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
Citco Fund Services April 2011 - Present
Novant Health September 2010 - April 2011
Credit Suisse August 2010 - September 2010
TIAA-CREF March 2005 - January 2009
Skills
Mutual Funds, Business Analysis, Financial Modeling, Portfolio Management, Active Directory, Derivatives, Analysis, Antivirus, Risk Management, Financial Services, Financial Analysis, Investment Banking, Equities, Banking, Disaster Recovery, ITIL, Management, Microsoft Excel, Requirements Analysis, SDLC, SQL, Software Documentation, Unix
Education
Rowan-Cabarrus Community College 2014 — 2017
Associate of Science (A.S.), Network and System Administration/Administrator
Citco Fund Services October 2006 - Present
BISYS Fund Services 2005 - 2006
State Street 2004 - 2005
INROADS 2003 - 2004
Skills
Alternative Investments, Bloomberg, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Bloomberg Terminal, Equities, Back Office, Hedge Accounting, Financial Reporting, Bonds
Education
Regis College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communications
TD January 2013 - Present
TD Bank Group June 2011 - January 2013
Citco Fund Services June 2010 - May 2011
Citco Fund Services August 2008 - May 2010
City Commercial Bank, China June 2007 - September 2007
Skills
Excel, Bloomberg, PowerPoint, Risk Management, Banking, Microsoft Office
Education
Queen's University 2012 — 2013
Master of Finance
York University 2005 — 2008
Hon B.A.S in Finance
CIBC Mellon August 2011 - Present
Computershare July 2011 - August 2011
Computershare May 2011 - July 2011
Citco Fund Services February 2011 - April 2011
Admore Creations Inc January 2006 - February 2011
Blitz Marketing Group June 2008 - August 2008
Shenzhen Oversea Studies Center June 2006 - August 2006
Skills
Financial Accounting, Team Leadership, Team Coordination, Vendor Relations, China Sourcing, Consultancy, Direct Sales, Investor Relations, Hedge Funds, Financial Reporting, Cost Accounting, Account Reconciliation, Accounting, Global Sourcing, Investments, Mutual Funds, Derivatives, Microsoft Excel, Teamwork, Financial Analysis
Education
Queen's University 2014 — 2015
Master of Finance
Wilfrid Laurier University 2005 — 2010
Honours, Economics, Accounting
Albert Campbell Collegiate Institute 2001 — 2005
Honours
Citco Fund Services June 2013 - Present
Citco Fund Services December 2010 - June 2013
Citco Fund Services, Inc. January 2008 - November 2010
Citco Fund Services August 2007 - December 2008
Evergreen International Aviation, Inc. September 2002 - January 2005
Skills
Hedge Funds, Fund Accounting, Accounting, Financial Reporting, Reconciliations, Financial Modeling, Risk Management, Microsoft Excel, Equities, Fund Administration, Financial Analysis, Fund Of Funds, Account Reconciliation, Banking, Financial Statements, US GAAP, Financial Accounting, GAAP, Bloomberg, Due Diligence, Alternative Investments, Valuation, Asset Management, Corporate Finance, Financial Services
Education
San Francisco State University, College of Business 2002 — 2006
Bachelor's of Science, Corporate Finance and Financial Services
Target May 2013 - May 2015
Target September 2012 - May 2015
Wonder Chic Events February 2013 - February 2015
Citco Fund Services November 2011 - May 2012
Danier Leather June 2010 - June 2011
TD Insurance May 2009 - September 2010
Balanche Communication & Events March 2010 - August 2010
TD Canada Trust June 2007 - April 2009
Consumer Contact ULC 2004 - 2006
Skills
Sales, Customer Service, Photography, Customer Satisfaction, Marketing, Event Planning, Outlook, Email Marketing, Microsoft Word, Microsoft Excel, Team Leadership, Sales Management, Leadership, Recruiting, Management, Retail
Education
Ryerson University 2007 — 2011
Bachelor of Design, Fashion Communication
JPMorgan Chase August 2013 - Present
BNY Mellon June 2012 - August 2012
Citco Fund Services June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Bachelors of Science, Finance
Citco Fund Services August 2015 - Present
Pascack Valley High School September 2008 - Present
Metropolitan Elevator Service Corp. & Greyhound Elevator Corp. 2006 - 2015
Chef Dana Cohen of Hell's Kitchen January 2012 - December 2014
Fashion Jewelry and Accessories November 2003 - December 2009
Free People September 2002 - November 2003
Skills
Artistic Abilities, Artistic Eye, Customer Service, High level of initiative, Sales, Direct Sales, Sales Management, Management, Marketing, Key Account Management, Contract Negotiation, Creative Services, Customer Satisfaction, Organizational..., Vendor Relationships, Microsoft Office, Bookkeeping
Education
Ramapo College of New Jersey 2002 — 2006
Bachelor's Degree, Literature/English
Pascack Valley High School 1998 — 2002
EY September 2014 - Present
BMW of North America, LLC January 2014 - August 2014
EY June 2013 - August 2013
Henkel of America May 2012 - November 2012
Citco Fund Services June 2011 - September 2011
L.A.M. Executive Search, Inc. June 2010 - September 2010
Skills
Microsoft Office, Time Management, Excel, Auditing, SAP, Bloomberg, Lean Management, Six Sigma, Securities, Visual Basic, Soft Skills, Team Leadership, Results Oriented, Attention To Detail, Creative Problem Solving, Social Networking, Lean Manufacturing
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Accounting Major, Computer Information Systems Minor
Paramus High School 2006 — 2009
TD 2014 - Present
Citco Fund Services June 2010 - Present
Skills
Risk Management, Internal Audit, Auditing, Internal Controls, Compliance, AML/ ATF controls, Regulatory Requirements, KYC / CIP, Transaction Monitoring...
Education
Ryerson University 2007 — 2011
BA, International Economics and Finance
Everstrong Construction Ltd May 2012 - Present
Citco Fund Services January 2010 - July 2012
Hossack & Associates Architects May 2008 - August 2010
The Toronto Golf Club May 2008 - November 2009
Erindale Painting June 2004 - August 2007
Skills
excellent oral and..., analyzing and problem..., organization and..., Problem Solving, Organization, Data, Analysis, Project Management, Oral & Written..., Time Management, Program Management, Finance
Education
Queen's University 2006 — 2010
Bachelor of Arts Honours, Politcal Studies
St. Michael's College School 2002 — 2006
High School, Liberal Arts
Albourne Partners September 2015 - Present
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
Investments & Technical Management October 2014 - January 2015
Flatiron Construction June 2013 - September 2014
Citco Fund Services September 2011 - November 2012
TD April 2008 - January 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Market Research, Business Planning, Spanish, Sales Presentations, Finance, Sales, Financial Services, Financial Modeling, Banking, Investments
Education
CFA Institute
Ryerson University 2009 — 2011
Bachelor of Commerce (BCom), Finance
Tecnológico de Monterrey
6-Month International Exchange Program
Seneca College of Applied Arts and Technology 2006 — 2009
International Business Diploma, Honours
PineBridge Investments March 2011 - Present
Citco Fund Services November 2009 - March 2011
KPMG August 2006 - October 2009
Skills
Private Equity, Valuation, Financial Modeling, Financial Reporting, Auditing, Corporate Finance, Due Diligence, Hedge Funds
Education
Rutgers University-New Brunswick 2001 — 2006
B.S., Accounting and Finance
PwC November 2013 - Present
Rothstein Kass September 2011 - October 2013
Citco Fund Services September 2009 - September 2011
MetLife February 2009 - September 2009
Morgan Stanley 2004 - 2008
Skills
Fund Accounting, Accounting, Hedge Funds, Fund Administration
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
Citco Fund Services January 2008 - Present
Citco Fund Services May 2005 - December 2007
Citco Fund Services June 2002 - April 2005
Equiserve 2001 - 2002
Mellon Investor Services 1999 - 2001
Skills
Middle Office, Hedge Funds, Fixed Income, Derivatives, Equities, Bloomberg, Options, Prime Brokerage, Corporate Actions, Back Office, Business Analysis, Alternative Investments, OBIEE, MS Excel/Macros, AExeo
Education
Rutgers University 1997 — 2001
BA, Bachelor of Science, Business School of Management
Hudson Catholic High School 1989 — 1993
Citco Fund Services October 2011 - Present
Ministry of Government Services June 2011 - November 2011
Office of the Fire Marshal (Government of Ontario) June 2010 - June 2011
IBM Canada Ltd. May 2008 - August 2008
IBM Canada Ltd. May 2006 - May 2008
Centreville Amusement Park July 2004 - August 2004
Skills
SQL, Java, Eclipse, Software Development, Visual Studio, Microsoft SQL Server, Unix, Databases, Python, XML, JavaScript, Testing, ASP.NET, MySQL, C#, Software Design, Spring Framework, Hibernate, Bamboo, Confluence, JIRA, Maven, Oracle Database, Ant, Ext JS
Education
Ryerson University 2004 — 2009
Bachelor of Science, Computer Science
York Memorial
West Face Capital Inc. July 2014 - Present
Citco Fund Services November 2011 - July 2014
Citco Fund Services November 2011 - July 2013
TD Canada Trust June 2010 - November 2011
TD Canada Trust January 2008 - June 2010
Skills
Banking, Mutual Funds, Customer Service, Financial Services, Hedge Funds..., Investor Relations, Microsoft Excel, Microsoft Office, Time Management, Teamwork, Training, Credit, Data Analysis, Investments, Management, Finance, Financial Reporting, Equities, Social Media, Hedge Funds
Education
Ryerson University 2007 — 2011
B, Comm. Finance
CSI 2009 — 2009
CSC, Finance, General
The Citco Group of Companies January 2015 - Present
Citco Fund Services March 2013 - January 2015
Monsoon Commerce April 2008 - September 2011
Six Flags March 2005 - September 2007
Skills
Accounting, Financial Analysis, Forecasting, Strategic Thinking, Communication, Financial Reporting, Decision Analysis, Crystal Reports, Exponential Smoothing, Regression Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Telugu, Public Speaking, Corporate Finance, Accruals, Cost Accounting, Managerial Finance, Account Reconciliation, Budgets, Inventory Management, Leadership, Competitive Analysis, Finance, US GAAP, Cash Flow, Financial Modeling, Financial Statements
Education
San Jose State University, Lucas Graduate School of Business 2011 — 2012
MBA, 3.82
San Jose State University 2002 — 2007
BS, Business Administration, Emphasis in Accounting
OzForex December 2011 - Present
Citi March 2011 - October 2011
Citco Fund Services August 2009 - March 2011
President's Choice Financial July 2007 - October 2008
Consumer Vision January 2003 - January 2006
Maple Leaf Sports & Entertainment September 2003 - February 2004
Skills
Microsoft Office, Mutual Funds, Financial Analysis, Hedge Funds, FX Options, Investor Relations, Customer Service, Financial Modeling, Time Management, Banking
Education
Ryerson University 2004 — 2009
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Mills Protective Coatings January 2015 - Present
The Halifax Club May 2013 - January 2015
Halifax Dance October 2012 - April 2013
Homburg Canada Real Estate Investment Trust June 2012 - October 2012
Citco Fund Services August 2010 - September 2012
EastLink May 2008 - August 2010
Skills
CMA, Team Leadership, Events Organizing, Process Improvement, Training & Development, Financial Reporting, Training, Employee Training, Budgets, Auditing, Account Reconciliation
Education
CMA Nova Scotia 2009 — 2011
CMA
Saint Mary's University 2009 — 2011
Master of Business Administration (M.B.A.), 4.0
Saint Mary's University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting, Marketing, 3.85
Citco Fund Services March 2014 - Present
CICA Foods LTD March 2010 - September 2011
Dangote Group - Obajana Cement Plc March 2009 - February 2010
Skills
Accounting, SAP ERP, Leadership, Auditing, Teamwork, Financial Reporting, Project Management, Financial Accounting, Business Development, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, SAP, Time Management
Education
Saint Mary's University 2012 — 2013
Master's degree, Finance, General
LCC Infotech, Hyderabad - India 2011 — 2012
Certificate of training, SAP R/3 FICO 6.0 Module
University of Lagos 2004 — 2008
Bachelor of Science (B.Sc.), Business Administration and Management, General
Citco Fund Services July 2013 - Present
DataCore Fund Services Inc September 2010 - June 2013
Yesup ECommerce Solutions January 2010 - August 2010
The Source by Circuit City October 2009 - December 2009
LucyMaud-Shotokan Karate September 2005 - September 2009
Seneca College of Applied Arts and Technology May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Management, Client Relations Skills, CRM, Marketing, Social Media Marketing, Analysis, Sales, Event Management, Customer Service, Budgets, Account Reconciliation, Accounts Payable, Project Planning, Account Management, Financial Reporting, Retail, Time Management, Teamwork, Microsoft Excel, Microsoft Office, Investments, Leadership, Strategic Planning, Financial Accounting, Financial Services, Online Marketing, Digital Media
Education
Ryerson University 2007 — 2009
BCom, Business, Management, Marketing, and Related Support Services
Seneca College of Applied Arts and Technology 2004 — 2007
Advanced Diploma, Business Administration - Management Major
Maitland Administration 2014 - Present
Citco Fund Services 2012 - 2013
BNY Mellon 2007 - 2012
Commonwealth Fund Accounting 2000 - 2007
Caldwell and Orkin 1998 - 2000
Tait, Weller & Baker 1997 - 1998
Skills
Proficient with Advent..., Proficient with..., Proficient with Excel..., Hedge Funds, Auditing, Alternative Investments, Fund Accounting, Fund Administration, Financial Reporting, Mutual Funds, Investments, Fund Of Funds, Bloomberg, Equities, Derivatives, Accounting, Securities, Fixed Income, Financial Services, Private Equity, Due Diligence, Account Reconciliation, Options, US GAAP, Banking, SEC filings, Risk Management, Financial Accounting, AML, Financial Statements, Internal Controls, GAAP, Sarbanes-Oxley Act, Trading Systems, Commodity, General Ledger, Internal Audit, Financial Risk, Hedge Accounting, Tax Accounting, Operational Risk, Bloomberg Terminal, Management, Bonds, Treasury Management, Business Analysis, Settlement, Swaps, Treasury, Financial Audits
Education
Robert Morris University 1987 — 1989
Bachelor of Science (BS), Accounting
Robert Morris University 1987 — 1989
Bachelor's degree, Finance
Fiera Capital Corporation May 2015 - Present
BloombergSen Inc October 2013 - May 2015
Euler Hermes September 2012 - October 2013
Citco Fund Services January 2012 - September 2012
State Street January 2011 - December 2011
State Street September 2008 - January 2011
Ryerson University, Economics Department September 2007 - April 2008
Skills
Financial Analysis, Hedge Funds, Financial Services, Derivatives, Teamwork, Customer Service, Equities, Accounting, Bloomberg Terminal, Team Building, Problem Solving, Financial Reporting, Corporate Fundraising, Community Outreach, Fundraising, Financial Accounting, Microsoft Office, Credit Insurance, Salesforce.com..., Lean Operations, Account Management, Marketing, Risk Management, Financial Modeling
Education
Ryerson University 2003 — 2008
BA, International Economics and Finance
Resource Real Estate March 2015 - Present
Citco Fund Services January 2014 - March 2015
Morgan Properties November 2010 - December 2013
Grant Thornton LLP June 2007 - November 2010
Skills
Financial Reporting, Accounting, Auditing, GAAP, Financial Statements, Real Estate, General Ledger, Revenue Recognition, Finance
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science (BS), Accounting
DTE Energy September 2011 - Present
Citco Fund Services February 2008 - May 2011
Deloitte August 2005 - February 2008
Deloitte August 2005 - February 2008
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
BA, Finance/Economics
Rutgers University
Bachelor of Science, Finance
Citco Fund Services July 2014 - Present
Citco Fund Services August 2006 - July 2014
EF May 2005 - June 2006
Mellon Financial March 2004 - May 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Private equity, Fund Administration, Bloomberg, Equities, Mutual Funds, Derivatives, Investor Relations, Capital Markets, Options, Financial Markets, Securities, Private Equity
Education
New School University 2007 — 2009
Master of Arts, International Relations and Affairs
Rollins College 1999 — 2003
Bachelor of Arts
Citco Fund Services March 2013 - Present
Oracle Corporation January 2012 - March 2013
Experian CheetahMail October 2010 - April 2012
Experian CheetahMail December 2007 - October 2010
Experian CheetahMail April 2006 - December 2007
Experian CheetahMail October 2004 - April 2006
Skills
Databases, Performance Tuning, Database Design, Perl, Exadata, Database Administration, Oracle, Data Warehousing, Linux, SQL, MySQL, Cloud Computing, Agile Methodologies, Apache, Enterprise Architecture
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology
Jones Pond Campground & RV Park October 2012 - Present
Lafarge April 2011 - August 2012
Citco Fund Services September 2007 - January 2011
Manulife Financial 2004 - 2007
Empire Financial 2002 - 2003
Mackenzie Investments 2000 - 2002
Foresters 1997 - 2000
RBC Insurance (formerly Westbury) 1990 - 1994
Skills
People Management, Team Leadership, Human Relations
Education
Ryerson University
Human Resources
Deloitte August 2014 - Present
Deloitte May 2013 - August 2013
Och-Ziff Capital Management April 2010 - July 2012
Taiwanese American Citizens League August 2010 - June 2012
Citco Fund Services April 2006 - April 2010
Prudential Financial June 2005 - April 2006
Skills
Microsoft Excel, Derivatives, Bonds, PowerPoint, Trading, Electronic Trading, Data Analysis, Commodity, Microsoft Office, Accounting, Client Liaison, Automation, Strategic Thinking, Leadership, Client Focus, Cost Saving Initiatives, DTC, Bloomberg, Non-profits, Hedge Funds, Middle Office, Corporate Actions, Futures Trading, Cost Benefit, Case Studies, Troubleshooting, MS Excel Pivot Tables, VBA, Operations Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Management Consulting and Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (BA), Economics and Psychology
Citco Fund Services June 2012 - Present
Citco Fund Services October 2012 - June 2013
NovaQuest LLC October 2010 - November 2011
TIAA-CREF July 2007 - August 2008
Bank of America May 2006 - August 2006
Skills
Bloomberg, Accounting, Financial Analysis, Finance, Financial Modeling, Microsoft Excel, General Ledger, Investments, Auditing, Analysis, Financial Statements, Account Reconciliation, Internal Audit, Tax, Financial Reporting, Accounts Receivable, Financial Accounting
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science, Accounting and Finance
Citi December 2013 - Present
Citco Fund Services May 2012 - December 2013
TD Investment Services Inc. June 2010 - April 2012
TD June 2010 - April 2012
xwave September 2009 - June 2010
TD February 2009 - June 2010
TD October 2007 - January 2009
Skills
Banking, Investments, Loans, Accounting, Mutual Funds, Retirement Planning, Business Analysis, Process Improvement, Data Analysis, Portfolio Management, Access, Financial Analysis, Customer Service, Team Leadership, Microsoft Excel, Microsoft Office, Teamwork, Hedge Funds, Sales, Leadership, Finance
Education
Canadian Securities Institute 2010 — 2010
IFIC
Ryerson University 2006 — 2010
Bachelor of Commerce (B.Com.), Business Technology Management, Accounting
Citco Fund Services May 2014 - Present
Vetassess August 2013 - January 2014
Citco Fund Services December 2012 - July 2013
University of Ontario Institute of Technology September 2011 - April 2012
Tim Hortons July 2008 - August 2011
Skills
Teamwork, Time Management, Team Leadership, Social Networking, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Research, Leadership, Social Media, Outlook, Analytical Skills, Coaching, Data Analysis, Problem Solving, Organization &..., Analysis, Human Resources, Administration, Accurate Data Entry, Health & Safety..., Occupational Health, Safety, Editing, French, Oral & Written..., Windows, Data Entry
Education
Ryerson University 2014 — 2015
Certificate in Occupational Health and Safety, Health and Safety, 83
University of Ontario Institute of Technology (UOIT) 2008 — 2012
Bachelor of Commerce (BCom) - Honours with Distinction, Organizational Behaviour and Human Resource Management, 88
Citco Fund Services March 2011 - Present
TIAA-CREF March 2010 - March 2011
TIAA-CREF May 2005 - March 2010
Skills
Account Reconciliation, Accounting, Financial Accounting, Management, G/L Reconciliations, Recon, Microsoft Excel, Financial Analysis, Financial Reporting, Banking, General Ledger, Tax, Risk Management, Access, Leadership, Investments, Analysis, Team Building, Data Analysis, Process Improvement, Microsoft Office
Education
University of South Carolina-Columbia 2000 — 2003
Bachelor of Science (BS), Accounting
Purdue University 1998 — 1999
Citco Fund Services August 2008 - Present
PwC January 2005 - March 2008
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Services, Hedge Funds, Internal Controls
Education
Queens College 2000 — 2004
BA, Accounting
Citco Fund Services May 2014 - Present
Canadian Forces April 2013 - April 2014
Neptune Theatre February 2012 - May 2013
SolutionInc Limited January 2011 - February 2012
ADP August 2008 - January 2010
Skills
Human Resources, Sales, Financial Planning, Customer Service, Customer Relations, Business Relationship..., Logistics, Team Leadership, Marketing Strategy
Education
Saint Mary's University 2004 — 2008
Bachelor of Commerce (B.Com.), Entrepreneurship & Human Resources
CFA Institute
Claritas Investment Certificate, Finance
Citco Fund Services June 2012 - Present
MDA July 2007 - May 2012
Sapient May 2004 - June 2007
Helical Systems March 2001 - March 2004
Trademail April 2000 - February 2001
SolutionInc October 1999 - March 2000
xwave October 1997 - October 1999
Skills
Java, Oracle, Sybase, Eclipse, Spring, Maven, JUnit, JIRA, JPA, C++, Java Enterprise Edition, Ant, Tomcat, Subversion, JavaFX, Git, Design Patterns, Unit Testing, Mockito, PL/SQL, Linux, Unix, XML, XML Schema, Sun Certified Java..., JAXB, Tortoise SVN, JMock, POI, Quartz, JSF, JSP, NetBeans, HTML, GWT, KML, JavaScript, Primefaces, UML, CSS, MySQL, Google Earth, JAK, GeoServer, XML Spy, Geotools, CVS, Cygwin, StAX, Amazon Web Services
Education
Saint Mary's University 1992 — 1997
Bachelor of Science
Commonwealth of Pennsylvania March 2013 - Present
Citco Fund Services December 2011 - Present
Attalus Capital August 2007 - April 2011
O'Conner Davies Munns and Dobbins August 2006 - August 2007
Michaels & Associates October 2004 - July 2006
Dow Residence July 1996 - August 2004
Skills
Account Reconciliation, Accounts Payable, Accounting, Analysis, Asset Managment, Bloomberg, Budgets, Calendaring, Customer Service, Employee Relations, Event Planning, Executive Support, Financial Analysis, Financial Statements, General Ledger, Human Resources, Interviews, Investments, Investor Relations, Invoicing, Leadership, Financial Reporting, Concur, Hedge Funds, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, New Business Development, Office Management, Onboarding, Outlook, PowerPoint, Project Management, Recruiting, Social Media, Time Management
Education
Saint Leo College 1982 — 1986
Bachelor of Arts, Accounting & Business Management
Saint Leo University 1982 — 1986
Bachelor of Arts (BA), Accounting and Business/Management
Signature Consultants March 2014 - Present
Citco Fund Services November 2011 - March 2014
Bank of America Merrill Lynch March 2010 - November 2011
Banc of America Investments November 2008 - March 2010
Banc of America Investments September 2007 - November 2008
Merrill Lynch April 2006 - November 2006
Allstate Insurance August 2003 - March 2005
Skills
HP Quality Center, Equities, Derivatives, Microsoft Office, VBA, Process Improvement, Finance, MS Office, SQL, Software Documentation, Microsoft Excel, Investments, Hedge Funds, Credit, Trading, Mutual Funds, Operations Management, Equity Derivatives, Markitwire, Credit Derivatives, DTCC, Interest Rate..., Oracle SQL Developer, Data Visualization
Education
Presbyterian College
University of North Carolina
Bachelor of Science, Geography
Citco Fund Services October 2010 - Present
Bank Audi Syria - Audi Saradar Group November 2005 - June 2008
G.CAT, Syria November 2003 - November 2005
Skills
Analysis, Accounting, Financial Reporting, Corporate Finance, Financial Modeling, Auditing, Finance, IFRS, Banking, General Ledger, Financial Accounting
Education
Saint Mary's University 2008 — 2009
Master, Finance
University of Aleppo 1999 — 2007
Bachelor, Economics and Business Administration
Citco Fund Services June 2013 - Present
Citco Fund Services February 2010 - June 2013
Swift Trade Global July 2008 - January 2010
Standard and Poor's August 2007 - July 2008
Mozart School of Music September 1998 - June 2006
Glenn Gould Professional School 2000 - 2001
Skills
Equities, Business Analysis, Capital Markets, Hedge Funds, Financial Accounting, Cross-functional Team..., Management, Derivatives, Investments, Financial Reporting, Microsoft Excel, Forecasting, Fund Accounting, Financial Modeling, Portfolio Management, Bloomberg, Fixed Income, Accounting, Financial Analysis, Securities, Finance, Mutual Funds, Valuation, Corporate Finance, Alternative Investments, Trading, Financial Services, Analysis, Asset Management
Education
Queen's University 2014 — 2015
Master of Finance, Accounting and Finance
University of Toronto 1993 — 1995
B.A., M.A., Arts
Divotee June 2015 - July 2015
Bear Co. Lawn and Garden April 2014 - March 2015
Citco Fund Services July 2013 - March 2014
Lawn Enforcement July 2008 - September 2013
IMPACT Fund: Investment Management of Portfolios in Atlantic Canada Training October 2012 - July 2013
Enactus May 2012 - July 2013
League Savings and Mortgage Company June 2012 - August 2012
Skills
Leadership, Analysis, Entrepreneurship, Teamwork, Public Speaking, Team Leadership, Management, Financial Analysis, Youth Mentoring, Fundraising, Social Media, Social Networking, Project Management, Strategic Planning, Microsoft Office, Customer Service, Business Development, Teaching, Financial Management..., Event Planning, Accounting, Financial Modeling, HTML5, CSS, jQuery, JavaScript, Git, Github, Ruby on Rails, SQL
Education
Le Wagon 2015 — 2015
Computer Science, Full stack web development
Saint Mary's University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Lockview High School 2005 — 2009
High School Diploma, (Honours)
Tyco August 2012 - Present
Fluor 2009 - 2012
Bank of America 2008 - 2009
Citco Fund Services 2007 - 2008
Lydian Private Bank 2003 - 2007
VirtualBank 2003 - 2007
Lydian Mortgage 2003 - 2007
Ernst & Young LLP 1996 - 2002
Philip Morris International 1993 - 1996
IBM International June 1993 - October 1993
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Program Management, Information Technology, Data Center, Risk Management, Service Delivery, Incident Management, Certified Project..., Global Operations, Business Transformation, Global Management, Global Strategy, ISO 22301, Change Management
Education
Rollins College - Crummer Graduate School of Business
M.B.A., emphasis on M.I.S.
University of Central Florida
B.S.B.A., Management and M.I.S.
Citco Fund Services June 2014 - Present
Ryerson University September 2012 - August 2014
Vital Link Ice Cream & Event Marketing Inc May 2010 - August 2013
Discount Textbooks January 2010 - September 2012
Canadian National Exhibition July 2011 - September 2011
Ryerson University September 2010 - December 2010
Peoples Christian Academy December 2007 - June 2008
Skills
Microsoft Office, Administrative..., PowerPoint, Customer Service, Social Media, Microsoft Excel, Teamwork, Leadership, Program Management, Time Management, Sales, Team Leadership, Event Planning, Social Networking, Microsoft Word, Public Speaking, Communication
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance and Marketing Management
Unilever February 2015 - Present
Unilever January 2014 - January 2015
Unilever July 2012 - December 2013
Citco Fund Services August 2011 - July 2012
MOBIA Technology Innovations August 2010 - September 2011
Skills
Financial Analysis, Customer Service, Teamwork, Microsoft Excel, Corporate Actions, Microsoft Office, Account Reconciliation, Microsoft Word, Analysis, Team Leadership, Financial Reporting, Bloomberg, Payroll, Business Analysis, Forecasting, SAP, Time Management, Data Analysis, Process Improvement, Business Planning, Finance, Team Building, PowerPoint, Marketing Strategy
Education
Saint Mary's University 2005 — 2010
Bachelor of Commerce, Finance
Charles P. Allen High School 2001 — 2004
Citco Fund Services July 2012 - Present
SS&C GlobeOp June 2008 - July 2012
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
Bachelor's degree, Accounting
Siguler Guff & Company February 2015 - Present
Citco Fund Services June 2014 - February 2015
BNY Mellon May 2013 - June 2014
Skills
Private Equity, Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Microsoft Excel, Microsoft Office, Valuation, Data Analysis, Teamwork, Investran, Leadership, NAV, Alternative Investments
Education
Rutgers Business School 2012 — 2014
Bachelor of Science (B.S.), Accounting
J.D. Irving, Limited June 2015 - Present
Saint Mary's University September 2014 - January 2015
World University Service of Canada (WUSC - EUMC) November 2014 - December 2014
Citco Fund Services April 2014 - September 2014
Sobey Impact Fund September 2013 - September 2014
Skills
Teamwork, Team Leadership, People Skills, Financial Analysis, Organizational..., Event Management, Flexible Schedule, Research, Data Analysis, Business Strategy, Time Management, Public Speaking, Leadership, Customer Service
Education
Saint Mary's University 2013 — 2015
MBA, Master of Business Administration
University of Guelph 2009 — 2013
BComm, Management Economics in Finance (Emphasis in Finance)
Computershare March 2015 - Present
Capco June 2014 - February 2015
GENPACT September 2012 - May 2014
GE Capital 2012 - 2013
GE Capital 2012 - 2013
PricewaterhouseCoopers (PwC) August 2010 - February 2012
KPMG May 2007 - July 2010
Citco Fund Services 2006 - 2007
Lehman Brothers 2004 - 2005
Thomson Reuters March 2003 - November 2004
Skills
Fixed Income, Financial Analysis, Banking, Finance, FX Options, Mergers & Acquisitions, Account Reconciliation, Internal Controls, Credit, Operational Risk, Analysis, AML, Financial Modeling, Risk Management, Financial Services, Financial Risk, Strategy
Education
City University of New York-Queens College 2011 — 2012
MS, Financial Risk Management
Queens College
BA, Economics
St Patrick's High School
St Patrick's High School
Terrapure Environmental April 2015 - Present
Newalta June 2013 - March 2015
Citco Fund Services September 2012 - June 2013
CIBC September 2011 - September 2012
Skills
Financial Analysis, Financial Modeling, Accounting, Contract Pricing, Pricing Strategy, Cost Management, Planning Budgeting &..., Risk Management, Business Strategy, Leadership, Budgets, Financial Accounting
Education
Certified Management Accountants of Nova Scotia 2013 — 2015
CMA, Accounting and Finance
Saint Mary's University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Certified Management Accountants of Nova Scotia 2012 — 2013
Accelerated Program
Cape Breton University 2007 — 2011
Bachelor of Science
Tyler Conversions & Consulting LLC 2013 - Present
Citco Fund Services 2007 - 2013
Woodfield Fund Administration, LLC 2005 - 2007
Gramarcy Advisors 2001 - 2003
SS&C GlobeOp 2000 - 2001
Long Term Capital Management 1998 - 2000
Skills
Accounting, Management, Auditing, Antares, SS&C Total Return, Advent Access, Peachtree, HedgeTek, Proprietary Software, Finance, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Office, MS Excel, MS Word, MS Access, Microsoft Outlook
Education
Sacred Heart University 1994 — 1998
Bachelor of Science (B.S.), Mathematics
VRHS
TD November 2014 - Present
TD March 2013 - November 2014
TD July 2012 - February 2013
Citco Fund Services May 2011 - June 2012
TD November 2009 - May 2011
Skills
Customer Service, Investments, Time Management, Organization, Leadership, Sales, Banking, Microsoft Excel, Analysis, Teamwork, Portfolio Management, Financial Services, Financial Analysis, Loans, Mortgage Lending, Retail Banking, Commercial Banking
Education
Saint Mary's University 2006 — 2011
Bachelor of Commerce (B.Com.), Business/Commerce, General
Auburn Drive High School 2003 — 2006
LCH.Clearnet August 2013 - April 2014
Citco Fund Services May 2010 - August 2013
OpHedge Investment Services January 2005 - April 2010
Oak Hill Platinum Partners November 2000 - December 2004
Skills
Collateral Management, Algo, Dodd-Frank, Derivatives, Affirmation/Confirmation, Hedge Funds, ISDA, Interest Rate Swaps, MarkitWire, DTCC, Markit Trade Manager, Bloomberg, Aexeo, Alchemy
Education
Salve Regina University 1998 — 2000
Master of Business Administration (M.B.A.), Management
Salve Regina University 1994 — 1998
Bachelor's Degree, Finance, General
Port Chester High School 1990 — 1994
High School, General
Market Share International October 2012 - September 2013
Citco Fund Services August 2007 - June 2012
SVYAD September 2006 - October 2009
Alliance January 2007 - July 2007
Alliance Bancorp January 2007 - July 2007
Tower Mortgage and Realty March 2003 - January 2007
Receptionist January 2002 - January 2003
Skills
CRM, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Adobe Acrobat, Investor Relations, Hedge Funds, Alternative Investments, Fund Administration, Capital Markets, Equities, Bloomberg, Budgets, Due Diligence, Credit, Event Planning, Marketing, Financial Services, Microsoft Office, Valuation, Project Management, Public Speaking, Fund Of Funds, Funding, Management, Banking, Loans, Team Building, Customer Service, Investment Management, Financial Statements, Hedge Tek, Securities, Mutual Funds, Finance, Fixed Income, Fund Accounting, Financial Modeling, Financial Analysis, Asset Management, Private Equity, Derivatives, Financial Markets, Investments, Portfolio Management, Trading, Bloomberg Terminal, Options, Investment Banking
Education
San Jose State University
Citco Fund Services May 2014 - Present
Admiral Administration Ltd February 2013 - May 2014
Genworth Financial January 2013 - February 2013
Kings Dominion May 2011 - August 2012
Hometown Realty June 2008 - August 2009
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Fund Accounting, Time Management, Long/Short Equity, Futures, PowerPoint, Microsoft Excel, Teamwork, Team Leadership, Microsoft Office, Microsoft Word, Customer Service, Outlook, Data Entry, Leadership, Loss Prevention, Process Scheduler, Access, Event Planning, Public Speaking, Research, Report Writing, Management
Education
Randolph-Macon College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Citco Fund Services February 2015 - Present
Morgan Stanley November 2013 - May 2014
Tcherkezian Financial Trading, LLC. April 2012 - June 2013
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Outlook, Marketing, Social Media, Time Management, Financial Analysis, Social Networking, Account Management, Data Analysis, Social Media Marketing, Microsoft Excel
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of South Carolina-Columbia 2007 — 2011
Finance and Business Management, Investments and Securities
Citco Fund Services September 2014 - Present
Citco Fund Services January 2014 - September 2014
Citco Fund Services January 2013 - January 2014
Citco Fund Services September 2011 - December 2012
Montana's Cookhouse January 2009 - August 2011
Swizzlesticks Salon Spa August 2007 - October 2008
Interlude Spas August 2005 - June 2007
Education
CMA Strategic Leadership Program 2011 — 2013
Saint Mary's University 2009 — 2011
Bachelor of Commerce, Accounting
Concepts School of Cosmetology 2003 — 2005
Hairstyling/ Esthetics Licenses, Hairstyling/ Esthetics
BNY Mellon December 2011 - Present
Citco Fund Services June 2008 - December 2011
Skills
Financial Reporting, Customer Service, Financial Accounting, US GAAP, Accounting, SEC filings, Financial Analysis, Finance, GAAP, Financial Statements, Account Reconciliation
Education
University of Scranton 2014 — 2016
Master of Business Administration (MBA)
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Citco Fund Service October 2014 - Present
Citco Fund Services August 2011 - October 2014
Scotiabank November 2010 - 2011
Skills
Bloomberg, Equities, Financial Analysis, Derivatives, Valuation, Corporate Finance, Finance, Banking, Microsoft Excel, Account Reconciliation, Microsoft Office, Teamwork, Microsoft Word
Education
Saint Mary's University 2009 — 2010
Master, Finance
St. Francis Xavier University 2005 — 2009
BBA, Finance
The Citco Group of Companies June 2015 - Present
Citco Fund Services June 2014 - August 2014
Straub Buick GMC May 2013 - September 2013
Straub Buick GMC May 2011 - September 2012
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor of Science (BS), Business Administration; Management, Graduate
Housing Services Corporation March 2014 - Present
Citco Fund Services November 2011 - August 2012
ACE Group September 2008 - November 2011
ACE Group May 2008 - September 2008
Skills
Attention To Detail, Analytical Abilities, Team Spirit, Financial Instruments, Multitasker, Accurate, Microsoft Office, Analytical Skills, Insurance, Financial Reporting, Account Reconciliation, Finance, Accounts Receivable, Investments, Accounting, Financial Statements, Management, Invoicing, Analysis, Financial Analysis, Risk Management, Microsoft Excel, Customer Service, Financial Modeling
Education
Ryerson University 2004 — 2009
Bachelor, Accounting/Finance
CFA Institute
CFA Level 2 Candidate
Citco Fund Services July 2011 - Present
IBM Global Business Services - Business Analytics and Optimization (BAO) March 2010 - July 2011
IBM Canada Ltd. May 2008 - December 2009
Skills
J2EE, Java, WebSphere Application..., Web Services, FileNet, Business Intelligence, SAP BI/BW, Crystal Reports, DB2, Oracle, SQL, SQL Server, JavaScript, AJAX, ExtJS, .NET, SOAP, Application Development, ECM, Web Applications, Websphere, Databases, SOA, Eclipse, Enterprise Architecture, AIX, JMS, WebSphere MQ, Dojo, JIRA, Hibernate, Spring, Java Enterprise Edition, Application Architecture, Information Architecture, Solaris, Tomcat, Database Design, Software Development, UML, JSP
Education
Ryerson University 2005 — 2009
BSc, Computer Science
Citco Fund Services March 2014 - Present
Bai Wei Grill&Bar July 2012 - March 2014
Qilu Securities Co., Ltd July 2010 - August 2010
Skills
Financial Analysis, Accounting, Customer Service, Bookkeeping, Finance, Financial Accounting, Microsoft Excel, Team Leadership, Teamwork, Time Management, Microsoft Word, Marketing Strategy, Research, Business Analysis, Financial Reporting, Microsoft Office, Analysis
Education
Saint Mary's University 2012 — 2013
master of finance, Finance and Financial Management Services
Saint Mary's University 2009 — 2012
Bachelor of Commerce (B.Com.), Finance, General
International Finance College, Beijing Normal University 2006 — 2008
Bachelor of Commerce (B.Com.), International Finance
NT April 2015 - Present
ROI March 2015 - Present
Barry Brown May 2015 - Present
State Street October 2013 - March 2015
Citco Fund Services July 2012 - October 2013
Citco Fund Services September 2010 - July 2012
Ryerson University April 2010 - August 2010
Ryerson University September 2009 - April 2010
Skills
Analysis, Client Relations Skills, Risk Analysis, Training, Data Analysis, Conflict Resolution, Leadership, Business Analysis, Investments, Team Leadership, Microsoft Excel, Global Regulatory..., Macroeconomics, Microeconomics, Forecasting, Teamwork, Research, Product Development, Hedge Funds, Empirical Research, Matlab, Econometric Modeling, Quality Assurance, Research Reports, International Trade, Policy Analysis, SAS, TSP
Education
Ryerson University
Master's degree, International Economics and Finance, 4.0
Ryerson University
BA, Economics and Finance, 3.3
Jarvis Collegiate
Citco Fund Services November 2006 - Present
BNP Paribas June 2004 - November 2006
Barclays Capital January 2002 - June 2004
TD Waterhouse Inc 2000 - 2001
Education
Rutgers University-New Brunswick 1996 — 2000
Citco Fund Services 2011 - Present
Citco Fund Services 2010 - 2011
Citco Fund Services 2008 - 2010
Citco Fund Services December 2006 - January 2008
Hewitt Associates 2004 - 2006
Skills
Hedge Funds, Business Analysis, Equities, Sybase, SQL, Product Development, Financial Reporting, Data Modeling, Derivatives, Project Management, Oracle SQL, Financial Services, Integration, Trading Systems, Business Intelligence, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Bachelor of Science (BS), Economics and Computer Science
Citco Fund Services 2006 - Present
Bank of Bermuda/HSBC 2004 - 2006
Bank of Bermuda - Alternative Fund Services (AFS) 2001 - 2004
KPMG 1998 - 2001
Skills
Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Equities, Fixed Income, Mutual Funds, Derivatives, Bloomberg, Alternative Investments, Investments, Asset Managment, Valuation, Capital Markets, Securities
Education
Atlantic School of Chartered Accountancy 1998 — 2001
CA Designation
Saint Mary's University 1994 — 1998
Bachelor of Commerce, Accounting
Citco Fund Services April 2014 - Present
Citi Private Equity Services November 2011 - April 2014
citi private equity services March 2007 - April 2014
Western Monmouth Utilities Authority 2008 - 2013
Best Friends Pet Care 2000 - 2007
Jeremy's Microbatch IceCreams 1998 - 2000
David Berdon and Co. LLP (Certified Public Accounting Firm) 1992 - 1998
Skills
Accounting, Business, Management, Contract Negotiation, Due Diligence, Private Equity, Financial Analysis, Strategic Planning, Risk Management, Start-ups, Business Development, Financial Services, Financial Reporting, Analysis, Budgets, Auditing, Finance, Real Estate, Forecasting, Internal Controls, Negotiation, Sales, Hedge Funds, Equities, Management Consulting, Investments, Alternative Investments, Employee Relations, Internal Audit
Education
Rowan University 1988 — 1992
BS, Accounting
Marlboro High School 1984 — 1988
Prudential Financial July 2015 - Present
AIG 2013 - July 2015
Guardian Life Insurance Company 2009 - 2013
PricewaterhouseCoopers 2004 - 2009
Horizon Blue Cross Blue Shield of NJ 2003 - 2004
Citco Fund Services 2003 - 2003
Skills
Internal Audit, Auditing, CISA, Risk Assessment, Information Security, Business Process, Sarbanes-Oxley, Banking, Capital Markets, Management, Sarbanes-Oxley Act, Enterprise Risk..., COBIT, Risk Management, Governance, Financial Analysis, Financial Risk, Business Process..., IT Audit, Internal Controls, Business Analysis, Operational Risk..., SAS70, SDLC, Accounting, Due Diligence, Identity Management, ServiceNow, Tivoli Identity Manager, Tivoli Access Manager, RACF, Active Directory, SailPoint, HIPAA, FileNet, Business Objects, Access Control, Access Control...
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
Bachelor of Science (B.S.), Accounting & MIS
BNY Mellon May 2015 - Present
BNY Mellon March 2013 - May 2015
Nomura Securities Intl, Inc January 2012 - March 2013
Nomura Securities Intl, Inc October 2009 - January 2012
Citco Fund Services December 2005 - October 2009
Merrill Lynch & Co., Inc September 2003 - December 2005
Skills
Fixed Income, Middle Office, Collateral Management, Bloomberg, Derivatives, Equities, Hedge Funds, Securities, Back Office, FX Options, Options, Bonds
Education
Ramapo College of New Jersey 2000 — 2003
Bachelors, Business Administration
CITCO Fund Services November 2007 - Present
SunGard 2006 - 2007
Linedata Services 1998 - 2006
Skills
Fund Accounting, Trading Systems, Hedge Funds, Fixed Income, Derivatives, FX Options, Options, Equities, Financial Services, Bloomberg, Mutual Funds, Trading, Capital Markets, Alternative Investments, Bonds
Education
Rowan University 1988 — 1992
Bachelor of Science (BS), Accounting
Sparta High 1983 — 1987
Citco Fund Services April 2005 - Present
BISYS Hedge Fund Services, Inc. 2001 - 2005
Education
Saint Anselm College 1996 — 2000
Oppenheimer Asset Management May 2005 - Present
Capco 2004 - 2005
Zurich Capital Markets, Inc. July 2002 - March 2004
Black Rock Financial Management May 1999 - July 2002
Fortis Prime Fund Solutions, Curacao May 1997 - April 1999
CITCO Fund Services 1993 - 1997
Skills
Private Equity, Mutual Funds, Capital Markets, Securities, Fixed Income, Portfolio Management, Process Improvement, Hedge Funds, Asset Management, Business Analysis, Derivatives, Relationship Management, Financial Modeling, Alternative Investments, Equities, Accounting, Financial Markets, Financial Reporting, Financial Services, Fund Accounting, Fund Of Funds, Internal Controls, Investments
Education
Saint Mary's University 1984 — 1986
MBA, Business
Shri Ram College of Commerce 1979 — 1982
B Com (Hons), Business
The Doon School 1972 — 1979
12th
Citco Fund Services January 2013 - Present
Citco July 2008 - December 2012
Citco July 2007 - June 2008
Citco January 2007 - June 2007
Citco February 2005 - December 2006
Skills
Hedge Funds, Equities, Fund Accounting, Mutual Funds, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Fixed Income, Derivatives
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Science, Finance
Citigroup Fund Services Canada, Inc February 2015 - Present
Citigroup Fund Services Canada, Inc February 2014 - Present
Citco Fund Services November 2012 - February 2014
Citco Fund Services June 2010 - February 2014
Citco Fund Services January 2008 - June 2010
Citco Fund Services January 2007 - January 2008
Skills
Anti Money Laundering, Risk Assessment, Risk Analysis, Politically Exposed..., FATCA, KYC, Hedge Funds, Due Diligence, Alternative Investments, Financial Services, Risk Management, Financial Analysis, Operational Risk...
Education
Ryerson University 2002 — 2006
Bachelor of Urban and Regional Planning, Urban Studies/Affairs
Citco Fund Services June 2015 - Present
Mitsubishi UFJ Fund Services September 2012 - Present
Mitsubishi UFJ Fund Services April 2014 - June 2015
Mitsubishi UFJ Fund Services July 2007 - September 2012
RateMiser Mortgage Advisors May 2006 - March 2007
Skills
Fund Accounting, Investor Relations, Pay Close Attention to..., Positivity, Fund Administration, Accounting, Mutual Funds, Portfolio Management, Account Reconciliation, Equities, Financial Analysis, Alternative Investments, Securities, Fixed Income, Team Building, Client-oriented, Leadership, Languages, Organized with Strong..., Motivation, Team Leadership, Hedge Funds, Bloomberg, Corporate Actions, Fund Of Funds, Valuation, Derivatives
Education
Saint Mary's University 2003 — 2007
Commerce, Finance
Xiamen University 2005 — 2005
U.S. Bancorp Fund Services, LLC December 2012 - Present
AIS Fund Administration December 2011 - January 2013
AIS Fund Administration December 2008 - 2011
Citco Fund Services June 2008 - November 2008
State Street July 2004 - June 2008
Skills
Reconciliation, Fixed Income, Equities, Microsoft Excel, Fund Accounting, Bloomberg Terminal, Derivatives, Account Reconciliation, Financial Analysis, Hedge Funds, Bloomberg, Mutual Funds, Accounting, Bonds, Portfolio Management
Education
Saint Peter's University 2000 — 2004
Bachelors, Business Management
BTIG October 2012 - Present
Merlin Securities December 2008 - 2012
Morgan Stanley 2007 - 2009
Citco Fund Services 2006 - 2008
Barclays Global Investors 2000 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Mutual Funds, Equities, Portfolio Management, Investments, Hedge Funds, Securities Lending, Fixed Income, Alternative Investments, Middle Office, Risk Management, Securities, Bloomberg, Equity Trading, Options, Derivatives, Electronic Trading, Capital Markets
Education
Saint Mary's College of California 2006 — 2008
Master of Science (MS), Finance, General
University of California, Davis 1988 — 1993
Bachelor of Arts (B.A.), Economics
Manulife Financial March 2011 - Present
Fidelity Clearing Canada May 2009 - February 2011
Citco Fund Services December 2006 - December 2008
CIBC World Markets December 2001 - July 2006
Merrill Lynch Canada Inc. / Midland Walwyn Inc. (Midland Walwyn purchased 1998) January 1995 - December 2001
Education
Ryerson University 1989 — 1994
Business Management
Ehrenkranz Partners L.P. November 2012 - Present
Citco Fund Services March 2011 - November 2012
Bloomberg September 2010 - March 2011
Skills
Hedge Funds, Bloomberg Terminal, Investor Relations, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.A., Economics, Communication
Citco Fund Services December 2013 - August 2014
UBS May 2013 - December 2013
Tweedy, Browne Company October 2011 - April 2013
Neuberger Berman August 2006 - October 2011
Lehman Brothers March 2004 - August 2006
Goldman Sachs November 2003 - March 2004
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Securities, Wealth Management, Asset Allocation, Derivatives, Bonds, Investment Management
Education
St. John's University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Bank of America July 2015 - Present
Citco Fund Services August 2013 - July 2015
LPL Financial May 2013 - August 2013
LPL Financial January 2011 - May 2013
Liberty Tax Service December 2010 - March 2011
MassMutual Financial Group August 2009 - August 2010
Wells Fargo December 2008 - June 2009
Skills
Data Analysis, Finance, Options, Stocks, Mutual Funds, Microsoft Excel, System Testing, Income Tax, Business Analysis, Analysis, Securities, Risk Management, Investments, Hedge Funds, Financial Risk, Financial Analysis, Equities, Alternative Investments, SQL, Management, Financial Modeling
Education
Radford University 2007 — 2008
MBA, Business Administration and Management, General, 3.5 GPA
Radford University - College of Business and Economics 2004 — 2007
B.B.A., Finance and Economics, 3.9 GPA
Citco Fund Services June 2010 - Present
Peter Y. Chang, MD October 2003 - July 2010
Prudential Appleseed Realty April 2005 - December 2005
Skills
Microsoft Excel, Microsoft Office, Equities, Fixed Income, Hedge Funds, Bloomberg, Financial Analysis, Analysis
Education
Queens College 2006 — 2008
Bachelor, Economics
RD Legal Capital May 2013 - Present
Citco Fund Services 2011 - 2013
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Microsoft Excel, Strategic Financial..., Accounting, Hedge Funds, Portfolio Management, Financial Modeling, QuickBooks, Finance, Financial Accounting, Managerial Finance, Internal Controls, Risk Management, Asset Management, Variance Analysis
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Science (BS), Economics
Citco Fund Services August 2014 - Present
SS&C Technologies September 2011 - August 2014
Solix Inc. February 2011 - August 2011
Rothstein Kass January 2010 - March 2010
Skills
Accounting, Microsoft Office, QuickBooks, Strategic Planning, Tax, Research, Budgets, Account Reconciliation, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Invoicing, Software Documentation, Financial Analysis, Auditing, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
BS, accounting
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Accounting
Citco Fund Services July 2013 - Present
Admiral Administration Ltd June 2011 - July 2013
Admiral Administration (US) LLC June 2009 - June 2011
Admiral Administration Ltd June 2007 - June 2009
James River Financial Corp. (JRFC) September 2005 - May 2007
Wachovia Securities Financial Network August 2004 - August 2005
Skills
Hedge Funds, Prime Brokerage, Mutual Funds, Investments, Equities, Financial Analysis, Bloomberg, Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Markets, Fund Administration, Finance, Risk Management, Fund Accounting, Customer Service, Valuation, Management
Education
Strayer University 2009 — 2012
MBA, Professional Studies
Randolph-Macon College 2000 — 2004
B.A., Accounting, Business, Economics
Tricon Capital Group Inc. February 2014 - Present
Citco Fund Services January 2012 - February 2014
Citco Fund Services March 2010 - December 2011
Chubb Insurance Company of Canada April 2008 - March 2010
People to Go January 2003 - September 2004
Education
Ryerson University 2002 — 2006
BComm, Finance, eBusiness
Citco Fund Services January 2015 - Present
Citco Fund Services March 2013 - December 2014
HSBC Securities 2004 - September 2012
Bank of New York Mellon 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg, Alternative Investments, Securities, Mutual Funds, Fixed Income, AML, Derivatives, Equities, Corporate Actions, Valuation, Back Office, Advent, Account Reconciliation, Accounting
Education
Queens College 1995 — 1999
Bachelor of Arts in Accounting & Information Systems
NFI March 2015 - Present
NFI November 2012 - March 2015
Citco Fund Services November 2009 - November 2012
Skills
Financial Analysis, Financial Modeling, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Finance, US GAAP, Microsoft Excel, Logistics
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Master of Business Administration (MBA), Finance, General
Rowan University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
955817 Alberta LTD. February 2012 - Present
Citco Fund Services 2010 - June 2012
Bell Canada January 2009 - January 2009
Education
Saint Mary's University 2008 — 2010
Saint Mary's University 2008 — 2009
smu 2008 — 2009
Two Sigma Investments August 2010 - Present
Citco Fund Services May 2007 - August 2010
Lord Abbett July 2006 - April 2007
Prudential Financial 2005 - 2006
Skills
Alternative Investments, Hedge Funds
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelors, Economics
Horizon Blue Cross Blue Shield of New Jersey June 2011 - Present
Citco Fund Services September 2007 - June 2011
Macy's November 2004 - September 2007
Cendant January 2002 - November 2004
Skills
Financial Reporting, Financial Analysis, Budgeting, Excel, Accounting, Access, Forecasting, General Ledger, Outlook, Word, Analysis, Microsoft Office, Pricing, Accounts Receivable, Accounts Payable, Corporate Finance, Essbase, Auditing, Financial Modeling, Finance, Account Reconciliation, Process Improvement, Cash Management, Insurance, Budgets, PeopleSoft, Variance Analysis, Microsoft Excel, Microsoft Word
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2002
Economics, Finance
Holt Renfrew, Selfridges Group Ltd February 2015 - July 2015
Holt Renfrew, Selfridges Group Ltd March 2012 - February 2015
Thomas Pink May 2010 - March 2012
Citco Fund Services June 2007 - May 2008
Skills
Fashion Buying, Assortment, Apparel, Visual Merchandising, Retail, Fashion, Trend Analysis, Merchandising, Trend, Styling, Trend Forecasting, Retail Buying, Merchandise Planning, Private Label, Store Management, Fashion Design, Luxury Goods, Sportswear, Fashion Shows, Footwear, Textiles, Fashion History
Education
University of Toronto 2004 — 2007
Bachelor’s Degree, Economics, East Asian Studies and Environmental Economics
Ryerson University 2003 — 2004
Fashion Buying, Business Communication and Marketing
The Citco Group of Companies March 2015 - Present
Citco Fund Services January 2013 - Present
Citco Fund Services July 2011 - December 2012
Citco Fund Services January 2010 - July 2011
Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Swaps, Alternative Investments, Derivatives, Equities, Fixed Income, Securities, Accounting, Corporate Actions, Account Reconciliation, Options, Hedge Accounting, NAV, Fund Services, Back Office, Bonds, Forwards, Mutual Funds, Bloomberg Terminal
Education
Ryerson University 2004 — 2008
BA, Finance/ Accounting
belairdirect February 2015 - Present
Canadian Future November 2013 - Present
The Peer Project - Youth Assisting Youth (YAY) 2013 - 2014
Citco Fund Services May 2012 - October 2013
TELUS September 2011 - May 2012
YMCA Markham Business Centre June 2011 - September 2011
Skills
Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Team Leadership, Social Media, HTML, Research, Java, Public Speaking, Project Management, Social Networking, Marketing, Market Research, Event Planning, Facebook, Social Media Marketing
Education
Ryerson University 2007 — 2012
Bachelor of Commerce (BCom), Business Administration and Management, General
The Citco Group of Companies January 2015 - Present
Citco Fund Services November 2013 - July 2014
Citco Fund Services July 2012 - November 2013
Bank of Nova Scotia January 2011 - June 2012
Club Monaco November 2008 - December 2010
Skills
Financial Analysis, Accounting, Banking, Cash Management, Microsoft Excel, Finance, Access, Time Management, Financial Reporting, Financial Accounting, Credit, Auditing, Software Documentation, Financial Services, Derivatives, Teamwork, Communication, Microsoft Office
Education
American Barista Coffee School (Portland Oregon) 2015 — 2015
Barista & Coffee Business
Saint Mary's University 2008 — 2012
BA, Accounting
Université catholique de l'Ouest (Angers France) 2010 — 2010
French
GPB Capital Holdings, LLC. January 2015 - April 2015
Citco Fund Services October 2011 - December 2014
J.P. Morgan June 2010 - October 2011
Platinum Celebration Inc April 2009 - June 2010
Grant Thornton LLP November 2006 - April 2009
Margolin, Winer & Evens, LLP October 2004 - November 2006
Education
Saint John's University 2000 — 2004
Master of Science, Accounting
Saint John's University
Bachelor of Science, Accounting
UBS April 2015 - Present
Nomura Americas LLC November 2010 - October 2014
Nomura Americas LLC June 2009 - November 2010
Bank of America August 2008 - June 2009
Citco Fund Services April 2007 - February 2008
Citi September 2002 - April 2007
Citi December 1999 - September 2002
Chase April 1994 - December 1999
J.P. Morgan June 1990 - December 1993
Skills
Accounting, Financial Accounting, Supervising, Reconcile, Bloomberg, Bonds, ADP Gloss, Euclid, Clearstream, Long-term Customer..., Customer Service, Euroclear, Financial Statements, Fixed Income, Foreign Exchange, Hyperion Reports, General Ledger, ISDA, Mergers, Back Office, Microsoft Office, Sales Support Tools, Securities, Foreign Settlements, Swaps, Swift Transmission, Controllership Functions, Balance Sheet Review, Equities, Training, Staff Development, Account Reconciliation, Financial Risk, Mergers & Acquisitions, Settlement, Options, Trading, Portfolio Management, Financial Services, Mutual Funds, Equity Trading, Middle Office, Hedge Funds, Prime Brokerage, SWIFT payments, Corporate Actions
Education
Saint John's University
Masters Degree, Business Administration; Accounting, 3.4
Stony Brook University
Bachelor of Arts Degree, Economics, Psychology, 3.1
Citco Fund Services May 2013 - Present
Northern Trust June 2011 - May 2013
Aurora Investment Management July 2010 - June 2011
U.S. Bank August 2007 - July 2010
State Street November 2005 - July 2007
State Street August 2002 - November 2005
State Street July 2000 - August 2002
Skills
Financial Analysis, Account Reconciliation, Hedge Accounting, Fund Of Funds, Hedge Funds, Fund Accounting, Bloomberg
Education
Rockhurst University 2005 — 2006
M.B.A., Accounting and Finance
State Street March 2015 - Present
Citco Fund Services 2012 - March 2015
SS&C GlobeOp 2009 - 2012
MELIKYAN CANADA Corp 2005 - 2008
Skills
Hedge Funds, Financial Reporting, Accounting, Fund Services, Fund Accounting, Financial Analysis, Auditing, Fund Administration, Reconciliations, Bloomberg, Derivatives, Hedge Accounting, Corporate Actions, Accruals, Options, NAV, Alternative Investments, Bank Reconciliation, Swaps, Fixed Income, Financial Services, Financial Statements, Equities, Valuation, Accounts Payable, Portfolio Management, Fund Of Funds, Investments, FX Hedging, Dividends, CDS, Forwards, Bonds, Back Office, General Ledger, Transfer Agency, Middle Office, Bloomberg Terminal, Securities, Account Reconciliation
Education
Ryerson University 2007 — 2009
BC, Accounting
Seneca College 2004 — 2007
Diploma, Accounting and Finance
Marsh & McLennan Companies, Inc. December 2013 - Present
Fusion Halifax November 2014 - June 2015
Citco Fund Services May 2013 - December 2013
H&R Block January 2010 - April 2013
Marsh & McLennan Companies, Inc. September 2012 - January 2013
PwC January 2012 - April 2012
Canada Revenue Agency September 2011 - December 2011
Symcor April 2011 - August 2011
Skills
Accounting, Account Reconciliation, General Ledger, Tax, Financial Reporting, Accounts Receivable, Journal Entries, Financial Accounting
Education
Certified Management Accountant (CPA, CMA) 2013 — 2015
Saint Mary's University 2013 — 2015
Master of Business Administration (M.B.A.)
Saint Mary's University 2009 — 2013
Bachelor of Commerce (BCom), Accounting
Citco Fund Services April 2015 - Present
Citco Fund Services March 2014 - March 2015
Citco Fund Services January 2013 - February 2014
Citco Fund Services March 2011 - December 2012
Skills
Bloomberg, Financial Analysis, Hedge Funds, Research
Education
Saint Mary's University 2009 — 2010
Master of finance, Finance
MUFG in the Americas October 2014 - Present
Citco Fund Services May 2014 - October 2014
Citco Fund Services June 2013 - May 2014
Citco Fund Services August 2011 - May 2013
JPL Vehicle Management Services September 2010 - January 2011
Trader Corporation February 2008 - August 2008
TD Bank June 2007 - August 2007
State Farm Insurance September 2005 - May 2006
Skills
Financial Reporting, Cash Flow Management, Reconciliation, Account Reconciliation, Balance, Budgeting, Accounting, Financial Analysis, Excel, Problem Solving, Microsoft Office, Forecasting, Financial Accounting, Analysis, Financial Management, General Ledger, Business Strategy, Cash Flow, Financial Statements, Hedge Accounting, Financial Markets, Bloomberg, Fund Accounting, Corporate Actions, Cash Flow Reporting, Accounts Payable, Budgets, Accounts Receivable, Microsoft Excel
Education
Ryerson University 2007 — 2010
B.Comm, Finance
Sheridan College 2003 — 2007
Diploma, Finance
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
BMO Financial Group September 2011 - Present
Citco Fund Services March 2008 - September 2011
Ryerson University September 2006 - September 2007
Education
Ryerson University 2006 — 2007
Master
Davidson Kempner Capital Management July 2015 - Present
Citco Fund Services December 2010 - Present
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Derivatives, Equity Research, Capital Markets, Investment Banking, Investments, Financial Analysis, Product Control, Pricing, SQL, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Symphony Asset Management April 2015 - Present
Citco Fund Services March 2011 - April 2015
Bridge Bank April 2010 - August 2010
Education
San Jose State University 2008 — 2010
B.S., Finance
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
Citco Fund Services January 2012 - Present
Citco Fund Services August 2007 - December 2011
Tzero Technologies January 2007 - August 2007
Skills
Account Reconciliation, Accounting, Bloomberg Terminal, Hedge Funds, Fund Accounting, Fund Administration
Education
San Jose State University 2002 — 2007
BS, Finance and Accounting
The Citco Group of Companies October 2014 - Present
Citco Fund Services October 2013 - October 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services December 2010 - December 2012
State Street May 2010 - December 2010
State Street June 2008 - May 2010
Toronto City Summit Alliance 2007 - 2008
BMO Capital Markets 2006 - 2008
Skills
Investor Relations, Compliance, Reports, Account Reconciliation, Account Management, Global Client Management, Microsoft Excel, Due Diligence, Corporate Communications, Spatial Analysis, GIS, Financial Services, Client Services, Relationship Management, Fund Administration
Education
University of Toronto 2004 — 2008
Honours Bachelor of Arts, Urban Economic and Social Geography
Ryerson University
Certificate in Applied Digital Geography and GIS, Geographic Information Science and Cartography
St. Robert Catholic High School 2000 — 2004
Citco Fund Services November 2010 - Present
Education
Saint Mary's University 2005 — 2009
BComm, Finance/Economics
Citco Fund Services April 2012 - Present
TD Canada Trust August 2011 - March 2012
Alliance Invesment Managemnt May 2010 - May 2010
Cross-Shore Kite Boarding October 2006 - August 2008
Swift Swimming September 2006 - August 2007
Education
Saint Mary's University 2008 — 2011
B.Comm, Finance & Economics
Intuitive Technology Solutions July 2015 - Present
Make A Memory Event Planning July 2009 - Present
Intuitive Technology Solutions March 2015 - July 2015
Intuitive Technology Solutions April 2014 - March 2015
Citco Fund Services September 2013 - April 2014
Independent PR/Marketing Small Business Advisement May 2011 - April 2014
The Braca Cafe June 2013 - September 2013
Cantwell's Tavern December 2011 - May 2013
Clancy's By The Sea May 2011 - September 2011
Ruby Tuesday June 2007 - June 2011
Skills
Public Relations, Event Planning, Marketing, Market Research, Media Relations, Sales, Microsoft Excel, Management, Retail, Photoshop, Microsoft Office, Social Media, InDesign, Facebook, Accounting, Journalism, Restaurants, QuarkXPress, Leadership, Customer Service, Recruiting, Direct Placement, Sourcing, Technical Recruiting, Internet Recruiting, Contract Recruitment, Temporary Staffing, Full-life Cycle..., Financial Analysis, Excellent communication..., Perceptive and..., Strong writing skills, Learn quickly and work..., Proficient in Microsoft..., Proficient in Micros,..., Training, Strategy, Cross-functional Team..., Communication, PowerPoint, Time Management, Product Development
Education
Rowan University 2008 — 2011
Bachelor of Arts, Public Relations, Minors: Marketing and Journalism
Red Lion Christian Academy 2001 — 2007
High School Diploma
Citco Fund Services June 2014 - Present
Intact Financial Corporation May 2011 - December 2012
Seasia Consulting March 2008 - February 2011
Nucleus Software Exports Limited June 2006 - February 2008
Skills
Oracle Reports, Oracle Forms, PL/SQL, XML, Crystal Reports, SQL Server, SQL, Requirements Analysis, Oracle SQL, Software Development, SDLC, Unix Shell Scripting..., Databases, Database Design, HTML, Software Quality..., Unix, Unix Shell Scripting, COBOL, ETL, Oracle
Education
Punjab Technical University 2002 — 2006
B.Tech., Computer Science
Citco Fund Services May 2014 - Present
National Car Rental May 2012 - January 2014
Skills
Accounting, Financial Instruments, Customer Service, Sales, Communication, Teamwork, Time Management, Microsoft Office, Financial Markets, Financial Accounting, Management Accounting, Financial Reporting, Auditing, Income Tax, Finance, Financial Risk
Education
CPA Atlantic School of Business 2014 — 2017
Saint Mary's University 2009 — 2014
Bachelor of Commerce (B.Comm), Accounting and Finance, 3.86 GPA (Magna Cum Laude)
South Side High School October 2013 - Present
Citco Fund Services May 2010 - January 2013
OpHedge Investment Services May 2005 - May 2010
Soros Fund Management March 2000 - April 2005
Arnhold & S. Bleichroeder June 1998 - March 2000
CITIBANK, NA June 1996 - June 1998
BROWN BROTHERS HARRIMAN & CO April 1994 - June 1996
PRUDENTIAL SECURITIES, INC October 1991 - April 1994
Skills
Daily Operations..., Monthly Closing, trade break resolution, Account Reconciliation, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Financial Statements, Trading, Options, Asset Allocation, Series 7, Tax, Balance, Analysis, Funding
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Finance
S.U.N.Y @ Oneonta 1987 — 1991
Bachelor of Science, Business Economics
Citco Fund Services June 2006 - Present
SS&C Technologies 2005 - 2006
Sungard 2003 - 2005
SEI 2002 - 2003
OMR Systems May 1987 - May 2002
Skills
Equities, Asset Management, Derivatives, Fund Accounting, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Fund Of Funds, Fund Administration, Private Equity, Mergers & Acquisitions, Investor Relations, Interest Rate..., Capital Markets, Equity Trading, CDS, Swaps, Portfolio Management, Back Office, Leadership, Mutual Funds, Trading Systems, Investment Management, Structured Finance, Bonds, Securities, Asset Allocation, Business Valuation, Structured Products, Credit Derivatives, Valuation, Trading, Investments, AML, Financial Services, Accounting, Financial Reporting, Options, Financial Modeling, Investment Banking, Emerging Markets, Middle Office, Financial Analysis, Financial Markets, FX Options, Prime Brokerage, Financial Structuring, Funding, Equity Derivatives
Education
Rutgers University
Bachelor of Science (B.S.), Economic & Accounting