Citco Fund Services
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1,044 Citco Fund Services employees in database. Find out everything there's to know about Citco Fund Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citco Fund Services Employees
VMware January 2012 - Present
isgSearch March 2011 - January 2012
TEKsystems November 2009 - March 2011
Citco Fund Services June 2009 - November 2009
Skills
SharePoint, .NET, PL/SQL, Java, Project Managers, Security, Ruby on Rails, Disaster Recovery, BizTalk, CRM, Application Support, Technical Recruiting, Contract Recruitment, Benefits Negotiation, Talent Acquisition, Applicant Tracking..., Oracle HR, Cloud Computing, Executive Search, IT Recruitment, Recruiting, Project Management, Business Analysis, SDLC, Onboarding, Oracle, Requirements Analysis, Management, Consulting, Networking, Information Technology, Temporary Placement, Screening, Interviews, Human Resources, VMware, Virtualization, Leadership, Sourcing, Databases, Strategy, Vendor Management, Staff Augmentation, Professional Services, Team Leadership, Internet Recruiting, Communication, Enterprise Software
Education
McMaster University
Bachelor of Commerce (B.Com.)
Citco Fund Services December 2012 - Present
Citco Fund Services August 2007 - December 2012
BISYS February 2005 - August 2007
Amtrade Inc 2004 - 2005
Education
New York Institute of Technology-Old Westbury
Bachelor of Fine Arts (B.F.A.)
Eton Park Capital Management March 2008 - Present
Citco Fund Services May 2006 - March 2008
Belvedere Bridge Enterprises, Inc. September 2004 - May 2006
Skills
Private Equity, Hedge Funds, Equities, Alternative Investments, Investments, Capital Markets, Investor Relations, Asset Management, Portfolio Management, Valuation, Financial Services, Derivatives, Securities
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Finance/Economics
Citco Fund Services January 2013 - Present
Citco Fund Services May 2006 - December 2012
Citco Fund Services January 2003 - May 2006
Refco October 2000 - December 2002
BNP Paribas July 1996 - September 2000
Banco Portugus do Atlantico September 1995 - July 1996
Ecoban Finance Limited May 1994 - August 1995
Invermara Inc. March 1993 - May 1994
JPMorgan Chase September 1990 - March 1993
Barclays Corporate Banking January 1988 - September 1990
Skills
Mutual Funds, Fund Of Funds, Valuation, Investments, Capital Markets, Financial Analysis, Options, FX Options, Corporate Actions, Prime Brokerage, Asset Managment, Financial Services, Banking, Asset Allocation, Market Data, Risk Management, Bonds, Financial Risk, Trading, Financial Markets, Asset Management, Relationship Management, Investment Banking, Settlement, Emerging Markets, Hedge Funds, Fixed Income, Equities, Derivatives, Bloomberg
Education
New York University 1992 — 1994
International/Global Studies
La Guardia Community College 1987 — 1989
Business Administration and Management, General
Kabbalah Cnter Boca Raton
Tai Chi
Capital One July 2015 - Present
Capital One July 2014 - July 2015
Delta Gamma December 2012 - January 2014
Capital One June 2013 - August 2013
Citco Fund Services June 2012 - August 2012
Skills
Leadership, PowerPoint, Public Speaking, Microsoft Excel, Training, Financial Analysis, Commercial Real Estate, Financial Modeling, Asset Management, Argus Modeling, Credit Analysis
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (BBA), Finance Major, Real Estate and English Minors
National University of Ireland, Galway 2012 — 2012
Visiting Student at J.E. Cairnes School of Business & Economics
Lakeland Regional High School 2006 — 2010
Deutsche Bank October 2009 - Present
Citco Fund Services October 2006 - September 2008
Skills
Fund Accounting, Fund Administration, Financial Services, Bloomberg, Corporate Actions, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Asset Management, Microsoft Excel
Education
National College of Ireland 2004 — 2006
Bachelor's degree, Accounting and HRM
Investors Group April 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds May 2012 - April 2013
Butterfield Fulcrum March 2011 - April 2012
Citco Fund Services October 2009 - March 2011
GenieKnows.com May 2009 - September 2009
Sobeys May 2008 - January 2009
Nova Scotia Department of Health September 2007 - December 2007
Nova Scotia Department of Health January 2007 - May 2007
Skills
Accounting, Cash, Investments, Financial Reporting, Financial Analysis, Problem Solving, Risk Management, Customer Relations, Analysis, Excel, Budgeting, Compliance, Teamwork, Access, PowerPoint, Word, Microsoft Office, Bloomberg, Financial Accounting, Valuation, Account Management, New Business Development, Hedge Funds, HTML, Databases, SAP, Statistics, Windows, Financial Planning, Reconciliation, Pricing, General Ledger, Cost Analysis, Financial Modeling, Forecasting, Reconciliations, Auditing, Financial Management, Portfolio Management, Process Improvement, Research, Equities, Derivatives, Securities, Fund Administration, Risk, Balance, Corporate Actions, Internal Audit, P&L
Education
Mount Saint Vincent University 2004 — 2008
Bachelor's, Distinction, Honours
Bombay Cambridge
High School
Eastlink October 2013 - Present
McInnes Cooper December 2011 - October 2013
Citco Fund Services October 2010 - December 2011
Credit Union Central of NS October 2007 - June 2010
Skills
Microsoft Exchange, Active Directory, Windows Server, VMware, Blackberry Enterprise..., Disaster Recovery, Network Administration, System Administration, ITIL, IT Management, Troubleshooting, Windows, Virtualization, VMware ESX, Backup Exec, Networking, Blackberry, Servers, VPN, SAN, Powershell, Microsoft SQL Server, HP, Information Technology, Storage Area Networks, Cisco Technologies, IT Operations, HP Proliant, vSphere, TCP/IP, Storage, High Availability, Business Continuity, Software Documentation, Technical Support, Requirements Analysis, DHCP, DNS, Firewalls, IT Service Management, Data Center, Security
Education
Nova Scotia Community College 2001 — 2003
Systems Management/Networking
Citco Fund Services May 2014 - Present
Torchlight Investors August 2012 - February 2014
BNY Mellon April 2010 - August 2012
PwC August 2007 - January 2010
Skills
Financial Reporting, Asset Management, Financial Controlling, Finance, Financial Analysis, Financial Modeling, Cash Flow, Financial Accounting, US GAAP
Education
Northeastern University 2006 — 2007
Masters of Business Administration (MBA)/Masters of Science in Accounting (MSA), Accounting
Hanover Public Schools August 2013 - Present
Citco Fund Services August 2006 - August 2013
State Street November 2005 - August 2006
Skills
Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equities, Securities, Derivatives, Investments, Financial Analysis, Account Reconciliation, Financial Reporting
Education
Merrimack College 1994 — 2000
Bachelor's degree, Psychology
Marshfield Highschool 1994 — 1998
GT Painting Inc. March 2014 - Present
GT Painting September 2011 - February 2014
Citco Fund Services June 2011 - August 2011
Citco Fund Services April 2010 - May 2011
Skills
Account Reconciliation, Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Investments
Education
Saint Mary's University 2007 — 2010
B. Comm, Accounting
Nova Scotia Community College 2004 — 2005
Certificate, Entrepreneurship and Small Business
Citco Fund Services January 2015 - Present
Deloitte February 2014 - 2015
Deloitte 2013 - 2013
Deloitte 2012 - 2012
Eaton Vance 2011 - 2011
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Tax, Financial Accounting
Education
Northeastern University 2009 — 2013
Undergraduate, Finance and Accounting
Citco Fund Services September 2014 - Present
Rutgers University July 2013 - January 2015
PSEG June 2013 - September 2014
Innovi Mobile February 2013 - August 2013
Rutgers Business School August 2012 - May 2013
SUNY New Paltz July 2011 - May 2012
Robinson's Tae Kwon Do September 2004 - July 2008
Skills
R, Financial Modeling, Quantitative Finance, Microsoft Excel, Risk Management, Data Analysis, VBA, PowerPoint, Time Series Analysis, C++, Microsoft Office, Public Speaking, Econometrics, Research, Time Management, Matlab, Teaching, Conference Development, Computer Programming in..., Economics, Derivatives, Microsoft Word, Access, JavaScript, Higher Education, Outlook, Statistics, Social Media, Unix, Python
Education
New York University 2015 — 2018
Incoming Graduate Student, MS Scientific Computing
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master of Science (M.S.), Financial Mathematics, GPA - 3.93
New York University 2014 — 2014
Inter-University Program with Rutgers Graduate School of Arts and Sciences, Mathematics, NA
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2013
Master of Science (M.S.), Quantitative Finance, GPA - 4.0
S.U.N.Y. New Paltz, New Paltz New York 2010 — 2012
Bachelors Degree, Finance, Mathematics, and Economics, GPA - 3.97
Target September 2014 - Present
Loblaw Companies Limited February 2012 - September 2014
Loblaw Companies Limited December 2010 - February 2012
Loblaw Companies Limited December 2009 - December 2010
Citco Fund Services June 2008 - November 2009
Skills
Assortment, Forecasting, Supplier Negotiation, Vendor Management, Promotions, Pricing Analysis, Strategic Planning, Financial Reporting, Retail Category..., Budgets, Planograms, Sales, Inventory Management, Merchandising, Pricing, Retail, Negotiation
Education
McMaster University 2003 — 2007
Honours Bachelor of Commerce, Finance
Citco Fund Services May 2014 - Present
McMaster University April 2013 - Present
VIP Program September 2012 - Present
DeGroote Marketing Association April 2013 - April 2014
BorgWarner March 2013 - August 2013
MarketingForReal April 2011 - September 2011
Fortinos September 2010 - May 2011
Junior Achievement of Central Ontario May 2009 - August 2009
Skills
HTML, Microsoft Office, Reuters, PHP, phpMyAdmin, MySQL, CSS, Microsoft Excel, PowerPoint, Photoshop, Dreamweaver, Russian, Russian Literature, Accounting, Marketing, Market Research, Event Planning, Marketing Communications, Email Marketing, New Business Development, Press Releases, Teamwork, Leadership, Customer Service, Public Speaking, Microsoft Word, Investments, Business Strategy, IFRS, Financial Analysis, Project Management, Research, Human Resources, Strategic Planning, Financial Accounting, Website Development, Bloomberg, Management, Fundraising, Time Management, Budgets, Training, Financial Reporting, Finance, Team Leadership
Education
McMaster University 2011 — 2015
Honours BCom, Commerce
Robert Bateman High School 2007 — 2011
Secondary School Diploma (OSSD), Finance
Balyasny Asset Management L.P. September 2012 - Present
Citco Fund Services May 2010 - August 2012
OpHedge Investment Services May 2008 - April 2010
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Derivatives, Fund Accounting, Valuation, Securities, Asset Management, Financial Analysis, Mutual Funds, Corporate Actions, Fund Of Funds, Options
Education
Pace University - Lubin School of Business 2002 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Citco Fund Services January 2014 - Present
Citco Fund Services December 2012 - December 2013
Citco Fund Services February 2010 - December 2012
Oracle Financial Services Software Ltd July 2007 - January 2010
Citigroup Private Bank May 2006 - August 2006
Singapore Armed Forces May 2002 - May 2003
Skills
C++, Matlab, R, VBA, Java, Oracle, Unix, Python, Options, Hibernate, Financial Modeling, Programming, SQL, Quantitative Finance, OOP, Fixed Income, Spring, Hedge Funds, Subversion, Equities, XML, Web Services, Derivatives, PL/SQL, Linux, Sybase, Eclipse, Time Series Analysis, Maven, JIRA, Groovy, Spring Integration, Java Enterprise Edition, SDLC, Spring Framework
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Master of Quantitative Finance, GPA 3.705
National University of Singapore 2003 — 2007
Bachelor of Computing - Honours in Computer Science, Computer Science
JPMorgan Chase March 2015 - Present
UBS August 2007 - January 2015
JPMorgan Chase June 2005 - August 2007
Citco Fund Services January 2004 - May 2005
NavGator January 2001 - December 2003
Deutsche Bank 1998 - 2000
Sun Microsystems Inc. 1992 - 1998
New York Life Insurance Company 1989 - 1992
NYNEX Science & Technology 1988 - 1989
Skills
Wealth Management, Collateral Management, Market Data, Fixed Income, Trading Systems, Hedge Funds, Equity Derivatives, Alternative Investments, Equities, Derivatives, Investment Banking, Options, Unix, Project Management, Software Development, Low Latency, Electronic Trading, Security, Sybase, Trading, SDLC, IT Strategy, Distributed Systems, Vendor Management, Business Analysis, Risk Management, Enterprise Architecture, Program Management, Strategy, Business Continuity, Management, Infrastructure, Disaster Recovery, IT Management, Financial Services
Education
Polytechnic University 1985 — 1989
Master of Science (M.S.), Computer Science
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Citco Fund Services April 2014 - Present
BNY Mellon August 2013 - April 2014
Penn State University August 2011 - May 2013
The Linde Group May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Access, Six Sigma, Logistics, Continuous Improvement, Supply Chain Management, Supply Chain, Data Analysis, Process Improvement, Microsoft Office, Public Speaking, Leadership, Access, Accounting, Analysis
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Citco Fund Services January 2012 - Present
The Citco Group of Companies July 2008 - December 2011
The Citco Group of Companies November 2006 - June 2008
Grant Thornton November 2004 - November 2006
Education
New Jersey City University 2009 — 2011
MS, accounting
National University of Science and Technology "MISIS" (Moscow Institute of Steel and Alloys)
Master's Degree, Engineering
Morgan Stanley November 2014 - Present
Citco Fund Services August 2013 - November 2014
BlackRock April 2011 - May 2013
RecoverCare LLC March 2011 - April 2011
BlackRock August 2009 - 2009
Coldwell Banker Hearthside January 2009 - 2009
Goldman Sachs & Co. March 2008 - 2008
State Street 2008 - 2008
GMAC Mortgage April 2005 - June 2007
SEI 2002 - 2005
Skills
MS Office Suite, SAP, Fund Accounting, Fixed Income, Mutual Funds, Asset Managment, Capital Markets, Risk Management, Bloomberg, Securities, Valuation, Hedge Funds, Portfolio Management, Asset Management, Finance, Private Equity, Mortgage Lending, Microsoft Office, Alternative Investments, Financial Services, Financial Analysis, Financial Modeling, Asset Allocation, Bonds, Fund Of Funds
Education
Moravian College 1998 — 2002
Bachelors of Arts, Economics and Finance
Lasalle College High School 1996 — 1998
Archbishop wood
Schindler Elevator Corporation (U.S.) June 2013 - Present
PACIFIC CONTROLS June 2012 - May 2013
Citco Fund Services May 2011 - May 2012
UNE EPM Bogotá August 2007 - January 2008
Skills
Project Management, MS Project, Automation, Integration, Testing, Requirements Analysis, Java, Matlab, Software Development, Project Planning, Telecommunications
Education
Stevens Institute of Technology 2010 — 2012
Network Information System, Secure Network System Design
Pontificia Universidad Javeriana 2002 — 2008
Electronic Enginering
Citco Fund Services August 2012 - Present
Citco Fund Services May 2010 - July 2012
OpHedge Investment Services June 2007 - May 2010
Education
Muhlenberg College 2003 — 2007
Economics
HazelTree October 2013 - Present
Citi - Fund Services June 2010 - May 2013
Citco Fund Services May 2005 - June 2010
FrontPoint Partners LLC 2002 - 2005
Morgan Stanley Prime Brokerage 1994 - 2001
Morgan Stanley - Firm Operations 1990 - 1994
Salomon Brothers 1987 - 1990
Skills
Prime Brokerage, Hedge Funds, Fund Administration, Alternative Investments, Derivatives, Financial Markets, Investment Banking, Bloomberg, Fund Accounting, Trading Systems, Portfolio Management, Fund Of Funds, Mutual Funds, Fixed Income, Trading, Back Office, Equities, Options, Securities Lending, Middle Office, FX Options, Capital Markets, Asset Management, Securities, Investor Relations, Private Equity, Swaps, Bonds, Settlement, Valuation, Corporate Actions, Credit Derivatives, Equity Trading, Series 7, Equity Derivatives, Electronic Trading, Financial Services, Investment Management, ETFs, Emerging Markets, Asset Allocation, CDS, Structured Finance, Series 63, Market Data, Collateral Management, Hedging, Investments, Global Custody, Investment Strategies
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
Macalester College 1977 — 1982
BA, Economics
Amherst Regional High School 1971 — 1976
Citco Fund Services August 2013 - Present
Atlantis Systems Corp. February 2012 - August 2013
Azorus September 2011 - February 2012
Research In Motion July 2010 - July 2011
Research In Motion April 2008 - July 2010
Research In Motion September 2006 - April 2008
EastLink April 2006 - September 2006
Skills
Blackberry Enterprise..., BlackBerry Smartphones, Social Media, BlackBerry Desktop..., A+ Certified, Help Desk Management, BlackBerry Internet..., Client Services, Troubleshooting, Troubleshooting Hardware, Computer Hardware..., Network Administration, Mac OS, Audio Editing, Microsoft Office, Active Directory, CRM software, Exchange Server, Server Administration, Blackberry, iOS, Android, BMC Remedy, Help Desk Support, Microsoft Exchange, Networking, Technical Support, Testing, Windows, Network Security, Operating Systems, Wireless Networking, XP, Windows Server, Wireless, Servers, Hardware, SQL, Software Installation, TCP/IP, Laptops, Access, Computer Hardware, OS X, Smartphones, DNS, Windows 7, System Deployment, CRM, System Administration
Education
CompuCollege 2003 — 2005
Information Systems Specialist, Information Technology
Nova Scotia Community College 2001 — 2003
Screen Arts Program
RBC April 2015 - Present
Citco Fund Services June 2014 - April 2015
Barclays July 2011 - June 2014
Merrill Lynch February 2011 - April 2011
New York Life Insurance Company June 2010 - September 2010
Skills
Statistics, R, Microsoft Office, PowerPoint, Social Media, Mathematica, Access, Analysis, Research, Data Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Economics
Education
Macalester College 2007 — 2011
Bachelor of Arts, Mathematics, Statistics and Economics
Scotiabank Global Banking and Markets September 2014 - Present
Citco Fund Services December 2011 - July 2014
Memorial University of Newfoundland January 2010 - April 2010
Skills
Bloomberg, Teamwork, Market Research, Time Management, Investments, Financial Analysis, Market Analysis, Accounting, Stress Management, Financial Modeling, Business Analysis, Data Analysis, Derivatives, Securities, Learning Quickly, Passion to Succeed, Analytical Skills
Education
Saint Mary's University 2010 — 2011
M.FIN, Finance, Economy, Ecometrics, and Financial Accounting
Memorial University of Newfoundland 2008 — 2010
BBA (Hon.), Marketing, Management, Psychology, Economy, Banking system, Accounting & Finance
Guangdong experimental high school 2003 — 2006
High School Certificate, Chemistry
CIBC World Markets April 2015 - Present
BMO Financial Group April 2013 - April 2015
BMO Financial Group June 2011 - March 2013
Citco Fund Services July 2010 - June 2011
RBC Dexia Investor Services August 2007 - June 2010
Education
McMaster University
SunGard September 2014 - Present
State Street AIS April 2013 - June 2014
Hedge Fund Consultants New York 2013 - 2014
Advise Technologies April 2012 - December 2012
Citco Fund Services 2009 - 2012
Citco Fund Services February 2008 - July 2009
Citco Fund Services February 2007 - February 2008
Citco Fund Services March 2005 - February 2007
Citco Fund Services April 2004 - March 2005
Misys January 2001 - April 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Fund Administration, Equities, Alternative Investments, FX, Capital Markets, Financial Markets, Trading Systems, Options, Swaps, Banking, Client Service, New Business Development, Financial Services, FX Options, Risk Management, Asset Management, Equity Derivatives, Integration, Securities, Trading, Prime Brokerage, Back Office, Fund Of Funds, Financial Risk, Vendor Management, Electronic Trading, Bloomberg, Mutual Funds, Fund Accounting, Portfolio Management, Corporate Actions, Settlement, Credit Derivatives, Market Data, Bonds, Investment Banking, Private Equity, Foreign Exchange, Funding, Investor Relations, Middle Office, Investments, Valuation
Education
Champlain Lennoxville 1983 — 1986
Diplome Etudes Collegiales
McGill University
Certificate in Human Resources Management
University of California, Berkeley
Certificate in Project Management
Nestlé Waters North America December 2013 - Present
Nestlé Waters North America February 2013 - December 2013
Nestle Direct Store Delivery June 2012 - February 2013
Nestle DSD 2010 - 2012
Pepsi Bottling Group November 2008 - June 2010
The Pepsi Bottling Group July 2008 - November 2008
The Pepsi Bottling Group May 2007 - July 2008
Saks Fifth Avenue January 2007 - May 2007
Citco Fund Services May 2006 - January 2007
The Donna Karan Company January 2006 - May 2006
Skills
Human Resources, Recruiting, Organizational..., Sourcing, Succession Planning, Talent Management, Onboarding, Employee Relations, Performance Management, Deferred Compensation, Employee Engagement, Talent Acquisition, Labor Relations, Workforce Planning, HR Consulting, College Recruiting, Organizational Design, PeopleSoft, Strategy, Employee Training, Leadership Development, HR Policies, Employer Branding, Leadership, Personnel Management, New Hire Orientations, Applicant Tracking..., Employee Benefits, Coaching, Benefits Administration, HRIS, Job Descriptions, Organizational...
Education
New York University 2005 — 2007
MA, Industrial Organizational Psychology
Trinity College-Hartford 2000 — 2004
Bachelor of Science (B.S.), Psychology
Citco Fund Services November 2014 - Present
JP Morgan May 2014 - Present
Athena Capital Advisors 2011 - 2013
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Citco Fund Services May 2014 - Present
SS&C Technologies (PEI Solutions) May 2011 - April 2014
Citi Private Equity Services February 2007 - April 2011
Guttmacher Institute January 2005 - January 2007
Skills
Microsoft Office, Platinum, PEPS (Investment Cafe), QuickBooks, The Next Round (TNR), Accounting, Waterfall, Private Equity, Financial Statements, Capital Calls, Bank Reconciliation, General Ledger, Trial Balance
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Public Accounting
Citco Fund Services November 2014 - Present
McMaster University May 2012 - April 2013
McMaster University September 2010 - April 2012
Skills
Qualitative Research, Event Management, Event Planning, Statistics, Teamwork, Volunteer Management, Critical Thinking, Data Analysis, Research, Quantitative Research, Public Speaking, Policy, Time Management, Recruiting, Fundraising
Education
Schulich School of Business 2013 — 2014
Master of Accounting (MAcc), Accounting
McMaster University
Honors Bachelor of Arts, Economics and Science (Double Major)
Citco Fund Services August 2013 - Present
Citi June 2012 - June 2013
Citi October 2009 - June 2012
Champion Sports Co.,Ltd May 2002 - May 2008
Skills
Portfolio Management, Customer Service, Securities, Banking, Credit, Cash Management, Bloomberg, Financial Services, Fixed Income, Mutual Funds, Equities, AML, Derivatives, Relationship Management, Finance
Education
National College of Ireland 2005 — 2009
BA (Hons), Accounting & Human Resource Management, 2.1
Citi April 2014 - Present
Citco Fund Services April 2013 - April 2014
Wholesale Club February 2009 - February 2013
McMaster University September 2011 - April 2012
Canada's Wonderland July 2008 - September 2008
Skills
Training, Customer Service, Time Management, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Management, Financial Analysis
Education
McMaster University 2008 — 2012
Undergraduate Degree, Commerce
McMaster University 2008 — 2012
Bachelor of Commerce (B.Com.)
Citco Fund Services December 2014 - Present
State Street February 2014 - November 2014
IFS, State Street September 2012 - February 2014
IFS, State Street September 2007 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company March 2005 - September 2007
Skills
Hedge Funds, Fund Accounting, Fund Administration, Corporate Actions, Equities, Private Equity, Alternative Investments, Account Reconciliation, Financial Reporting, Portfolio Management, Excel, Accounting, Securities, Bloomberg, Fund Of Funds, Options, Word, First Aid, Cpr Certified, AED, Middle Office, Financial Analysis, NAV, Financial Services, Fixed Income, Swaps, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Mutual Funds, Financial Statements, Auditing, Bloomberg Terminal, Microsoft Word, FX Options, VBA, Pricing
Education
National University of Ireland, Maynooth 2001 — 2004
Joint Honours Degree, Finance and Economics
Salesian College, Celbridge 1996 — 2001
Ayuvia LLC November 2014 - Present
www.emily-benton.com January 2013 - Present
. March 2011 - Present
Citco Fund Services December 2012 - November 2014
Hamilton Lane August 2010 - November 2012
SEI Investments September 2009 - August 2010
Skills
Microsoft Excel, Public Speaking, Marketing Strategy, Marketing, Business Strategy, Facebook, Relationship Management, Microsoft Office, Social Media, PowerPoint, Budgets, Business Development, Customer Service, Fitness, Holistic Health, Health, Nutrition, Wellness, Wellness Coaching, Microsoft Word, Employee Wellness, Superior Client Service, Social Media Marketing, Project Management, Team Motivator, Outlook, Training, Coaching, New Business Development, Marketing Communications, Social Networking, Online Marketing, Lifestyle, Lifestyle Coaching, Employee Benefits, Employee Relations, Sports Nutrition, Fitness Consulting, Spinning, Motivation, Leadership, Valuation, Management, Event Planning, Fundraising
Education
Institute for Integrative Nutrition 2013 — 2014
AADP, Holistic Health and Wellness, General Nutrition
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
MBA, Marketing
Loyola University Maryland 2005 — 2009
BBA, Finance
University of Auckland 2007 — 2007
General Studies, Study Abroad
Merion Mercy Academy 2001 — 2005
CrossFit 5 Triple 9 February 2014 - Present
Citco Fund Services June 2004 - September 2014
Citco Fund Services Curacao April 2007 - February 2008
Merrill Lynch May 2003 - August 2003
Skills
Hedge Funds, Financial Accounting, Financial Services, Microsoft Excel, Excel models, Sports Nutrition, Nutrition, CrossFit, Vacation Rental, Private Banking, Accounting, Fund Accounting, Equities, Fixed Income, Options, Portfolio Management, Investments, Financial Reporting, Mutual Funds, Fund Administration, Securities, Financial Analysis, Account Reconciliation
Education
Manhattanville College 2000 — 2004
Finance, Computer Science & Photography
University of Miami, Miller School of Medicine January 2011 - May 2012
The Continental Group November 2009 - January 2011
Citco Fund Services March 2008 - January 2009
Citco Fund Services October 2006 - March 2008
Arbitrage Real Estate February 2004 - May 2006
Skills
Human Resources, Outlook, Microsoft Excel, Office Management, Accounts Payable, Time Management, Invoicing, Onboarding, Applicant Tracking..., Customer Service, PowerPoint, Account Reconciliation, Microsoft Office, Accounting, Microsoft Word
Education
Miami Dade College 2012 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Ulysses S. Grant High School 1999 — 2003
Diploma
New York State Department of Financial Services September 2010 - Present
Citco Fund Services June 2006 - October 2008
Archeus Capital Management November 2004 - April 2006
Julius Baer Investment Management January 2003 - October 2004
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Trading, Options, Mutual Funds, Middle Office, Hedge Funds, Financial Services, Account Reconciliation, Corporate Actions, Prime Brokerage, CDS, Accounting, Asset Management
Education
North Carolina Agricultural and Technical State University 1991 — 1996
BS, Accounting
AmeriHealth Administrators 2014 - Present
Citco Fund Services October 2013 - Present
PTR BALER September 2012 - October 2013
Skills
Financial Reporting, Finance, C++, SQL, Microsoft Excel, Cost Accounting, Auditing, Financial Statement..., GAAP, Financial Statements, Account Reconciliation, Internal Controls, IFRS, US GAAP, SEC filings, Sarbanes-Oxley Act, Consolidation, Access, Accounting, Financial Analysis, Hedge Funds, Financial Accounting, Financial Modeling, General Ledger, Corporate Finance, Oracle, PeopleSoft
Education
Penn State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Citco Fund Services August 2013 - Present
Citco Fund Services November 2011 - Present
Dealogic Limited November 2007 - June 2009
Language Services International ESL October 2006 - November 2007
KPMG August 2004 - October 2006
Skills
Financial Analysis, Customer Relations, Business Strategy, Financial Reporting, Economics, Investor Relations, Client Services, Account Management, Supervisory Skills, Inside Sales, Financial Services, Management Consulting, Customer Service, Strategy, Project Management, Hedge Funds, Management, Financial Modeling, Finance, Corporate Finance, Analysis, Business Development, Business Analysis
Education
Schulich School of Business, York University 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Strategic Management
Nanyang Technological University 2010 — 2010
MBA, Exchange
Canadian Securities Institute 2004 — 2004
Canadian Securities Course
Western University 2000 — 2004
Bachelor of Administrative and Commercial Studies, Finance, Administration and Economics
Ontario Teachers' Pension Plan January 2015 - Present
Citco Fund Services January 2011 - January 2015
Skills
Bloomberg, Financial Reporting, Fund Accounting, Microsoft Excel, VBA, Java, Financial Analysis
Education
McMaster University 2006 — 2009
Honours Bachelor of Commerce
Ryerson university
Computer Programming
CFA Institute
CFA Level 2 Candidate
Citco Fund Services February 2012 - August 2014
Parada Kitchens March 2008 - March 2012
McMaster University September 2010 - June 2011
Symposioum Restaurant February 2007 - July 2009
Skills
Research, Public Policy, Teamwork, Microsoft Office, Politics, Accounting, Qualitative Research, Policy Analysis, International Relations, Data Analysis, Report Writing, SPSS, Quantitative Research, Analysis, Social Media, French, Microsoft Excel, Public Speaking, Community Development, Economics, Management, Customer Service, Financial Analysis
Education
University of Windsor 2014 — 2017
Juris Doctor (J.D.), Law
McMaster University 2010 — 2011
M.A, International Relations
York University 2006 — 2010
Hons. B.A, Political Science
H/2 Capital Partners August 2013 - Present
Citco Fund Services September 2011 - August 2013
BNP Paribas February 2010 - August 2010
Covidien June 2009 - January 2010
Education
Northeastern University 2006 — 2011
B.S., International Business, Double Spécialisation, Finance, Logistique
Reims Management School 2009 — 2009
Leysin American School 2004 — 2006
International Baccalaureate Diploma
EY February 2014 - Present
Freelancers Union August 2013 - January 2014
Coach March 2013 - August 2013
Bank of America May 2012 - February 2013
Citco Fund Services September 2011 - April 2012
CGS December 2010 - September 2011
I Love Velvet Inc. September 2010 - December 2010
Citigroup April 2010 - September 2010
Advanced Health Media May 2009 - April 2010
Ernst & Young LLP 2006 - April 2009
Skills
IT Management, Certified Project..., PMP, PMI, Software Project..., Project Portfolio..., Program Management, Waterfall, Software Development, Software Development..., Offshore, Nearshore, SDLC, Vendor Management, PMO, Project Collaboration, Agile, Certified Scrum Master..., Scrum, Process Management, Management Consulting, Business Strategy, Client Engagement, Business Relationship..., Business Process, SharePoint, Agile Methodologies, Business Analysis, CRM, Business Intelligence, Visio, Customer Engagement, Resource Management, Enterprise Software, Cross-functional Team..., Strategy, Quality Assurance, Project Management, Software Documentation, Governance, Risk Management, Management, Project Planning, Leadership, IT Strategy, Business Process..., Project Delivery, Agile Project Management, Requirements Gathering, Requirements Analysis
Education
DeVry University 1986 — 1989
Bachelor of Science, Computer Information System
New Jersey Institute of Technology 1983 — 1986
Electrical Engineering
Management Training & Career Enhancement Education
Citco Fund Services October 2013 - Present
Craig Renninger Construction June 2007 - September 2013
SagePoint Financial 2013 - 2013
Hickory Valley Golf Club April 2010 - August 2012
Skills
Hold Series 6 and 63..., Form PF and PQR..., Microsoft Excel, Microsoft Word, Outlook, Accounting, Finance, Financial Accounting, Financial Reporting, Financial Statements, GAAP, IFRS, Cash Flow, US GAAP, Sarbanes-Oxley Act, Bloomberg, Teamwork
Education
Penn State University 2009 — 2013
BS, Accounting
Pennsylvania State University Smeal College of Business 2009 — 2013
BS, Accounting, GPA: 3.15
Alvernia University
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
Little Nest Portraits June 2015 - Present
Robert Ryan Catering & Design May 2013 - June 2015
A Little Soiree Wedding Planning September 2012 - May 2013
Apple Spice Junction August 2011 - April 2012
Citco Fund Services July 2008 - August 2011
Gunton Corporation May 2005 - May 2008
Bally Total Fitness March 1993 - May 2005
Skills
Corporate Events, Creativity Skills, Coordinating Events, Relationship-building..., Catering Sales &..., Banquet Operations, Wedding Management, Wedding Sales, Wedding Coordinating, Brides, Exceptional People..., Flexible Schedule, Corporate Meeting..., Fresh Ideas, Commitment to Customer..., Computer Proficiency, Organizational..., Executive Level...
Education
Temple University 2011 — 2011
Certificate Program, Professional Meeting Planning
Montgomery County Community College 1988 — 1989
Liberal Arts and Sciences/Liberal Studies
Methacton High School 1984 — 1988
Business/Commerce, General
Citco Fund Services April 2007 - Present
Citco Fund Services June 2006 - March 2007
Citco Fund Services January 2005 - May 2006
Franklin Templeton Investments October 2002 - December 2004
Franklin Templeton Investments May 1998 - September 2002
Skills
Mutual Funds, Fund Accounting, Fund Administration, Fund Services, Microsoft Excel, NAV, Fund Of Funds, Investments, Securities, Equities, Bonds
Education
Canadian Payroll Association 2011 — 2013
Payroll Compliance Practitioner, Payroll
Ryerson University 2000 — 2002
Accounting and Finance
McGill University 1994 — 1998
Bachelor of Arts (BA), Economics
Citco Fund Services October 2007 - Present
BISYS Fund Services July 2006 - October 2007
Skills
Bloomberg, Fixed Income, Hedge Funds, Equities, Alternative Investments, Options, Microsoft Office, Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Securities, Banking, Fund Of Funds
Education
Penn State University 2001 — 2006
BS, Accounting, French, International Business
Advancia (Chambre de Commerce et d'Industrie de Paris) 2004 — 2004
French Business Certification, Business/Commerce, General
North Bergen High School 1997 — 2001
Madison Capital Advisors July 2009 - Present
GoldenSource January 2012 - April 2013
Citco Fund Services March 2003 - July 2009
Absolute Advisors/Madison Capital Advisors September 2001 - December 2003
Liquid Digital, GlobalWorks September 1999 - 2003
Banco Santander 1996 - 1999
BNY Mellon 1994 - 1996
Accenture 1992 - 1994
Skills
Investments, Accounting, Project Management, Software Project..., Project Portfolio..., Agile Methodologies, Scrum, Securities, Securities Regulation, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Microsoft Excel, New Business Development, Risk Management, Finance, Asset Management, Fixed Income, Hedge Funds
Education
New England College 1988 — 1991
Bachelor of Science (BS), Accounting and Finance, 3.6
Taft School 1980 — 1985
College Prepataory
The Rectory School 1975 — 1980
Junior Boarder, Prep
Kaplon-Belo Affiliates LLC May 2012 - Present
Citco Fund Services May 2010 - September 2011
Skills
Microsoft Office, Marketing Strategy, PowerPoint, Financial Analysis, Commercial Real Estate, Real Estate Economics, Industrial Real Estate, Social Media, Real Estate Transactions, Marketing, Negotiation, Analysis, Management
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA), Marketing/Marketing Management, General
SUNY Albany 2006 — 2009
Bachelor's degree, Psychology
SUNY Albany 2006 — 2009
Bachelor of Arts (BA), Psychology
SML & Associates, LLC May 2015 - Present
TIAA CREF June 2014 - August 2014
TIAA CREF June 2013 - August 2013
TIAA CREF June 2012 - August 2012
Citco Fund Services May 2011 - August 2011
CDL & Associates June 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, SQL, SolidWorks, Visual Basic, SDLC, Maple, Business Analysis, Statistics, Engineering, Economics, VBA
Education
North Carolina State University 2010 — 2014
Engineering, Economics, Applied Math
Charlotte Catholic 2006 — 2010
Citco Fund Services December 2012 - Present
Leitzell & Economidis October 2009 - November 2012
Leitzell & Economidis July 2007 - October 2009
Life Care Hospital July 2006 - September 2006
Skills
Journal Entries, General Ledger, Financial Statements, GAAP, Cash Receipts, Accountants, External Audit, Peachtree, Account Reconciliation, Lacerte, Bank Reconciliation, ProSystem fx Tax, QuickBooks, Accruals, Accounts Payable, Invoicing, Auditing, Finance
Education
Penn State University 2002 — 2007
Bachelor, Accounting
THE PENNSYLVANIA STATE UNIVERSITY, University 2002 — 2007
Bachelor of Science, Accounting
Citi October 2012 - Present
Citi October 2012 - Present
ATT September 2011 - September 2012
Verizon Wireless February 2011 - August 2011
Chubb Insurance July 2009 - January 2011
Gigaspaces Technology August 2008 - July 2009
Citco Fund Services July 2006 - July 2007
Bear Stearns and Co. February 2001 - April 2006
Econovo.com (formerly Integrated Objects, now defunct) May 1999 - November 2000
ATT Laboratories April 1995 - June 1999
Skills
Agile Methodologies, Software Project..., SDLC, Enterprise Architecture, Software Development, Information Security, Unix, Integration, Databases, Security, Perl, Solution Architecture, C#, Testing, SharePoint, Java, SQL, Programming
Education
New Jersey Institute of Technology 1982 — 1983
Engineering continuing education., Graduate Education - Laser Systems Design, A
Stevens Institute of Technology 1982 — 1983
Engineering continuing education., Graduate Education - Finite Element Analysis, A
State University of New York at Buffalo 1978 — 1982
Bachelor of Engineering (BEng), Engineering Science and Aerospace, 3.4 GPA
Citco Fund Services February 2013 - Present
Tranpsort Canada - Navigable Waters Protection Program May 2009 - September 2012
Department of National Defence April 2008 - September 2008
Skills
Editing, Marketing Communications, Accounting, Financial Reporting, Microsoft Office, Report Writing, Event Planning, Teamwork, Media Relations, Microsoft Excel, PowerPoint, Research, Team Leadership, Budgets, Time Management, Customer Service, Leadership, Sales, Marketing
Education
Mount Saint Vincent University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Nova Scotia Community College 2007 — 2008
Office Information Technology Certificate, Administration, General
Sir John A MacDonald 1999 — 2002
Citco July 2006 - Present
Citco Fund Services July 2006 - Present
JPMorgan Chase February 2000 - June 2006
Cablevision March 1999 - December 1999
J&W Seligman September 1998 - March 1999
Bankers Trust January 1997 - April 1998
Skills
Quality Center, Business Analysis, User Acceptance Testing, Test Planning, Software Quality..., Quality Assurance, SDLC, Sybase, ITIL, Databases, Waterfall, Agile Methodologies, Software Project..., Requirements Analysis, Unix
Education
Pace University 1996 — 1999
BA, Computer Science & IT
Citco Fund Services September 2014 - Present
Morgan Stanley July 2014 - September 2014
Broadridge May 2013 - September 2013
Broadridge May 2012 - September 2012
International Market Recruiters June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Bloomberg, Social Media Marketing, Market Research, Outlook, Social Media, Social Networking, Research, Facebook, Event Planning, Time Management, Leadership
Education
Mount Saint Mary College 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Stillwater Investment Management, L.P. July 2015 - Present
Citco Fund Services December 2014 - Present
Citco Fund Services October 2013 - Present
Citco Fund Services May 2011 - October 2013
Doertenbach & Co March 2010 - July 2010
Pioneer Investments July 2008 - December 2008
Skills
Market Research, Market Analysis, Account Reconciliation, Trade Settlements, Bloomberg, German, Fixed Income, Hedge Funds, Financial Analysis, Equities, Settlement, Valuation, Swaps, Mergers & Acquisitions, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance, Marketing
ESB Reutlingen 2009 — 2010
International Management, Finance, Marketing
DLL March 2015 - Present
DLL December 2014 - March 2015
Citco Fund Services September 2014 - October 2014
Penn State Food Services - Findlay Dining Commons August 2010 - August 2014
Tea Institute at Penn State January 2013 - May 2014
Volunteer Income Tax Assistance (VITA) October 2013 - April 2014
Skills
Tax Preparation, Tax Accounting, Team Leadership, Tax Consulting, Team-oriented, Tax Law, Management, Federal Tax, Accounting, Analytical Skills, Income Tax, Tea, International Tax, Local Tax, Cost Accounting, Project Management, Visio, Tax Advisory, Microsoft Office 2007, Microsoft Excel, Tax, Process Improvement, Spanish, English, Photoshop, HTML, Visual Basic, Chinese, PowerPoint, Microsoft Word, Time Management, Sales & Use Tax, Sales Tax, State Tax
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Oxford Area High School 2006 — 2010
Samsung Electronics 2014 - Present
Martin-Brower 2014 - 2014
Woodstock General Hospital January 2012 - April 2012
Citco Fund Services November 2009 - December 2010
McMaster University September 2007 - April 2009
Skills
Financial Statements, Bank Reconciliation, Microsoft Excel, Data Analysis, Team Building, Financial Analysis, General Ledger, Accruals, Presenter, Research, PowerPoint, Microsoft Office, Analysis, Financial Reporting, Strategic Planning, Management Accounting, Leadership, Financial Modeling, Teamwork, Project Management, Access, Financial Accounting, Accounting
Education
McMaster University 2011 — 2013
MBA, Accounting and Business/Management
McMaster University 2005 — 2009
Hons Economics, Minor Accounting
FiveStars November 2014 - Present
Citco Fund Services July 2013 - June 2014
EisnerAmper LLP September 2012 - May 2013
Zurn Industries June 2011 - August 2012
St. Stephen's Evangelical Lutheran Church January 2009 - August 2012
Molly Brannigan's Irish Pub May 2010 - September 2010
Self Employed Tennis Instructor May 2009 - September 2009
Skills
Accounting, Invoicing, Financial Reporting, Microsoft Excel, Account Reconciliation, Access, Outlook, Team Leadership, GAAP, Auditing, Tennis, Solo Piano, Microsoft Word, Accounting Applications, Time Management, Budgets, PowerPoint, Data Analysis, Strategic Planning, Journal Entries, Bookkeeping, Tax, Financial Statements, Microsoft Office, Public Speaking, Fixed Assets, Microsoft Suite, Sales Tax Office, Tennis Player, Leadership, Hedge Funds, Managerial Finance, Sports, Account Management, Highly detail oriented, Fund Accounting, Financial Analysis, Financial Accounting, General Ledger, Management, Customer Service
Education
Mercyhurst University 2007 — 2012
Bachelor of Arts (B.A.), Accounting and Finance and Music
Mercyhurst University 2007 — 2012
Bachelor of Arts (B.A.), Accounting, Finance, and Piano
Resource Capital Corp. January 2014 - Present
Citco Fund Services October 2011 - January 2014
SEI Investments November 2010 - October 2011
SEI Investments November 2007 - November 2010
The Vanguard Group January 2006 - November 2007
C.H. Robinson Worldwide, Inc. January 2005 - December 2005
Skills
Account Reconciliation, Financial Statements, Process Improvement, Financial Statement..., Fund Accounting, NAV, P&L Reporting, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Accounting, Equities, GAAP, Finance, CPA, US GAAP, Journal Entries, Financial Accounting, General Ledger
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Master of Science, Financial Services
Penn State University 2000 — 2004
Bachelor of Science, Business Logistics
Citco Fund Services June 2013 - Present
Citco Fund Services May 2010 - June 2013
OpHedge Investment Services January 2005 - May 2010
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Equities, Financial Analysis, Fixed Income, Fund Accounting, Hedge Funds, Management, Microsoft Excel, Risk Management, Settlement
Education
Pace University
MS, MIS
First Canadian Title November 2010 - June 2011
Ford Motor Company April 2010 - September 2010
Hydro One August 2009 - December 2009
Hydro One January 2009 - May 2009
Consumer Impact Marketing January 2008 - April 2009
Citco Fund Services April 2008 - August 2008
CIBC Mortgages May 2007 - August 2007
Skills
Entrepreneur, Innovation, Social Media, Website Development, Graphic Design, Digital Marketing, Mobile Applications, Mobile Marketing, Mobile Technology, Technology Trends, Social Networking, Social Entrepreneurship, MBA, Economics, Marketing, User Experience, HTML5, XML, Android, jQuery, Advanced CSS, Sales Management, Direct Sales, Networking Events, Entrepreneurship, HTML 5, Start-ups, Social Media Marketing, Analytics, Competitive Analysis, Android Development, Java, MySQLi, MySQL, Sports, Sports Marketing, Networking
Education
McMaster University 2008 — 2010
MBA, Strategic Marketing
McMaster University 2003 — 2007
Honours Bachelor of Arts, Economics
Citco Fund Services January 2012 - Present
Citco Fund Services July 2010 - December 2011
Citco Fund Services March 2008 - June 2010
Citco Fund Services November 2006 - February 2008
PFPC (Currently Bank of NewYork Mellon) July 2005 - September 2006
PFPC (Currently Bank of NewYork Mellon) July 2004 - June 2005
Skills
Valuation, Financial Reporting, Corporate Actions, P&L, Derivatives, Capital Markets, Operational Risk, Back Office, Hedge Funds, Alternative Investments, Equities, Fixed Income, Mutual Funds, Financial Analysis, Private Equity, Financial Markets, Investments, Fund Accounting, FX, Trading, Bloomberg, Portfolio Management, Securities, Accounting, Risk Management, Cash Flow, Reconciliations, Asset Management, Options, Risk, Commodities, Account Reconciliation, Fund Administration, Investment Banking, Fund Of Funds, Financial Services, Financial Modeling, Swaps, Bonds, Corporate Finance, Cash Management, Middle Office, Finance, Financial Statements, Investment Management, Banking, Bloomberg Terminal, Strategic Financial..., Credit Derivatives, Wealth Management
Education
Philadelphia University 2003 — 2004
MBA
Nomura Holding November 2009 - Present
Citco Fund Services July 2008 - November 2009
JPMorgan Chase December 2007 - July 2008
Nomura Securities America August 2006 - December 2007
MIT Financial Engineering Study September 2005 - December 2006
Susquehanna International May 2006 - August 2006
Bank of America February 2006 - May 2006
State Street Global Advisor Advanced Research January 2006 - February 2006
Skills
Portfolio Management, Fixed Income, Risk Management, Hedge Funds, Market Risk, Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MS, Management and Engineering
Carnegie Mellon 1996 — 1997
Master of Science, Management Information Systems
University of North Texas 1996 — 1996
Master of Science, Economics
Nanjing University
Bachelor of Arts, Information Management
CPP Investment Board April 2011 - Present
Citco Fund Services April 2010 - April 2011
P&L Consulting Group February 2007 - April 2010
Bear Stearns May 2005 - February 2007
Hawkins Delafield & Wood LLP December 2002 - May 2005
Education
New York University 2004 — 2006
MA, Industrial/Organizational Psych.
University of Toronto 1997 — 2002
BASc, Engineering Science
Squarepoint Group September 2014 - Present
Hudson Bay Capital Management LP June 2005 - July 2014
Refco Alternative Investments LLC 2004 - 2005
Citco Fund Services 2002 - 2004
Deloitte & Touche 1996 - 2002
Lazard Freres & Co. 1995 - 1996
Skills
Cash Management, Operational Due..., Hedge Funds, Private Equity, Tax, Portfolio Management, Fixed Income, Due Diligence, Auditing, Bloomberg, Asset Management, Investments, Equities, CPA, Financial Modeling, Alternative Investments
Education
Columbia Business School Executive Education 2010 — 2010
Business
Pace University - Lubin School of Business
BBA, Public Accounting
Pace University - Lubin School of Business
MBA, Finance
RPM Technologies March 2015 - Present
PureFacts Financial Solutions Inc. August 2013 - February 2014
RBC Investor Services 2012 - January 2013
Citco Fund Services 2008 - 2012
Citco Fund Services October 2006 - December 2007
Citco Fund Services January 2006 - September 2006
International Financial Data Services (IFDS) 2002 - 2005
International Financial Data Services (IFDS) 2001 - 2002
International Financial Data Services (IFDS) 2000 - 2001
CIBC Mellon 1998 - 1999
Skills
Global Relationship..., Hedge Funds, Fund Administration, Securities Lending, Alternative Investments, Product Management, Offshore Project..., Sales Process, Change Management, Operations Leadership, Investor Relations, Asset Managment, Middle Office, Project Management, Mutual Funds, Vendor Management, Bonds, Fund Of Funds, Operations Management, Capital Markets, FX Options, Derivatives, Financial Markets, Equities, Management, Trading, CRM, Global Custody, Relationship Management, Investments, Fund Accounting, Leadership Development, Budgets, Trading Systems, Options, Business Development, Business Strategy, Bloomberg, Financial Analysis, Integration, Credit Derivatives, Process Improvement, Portfolio Management, Securities, Fixed Income, ETFs, Swaps, Strategic Planning, Back Office, Corporate Actions
Education
McMaster University
Citco Fund Services September 2013 - Present
Credit Suisse May 2010 - December 2012
Cisco Systems July 2008 - June 2009
Mac Meetings for Cisco July 2007 - July 2008
Skills
Cisco Technologies, ITIL, Networking, Pre-sales, Routing, VoIP, WAN, VMware
Education
North Carolina Central University 2004 — 2006
Master of Information Science, Information Technology
Saint Augustine's College 2000 — 2004
BS, Computer Information Systems
HedgeServ October 2012 - Present
Citco Fund Services February 2010 - September 2012
Deloitte December 2007 - January 2010
Ernst & Young January 2006 - November 2007
Amper, Politziner, & Mattia January 2004 - December 2005
Amper, Politziner, & Mattia P.C. 2004 - 2005
Education
Pace University - Lubin School of Business 1998 — 2002
Hewitt EnnisKnupp an Aon Company March 2013 - Present
Citco Fund Services March 2011 - March 2013
J.P. Morgan 2008 - 2009
Citigroup 2006 - 2008
Skills
Investran, Financial Modelling, Private Equity, Investor Relations, Fund Of Funds, Alternative Investments, Real Estate, Investment Advisory, Financial Services, Asset Management, Equities, Financial Modeling, Fund Administration, Hedge Funds, Investment Properties, Investments, Finance, Financial Analysis, Portfolio Management, Valuation, Due Diligence
Education
New York University 2014 — 2015
Certificate, Real Estate Finance and Investment
Seton Hall University 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1999 — 2003
B.A., Economics
Academic
Citco Fund Services January 2013 - Present
Citco Fund Services March 2007 - December 2012
Civil Engineering Firm September 2005 - November 2006
HSBC Alternative Fund Services February 2001 - August 2005
Fortis, Inc. (now known as Assurant, Inc.) May 1989 - January 2001
Skills
Employee Relations, Coaching, Succession Planning, Talent Acquisition, Employee Benefits, Process Improvement, Performance Management, Project Management, Retention Strategies, Onboarding, Core Competences, Talent Management, Personnel Management, Benefits Administration, Deferred Compensation, Training, Workforce Planning, Human Resources, HRIS
Education
New York University
B.S., Elementary Education
Shorepoint Communications, LLC November 2014 - Present
Independent Contractor July 2014 - November 2014
MetLife Investors Management October 2013 - July 2014
Citco Fund Services February 2012 - August 2013
GM Asset Management August 2009 - July 2011
Citco Fund Services January 2009 - August 2009
Citco Fund Services June 2007 - October 2008
The Bank of New York June 2006 - June 2007
DPM Mellon March 2004 - June 2006
Sumitomo Trust and Bank USA June 1999 - July 2003
Skills
Financial Operations, Hedge Funds, Fund Accounting, Fund Administration, Pension Funds, Financial Reporting, Alternative Investments, Valuation, Mutual Funds, Internal Controls, Private Equity, Accounting, Auditing, Bloomberg, Finance, Account Reconciliation, Fund Of Funds, IFRS, Financial Risk, Financial Statements, Internal Audit
Education
New York Institute of Technology 1983 — 1985
BS, Economics
SUNY Geneseo
Citco Fund Services February 2009 - Present
Citco Fund Services February 2006 - February 2009
Education
Muhlenberg College 2000 — 2004
BlackRock February 2015 - Present
Chloe + Isabel by Altini December 2014 - Present
Bensi Restaurants May 2014 - Present
Verizon June 2014 - February 2015
Citco Fund Services March 2013 - January 2014
Aon Hewitt May 2010 - February 2013
Ingersoll Rand September 2006 - April 2010
Hewitt Associates October 2004 - September 2006
AT&T October 2002 - October 2004
AT&T July 2001 - October 2002
Skills
Program Management, Fundraising, Project Management, Event Planning, Leadership, Human Resources, Employee Benefits, Change Management, Sales
Education
Michigan State University - The Eli Broad College of Business 2015 — 2016
Voorhees
Barclays Capital 2010 - Present
Citco Fund Services 2009 - May 2010
Deutsche Bank July 2007 - 2009
J.P. Morgan Futures Inc. March 2006 - June 2007
Skills
Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Investment Banking, Bonds, Risk Management, Structured Products, Interest Rate..., Swaps, Commodity, Market Data, Electronic Trading
Education
Pace University - Lubin School of Business 2000 — 2005
Finance Major, Economics Minor
Citco Fund Services February 2015 - Present
Real Estate Capital Partners January 2013 - February 2015
ISDA January 2012 - January 2013
National Securities Corp May 2010 - January 2012
New York Life Insurance Company September 2009 - May 2010
Lucerne Hotel June 2008 - May 2009
Tony's Big Easy September 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Client Services, Customer Service, Market Research, Teamwork, Data Analysis, Social Media, Outlook, Microsoft Word, Financial Reporting, Accounting, Social Media Marketing, Event Management, Research, Management, Marketing
Education
Penn State University 2003 — 2008
College of Health and Human Development, Hotel, Restaurant & Institutional Mangement
Citco Fund Services June 2008 - January 2014
Morgan Stanley 1998 - 2008
Morgan Stanley January 1995 - 1998
Skills
Investor Relations, Due Diligence, Hedge Funds, Manage Client..., Alternative Investments, Securities, Capital Markets, Equities, Financial Services, (SMA) Single and Dual..., (UMA / UMH) Unified..., Mutual Fund Wrap..., Non-discretionary..., KYC / AML, Treasury Services, Accounts Payable and..., Investment Management, Finance, Mutual Funds, Investments, Banking
Education
New York University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Citco Fund Services October 2010 - Present
National Basketball Association March 2008 - March 2009
Deutsche Bank January 2008 - March 2008
Bear Stearns Asset Management June 2007 - December 2007
Bank of America November 2006 - June 2007
Morgan Stanley Capital International June 2006 - November 2006
Frank Crystal & Company December 2004 - June 2006
Credit Suisse First Boston July 2000 - August 2002
Skills
Email Marketing, Social Media, Microsoft Excel, Marketing, Microsoft Word, Marketing Communications, Editing, PowerPoint, Public Relations, Social Media Marketing, Outlook, Administrative..., Account Management, Access, Research, Management, Microsoft Office, Accounting
Education
Pace University
NA, Writing and Literature
Morgan Stanley January 2015 - Present
Fortress Investment Group April 2013 - November 2014
Citco Fund Services June 2012 - May 2013
Morgan Stanley March 2010 - June 2012
Morgan StanleyB October 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Western Asset Management June 2008 - September 2008
Skills
GMI, Derivatives, Operations Training, Fixed Income, Treasury, Investments, Equities, Hedge Funds, Financial Analysis, Finance, Alternative Investments, Options, Portfolio Management, Equity Derivatives, Capital Markets
Education
CFA Level II Candidate 2015
Loyola University Maryland 2005 — 2009
B.B.A., Business Economics
Universidad de Alcalá 2008 — 2008
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Citco Fund Services March 2007 - Present
Citi Group 2004 - 2007
New York Life 1998 - 2004
Skills
Derivatives, Valuation, Pricing, Bloomberg, Swaps, Middle Office, Hedge Funds, Equities, Options, Investments, Fixed Income, Accounting, Securities, Mutual Funds, Alternative Investments, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2002
MBA, Finance
Pace University - Lubin School of Business 1993 — 1997
BBA, Management
Citco March 2010 - January 2012
Citco Fund Services 2007 - 2008
OpHedge Investment Services May 2005 - April 2007
Evercore Partners 2005 - 2005
Moore Capital Management September 1999 - September 2002
Salomon Smith Barney 1992 - 1998
Skills
Hedge Funds, Capital Markets, Fixed Income, Business Analysis, Alternative Investments, Derivatives, Equities, Private Equity, Due Diligence, Financial Analysis, Trading, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Commodity, Swaps, Accounting, Back Office, Securities, Bloomberg, Financial Services, Asset Management, Options, Investment Banking, Portfolio Management, Bonds, Investments, Financial Markets, Fund Administration, Valuation, Structured Finance
Education
New York Institute of Technology 1986 — 1989
BS, Finance
Stream Home September 2014 - Present
The Village Connection March 2010 - Present
Defense Security Cooperation Agency May 2014 - December 2014
Ignite Inc Powered by Stream Energy January 2014 - August 2014
Glotech, Inc. December 2012 - March 2014
Ignite Inc Powered by Stream Energy December 2013 - January 2014
U.S. Department of State May 2010 - December 2012
U.S. Census Bureau January 2009 - April 2010
Citco Fund Services January 2008 - August 2008
Stewart Enterprises Inc. August 2006 - November 2007
Skills
Change Management, Leadership, Leadership Development, Policy, Business Development, Project Planning, Operations Management, Coaching, Program Management, Financial Analysis, Negotiation, Analysis, Budgets, Recruiting, Mentoring, Performance Management, Business Strategy, Banking, Customer Service, SDLC, Business Analysis, Organizational..., Public Speaking, Marketing Strategy, Team Leadership, Problem Solving, Process Improvement, Strategic Planning, Talent Management, Team Building, Microsoft Office, Government, Management, Strategy, Quality Assurance, Requirements Analysis, Training, Security Clearance, Software Documentation, Outlook, DoD, Project Management, PowerPoint, SharePoint, Data Analysis, Human Resources, Nonprofits, Proposal Writing, Market Research, Fundraising
Education
Trinity University-Washington 2007 — 2008
Masters of Science, Organizational Management & Organizational Development, 3.87
Strayer University 2003 — 2006
Bachelor of Business Administration (BBA), Human Resources & Business, 3.9
Morgan State University 1989 — 1991
Engineering
Ramstein American High School 1984 — 1987
High School Diploma, High School/Secondary Diplomas and Certificates
Northern Trust April 2013 - July 2014
Citco Fund Services May 2010 - April 2013
OpHedge Investment Services August 2008 - May 2010
RBS Greenwich Capital 1983 - 2008
Skills
Staff Management, Staff Development, Project Management, Client Integration, Client Services, Process Improvement, Problem Solving, System Development, Analysis, Hedge Fund...
Education
Mercy College
BA Business Management, Business Administration and Management, General
Citco Fund Services May 2010 - Present
OpHedge Investment Services 2007 - 2010
Skills
Derivatives, PowerPoint, Hedge Funds, Microsoft Excel, Fixed Income, Bloomberg, Microsoft Office, Equities, Alternative Investments
Education
Pace University 2010 — 2011
Masters, Finance
Muhlenberg College 2002 — 2006
Bachelor of Science (B.S.), Mathematics
The University of Queensland 2005 — 2005
Citco Fund Services December 2012 - Present
Citco Fund Services December 2010 - December 2012
Rothstein Kass October 2008 - December 2010
Rothstein Kass October 2006 - October 2008
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Public Accounting
Citco Fund Services June 2014 - Present
Barclays Capital April 2011 - June 2014
The Burgiss Group July 2010 - October 2010
Admiration Foods May 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Business Process..., Accounting, Management, Valuation, Account Reconciliation, Variance Analysis, Business Development, Investments, Project Planning, Accounts Payable, Accounts Receivable, Strategic Planning, Payroll, Time Management, Inventory Management, LBO
Education
Montclair State University 2007 — 2010
Bachelors, Finance
Citco January 2013 - Present
Citco Fund Services January 2011 - Present
Citco May 2007 - December 2010
Citco April 2005 - April 2007
Skills
Derivatives, Financial Analysis, Hedge Funds, Fund Accounting, Equities, Fund Administration
Education
Mount Allison University 1998 — 2002
BComm, Accounting
Citco Fund Services September 2014 - Present
Barclays Investment Bank November 2013 - July 2014
Hedge Fund December 2010 - December 2013
Credit Suisse October 2009 - November 2010
RBC Capital Markets July 2008 - September 2009
Bear Stearns January 2008 - May 2008
Och-Ziff Capital Management May 2007 - January 2008
Bank of America March 2005 - April 2007
Morgan Stanley Wealth Management April 2004 - March 2005
Merrill Lynch July 2003 - April 2004
Skills
Event Management, Entrepreneurship, Social Media, Strategic Planning, Email Marketing, Salesforce.com, Business Analysis, Project Management, SEO, Marketing Strategy, Software Development, Online Advertising, Event Planning, Start-ups, Public Relations, User Acceptance Testing, Business Intelligence, Trading
Education
New York University 1991 — 1992
Finance and Marketing
New York Military Academy 1983 — 1989
High School Degree JROTC/ROTC
McMaster University June 2014 - Present
McMaster University November 2012 - June 2014
Citco Fund Services March 2010 - November 2012
The Beer Store Distribution Center September 2007 - March 2010
State Farm Insurance February 2009 - September 2009
McMaster University Serbian Association September 2005 - May 2008
Skills
Accounting, Customer Service, Marketing, Finance, Insurance, Database Administration, Office Management, File Management, Microsoft Excel, HRIS, Teamwork, Remittances, Time Management, Financial Analysis
Education
DeGroote School of Business, McMaster University, Hamilton 2004 — 2008
Honours Bachelor of Commerce, with; Accounting
McMaster University 2004 — 2008
Honours Bachelor of Commerce, Commerce, Accounting, Economics
Wilfrid Laurier University
Master of Business Administration (MBA)
Citco Fund Services 2014 - Present
State Street 2009 - 2014
State Street 2007 - 2009
Sentara Healthcare 2005 - 2007
SAIC 2004 - 2005
Skills
C, Bloomberg, Equities, Financial Analysis, Fixed Income, Microsoft Excel, Derivatives, Statistical Modeling, Interest Rate..., Data Analysis
Education
William & Mary 2002 — 2004
Master, Computer Science
Ohio University 1999 — 2001
Master, Mathematics
Citco Fund Services May 2011 - Present
DDC Advocacy October 2010 - Present
U.S. Chamber of Commerce April 2010 - August 2010
The Salvation Army January 2007 - August 2008
Skills
Political Science, Public Policy, Policy Analysis, Political Campaigns, Legal Research, Non-profits, Community Outreach, Politics, Legal Writing, Hedge Funds, Project Management, Legislative Research
Education
New York University 2007 — 2009
MA, American Politics
Syracuse University - Maxwell School 2002 — 2006
BA, Political Science, History, Philosophy
Citco Fund Services September 2013 - Present
Citco Fund Services July 2011 - September 2013
Citco Fund Services July 2010 - July 2011
Citco Fund Services November 2009 - July 2010
Municipal Capital Investment Group, LLC April 2008 - August 2009
Penn State University September 2007 - January 2008
Skills
Financial Reporting
Education
Penn State University 2012 — 2013
Database Design Certificate
Penn State University 2005 — 2009
BS, Finance
Citco Fund Services June 2013 - Present
S.R. Snodgrass, A.C. April 2012 - April 2013
S.R. Snodgrass, A.C. July 2009 - May 2012
Skills
External Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Accounting, Financial Reporting, Financial Accounting, Internal Audit, Financial Analysis, Finance, Financial Institutions, Microsoft Excel
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2014
Master's degree, Finance, General
Penn State University 2005 — 2009
B.S., Accounting
Wells Fargo April 2014 - Present
Citco Fund Services November 2011 - April 2014
Medzooka.com July 2009 - November 2011
Banc of America Investments September 2004 - June 2009
Skills
Strategic Planning, Business Development, Business Strategy, New Business Development, Relationship Management, Sales Management, Product Management, Start-ups, Team Building, Project Management, Sales, Business Planning, Healthcare, Product Development, Competitive Analysis, Finance
Education
North Carolina Agricultural and Technical State University 1996 — 2000
Finance, Finance/Economics
McGladrey March 2012 - Present
Citco Fund Services November 2011 - March 2012
Grant Thornton September 2008 - November 2011
Skills
Financial Reporting, Auditing, SEC filings, Financial Analysis, Analytical Skills, Forecasting, Supervision, Training, Workforce Management, Workforce Planning, Resource Management, Volunteering
Education
Penn State University 2004 — 2008
B.S., Accounting
Citco Fund Services January 2010 - Present
GlobeOp Financial Services 2007 - January 2010
Pershing LLC, Bank of New York 2005 - 2006
Skills
Interest Rate Swaps, Total Return Swaps, Hedge Funds, Middle Office, Credit Derivatives, Bloomberg Terminal, Financial Services, Derivatives, CDS, Trading, Mutual Funds
Education
Pace University 2001 — 2005
BBA, Finance, Economics
Citco Fund Services August 2007 - Present
Education
Portland State University 2005 — 2007
Master, Finance
CPP Investment Board September 2015 - Present
CPP Investment Board June 2013 - September 2015
Capital Markets Risk Management - TD Bank Group June 2010 - June 2013
International Fund Services (NA) LLC, A State Street Company October 2009 - June 2010
Citco Fund Services February 2008 - October 2009
Skills
Risk Management, Market Risk, Alternative Investments, VAR, Credit Derivatives, Bloomberg Terminal, Structured Finance, Stress Testing, Equity Derivatives, Quantitative Finance, Financial Markets
Education
University of Toronto 2004 — 2007
Honors Bachelor of Arts, Economics Specialist
Mount Allison University 2002 — 2004
Non-degree, Economics and Computer Science
RBC Investor Services November 2010 - Present
State Street November 2009 - November 2010
State Street April 2008 - November 2009
Citco Fund Services November 2007 - June 2008
University Technology Service September 2005 - April 2006
Skills
Microsoft Office, Equities, Bloomberg, Financial Analysis, Fixed Income, Hedge Funds, Financial Risk, Collateral Management, Risk Management, Client Relations Skills, Project Management, Valuation, Microsoft Excel
Education
Wilfrid Laurier University 2014 — 2017
Master of Business Administration (MBA)
McMaster University 2002 — 2007
Honours B.A, Economics and Computer Science 2002
Klosed Properties March 2014 - Present
Klosed Properties May 2013 - Present
Citco Fund Services October 2007 - January 2012
JP Morgan Chase July 2007 - August 2007
Bear Stearns & Co November 2005 - July 2007
PricewaterhouseCoopers January 2005 - November 2005
Federal Reserve Bank of New York 2002 - 2004
Education
New York University 2011 — 2012
MS, Real Estate
Pennsylvania State University 2000 — 2004
BS, Accounting and International Business
Universidad de Costa Rica 2004 — 2004
Study Abroad, International Business
Citco Fund Services September 2006 - Present
Skills
Hedge Funds, Investor Relations, Fund Of Funds, Alternative Investments, Capital Markets, Private Equity, Investments, Financial Markets, Financial Services, Due Diligence, Equities, Fixed Income, Risk Management, Marketing Communications, Strategic Planning, Relationship Management, Fund Administration, Analysis, Asset Management, CRM, Mutual Funds, Bloomberg
Education
University of Toronto 2013 — 2015
Certificate in Project Management
McMaster University 2002 — 2006
Honours BA, Economics
Citco Fund Services August 2012 - Present
BNY Mellon Asset Servicing April 2010 - August 2012
Prudential Financial October 2009 - April 2010
Rosenzweig & Associates Wealth Management Group May 2009 - October 2009
Skills
Investments, Mutual Funds, Due Diligence, Finance, Process Improvement, CRM, Management, Portfolio Management, Financial Services, Securities, Financial Statements, Hedge Funds, Leadership
Education
Penn State University 2006 — 2009
BS, Financial Services
Malvern Preparatory School
The Pennsylvania State UniversityAugust 2009
Bachelor of Science, Business - Financial Services Option
Trian Fund Management LP November 2013 - Present
Citco Fund Services September 2008 - November 2013
Citi Hedge Fund Services NA June 2007 - September 2008
Ross Anglim Angelini & Co August 2006 - June 2007
Skills
Fixed Income, CDS, Fund Of Funds, Bonds, Fund Administration, Hedge Funds, Alternative Investments, Equities, Financial Reporting, Private Equity, Financial Services, Fund Accounting, Derivatives, Securities, Valuation
Education
New Jersey City University 2004 — 2007
Bachlors of Science, Business Administration- Accounting
Capco April 2015 - Present
Capco October 2012 - March 2015
Capco October 2011 - September 2012
Citco Fund Services April 2011 - October 2011
New York University, Polytechnic Institute January 2010 - March 2011
PricewaterhouseCoopers June 2010 - August 2010
Chenoa Information Services August 2008 - April 2009
Skills
Derivatives, Capital Markets, Bloomberg, Fixed Income, Quantitative Finance, VBA, SQL, Financial Modeling, Quantitative Analytics, Equity Derivatives, Business Requirements, Equity Research, Equities, Regression Testing, Tableau
Education
New York University - Polytechnic School of Engineering 2009 — 2011
Master of Science (M.S.), Financial Engineering
Mumbai University 2005 — 2009
Bachelor of Engineering, Information Technology
Bombay Scottish School 1991 — 2003
TD January 2015 - Present
Citco Fund Services July 2012 - December 2014
DLA, LLC July 2010 - June 2012
Protiviti June 2004 - February 2009
ParenteBeard LLC January 2004 - June 2004
PwC June 2002 - December 2003
Skills
Internal Audit, Auditing, Risk Management, Process Improvement, Financial Reporting, SOX Compliancy, SOX 404, US GAAP, IFRS, Microsoft Excel, MS Excel Pivot Tables, Outlook, Visio, PowerPoint, Aexeo, Real Estate Development, Real Estate, Internal Controls
Education
New York University 2009 — 2010
Master's degree, Real Estate Development, 3.5
Morehouse College 1998 — 2002
Bachelor's degree, Accounting, 3.51
UBS Global Asset Management December 2014 - Present
UBS Global Asset Management December 2014 - Present
Citco Fund Services November 2011 - November 2014
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Economics, Microsoft Office, Accounting, Due Diligence, Valuation, Trading, Portfolio Management, Equities, Auditing, Bloomberg, Derivatives, Finance, Financial Reporting, Investments, Account Reconciliation
Education
CFA Institute
CFA
McGill University 2007 — 2010
Bachelor of Arts, Economics and Finance
Chatham Financial June 2014 - Present
Citco Fund Services April 2012 - May 2014
PwC September 2009 - August 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, GAAP, Internal Controls, SEC filings, US GAAP, IFRS, Sarbanes-Oxley Act, Financial Statements, Consolidation, Fund Accounting, General Ledger
Education
Northeastern University 2009 — 2010
Master of Business Administration (MBA), Accounting
Loyola College in Maryland 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Bishop Feehan High School 2001 — 2005
Diageo April 2012 - Present
Citco Fund Services January 2011 - January 2012
Pernod Ricard USA 2003 - 2010
Transamerica Finance Corporation 2000 - 2002
Transamerica Finance Corporation 1999 - 2000
Transamerica Leasing 1997 - 1999
Skills
Talent Acquisition, Talent Management, Employee Relations, Coaching, Employee Development, Performance Management, Succession Planning, HR Strategy, Employee Engagement, Restructuring, Change Management, Continuous Improvement, Acquisition Integration, Personnel Management, Recruiting, Applicant Tracking..., Leadership, New Hire Orientations, Sourcing, Deferred Compensation, Human Resources, Management, Onboarding
Education
Nyack College
BS, Organizational Management
Citco Fund Services February 2007 - November 2009
Olympia Capital December 2002 - September 2006
Bank of Bermuda (HSBC) July 2001 - December 2002
Education
CFA Institute
CFA Level 1 Completed
Canadian Securities Institute
Canadian Securities Course, Conduct & Practices Handbook
Nipissing University
Honors Bachelor Degree
Ionic Capital Management February 2013 - Present
JPMorgan Hedge Fund Services July 2011 - February 2013
Citco Fund Services December 2010 - June 2011
Skills
Bloomberg, Hedge Funds, Derivatives, Fixed Income, Equities, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Microsoft Word, Financial Services, Trading, Accounting, Options, Fund Accounting, Bloomberg Terminal, Finance
Education
Manhattanville College 2010 — 2012
Masters, Sports Business Management
Manhattanville College 2007 — 2010
BA, Finance
Citco Fund Services October 2011 - Present
SmartStream Technologies July 2007 - September 2011
SmartStream Technologies December 2003 - June 2007
CRISIL August 2003 - November 2003
Education
Manipal Academy of Higher Education
M.I.T, Information Technology
J.P. Morgan August 2013 - Present
JPMorgan Chase August 2012 - May 2013
Citco Fund Services November 2006 - August 2012
AIG August 2005 - November 2006
JPMorgan Chase December 2001 - August 2003
Salomon Smith Barney January 2000 - June 2001
Skills
Alternative Investments, Securities, Investments, Hedge Funds, Asset Managment, Equities, Financial Services, Portfolio Management, Banking, Private Equity, Risk Management, Financial Analysis, Microsoft Excel, Series 63, Series 7, Customer Service, Investor Relations
Education
New York University 2003 — 2004
Master's Candidate, Fine Arts
The Juilliard School 1999 — 2000
Evening Division
Syracuse University 1995 — 1999
Bachelor's degree, Political Science