Experience
Guggenheim Partners  April 2013 - Present
Algen &Klemer, LLC   November 2011 - March 2013
Citco Fund Services   February 2011 - September 2011
Algen & Klemer, LLC   June 2009 - February 2011
Brandeis University Women’s Research Center   September 2008 - December 2008
Woodrow Wilson International Center for Scholars  May 2008 - September 2008
Human Rights Watch  September 2006 - August 2007

Skills
Business Analysis, Research, Microsoft Office, Microsoft Excel, Analysis, Supplier Diversity

Education
Brandeis University
Bachelor of Arts, International & Global Studies, Communications

Experience
QVT Financial LP  January 2013 - Present
Citco Fund Services   September 2010 - December 2012
Deloitte Tax LLP  2008 - 2010
PricewaterhouseCoopers  2006 - 2008
Ernst & Young  2006 - 2006

Skills
Hedge Funds, Tax, US GAAP, Finance, Accounting, Mutual Funds, Internal Controls, Financial Analysis, SEC filings, CPA, Sarbanes-Oxley Act, Due Diligence, Financial Accounting, Financial Statements, Financial Reporting, Private Equity, Auditing, GAAP, Financial Modeling, Corporate Finance, IFRS

Education
Binghamton University - School of Management   2002 — 2006
BS, Accounting

Experience
Citco Fund Services   April 2014 - Present
JPMorgan Chase  March 2011 - April 2014
JPMorgan Chase  May 2006 - March 2011
JPMorgan  April 2003 - April 2006
Chase  May 1999 - March 2003
Tropcom / Netbox   June 1998 - May 1999
York S/A   March 1997 - June 1998
Siemens - Equitel   May 1995 - February 1997

Skills
Visio, MS Project, Scrum, Software Development, Project Management, Microsoft SQL Server, Oracle, SQL, Management, Leadership, Analysis, .NET, PL/SQL, Telecommunications, Java, Strategy, Product Management, Visual Studio, Software Project..., Business Analysis, PMO, SDLC, Program Management, Requirements Analysis, Vendor Management, Data Warehousing, Databases, Business Intelligence, SharePoint, Integration, Agile Methodologies, IT Management, Enterprise Software, IT Strategy, Disaster Recovery, Systems Analysis, Enterprise Architecture, ITIL, Project Portfolio..., Business Process, Agile Project Management, Requirements Gathering, Financial Services, PMP, Banking, Risk Management, Portfolio Management, Finance, Microsoft Project

Education
FIA   2013 — 2014
MBA in Banking

Amberton University   2007 — 2010
BS, Business Management

FIAP   1995 — 1999
BS, Computer Science

Experience
Citco Fund Services   January 2015 - Present
Citco Fund Services   January 2008 - December 2014
Cursormate   2000 - 2001

Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Alternative Investments, Bloomberg, Capital Markets, Investments, Asset Management, Securities

Education
Northwestern University   2011 — 2012
Certificate, Financial Planning and Services

Baruch College   2000 — 2004
Bachelor of Science (BS), Accounting

Experience
Moody's Investors Service  July 2012 - Present
MDA Training   April 2011 - June 2012
7city Learning  April 2007 - April 2011
AIG  June 2005 - April 2007
FINRA  July 2001 - June 2005
McKinsey & Company  April 1998 - August 1999
Citco Fund Services   April 1997 - April 1998
Cantor, Weiss & Friedner, Inc.   June 1995 - April 1997

Skills
Organizational..., Instructional Design, Capital Markets, Teaching, Investments, Economics, Portfolio Management, Valuation, Investment Banking, Training, Hedge Funds, Financial Services, Fixed Income, Strategic Planning, Financial Modeling, Derivatives, Equities, Alternative Investments, Bloomberg, Financial Markets, Securities, Risk Management, Asset Management

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
MBA, Finance and Management

Amherst College   1986 — 1990
BA, American Studies

Experience
Citco Fund Services   January 2015 - Present
Citco Fund Services   August 2013 - December 2014
JPMorgan Chase  August 2011 - August 2013
Medallion Financial  August 2010 - August 2011

Skills
Financial Analysis, Accounting, Corporate Finance, Alternative Investments, Valuation, Private Equity, Fixed Income, Equities, Fund Accounting, Account Reconciliation, Bonds, Financial Modeling, Portfolio Management

Education
Baruch College   2008 — 2011
BBA, Accountancy

Lahore School of Economics   2006 — 2008
Bachelor of Science, Finance

Experience
Citco Fund Services   January 2013 - Present
Citco Fund Services   January 2012 - January 2013
Citco Fund Services   January 2011 - January 2012
RIMES Technologies  September 2008 - February 2011

Education
London School of Economics and Political Science   2006 — 2007
MSc, Philosophy & Economics

Bard College   2000 — 2004
BA, History

Experience
Mariona Riera Coaching   March 2013 - Present
Mariona Riera Coaching   August 2011 - Present
Regional Manager Boatbookings.com   2007 - 2011
Estia Nova   2003 - 2007
Citco Fund Services   2002 - 2003
CEMEX  1999 - 2002
Esprit Telecom   1998 - 1999

Skills
Coach, Positive Psychology, Speaker, Workshop Facilitation, Consultant, Yoga Instructor, Public Speaking, Yoga, Wellness, Meditation, Non-profits, Team Building, Nonprofits, Personal Development, Entrepreneurship, Wellbeing, Teaching, Life Coaching, Emotional Intelligence, Wellness Coaching, Executive Coaching, Leadership, Stress Management, Psychology, Leadership Development, Coaching, Retreats, Mindfulness, Conflict Resolution, Holistic Health, Program Development, Executive Development, Career Development, Healing, Organizational..., Lifestyle Coaching, Youth Mentoring, Organizational...

Education
Universitat Abat Oliba CEU   1993 — 1998
Law, Law

Kripalu Center for Yoga & Health
200 YTT, Yoga Teacher Training/Yoga Therapy

Souluna Life Coaching School
Life Coach, Life Coaching

Universite Catholique de Paris
Law, Law

Universite Paris V
Law Degree

Experience
Citi  May 2015 - Present
TAXI  November 2014 - February 2015
Citco Fund Services   September 2012 - April 2014
Saint Mary's University  September 2011 - April 2012
City of Toronto  May 2011 - September 2011

Skills
Bloomberg, Banking, Customer Service, Sales, Marketing, Procurement, Contract Management, Trading, Administration, Financial Analysis, Account Reconciliation, Finance, Analysis, Data Analysis, Risk Management, Business Analysis, Access, Financial Reporting, Microsoft Excel, Credit, Accounting, Derivatives, Fixed Income

Education
Sobey School of Business at Saint Mary's University   2010 — 2012
Bachelor of Commerce (BComm), Major in Finance

University of Prince Edward Island   2007 — 2010
Bachelor of Business Administration (BBA), Major in Finance

Brebeuf College School   2003 — 2007

Newtonbrook

Newtonbrook

Experience
Citco Fund Services   August 2014 - Present
International Fund Services, A State Street Company  December 2011 - July 2014
Herrick, Feinstein LLP  September 2009 - December 2011

Skills
Hedge Funds, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, QuickBooks, General Ledger, Fund Administration, Alternative Investments, Bloomberg

Education
Baruch College   2004 — 2009
Bachelor of Business Administration, Finance and Investments

Experience
Microsoft  February 2015 - Present
Whitepages  August 2014 - November 2014
The Legacy Group  2012 - 2013
Guidant Financial Group  April 2012 - September 2012
Jazyková škola James Cook Languages s.r.o.   2010 - 2011
Citco Fund Services   June 2009 - August 2009
Wells Fargo  2007 - 2009

Skills
Banking, Credit, Finance, Salesforce.com, Customer Service, Microsoft Excel, Microsoft Office, Loans, Account Management, Sales, Forecasting, Sales Management, Financial Services, Management, Mortgage Lending, Leadership

Education
Bellevue College Continuing Education
Database Business Intelligence Developer Certificate Program

Bellevue College Continuing Education
Project Management Certificate Program

Seattle University   2006 — 2010
BA, Finance and Economics

Mount Si High School   2002 — 2006
Diploma

Experience
Allconnect  March 2015 - Present
Allconnect  August 2013 - March 2015
Citco Fund Services   May 2012 - July 2012
Northwestern Mutual  June 2011 - August 2011
Champs Sports  May 2010 - January 2011

Skills
Statistical Modeling, Financial Analysis, Microsoft Office, Supply Chain Management, Business Planning, Business Intelligence, Finance, Business Objects, SQL, Sales, Marketing, Teamwork, PowerPoint, Microsoft Excel

Education
Ball State University   2009 — 2013
Bachelor of Science (B.S.), Economics, Operations Management

Experience
Goldman Sachs  June 2015 - Present
Nomura Securities  January 2014 - May 2015
Citco Fund Services   November 2010 - January 2014
Kline & Company  September 2008 - November 2010
Fidelity Investments  June 2006 - July 2006

Skills
Microsoft Excel, Aexeo, Bloomberg, Reuters Eikon, Derivatives, Valuation, Fixed Income, Equities, Analysis, Due Diligence, Management Consulting, Strategy, Finance, Mergers & Acquisitions, Trading, Financial Modeling, Business Strategy, Hedge Funds, Options, Investment Banking, Reuters

Education
Indian Institute of Management, Ahmedabad   2006 — 2007
MBA-Exchange Program and Master Thesis, Strategy

Asian Institute of Technology   2005 — 2006
MBA, International Business

University of Delhi - Lady Sri Ram College   2001 — 2004
BA (Hons), Economics

CFA Institute
CFA - Passed Level 1, Finance

Experience
Washington University in St. Louis  July 2015 - Present
University of Maryland  August 2010 - May 2015
Citco Fund Services   October 2008 - May 2010
KPMG  September 2007 - October 2008

Education
University of Maryland College Park   2010 — 2015
Doctor of Philosophy (Ph.D.)

Villanova University   2009 — 2010
MAC

Bucknell University   2003 — 2007
BSBA

Experience
The School at Columbia University  September 2013 - Present
Ethical Culture Fieldston School  July 2010 - June 2013
PS 361 Children's Workshop School   January 2009 - May 2009
MD Sass  March 2006 - July 2007
Citco Fund Services   September 2002 - March 2006

Skills
Teaching, Classroom, Public Speaking, Curriculum Design, Research, Language Arts, Event Planning, Strategic Planning, Social Studies, Behavior Management

Education
Bank Street College of Education   2007 — 2010
Masters, General and Special Education

Emory University - Goizueta Business School   1997 — 1999
BBA

Oxford College, Emory University   1995 — 1997
AA

Experience
Citco Fund Services   April 2010 - May 2013
InterSoft Associates, Inc.   May 2008 - April 2010

Skills
C#, ASP.NET, JavaScript, jQuery, Microsoft SQL Server, Microsoft Office, ASP.NET MVC, Web Services, JSON, Web Design, HTML 5, CSS3, Oracle PL/SQL..., MySQL, SDLC, Photoshop, Lightroom, XML, T-SQL, CSS, AJAX, .NET, LINQ, VB.NET, WCF, TFS, Entity Framework, Visual Studio

Education
Baruch College   2003 — 2008
Bachelor of Business Administration (BBA), Computer Information Systems

The Internet

JDHS

Experience
Boston University Questrom School of Business  2015 - Present
BakerAvenue Asset Management   2015 - 2015
Citco Fund Services   2014 - 2015
Merrill Lynch  2012 - 2014

Skills
Series 7, Economics, Equities, Financial Modeling, Bloomberg, Options, Market Analysis, Quantitative Analytics, Portfolio Management, Corporate Actions, Corporate FP&A

Education
Boston University   2008 — 2012
Bachelor of Arts (B.A.), Economics

CFA Institute
Chartered Financial Analyst Level III Candidate

Experience
International Planning & Research  September 2014 - Present
Avison Young Commercial Real Estate  January 2014 - May 2014
Citco Fund Services   April 2013 - June 2013
Boston University Alumni Association  May 2012 - December 2012
Wachusett Family Practice   May 2008 - July 2012

Skills
Microsoft Excel, Research, Microsoft Office, Data Analysis, Public Speaking, R, SAS, Teamwork, Financial Analysis, Customer Service, Data Entry, Project Management, Valuation, Management

Education
Boston University - School of Management   2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General

University College Dublin   2013 — 2013
Finance and Financial Management Services

Experience
Citco Fund Services   December 2012 - Present
Citco Fund Services   December 2009 - December 2012
Citco Fund Services   December 2007 - December 2009
Morgan Stanley Investment Management  June 2006 - November 2007

Skills
Fund Accounting, Hedge Funds, Fund Administration, Alternative Investments, Financial Reporting, Equities, Accounting, Account Reconciliation, Private Equity, Bonds, Derivatives, Mutual Funds, Back Office

Education
Baruch College, City University of New York (CUNY)   2004 — 2006
BA, Accounting

Bernard M. Baruch College / CUNY
Bachelor of Business Administration, Accounting

Experience
RBC  July 2015 - Present
RBC Dominion Securities  August 2013 - June 2015
CIBC Wood Gundy  March 2013 - August 2013
Citco Fund Services   February 2011 - February 2013
RBC Dominion Securities  May 2010 - September 2010
Town of Caledon  April 2009 - September 2009
Mercedes-Benz Financial  September 2008 - December 2008

Education
Brock University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Mayfield S.S.   2002 — 2006

Experience
Ipreo  January 2014 - Present
Ipreo  October 2010 - January 2014
AllianceBernstein  February 2008 - October 2010
Drake Management  January 2007 - January 2008
Citco Fund Services   June 2006 - January 2007
Citco Fund Services   December 2005 - June 2006

Skills
Bloomberg, Microsoft Excel, Equities, Fixed Income, Capital Markets, Visual Basic, Financial Modeling, Hedge Funds, Financial Analysis, Valuation, Finance, Investments, Financial Services, Derivatives, Securities, Analysis, Data Analysis, Financial Markets, Bloomberg Terminal, SQL, Access, Real Estate, Real Estate Financing

Education
Boston University Questrom School of Business   2000 — 2004
Business, Finance

Experience
Richline Group, a Berkshire Hathaway Company  2015 - Present
The Richline Group, a Berkshire Hathaway Company  2012 - 2015
Jewelry.com  2011 - 2011
GPShopper  2010 - 2010
Citco Fund Services   2009 - 2009

Skills
User Experience, Marketing, Marketing Strategy, Management, New Business Development, Product Innovation, Product Development, Entrepreneurship, Web Development, Business Strategy, Start-ups, Strategic Partnerships, Digital Marketing, Technological Innovation, Intrapreneurship, Futurism, User Interface Design, Shell Scripting, Web Scraping, Visual Basic, Java, RC, DIY, Photography, Bonsai

Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Information Design & Computer Information Systems

Experience
BNP Paribas  October 2013 - Present
Deloitte  October 2012 - August 2013
Deloitte  June 2011 - August 2011
Bucknell University  August 2010 - December 2010
Citco Fund Services   July 2007 - August 2007

Skills
Financial Modeling, Accounting, Finance, Strategy, Financial Analysis, Private Equity, Investor Relations, Valuation, Bloomberg, Due Diligence, Corporate Finance, Bloomberg Terminal, Mergers & Acquisitions, Investment Banking

Education
Bucknell University   2008 — 2012
Bachelor's of Science in Business Administration, Accounting, Philosophy

NYU in Prague

Blind Brook High School   2004 — 2008

Experience
7 Mile Advisors  January 2015 - May 2015
Citco Fund Services   January 2013 - December 2014

Skills
Microsoft Excel, Financial Analysis, Excel, Microsoft Office, Passed Level I of CFA..., Time Management, Leadership, PowerPoint, Passed Level II of CFA..., Salesforce.com, Investment Banking, Microsoft Word, Financial Modeling, Corporate Finance, Finance, Accounting, Analysis, Banking, Mergers & Acquisitions

Education
Georgetown University - The McDonough School of Business   2015 — 2017
Master of Science (M.Sc.), Finance

CFA Institute   2013 — 2014
Passed Levels 1 & 2 of CFA exam

Appalachian State University
Bachelor’s Degree, Business Management & Marketing

Charlotte Catholic High School
High School

Experience
Wells Fargo  January 2015 - Present
Wells Fargo Securities  May 2014 - January 2015
Citco Fund Services   March 2013 - May 2014
US Bank  January 2012 - March 2013
US Bank  October 2010 - January 2012
Mastoran Corporation  June 2008 - August 2010
Mastoran Corporation  August 2007 - June 2008

Skills
Account Reconciliation, Accounting, Payroll, Auditing, Fixed Income, Time Management, Employee Benefits, Human Resources, Microsoft Office

Education
Bentley University   2003 — 2007
BS, Finance

Experience
Borough Of Garwood   April 2015 - Present
SS&C GlobeOp  October 2014 - Present
Citco Fund Services   July 2009 - October 2014
Sirius XM Radio Inc.  November 2008 - August 2009
UBS Wealth Management  July 2007 - April 2009
Rothstein Kass  October 2005 - July 2007

Skills
Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Accounting, Excel, PowerPoint, Word, Derivatives, Microsoft Office, Audit, Bloomberg, Financial Reporting, Financial Accounting, Account Reconciliation, Private Equity, Fund Administration, Valuation, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Options, Financial Services, Investments

Education
Albright College   2001 — 2005
BS, Accounting & Political Science

Connecticut School of Broadcasting   2008 — 2008
TV/Radio Broadcasting

Experience
LM Staffing International   July 2015 - July 2015
Citco Fund Services   August 2014 - February 2015
H&R Block Canada  February 2014 - May 2014
Saint Mary's University  November 2013 - February 2014
Investors Group  May 2013 - December 2013
New Aisa Restaurant   January 2013 - May 2013
Beijing Normal University, Zhuhai  September 2011 - January 2012
Beijing Normal University, Zhuhai  June 2011 - January 2012
Guangdong Yantang Enterprise General Company   September 2011 - November 2011
Beijing Normal University, Zhuhai  September 2010 - July 2011

Skills
Leadership, Communication, Works well in a team, Bilingual, Painting, Sports, Always Punctual, Ethics, Professional Services, Personnel Evaluation, Finance, Investments, Higher Education, Research, Teamwork, Time Management, Teaching, Social Media, Facebook, Customer Service

Education
Saint Mary's University   2012 — 2014
Bachelor's degree, Finance, General

Beijing Normal University   2009 — 2012
Bachelor of Commerce (B.Com.), International Finance

Kangnam University   2011 — 2011
Bachelor's degree, Finance, General

Experience
Monterey Consultants, Inc.   November 2014 - Present
Dayton Dental Collaborative   September 2013 - November 2014
Citco Fund Services   June 2013 - September 2013
Time Warner Cable  February 2013 - June 2013
Carolinas Healthcare System  September 2010 - June 2013
The Kroger Company  March 2002 - December 2009

Skills
Customer Service, Pharmacy, Microsoft Office, Interviews, Team Building, Management, Finance, Marketing, Sales, Leadership, Microsoft Excel, Analysis, Microsoft Word

Education
Belmont Abbey College   2011 — 2013
Bachelor of Arts (B.A.), Accounting, 3.68

Wright State University   2004 — 2008
B.S., Business, Organizational Leadership

Wright State University   2004 — 2008
Bachelor of Science, Education; Organizational Leadership; Management and Organizational Behavior; Business Communication

Experience
CrossBarn Winery by Paul Hobbs   January 2013 - Present
Paul Hobbs Winery  August 2012 - January 2013
Hafner Vineyard   January 2012 - August 2012
Viña Cobos   February 2012 - May 2012
M. Chapoutier   September 2011 - October 2011
Citco Fund Services   January 2010 - August 2011
Boston Symphony Orchestra  January 2009 - May 2009
Fidelity Investments  June 2008 - August 2008

Skills
Winemaking, Microsoft Excel, Analysis, Management, Leadership, Wine, Wine Tasting, PowerPoint, Microsoft Word, Research, Social Media Marketing, Public Speaking, Investments, Microsoft Office, Event Planning, Marketing, Social Media

Education
University of California, Davis   2015 — 2016
Winemaking Certificate Program, Winemaking

Boston College   2005 — 2009
BS, Finance, Marketing

Boston Latin School   2001 — 2005

Santa Rosa Junior College
Winemaking & Vineyard related courses

Experience
United Airlines  February 2015 - Present
United Airlines  September 2012 - February 2015
Samsung Electronics America  May 2011 - August 2011
CARE Bangladesh  March 2011 - April 2011
Citco Fund Services   January 2009 - July 2010
Citco Fund Services   November 2006 - January 2009
Prudential Equity Group  August 2005 - October 2006
Citigroup  October 2004 - December 2004
Resimac   October 2003 - December 2003

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Valuation, Client Liaison, Cross-functional Team..., Market Research, Variance Analysis, Hedge Funds, Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
MBA

Boston University   2001 — 2005
Bachelor of Arts

Experience
Farallon Capital Management  January 2007 - Present
Muir Data   January 2012 - Present
Citco Fund Services   2004 - 2007
Citi Hedge Fund Services  July 2001 - 2004

Skills
Financial Analysis, Market Research, Strategy Execution, Mobile Data Solutions, SaaS, Wind, Renewable Energy, Financial Modeling, Project Management, Start-ups, Entrepreneurship, Analysis, Analytics, Management, Auditing, Accounting, Asset Management, Portfolio Management, Strategy, Mergers & Acquisitions, Venture Capital, Valuation, Private Equity, Cleantech, Business Strategy, Executive Management, Corporate Development, Project Finance, Finance, Wind Turbines, Wind Power, Gearbox, Business Planning, Due Diligence, Sustainable Energy, Solar Energy, Emerging Markets, Corporate Finance, Investor Relations, Strategic Partnerships, Investments, Business Development, Energy, International Business, Alternative Investments, Hedge Funds, Equities, Strategic Planning, Leadership, Risk Management

Education
Presidio Graduate School   2010 — 2012
MBA, Sustainability

Bentley University   1997 — 2001
BS, Finance

South Burlington High School   1993 — 1997
Diploma

Experience
Red Roof House, Inc   September 2011 - Present
Fazio, Rynsky & Associates, LLP   September 2009 - Present
Citco Fund Services   2007 - 2008
Credit Suisse  2001 - 2007

Skills
SDLC, Software Quality...

Education
Moscow State Conservatory named after P. I. Tchaikovsky   1981 — 1986
Master's degree, Contrabass

Experience
Edgewater Consulting  September 2014 - Present
Double Line Inc.  July 2012 - August 2014
Avnet Client Solutions   March 2008 - July 2012
Citco Fund Services   January 2007 - March 2008
Kinematik   June 2003 - January 2007
Novare  February 2002 - April 2003
Intel  September 2000 - February 2002
InfoImage  December 1999 - September 2000
Gateway Computers  July 1996 - November 1999

Skills
Oracle, SQL Server 2000-2008, SSIS, SSAS, SSRS, Business Objects, Microstrategy, PL/SQL, MS Project, Software Project..., Oracle Warehouse Builder, ETL, Data Modeling, JavaScript, Perl, Windows, ASP, Visual Basic, Data Warehousing, Business Intelligence, T-SQL, SQL, Requirements Analysis, Business Analysis, Software Development, Databases, UML, SharePoint, Visual Studio, Microsoft SQL Server, Agile Methodologies, Database Design, Analysis Services

Education
UC Irvine, Extension
Data Science and Predictive Analytics

American Public University
Space Studies

Marquette University   1994 — 1995

The University of South Dakota   1995 — 1997

Experience
Citco Fund Services   October 2014 - Present
Gottex Fund Management  February 2010 - October 2014
Constellar Capital LLC   May 2007 - February 2010
HSBC Alternative Fund Services  2002 - 2007

Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Bloomberg, Fund Accounting, Derivatives, Equities, Private Equity, Valuation, Securities, Fund Administration, Asset Management, Capital Markets, Mutual Funds, Investment Management

Education
City University of New York-Baruch College - Zicklin School of Business   1999 — 2001
Bachelor of Business Administration (B.B.A.), Accounting

Kingsborough Community College   1997 — 1998
Associate's degree, Business administration

Experience
GDH Consulting LLC   Consultant - Valuations Team / OperationsBlackstone GroupFebruary 2012 - October 2013
Citco Fund Services   July 2009 - October 2010
UBS  July 2004 - November 2008
Banc of America Securities  1998 - 2004
Morgan Stanley  1997 - 1998

Skills
Fixed Income, Hedge Funds, Equities, Prime Brokerage, Middle Office, Portfolio Management, Swaps, Risk Management, Financial Services, Settlement, Equity Derivatives, Series 7, Options, Trading Systems, Bloomberg, Securities, Settlements, Credit Derivatives, FX, Investment Banking, Mutual Funds, Client Service, Series 63, Corporate Actions, ETFs, Securities Lending, Back Office, Bonds, Operational Risk, Client Service Oriented, Derivatives, FX Options

Education
Baruch College, City University of New York (CUNY)   1997 — 2001
BBA, Finance and Investments

Experience
Citco Fund Services  

Education
Baruch College, City University of New York (CUNY)

Experience
Citco Fund Services   October 2009 - Present
Ernst & Young  September 2004 - May 2009

Education
Baruch College, City University of New York (CUNY)   2002 — 2004
MS, Accountancy

Experience
Citco Fund Services   January 2010 - Present
Goldman Sachs  February 2004 - January 2010

Skills
Hedge Funds

Education
Binghamton University   1998 — 2002
Finance and Financial Management Services

Experience
JPMorgan Chase  March 2013 - Present
Citco Fund Services   January 2006 - March 2013
Bank of New York Mellon  March 2004 - January 2006

Skills
Financial Analysis, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Mutual Funds, Private Equity, Accounting, Derivatives, Financial Reporting

Education
LIU Brooklyn   2004 — 2007
MBA, Finance

City University of New York-Baruch College - Zicklin School of Business   2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance

Experience
Crescent Capital Group  June 2015 - Present
Citco Fund Services   June 2012 - May 2015
International Fund Services  August 2008 - March 2012
State Street  August 2007 - August 2008

Skills
Accounting, Financial Analysis, Excel, Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Pricing, Fund Administration, NAV, Equities, Account Reconciliation, Bloomberg Terminal

Education
Boston College   2003 — 2007
Bachelor of Science (BS), Finance, General

Experience
Canada Post / Postes Canada  August 2015 - Present
EmblemHealth  June 2015 - August 2015
HESS  January 2015 - June 2015
EmblemHealth  June 2014 - December 2014
Citco Fund Services   May 2008 - June 2014
UBS Investment Bank  2007 - 2008
JPMorgan Chase  2006 - 2007
UBS  2004 - 2006
Citi  1999 - 2003

Skills
Equities, Business Analysis, Trading Systems, Bloomberg, Data Analysis, Investment Banking, Sybase, Derivatives, Unix, Fixed Income, SDLC, Hedge Funds, Capital Markets, Middle Office, Market Data, Disaster Recovery, Autosys, Requirements Analysis, Infrastructure, ITIL, Software Project..., Integration

Education
Dniprodzeržins'kij Deržavnij Tehnicnij Universitet   1988 — 1993
Bachelor in Science (Applied Math)

Experience
CIBC World Markets  April 2014 - Present
HSBC  September 2010 - April 2014
Citco Fund Services   November 2009 - September 2010
Credit Union Central Alberta  November 2006 - November 2009
Outland Reforestation  May 2003 - July 2006

Skills
Portfolio Management, FX, ALM, Derivatives, Financial Analysis, FX Options, Money Market, Treasury Management

Education
Acadia University   2002 — 2006
BBA, Finance, Marketing

Experience
Balyasny Asset Management L.P.   August 2013 - Present
UBP Asset Management  March 2012 - June 2013
Citco Fund Services   2005 - 2012
Bank of New York Mellon  1999 - 2005

Skills
Fund Accounting, Mutual Funds, Accounting, Bloomberg, Banking, Reconciliations, Fund Administration, Client Service, Financial Analysis, Hedge Funds, Hedge Accounting, PHP, Private Equity, Fund Of Funds, Financial Services, Finance, Equities, Alternative Investments, Derivatives, Securities, Asset Management, Back Office, Swaps, Equity Derivatives, Bloomberg Terminal

Education
MBA- Long Island University   2005 — 2007
M.B.A., FINANCE

City University of New York-Baruch College   1995 — 1998
B.B.A., ACCOUNTING

Experience
Citi  April 2013 - Present
Citco Fund Services   May 2008 - August 2008
The Bank of New York  May 2007 - August 2007

Skills
Derivatives, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2010

Wesleyan University   2005 — 2009
Bachelor of Arts, Math and Economics

Experience
BNY Mellon  April 2013 - Present
Citco Fund Services   January 2008 - March 2013
PT. Jakarta Setiabudi Property / PT. Jan Darmadi Corporation - Jakarta, Indonesia (www.jsi.co.id)   1996 - 1999
PT. Elmi Perdana - Jakarta, Indonesia   1989 - 1996
PT. Perdana Investco, Jakarta - Indonesia   1989 - 1990
Arthur Young International, Jakarta - Indonesia (now Ernst and Young)   1986 - 1989

Education
Boston University - School of Management   1983 — 1985
BSBA, Business Administration

Mount Ida College   1981 — 1983
Associate Degree, Liberal Arts

SMA VI   1979 — 1981

Experience
Citco Fund Services   April 2005 - June 2013
Pioneer Investments  July 2000 - June 2004

Skills
Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Hedge Funds, Relationship Management

Education
Boston University   1996 — 2000
BA, Psychology

Choate Rosemary Hall   1993 — 1996

Experience
Manulife Financial  October 2011 - Present
Manulife Financial  November 2010 - October 2011
Butterfield Fulcrum Group  January 2010 - November 2010
Citco Fund Services   July 2007 - January 2010
Deloitte & Touche  September 2005 - December 2005

Education
Brock University
Master, Accounting

Experience
Wells Fargo  December 2014 - Present
Citco Fund Services   September 2013 - December 2014
Cognizant Technology Solutions  June 2004 - September 2013
Accenture  September 2003 - June 2004
BSi Solutions   June 2002 - August 2003
Pentasoft  June 2000 - June 2002

Skills
Java, J2EE Application..., Spring, SOA, Project Management, Web Services, Spring WS, RESTful WebServices, Agile Project Management, ORM Tools, PL/SQL, SOAP, Design Patterns, Struts, Toplink, Spring Batch, Hibernate, ESB, JUnit, Oracle Coherence, XML

Education
Bharathiar University   1997 — 2000
Master of Computer Application, Computer Applications

Bharathidasan University   1994 — 1997
Bachelor of Science

Experience
Ally Financial Inc.  February 2015 - Present
Jones Lang LaSalle  December 2012 - January 2015
Citco Fund Services   February 2011 - November 2012
Appalachian State University  December 2009 - December 2010

Skills
Financial Analysis, Data Analysis, Equities, Securities, Microsoft Excel, Microsoft Office, Excel, Outlook, Access, SQL, Databases, Analysis, Moles, Process Improvement

Education
Appalachian State University   2007 — 2010
Business Administration, Marketing, 3.98

Experience
SS&C GlobeOp  April 2014 - Present
Citco Fund Services   July 2013 - April 2014
NEUROLOGY CONSULTANTS OF NEW YORK, P.C. New York, NY   May 2011 - September 2011
KBC Financial Products  February 2006 - December 2008
HVB  July 2003 - October 2005
International Fund Services (Ireland) Ltd, A State Street Company   August 2000 - July 2003
THE BANK OF TOKYO   March 1999 - July 2000
Capital Markets Group's Back Office   February 1995 - February 1999
BANKERS TRUST COMPANY  March 1994 - February 1995
Ministry of Foreign Trade, Warsaw, Poland   May 1989 - September 1989

Skills
Equities, Financial Reporting, Back Office, Bonds, FX, Financial Analysis, Fund Administration, Derivatives, Hedge Funds, Options, FX Options, Trading, Swaps, Portfolio Management, Fixed Income, Middle Office

Education
Baruch College   2011 — 2012
Financial Statement Analysis and Securities Valuation

Pace University - Lubin School of Business   1992 — 1994
BBA, International Management

Warsaw School of Economics   1985 — 1989
Combined B.A./M.B.A, Foreign Trade

Experience
Citco Fund Services   April 2012 - Present
Wells Fargo  November 2011 - February 2012
Wells Fargo Capital Finance  August 2011 - October 2011
Wells Fargo Advisors  January 2011 - August 2011
Rancho de Tia Rosas   May 2007 - October 2010
IMX Pharmacy Solutions   January 2006 - May 2007
Arizona Federal Credit Union  October 2004 - December 2005
Arizona Federal Credit Union  March 2004 - October 2004
Bank of America  September 2000 - March 2004

Skills
Mutual Funds, Portfolio Management, Financial Analysis, Banking, Retail Banking, Analysis, Active Directory, Financial Services, Customer Retention, Customer Service, Access, Management, Software Documentation, Training, Leadership

Education
Arizona State University   2002 — 2008
B.S, Political Science

Experience
Citco Fund Services   December 2010 - December 2013
Pustorino, Puglisi & Co., LLP   June 2007 - December 2010

Skills
Financial Reporting, Accounting, Financial Accounting, GAAP, Account Reconciliation, Auditing, US GAAP, Financial Statements, Fund Accounting, General Ledger, External Audit

Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy

Experience
PhyMed Healthcare Group  April 2015 - Present
EY  September 2012 - March 2015
EY  June 2010 - August 2010
Citco Fund Services   June 2009 - August 2009

Skills
Accounting, Corporate Finance, Auditing, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Access, Bloomberg, Financial Accounting, SEC filings, Assurance, SEC Filings, Finance

Education
Vanderbilt University - Owen Graduate School of Management   2011 — 2012
Masters of Science, Finance

Bentley University   2008 — 2011
Bachelors of Science, Corporate Finance and Accounting

Experience
Citco Fund Services   January 2012 - Present
Ernst & Young  2008 - 2011

Skills
US GAAP, SEC filings, Financial Reporting, Microsoft Excel, Outlook, Microsoft Word, IFRS, Accounting, Financial Analysis, Coaching, Financial Accounting, CPA, External Audit, Auditing, Internal Controls, GAAP, Sarbanes-Oxley Act, Finance, Internal Audit, Financial Statements, Tax, Assurance, Financial Modeling, Team Leadership, Team Building

Education
Bucknell University

Hunterdon Central

Experience
Citco Fund Services   July 2007 - Present
Legg Mason  September 2005 - July 2007
BNY Mellon  June 2001 - September 2005

Skills
Aexeo, Microsoft Office, Bloomberg, Fund Of Funds, Data Analysis, Derivatives, Market Data, Back Office, Hedge Funds, Equities, FX Options, Options

Education
Baruch College   2000 — 2005
BBA, Finance

Experience
Citco Fund Services   June 2010 - Present

Education
Northern Ossetian State University named after K.L.Hetagurov   1998 — 2003
Bachelor of Business Administration (B.B.A.), International Business

Северо-Осетинский Государственный Университет им. К.Л. Хетагурова / Northern Ossetian State University named after K.L.Hetagurov   1998 — 2003
Bachelor of Business Administration (BBA), International Business

Experience
K2 Intelligence / Thacher Associates   July 2012 - Present
United States Army Reserve  July 2011 - December 2014
Citco Fund Services   November 2008 - July 2012
US Army  March 2004 - March 2007

Skills
Financial Analysis, Risk Management, Accounting, Financial Accounting, Due Diligence, Analysis, Finance, Corporate Finance

Education
Baruch College
MBA, Accounting

SUNY Stony Brook
Bachelor of Arts (B.A.), Economics

Stuyvesant High School

Experience
Citco Fund Services   June 2013 - Present

Skills
Microsoft Office, Bloomberg Terminal, Swapswire, Hedge Funds

Education
SUNY Binghamton   2009 — 2013
Bachelor's degree, Economics

Experience
Citco Fund Services   December 2012 - Present
Deloitte  October 2011 - March 2012
Kane (Bermuda) Limited (formerly HSBC Insurance Management Bermuda, Ltd.)   May 2008 - April 2011
Bermuda Executive Services Ltd.   November 2006 - May 2008
Shell  July 2004 - November 2006

Skills
US GAAP reporting, GAAP Standards, Insurance, Oil/Gas, Financial Reporting, Financial Analysis, Real Estate

Education
Angeles University Foundation   1997 — 2001
Bachelor of Science, Accounting