Equity Derivatives, Risk Management, Options, Credit Derivatives, Bloomberg
Education
Princeton University 1993 — 1998
AB
Lincoln Financial Group August 2013 - Present
Four Wood Capital Partners September 2012 - August 2013
Stratum Capital Advisors, LLC February 2010 - August 2013
Four Wood Capital Partners February 2012 - September 2012
Sunrise Financial Group September 2009 - December 2011
BlackRock Financial Management 1999 - 2008
Alliance Capital Management 1992 - 1999
Skills
Fixed Income, Portfolio Management, Credit Derivatives, Corporate Bonds, Capital Structure..., Structured Credit, Alternative Credit, Credit, Capital Structure, Hedge Funds, Corporates, Capital Markets, Equities, Investments, Bonds, Trading, Investment Banking, Investment Strategies, Alternative Investments, Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Lehigh University 1988 — 1992
Bachelor of Arts (BA)
Federal Reserve Bank of Philadelphia January 2012 - Present
BlackRock Financial Management July 2002 - December 2011
Navigant Consulting September 1998 - June 2002
Skills
Mutual Funds, Equities, Risk Management, Capital Markets, Banking, Fixed Income, Hedge Funds, Asset Managment, Business Analysis, Financial Services, Alternative Investments, Board of Director..., Operational Risk, Portfolio Management, Derivatives, Asset Management, Bloomberg, Board of Directors
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
M.S., Financial Services
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2007
M.S., International Marketing
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
B.S., Food Marketing
BlackRock Financial Management 2002 - Present
JP Morgan Securities 1998 - 2002
William M. Mercer 1997 - 1998
T. Rowe Price Associates, Inc. 1996 - 1997
United States Marine Corps 1992 - 1995
Education
Webster University 1992 — 1995
MA, Business, Management
Salisbury University 1987 — 1991
BA, Political Science, History
Blackrock Financial Management September 2003 - Present
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Derivatives, Asset Managment, ETFs, Mutual Funds, Series 7, Bloomberg, Bonds, Securities, Capital Markets, Investments, Portfolio Management, Options, Trading Systems, Series 63, Asset Allocation, Asset Management
Education
University of Delaware 1992 — 1996
Hamilton High West
Merrill Lynch February 1996 - April 2007
Blackrock Financial Management September 1994 - September 1995
Education
Pace University 1989 — 1994
Bachelor of Business Administration, Finance
BlackRock February 2012 - Present
BlackRock Financial Management September 2009 - January 2012
Deutsche Bank June 2008 - August 2008
TD Bank Group June 2007 - August 2007
Skills
Finance, Banking, Credit, Trading, Analytics, Emerging Markets, Bloomberg, Fixed Income, Equities, Valuation, Financial Modeling, Hedge Funds
Education
Villanova University 2005 — 2009
Bachelor of Science, Finance, International Business, Chinese
Shanghai University of Finance and Economics 2007 — 2008
The Loomis Chaffee School 2001 — 2004
High School Diploma
LiquidSpace October 2014 - Present
The Crafty Rascal June 2012 - Present
Taproot Foundation May 2011 - Present
OpenTable February 2013 - October 2014
Satori Consulting September 2010 - October 2012
Rentricity Inc.- Renewable Hydrokinetic Energy Recovery July 2010 - December 2011
Cleantech Group January 2010 - December 2010
OppenheimerFunds June 2009 - January 2010
Stern, New York University 2008 - January 2010
BlackRock Financial Management 2005 - April 2009
Skills
Risk Management, Management Consulting, Business Strategy, Team Leadership, Renewable Energy, Cleantech, Sustainability, Energy Efficiency, Corporate Social..., Start-ups, Entrepreneurship, Strategy Development, Competitive Analysis, Business Analysis, Program Management, Product Management, New Business Development, International Business, Negotiation, Strategic Planning, Strategy, Enterprise Software, Training, Budgets, Cross-functional Team..., Business Process..., Change Management, Business Planning, Management, Project Management, Marketing, Product Development, Portfolio Management, Energy, Business Development, Analysis, CRM, Product Marketing, Market Analysis, Strategic Partnerships, Process Improvement, Investments, Business Transformation, SDLC, Mergers & Acquisitions, Financial Modeling, Finance, Executive Management, Due Diligence, Analytics
Education
London Business School 2010 — 2010
MBA
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
New York University 2001 — 2005
BA
Paul D. Schreiberg
BlackRock November 2009 - Present
Blackrock Financial Management October 2006 - November 2009
Bear Stearns & Company April 2006 - October 2006
Bear Stearns & Company September 2003 - April 2006
Bear Stearns & Company July 2001 - September 2003
Citi March 1999 - July 2001
Skills
Fixed Income, Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Derivatives, Investment Banking, Securities, Middle Office, Capital Markets, Mutual Funds, Financial Services, Series 63, Bonds, Portfolio Management, Trading, Investments
Education
City University of New York-Baruch College
Bachelors in Business Administration
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Axioma Inc. March 2014 - Present
BlackRock Financial Management March 2010 - March 2014
Barclays Global Investors April 2009 - April 2010
Barclays Global Investors September 2003 - March 2009
Parametric Technology Corporation August 1992 - September 2001
Skills
Equities, Portfolio Management, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Perl, Derivatives, Asset Management, SQL, SAS, Financial Modeling, Unix, Quantitative Finance
Education
Caltech
BS w/Honor, Applied Mathematics
Stanford University
PhD, Mathematics
The Children's Place August 2015 - Present
Arkadium February 2012 - August 2015
Arkadium February 2011 - February 2012
InstantAction June 2008 - October 2010
US Army November 2006 - March 2008
Deutsche Bank - PWM April 2006 - November 2006
HSBC October 2005 - March 2006
US Army March 2002 - October 2004
US Army September 1999 - February 2002
BlackRock Financial Management June 1998 - June 1999
Skills
Analytics, Data Analysis, Agile Methodologies, JIRA, SQL, Scrum, Databases, Market Analysis, Financial Modeling, Qualitative Research, User Experience, Competitive Analysis, Market Research, Game Development, Project Management, Web Applications, Social Games, Mobile Applications, Game Design, Agile Project Management, Video Games, Team Leadership
Education
New York University
BA, Economics
BNY Mellon August 2012 - Present
UBS Investment Bank January 2009 - August 2012
Merrill Lynch April 2001 - January 2009
Sanwa Financial Products 1996 - 2001
BlackRock Financial Management April 1994 - April 1996
First Boston April 1992 - April 1994
Timber Hill December 1988 - April 1992
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Trading Systems, Electronic Trading, Trading, Credit Derivatives, Hedge Funds, Portfolio Management, Risk Management
Education
New York University 1990 — 1992
MS, Mathematics
State University of New York College at Potsdam 1984 — 1988
BS, Math and Computer Science
BlackRock Financial Management 1998 - Present
D. E. Shaw & Co. August 1995 - March 1998
New York University August 1994 - August 1995
DePaul University September 1992 - August 1994
Skills
Fixed Income, Equities, C++, Java, C#, Python, Trading Systems, Portfolio Management, Asset Management, Hedge Funds, Derivatives, Financial Modeling, Investments
Education
New York University 1986 — 1992
Doctor of Philosophy (Ph.D.), Computer Science
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, Operations Management, MIS
Penn State University 1977 — 1981
Bachelor of Science (B.S.), Mathematical Sciences
BlackRock Financial Management October 2006 - Present
Independence Blue Cross 2012 - 2014
Independence Blue Cross 2012 - 2013
Independence Blue Cross 2012 - 2013
Macquarie Group 2009 - 2012
Ciber 2009 - 2012
Merrill Lynch July 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Morgan Stanley 1998 - 2000
Aetna 1995 - 1998
Education
University of Louisiana at Lafayette 1988 — 1989
MS, Computer Science
University of Louisiana at Lafayette 1986 — 1987
MS, Mechanical Engineering
BlackRock November 2011 - Present
BlackRock Financial Management November 2009 - November 2011
BlackRock Financial Management May 2007 - November 2009
USBank April 2006 - April 2007
PricewaterhouseCoopers September 2005 - March 2006
Skills
Fixed Income, Portfolio Management, Financial Risk, Trading, Internal Controls, Operational Risk, Structured Finance, Hedge Funds, Alternative Investments, Derivatives, Asset Management, Capital Markets, Mutual Funds, Investments, Securities, Financial Modeling, Management, Equities, ETFs, Risk Management, Bonds, Investment Management, Structured Products
Education
Providence College 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Providence College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Lucid Diagnostic Imaging Services LLC 2006 - Present
SONAT Real Estate LLC 2003 - August 2012
Credit Suisse/Warburg Pincus Asset Mgmt 1995 - 2000
BlackRock Financial Management 1993 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Accounts Payable, Accounts Receivable, PowerPoint, Accounting, Outlook, Payroll
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Finance
BlackRock Financial Management September 2009 - Present
Barclays Global Investors July 2008 - September 2009
Vortex Networks 2007 - 2008
SCOMO, LLC 2002 - 2006
Upside Media 2000 - 2001
Collabrio Technologies 2000 - 2000
Headland Digital Media 1997 - 2000
Skills
Enterprise Architecture, High Availability, Apache, JBoss Application Server, System Monitoring, Server Architecture, Application Performance..., Capacity Planning, Business Continuity..., Server Monitoring, Web Application Firewall, iOS development, Load Runner, Mobile Phone Apps, Objective-C, Data Centre Architecture, Mobile Internet, Redundant Systems, iOS Design, F5 BigIP, Network Monitoring Tools, HP Openview
Education
University of California 1993 — 1997
Computer & Information Sciences
BlackRock October 2012 - Present
BlackRock Financial Management December 2009 - Present
Barclays Global Investors August 2007 - December 2009
BGI August 2007 - December 2008
CalPERS January 2006 - August 2007
Mellon Capital Management August 2004 - January 2006
Merrill Lynch June 2000 - November 2002
Citibank (Banamex USA) 1995 - 1998
Skills
Alternative Investments, Asset Allocation, Cash Management
Education
Columbia University - Columbia Business School 1998 — 2000
Howard University 1990 — 1994
BBA, Finance
BlackRock January 2013 - Present
BlackRock Financial Management January 2010 - Present
Skills
Change Management, Facilities Management, Moves Management, Team Moves, Space planning, Open Space Planning, Contract Management, Vendor Relationships, Events Coordination, Life Safety, Travel Planning, Conference Rooms
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Management
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Religion/Religious Studies
BlackRock Financial Management June 2005 - Present
Ernst & Young 2002 - 2005
Education
Gonzaga University - School of Business Administration 1997 — 2001
Bachelor of Business Administration, Accounting
BlackRock November 2004 - Present
BlackRock Financial Management June 2004 - July 2006
Chartwell Investment Partners December 2001 - November 2004
BlackRock November 2003 - June 2004
Skills
Fixed Income, Hedge Funds, Mutual Funds, Derivatives, Equities, Asset Management, Alternative Investments, Bloomberg
Education
Indiana University of Pennsylvania 1996 — 2001
Bachelor, 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 Financial Management AMABLACKROCKFebruary 2004 - Present
AIM October 1998 - February 2004
Education
Miami University 1983 — 1987
BACHELORS, BUISSINESS
BlackRock Financial Management May 2010 - Present
Laird Norton Tyee February 2008 - May 2010
Washington Mutual 2004 - February 2008
Skills
Fixed Income, Public Speaking, Financial Analysis, Asset Managment, Tactical Asset..., Technical Writing, ETFs, Municipal Bonds, Asset Management
Education
The University of Texas at Austin 2000 — 2004
BBA, Finance
BNY Mellon January 2012 - Present
Navigant April 2011 - October 2012
Babson Capital Management June 2009 - April 2011
BlackRock Financial Management November 2006 - June 2009
Education
College of the Holy Cross 1997 — 2001
BA, Political Science
Babson College - Franklin W. Olin Graduate School of Business
Axial Inc. November 2012 - January 2015
BlackRock December 2011 - March 2012
BlackRock Financial Management August 2010 - December 2011
BlackRock Financial Management January 2008 - July 2010
BlackRock Financial Management July 2007 - January 2008
Skills
Mergers & Acquisitions, Capital Markets, Management, Series 7, Mutual Funds, Investments, Series 63, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Financial Modeling, Bloomberg, Securities, Uniform Combined State..., Financial Analysis, Wealth Management, Valuation, Mergers, Investment Banking, Portfolio Management
Education
Bucknell University 2003 — 2007
BA, Economics, Philosophy
The Lawrenceville School 1999 — 2003
PDS
Hamilton Lane March 2009 - Present
BlackRock Financial Management March 2006 - November 2008
Deutsche Bank April 2000 - March 2006
Brown Brothers Harriman March 1994 - April 2000
Loomis Sayles January 1993 - March 1994
Goldman Sachs March 1980 - December 1992
Skills
Fixed Income, Risk Management, Equities, Portfolio Management, Bloomberg, Strategy, Investments, Trading, Financial Services, FX Options, Project Management, Operations Management, Financial Risk, Relationship Management, Hedge Funds, Management, Leadership, Alternative Investments, Asset Management, Securities, Capital Markets, Derivatives, Mutual Funds, Finance
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance
Pace University 1976 — 1980
Bachelor of Science, Accounting/Information Systems
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
Cisco Systems January 2011 - Present
BlackRock Financial Management January 2007 - December 2009
Thomson Corporate Research August 2005 - December 2006
IBM T. J. Watson Research Center June 2001 - August 2001
Skills
Perl, TCP/IP, C, Routing, Unix
Education
New York University 2000 — 2005
Ph.D., Computer Science
Institute of Automation, Chinese Academy of Sciences
M.S., Computer Engineering
BlackRock Financial Management August 2010 - Present
Fannie Mae September 2009 - August 2010
Mellon Capital Management October 2004 - March 2009
Diversified Credit Investment 2005 - 2005
Mellon Capital Management 2004 - 2005
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Trading, Options, Bonds, Asset Management, Market Risk, Hedging, MBS, Asset Allocation, Financial Risk, Quantitative Analytics, Securities, Risk Management, ETFs
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
Master, Financial Engineering
University of Wyoming 1998 — 1999
Master, Civil Engineering
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
BlackRock Financial Management July 2010 - Present
Education
Drexel University - LeBow College of Business 2005 — 2010
BlackRock Financial Management April 2010 - Present
Lockheed Martin Space Systems Company April 2009 - September 2009
Education
Drexel University - LeBow College of Business 2006 — 2011
BA, Business and Economics
BlackRock Financial Management September 2010 - Present
American Cornerstone Group January 2010 - April 2010
State of New Jersey March 2009 - January 2010
Billtrust September 2009 - December 2009
Skills
Analysis, Accounts Payable, Employee Benefits, Time Management, Invoicing, Microsoft Excel, Marketing
Education
La Salle University - School of Business Administration 2004 — 2008
Marketing, Marketing and Business Admin
BlackRock Financial Management May 2008 - Present
Citi July 2005 - May 2008
Schering-Plough Pharmaceuticals April 2000 - June 2005
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Finance
Hunt Alternative Energy January 2011 - Present
WhiteHawk Capital, LLC August 1997 - Present
MMA Financial 2002 - 2009
BlackRock Financial Management March 1995 - August 1997
CS First Boston April 1992 - March 1995
Hooker Development Corporation 1987 - 1990
Brawner Companies 1985 - 1987
The Whiting-Turner Contracting Company 1982 - 1985
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1978 — 1982
BS, Civil Engineering
Hospital Physician Partners September 2014 - Present
Zumba Fitness LLC August 2013 - September 2014
ADP Total Source October 2012 - August 2013
BlackRock Financial Management March 2011 - March 2012
Barry University August 2008 - May 2010
Barry University September 2006 - April 2010
Costa Nursery Farms June 2008 - July 2008
Costa Farms June 2008 - July 2008
Costa Farms June 2005 - August 2005
Skills
Excel, Research, Financial Analysis, Financial Reporting, Data Analysis, Business Analysis, Microsoft Excel, Management, Analysis, Budgets, Training, Finance, Forecasting, Access, Outlook, Marketing
Education
St. Mary's College via Mountbatten Institute Program 2011 — 2012
Master of Business Administration (MBA), International Business Practices, n/a
Barry University 2006 — 2010
B.S. Business Administration, Finance
Citadel Investment Group July 2010 - Present
Perot Investments/HPO Partners June 2008 - April 2010
Tequesta Capital Advisors January 1999 - May 2008
III Advisors February 1995 - January 1999
Ocwen Financial Corporation 1994 - 1995
BlackRock Financial Management 1992 - 1994
Skills
Alternative Investments, Asset Management, CMBS, Derivatives, Financial Risk, Fixed Income, Investment Banking, Investment Strategies, MBS, Mutual Funds, Portfolio Management, Rates, Structured Products, Swaps, Trading, Volatility, Hedge Funds, Risk Management
Education
Cornell University 1988 — 1992
BA, Economics
BlackRock Financial Management February 2008 - Present
Barclays Global Investors February 2008 - Present
Capgemini 2002 - 2008
Altosys Software Technologies 2000 - 2002
Skills
Calypso, Derivatives, Fixed Income, Java Enterprise Edition, SDLC, SQL, Software Project..., Sybase, Trading Systems
Education
Bharathidasan University 2002 — 2004
MBA, Business Administraction
Bharathidasan University 1995 — 1998
MCA, Computer Application
St.Joseph's College and Higher Secondary School 1991 — 1994
BSC, Mathematics
Medfield Makes Music November 2011 - Present
Sovereign Bank May 2010 - July 2010
BlackRock Financial Management January 2005 - January 2010
BlackRock Financial Management December 2007 - May 2009
Data Network Associates December 1998 - August 2004
Rounder Records January 1996 - December 1998
Skills
XP, Blackberry Enterprise..., Blackberry, Norton Ghost, VMware, Microsoft Office, Windows 2000, Checkpoint, Heat, Troubleshooting, Help Desk Support, Software Installation, Active Directory, Windows 7, Windows Server, IT Operations
Education
Boston University 1985 — 1988
Bachelor of Arts, English Literature
SAP August 2007 - Present
BlackRock Financial Management May 2006 - August 2007
Fiduciary Trust Company April 2005 - January 2006
SEI Investments October 2001 - May 2004
Education
University of Delaware 1997 — 2001
BS, Business
San Diego Padres April 2011 - Present
Davis Polk & Wardwell LLP 2008 - April 2011
Cravath, Swaine & Moore LLP 2007 - 2008
BlackRock Financial Management 2001 - 2004
Skills
Corporate Law, Legal Research, Corporate Governance, Securities Regulation, Legal Advice, Employment Law, Commercial Litigation, Legal Writing, Litigation, Intellectual Property
Education
Columbia University School of Law 2004 — 2007
JD
Stanford University 1997 — 2001
BA, Human Biology
Turner Investment Partners February 2001 - Present
BlackRock Financial Management 1998 - 2001
Education
University of Illinois at Urbana-Champaign 1992 — 1994
MBA, Finance
Denison University 1988 — 1992
BA, Economics
The Haverford School
Clarion Partners LLC December 2010 - Present
BlackRock Financial Management October 2008 - October 2009
Deloitte September 2007 - October 2008
Marks Paneth & Shron LLP September 2005 - August 2007
Sumitomo Mitsui Banking Corporation May 2003 - July 2005
Depository Trust Clearing Corporation June 1999 - September 2002
Skills
Accounting, Account Reconciliation, Auditing, General Ledger
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
BBA, Accounting
Offit Capital Advisors August 2009 - Present
Offit Capital Advisors August 2009 - Present
Offit Capital Advisors August 2009 - Present
BlackRock Financial Management June 2002 - April 2009
Alpha Investment Management 1999 - 2000
ITOCHU Corporation-Allied Capital Asset Management (Subsidiary) 1994 - 1999
Education
Fordham University
BS, Finance/Accounting
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance
HS Ad June 2013 - Present
BlackRock March 2011 - September 2011
Deloitte Consulting October 2007 - January 2008
BlackRock Financial Management October 2006 - March 2007
Skills
Bloomberg, Microsoft Office, FactSet, Strategic Negotiations, Sales Presentations
Education
Drexel University - LeBow College of Business 2010 — 2012
BS, FInance
Seoul International School 1998 — 2005
Vulcan, Inc. September 2013 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2011 - September 2013
BlackRock Financial Management August 2009 - January 2011
BlackRock Financial Management October 2007 - August 2009
Quellos Group, LLC June 2004 - October 2007
Deloitte September 2003 - June 2004
Skills
Hedge Funds, Fund Administration, Mutual Funds, Accounting, Operational Due...
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting
University of Washington 1998 — 2002
BA, Business with Concentration in Accounting
Admiral Insurance Company June 2005 - Present
BlackRock Financial Management March 1994 - January 1999
Skills
Analysis, Business Analysis, Casualty, Commercial Insurance, General Insurance, Insurance, Change Management, Claim, Commercial Lines, Financial Accounting, Financial Analysis, Financial Audits, Financial Reporting, Liability, Professional..., Professional Liability, Statutory Accounting, SDLC, Risk Management, Reinsurance, Regulatory Filings, Property, Underwriting, Casualty Insurance
Education
University of New Orleans 1985 — 1988
MBA, Finance
Rutgers University-New Brunswick 1977 — 1981
BA, History, Economics
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
BlackRock Financial Management September 2008 - Present
Mill Creek Country Club June 1998 - July 2007
Education
Central Washington University 2006 — 2008
Business Administration, Business
BlackRock Financial Management November 2007 - Present
Isabella Geriatric Center November 2000 - November 2007
Stanton Crenshaw Communications 1996 - 2000
Skills
Employee Benefits, Access, Benefits Administration, Human Resources, Payroll, PeopleSoft, Process Improvement, HRIS, Onboarding, Applicant Tracking..., Talent Acquisition, Employee Relations, Microsoft Excel, Talent Management
Education
City University of New York-Herbert H. Lehman College 2007 — 2010
Bachelors of Science, Accounting
BlackRock Financial Management October 2006 - Present
Merrill Lynch Investment Management January 1990 - October 2006
Merrill Lynch Investment Management January 1988 - December 1989
Merrill Lynch Investment Management November 1985 - December 1987
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Asset Management, Equities, Investments, Mutual Funds, Bloomberg, ETF portfolio management, Series 7, Management, Wealth Management, Financial Planning, Investment Management, Retirement, Investment Advisory, Securities, Financial Analysis, Financial Services
Education
College for Financial Planning 2006 — 2008
CFP (R), Financial Planning and Services
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Economic/English
FPP Realty Corp April 2013 - Present
BlackRock Financial Management April 2004 - March 2013
Lend Lease Real Estate Investments February 2001 - March 2004
Paine Webber July 1997 - February 2001
PNC April 1992 - July 1997
Skills
Change Management
Education
Fordham University School of Law
Doctor of Law (JD)
Iona College
Bachelor's degree
BlackRock Financial Management October 2007 - Present
Education
Drexel University 2003 — 2007
Bachelor of Science (BS), Commerce and engineering / Finance
BlackRock Financial Management March 2007 - Present
Savanna Investment Management February 2005 - February 2007
Skills
Real Estate Development, Real Estate Transactions, Real Estate Financing, International Real...
Education
Sheffield Hallam University 1994 — 1996
MBA - Master of Business Administration
University of Michigan Business School 1990 — 1993
BS, International Business