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
Employee
Years
Job
Industry
Irfan Raza, CPA Irfan Raza, CPA's Citco Fund Services Experience September 2011 - September 2012
Job Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown July 2014 - Present
Raza Enterprise, LLC October 2009 - Present
WithumSmith+Brown October 2012 - July 2014
Citco Fund Services September 2011 - September 2012
KPMG August 2008 - September 2011
Lincoln Financial Advisors January 2007 - May 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Audit, SOX, Auditing, IFRS, Internal Controls, Excel, Word, Financial Planning, Valuation, Bloomberg, Cash Flow, Investments, Financial Accounting, Asset Management, GAAP, US GAAP, Derivatives, External Audit, Securities, Financial Statements, Microsoft Excel, Financial Services, Finance, Hedge Funds, CPA, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, Consolidation, QuickBooks, Financial Audits, General Ledger, Private Equity, Partnership Taxation, Mutual Funds, Bookkeeping, Revenue Recognition, Accountants, Business Valuation, International Tax, Tax, Fund Accounting, Corporate Tax, Account Reconciliation, SEC Filings, Analysis
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Accounting
WithumSmith+Brown July 2014 - Present
Raza Enterprise, LLC October 2009 - Present
WithumSmith+Brown October 2012 - July 2014
Citco Fund Services September 2011 - September 2012
KPMG August 2008 - September 2011
Lincoln Financial Advisors January 2007 - May 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Audit, SOX, Auditing, IFRS, Internal Controls, Excel, Word, Financial Planning, Valuation, Bloomberg, Cash Flow, Investments, Financial Accounting, Asset Management, GAAP, US GAAP, Derivatives, External Audit, Securities, Financial Statements, Microsoft Excel, Financial Services, Finance, Hedge Funds, CPA, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, Consolidation, QuickBooks, Financial Audits, General Ledger, Private Equity, Partnership Taxation, Mutual Funds, Bookkeeping, Revenue Recognition, Accountants, Business Valuation, International Tax, Tax, Fund Accounting, Corporate Tax, Account Reconciliation, SEC Filings, Analysis
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Accounting
Jun (Jack) Tian Jun (Jack) Tian's Citco Fund Services Experience May 2012 - June 2012
Job Financial Analyst
Industry Accounting
Experience
SDI Marketing May 2014 - Present
SDI Marketing May 2013 - July 2013
Citco Fund Services May 2012 - June 2012
PwC October 2011 - February 2012
PwC July 2009 - September 2011
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Risk Management, Financial Reporting, Financial Statements, Finance, IFRS, US GAAP, QuickBooks, Process Improvement, Financial Modeling, Financial Accounting
Education
York University - Schulich School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Shanghai International Studies University 2005 — 2009
Bachelor of Laws (LL.B.), International Affairs
SDI Marketing May 2014 - Present
SDI Marketing May 2013 - July 2013
Citco Fund Services May 2012 - June 2012
PwC October 2011 - February 2012
PwC July 2009 - September 2011
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Risk Management, Financial Reporting, Financial Statements, Finance, IFRS, US GAAP, QuickBooks, Process Improvement, Financial Modeling, Financial Accounting
Education
York University - Schulich School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Shanghai International Studies University 2005 — 2009
Bachelor of Laws (LL.B.), International Affairs
Huiwen Pang Huiwen Pang's Citco Fund Services Experience May 2014 - August 2014
Job MACC Student
Industry Accounting
Experience
UNC Charlotte June 2014 - December 2014
UNC Charlotte May 2013 - December 2014
Citco Fund Services May 2014 - August 2014
Qinzhou Daily August 2009 - June 2011
Wanghuju Real Estate Agency August 2007 - February 2009
Skills
Strategy, Media Relations, Copy Editing, News Writing, Financial Accounting, Tax Preparation, Microsoft Excel, Bookkeeping, Editing, Online Journalism, Newspapers, Photography, Marketing
Education
University of North Carolina at Charlotte 2013 — 2014
MACC, Accountancy
Sichuan University 2003 — 2007
Bachelor of Arts (BA), Broadcast and TV Journalism
UNC Charlotte June 2014 - December 2014
UNC Charlotte May 2013 - December 2014
Citco Fund Services May 2014 - August 2014
Qinzhou Daily August 2009 - June 2011
Wanghuju Real Estate Agency August 2007 - February 2009
Skills
Strategy, Media Relations, Copy Editing, News Writing, Financial Accounting, Tax Preparation, Microsoft Excel, Bookkeeping, Editing, Online Journalism, Newspapers, Photography, Marketing
Education
University of North Carolina at Charlotte 2013 — 2014
MACC, Accountancy
Sichuan University 2003 — 2007
Bachelor of Arts (BA), Broadcast and TV Journalism
Tim Quackenbush Tim Quackenbush's Citco Fund Services Experience February 2004 - Present
Job Director, PMP Project Management | Program Management
Industry Financial Services
Experience
Citco Fund Services February 2004 - Present
Morgan Stanley June 2001 - February 2004
Skills
Business Analysis, Hedge Funds, Management, Program Management, Project Management, Relationship Management, Financial Services, Equities, New Business Development, PMP, Business Intelligence, Strategy, CRM, Finance, Value Creation, Risk Management, Leadership, WBS, PMO, Project Governance, General Management, Management of Virtual/..., Data Management, Value Delivery, Project Delivery, Operational Efficiency, Quality Assurance, Software Project..., Software Product..., Systems Engineering, Change Management, Communicaitons, Fund Administration, Technology Integration, Data Integration, Alternative Investments
Education
St. Francis College 1997 — 2001
Bachelor's degree, Management
St. Francis Prep 1993 — 1997
Citco Fund Services February 2004 - Present
Morgan Stanley June 2001 - February 2004
Skills
Business Analysis, Hedge Funds, Management, Program Management, Project Management, Relationship Management, Financial Services, Equities, New Business Development, PMP, Business Intelligence, Strategy, CRM, Finance, Value Creation, Risk Management, Leadership, WBS, PMO, Project Governance, General Management, Management of Virtual/..., Data Management, Value Delivery, Project Delivery, Operational Efficiency, Quality Assurance, Software Project..., Software Product..., Systems Engineering, Change Management, Communicaitons, Fund Administration, Technology Integration, Data Integration, Alternative Investments
Education
St. Francis College 1997 — 2001
Bachelor's degree, Management
St. Francis Prep 1993 — 1997
Wesley Yoo's Citco Fund Services Experience June 2014 - Present
Job Tax Department at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services June 2014 - Present
Seed LLC June 2008 - August 2013
Kim & Choi Associaties Inc. May 2013 - July 2013
Yoon & Yoon Co. February 2012 - April 2012
Skills
Microsoft Excel, Minitab, Korean, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Social Media, Tax, Finance, CPA, Financial Analysis, Access
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Bachelor’s Degree, Accounting
University of Illinois at Urbana-Champaign 2008 — 2010
Syracuse University
Citco Fund Services June 2014 - Present
Seed LLC June 2008 - August 2013
Kim & Choi Associaties Inc. May 2013 - July 2013
Yoon & Yoon Co. February 2012 - April 2012
Skills
Microsoft Excel, Minitab, Korean, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Social Media, Tax, Finance, CPA, Financial Analysis, Access
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Bachelor’s Degree, Accounting
University of Illinois at Urbana-Champaign 2008 — 2010
Syracuse University
Carlina Villalanti Carlina Villalanti's Citco Fund Services Experience January 2013 - September 2013
Job Associate Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC October 2013 - April 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services January 2011 - December 2012
Citco Fund Services August 2009 - December 2010
Hewins Financial Advisors August 2007 - December 2008
Skills
CRM software, Excel, Investor Relations, Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Bloomberg, Private Client Services, Client Services, Mutual Funds, Microsoft Excel, CRM, Equities, Investment Management, Financial Advisory, Fixed Income
Education
Santa Clara University 2003 — 2007
Bachelor's of Science in Commerce, Finance, Economics
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC October 2013 - April 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services January 2011 - December 2012
Citco Fund Services August 2009 - December 2010
Hewins Financial Advisors August 2007 - December 2008
Skills
CRM software, Excel, Investor Relations, Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Bloomberg, Private Client Services, Client Services, Mutual Funds, Microsoft Excel, CRM, Equities, Investment Management, Financial Advisory, Fixed Income
Education
Santa Clara University 2003 — 2007
Bachelor's of Science in Commerce, Finance, Economics
Daniel Chau Daniel Chau's Citco Fund Services Experience May 2011 - September 2011
Job Fraud & Security Analyst
Industry Telecommunications
Experience
TELUS September 2011 - Present
Citco Fund Services May 2011 - September 2011
American Express January 2010 - April 2011
American Express January 2008 - January 2010
Skills
Process Improvement, Analysis, Finance, Cross-functional Team..., Access, Business Analysis, Fraud, Databases, Financial Analysis, Management, MS Project, Business Process, Project Management
Education
University of Toronto 2010 — 2012
Project Management
Seneca College of Applied Arts and Technology 2003 — 2007
Business Administration - Operations Management
Albert Campbell 1997 — 2002
Henry Kelsey
TELUS September 2011 - Present
Citco Fund Services May 2011 - September 2011
American Express January 2010 - April 2011
American Express January 2008 - January 2010
Skills
Process Improvement, Analysis, Finance, Cross-functional Team..., Access, Business Analysis, Fraud, Databases, Financial Analysis, Management, MS Project, Business Process, Project Management
Education
University of Toronto 2010 — 2012
Project Management
Seneca College of Applied Arts and Technology 2003 — 2007
Business Administration - Operations Management
Albert Campbell 1997 — 2002
Henry Kelsey
Daniel Tumpane Daniel Tumpane's Citco Fund Services Experience June 2010 - August 2011
Job Public Sector Recruitment Specialist at Eagle Professional Resources
Industry Staffing and Recruiting
Experience
Eagle Professional Resources August 2015 - Present
Eagle Professional Resources July 2013 - July 2015
Volkswagen May 2012 - July 2013
Citco Fund Services June 2010 - August 2011
Trent University, Office of Advancement May 2007 - December 2008
Skills
Training, Human Resources, Data Analysis, Analysis, Research, Teamwork, Teaching, Time Management, Public Speaking, Event Planning, Social Media, Customer Service, Editing, Report Writing, Microsoft Excel, Microsoft Word, Strategic Planning, Market Research, Microsoft Office, PowerPoint, International..., Nonprofits, Windows, Sales, Photoshop, Fundraising
Education
Trent University
Bachelor's Degree, International Development
St. Lawrence College
Diploma, General Arts & Science
Eagle Professional Resources August 2015 - Present
Eagle Professional Resources July 2013 - July 2015
Volkswagen May 2012 - July 2013
Citco Fund Services June 2010 - August 2011
Trent University, Office of Advancement May 2007 - December 2008
Skills
Training, Human Resources, Data Analysis, Analysis, Research, Teamwork, Teaching, Time Management, Public Speaking, Event Planning, Social Media, Customer Service, Editing, Report Writing, Microsoft Excel, Microsoft Word, Strategic Planning, Market Research, Microsoft Office, PowerPoint, International..., Nonprofits, Windows, Sales, Photoshop, Fundraising
Education
Trent University
Bachelor's Degree, International Development
St. Lawrence College
Diploma, General Arts & Science
Sorina Coates Sorina Coates's Citco Fund Services Experience August 2010 - September 2013
Job Assistant to Marketing Director at Hospital for Special Surgery
Industry Hospital & Health Care
Experience
Hospital for Special Surgery June 2014 - January 2015
RLM Finsbury May 2014 - June 2014
Citco Fund Services August 2010 - September 2013
Hinduja Brothers Inc. May 2008 - August 2010
Skills
Financial Analysis, Financial Reporting, Mathematics, Drug Testing, Customer Service, Coordinating Events, Background Checks, Microsoft Excel, Microsoft Publisher, Microsoft Word, Outlook, PowerPoint, Supply Ordering, Money Transfers, Filing, Office Administration, Data Entry
Education
State University of New York at Albany 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Mount Vernon High School 1999 — 2003
High School Diploma, A
Hospital for Special Surgery June 2014 - January 2015
RLM Finsbury May 2014 - June 2014
Citco Fund Services August 2010 - September 2013
Hinduja Brothers Inc. May 2008 - August 2010
Skills
Financial Analysis, Financial Reporting, Mathematics, Drug Testing, Customer Service, Coordinating Events, Background Checks, Microsoft Excel, Microsoft Publisher, Microsoft Word, Outlook, PowerPoint, Supply Ordering, Money Transfers, Filing, Office Administration, Data Entry
Education
State University of New York at Albany 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Mount Vernon High School 1999 — 2003
High School Diploma, A
Gregory Garoscio Gregory Garoscio's Citco Fund Services Experience 2004 - 2011
Job Senior Compliance Officer chez EFG Private Bank
Industry Financial Services
Experience
EFG Bank March 2015 - Present
CFM MONACO November 2013 - February 2015
Richcourt 2008 - February 2013
Citco Fund Services 2004 - 2011
Richcourt 2007 - 2009
Compagnie Monegasque de Banque 2001 - 2003
Credit Foncier de Monaco March 2000 - August 2000
Skills
Hedge Funds, Compliance, Middle Office, funds accounting, Sales Commissions, retrocessions, risk control, Project Management, Private Banking, Coordination, Financial Accounting, Financial Controlling, Financial Reporting, Fund Of Funds, anti money laundering, lutte anti-blanchiment, déontologie, Gestion de projet
Education
CERAM Sophia Antipolis 1996 — 2000
Master's degree, Business/Managerial Economics, BAC + 5
Preparation HEC Nice 1994-1996
EFG Bank March 2015 - Present
CFM MONACO November 2013 - February 2015
Richcourt 2008 - February 2013
Citco Fund Services 2004 - 2011
Richcourt 2007 - 2009
Compagnie Monegasque de Banque 2001 - 2003
Credit Foncier de Monaco March 2000 - August 2000
Skills
Hedge Funds, Compliance, Middle Office, funds accounting, Sales Commissions, retrocessions, risk control, Project Management, Private Banking, Coordination, Financial Accounting, Financial Controlling, Financial Reporting, Fund Of Funds, anti money laundering, lutte anti-blanchiment, déontologie, Gestion de projet
Education
CERAM Sophia Antipolis 1996 — 2000
Master's degree, Business/Managerial Economics, BAC + 5
Preparation HEC Nice 1994-1996
Katherine Rojas's Citco Fund Services Experience May 2013 - July 2015
Job Senior Operations Analyst
Industry Financial Services
Experience
Citco Fund Services May 2013 - July 2015
Fidessa September 2010 - May 2013
Deloitte September 2007 - November 2009
Skills
Accounting, Equities, Auditing, Electronic Trading, Microsoft Excel, Outlook, Project Management, Microsoft Office, Business Analysis, Financial Services, Analysis, Trading Systems, Banking, Market Data, Order Management, Finance, Requirements Analysis, SharePoint, PowerPoint, Training, Spanish, Salesforce.com, Visio, Management, Back Office, Integration
Education
St. Francis College 2003 — 2007
Bachelor's of Science, Business Management, 3.74
Citco Fund Services May 2013 - July 2015
Fidessa September 2010 - May 2013
Deloitte September 2007 - November 2009
Skills
Accounting, Equities, Auditing, Electronic Trading, Microsoft Excel, Outlook, Project Management, Microsoft Office, Business Analysis, Financial Services, Analysis, Trading Systems, Banking, Market Data, Order Management, Finance, Requirements Analysis, SharePoint, PowerPoint, Training, Spanish, Salesforce.com, Visio, Management, Back Office, Integration
Education
St. Francis College 2003 — 2007
Bachelor's of Science, Business Management, 3.74
Casey (Feifei) Cheng's Citco Fund Services Experience March 2013 - March 2015
Job Analyst, Derivative Products, Global Wholesale Operation, ScotiaBank
Industry Capital Markets
Experience
Scotiabank April 2015 - Present
Centum One Financial Group Inc. February 2013 - Present
Citco Fund Services March 2013 - March 2015
RBC September 2012 - January 2013
Fido Solutions January 2010 - October 2011
Skills
Leadership, Financial Modeling, Investments, Microsoft Excel, VBA, SQL, Valuation, Problem Solving, Bloomberg Terminal, Financial Analysis, DCF Valuation, Bloomberg, PowerPoint, Corporate Finance, Mandarin, Microsoft Office, Cantonese, Economics, Finance
Education
University of Toronto - Rotman School of Management 2008 — 2012
Bachelor of Commerce, Finance and Economics Specialist
The University of Hong Kong
Summer Aboard, International/Global Studies: Marketing
Scotiabank April 2015 - Present
Centum One Financial Group Inc. February 2013 - Present
Citco Fund Services March 2013 - March 2015
RBC September 2012 - January 2013
Fido Solutions January 2010 - October 2011
Skills
Leadership, Financial Modeling, Investments, Microsoft Excel, VBA, SQL, Valuation, Problem Solving, Bloomberg Terminal, Financial Analysis, DCF Valuation, Bloomberg, PowerPoint, Corporate Finance, Mandarin, Microsoft Office, Cantonese, Economics, Finance
Education
University of Toronto - Rotman School of Management 2008 — 2012
Bachelor of Commerce, Finance and Economics Specialist
The University of Hong Kong
Summer Aboard, International/Global Studies: Marketing
Kathryn Quanstrom's Citco Fund Services Experience July 2012 - October 2014
Job Executive Director at California CareForce
Industry Nonprofit Organization Management
Experience
California CareForce August 2015 - Present
UC Berkeley January 2015 - Present
Citco Fund Services July 2012 - October 2014
Glass, Lewis & Co. February 2012 - July 2012
Skrivanek January 2011 - October 2011
Glass, Lewis & Co. February 2010 - May 2010
Material World Books September 2009 - January 2010
Design Center Bologna February 2009 - May 2009
Berkeley Sensor & Actuator Center October 2006 - January 2008
UC Berkeley, Office of the Chancellor January 2007 - May 2007
Skills
Investor Relations, Analysis, Research, Hedge Funds, Corporate Governance, Editing, Data Analysis, Teamwork, SEC filings, Microsoft Office, Teaching, InDesign, Qualitative Research
Education
UC Berkeley Extension 2013 — 2016
Post Baccalaurate Premedical Studies
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Mass Communications
Università di Bologna 2008 — 2009
Cultural Immersion Program
University of California, Los Angeles 2007 — 2007
Travel Study Program in European Politics
California CareForce August 2015 - Present
UC Berkeley January 2015 - Present
Citco Fund Services July 2012 - October 2014
Glass, Lewis & Co. February 2012 - July 2012
Skrivanek January 2011 - October 2011
Glass, Lewis & Co. February 2010 - May 2010
Material World Books September 2009 - January 2010
Design Center Bologna February 2009 - May 2009
Berkeley Sensor & Actuator Center October 2006 - January 2008
UC Berkeley, Office of the Chancellor January 2007 - May 2007
Skills
Investor Relations, Analysis, Research, Hedge Funds, Corporate Governance, Editing, Data Analysis, Teamwork, SEC filings, Microsoft Office, Teaching, InDesign, Qualitative Research
Education
UC Berkeley Extension 2013 — 2016
Post Baccalaurate Premedical Studies
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Mass Communications
Università di Bologna 2008 — 2009
Cultural Immersion Program
University of California, Los Angeles 2007 — 2007
Travel Study Program in European Politics
Niamh Mehegan Niamh Mehegan's Citco Fund Services Experience June 2013 - October 2014
Job Supervisor IR Citco Canada Inc.
Industry Financial Services
Experience
The Citco Group of Companies October 2014 - Present
Citco Fund Services June 2013 - October 2014
The Citco Group of Companies October 2011 - June 2013
Skills
Investor Relations, Hedge Funds, Microsoft Excel, Bloomberg, Research, PowerPoint, Microsoft Office
Education
University College Cork 2009 — 2010
HDip Economics
University College Cork 2002 — 2007
Bachelor of Commerce with Italian
The Citco Group of Companies October 2014 - Present
Citco Fund Services June 2013 - October 2014
The Citco Group of Companies October 2011 - June 2013
Skills
Investor Relations, Hedge Funds, Microsoft Excel, Bloomberg, Research, PowerPoint, Microsoft Office
Education
University College Cork 2009 — 2010
HDip Economics
University College Cork 2002 — 2007
Bachelor of Commerce with Italian
Harrison Selwitz's Citco Fund Services Experience December 2014 - Present
Job Senior Middle Office Associate at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services December 2014 - Present
Citco Fund Services July 2013 - December 2014
Epic August 2012 - March 2013
Burkenroad Reports January 2012 - May 2012
Kaiser Permanente June 2011 - August 2011
Bio-Rad Laboratories June 2010 - August 2010
Contra Costa County Health Services May 2009 - August 2009
John Muir Health June 2007 - August 2007
Skills
Microsoft Certified..., Business Modeling and..., Database Development, Financial Modeling, Business Valuation, Equity Analysis, Data Mining using SQL, VBA, Bloomberg, Databases, Microsoft Office, Microsoft Excel, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Miramonte High School 2004 — 2008
Citco Fund Services December 2014 - Present
Citco Fund Services July 2013 - December 2014
Epic August 2012 - March 2013
Burkenroad Reports January 2012 - May 2012
Kaiser Permanente June 2011 - August 2011
Bio-Rad Laboratories June 2010 - August 2010
Contra Costa County Health Services May 2009 - August 2009
John Muir Health June 2007 - August 2007
Skills
Microsoft Certified..., Business Modeling and..., Database Development, Financial Modeling, Business Valuation, Equity Analysis, Data Mining using SQL, VBA, Bloomberg, Databases, Microsoft Office, Microsoft Excel, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Miramonte High School 2004 — 2008
Yan Lou Yan Lou's Citco Fund Services Experience July 2012 - April 2013
Job MBA Candidate 2015 @ George Washington University, Finance I Passed CFA Level II Exam I Financial Services
Industry Financial Services
Experience
Ashoka August 2015 - Present
Ashoka July 2014 - November 2014
Citco Fund Services July 2012 - April 2013
Citco Fund Services April 2008 - June 2012
Skills
Financial Analysis, Data Analysis, Financial Modeling, Finance, Financial Reporting, Foreign Exchange Risk..., Corporate Finance, Microsoft Office, PowerPoint, Accounting, Coaching, Microsoft Excel, Analytical Skills, Problem Solving, GAAP, IFRS, Public Speaking
Education
The George Washington University - School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Windsor 2004 — 2008
Bachelor of Commerce (BCom), Major: Finance; Minor: Economics, 3.8/4
Ashoka August 2015 - Present
Ashoka July 2014 - November 2014
Citco Fund Services July 2012 - April 2013
Citco Fund Services April 2008 - June 2012
Skills
Financial Analysis, Data Analysis, Financial Modeling, Finance, Financial Reporting, Foreign Exchange Risk..., Corporate Finance, Microsoft Office, PowerPoint, Accounting, Coaching, Microsoft Excel, Analytical Skills, Problem Solving, GAAP, IFRS, Public Speaking
Education
The George Washington University - School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Windsor 2004 — 2008
Bachelor of Commerce (BCom), Major: Finance; Minor: Economics, 3.8/4
Paolo Caruso Paolo Caruso's Citco Fund Services Experience August 2008 - Present
Job Supervisor Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2008 - Present
Neuberger Berman November 2003 - August 2008
Julius Baer November 1999 - November 2003
Skills
Hedge Funds, Accoun, Mutual Funds, International..., Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Reporting, Alternative Investments, Corporate Actions, Accounting, Cash Management, Financial Analysis, Account Reconciliation, FX Options, Options, Derivatives, Financial Modeling, Asset Management, Financial Markets, Valuation, Financial Services, Settlement, Auditing, Back Office
Education
St. Francis College 1996 — 2000
Bachelor of Science (BS), Accounting and Business/Management
Citco Fund Services August 2008 - Present
Neuberger Berman November 2003 - August 2008
Julius Baer November 1999 - November 2003
Skills
Hedge Funds, Accoun, Mutual Funds, International..., Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Reporting, Alternative Investments, Corporate Actions, Accounting, Cash Management, Financial Analysis, Account Reconciliation, FX Options, Options, Derivatives, Financial Modeling, Asset Management, Financial Markets, Valuation, Financial Services, Settlement, Auditing, Back Office
Education
St. Francis College 1996 — 2000
Bachelor of Science (BS), Accounting and Business/Management
Charles Helber's Citco Fund Services Experience 1998 - 2000
Job Originator at Florida Power and Light
Industry Renewables & Environment
Experience
Florida Power and Light March 2013 - Present
NextEra Energy Resources December 2006 - March 2013
Aces Power Marketing March 2003 - November 2006
American Electric Power 2001 - 2003
Citco Fund Services 1998 - 2000
Skills
Energy, Commodity Markets, Electricity Markets, Energy Markets, Natural Gas, Accounting, Mutual Funds, Commodity, Renewable Energy, Power Generation, Trading, Energy Policy, Wind, Solar Energy, Energy Management, Hedging, Electricity, Valuation, Power Plants, Project Finance, Alternative Energy
Education
The Ohio State University 1988 — 1992
Bachelor of Science (BS), Accounting
Florida Power and Light March 2013 - Present
NextEra Energy Resources December 2006 - March 2013
Aces Power Marketing March 2003 - November 2006
American Electric Power 2001 - 2003
Citco Fund Services 1998 - 2000
Skills
Energy, Commodity Markets, Electricity Markets, Energy Markets, Natural Gas, Accounting, Mutual Funds, Commodity, Renewable Energy, Power Generation, Trading, Energy Policy, Wind, Solar Energy, Energy Management, Hedging, Electricity, Valuation, Power Plants, Project Finance, Alternative Energy
Education
The Ohio State University 1988 — 1992
Bachelor of Science (BS), Accounting
Phillip Ellerson Phillip Ellerson's Citco Fund Services Experience August 2011 - March 2012
Job Accountant II at Independence Blue Cross
Industry Accounting
Experience
Independence Blue Cross April 2014 - Present
Pep Boys April 2012 - April 2014
Citco Fund Services August 2011 - March 2012
Summit Park Communities June 2009 - September 2009
Hayman Center, LaSalle University June 2008 - September 2008
United Parcels Service December 2007 - January 2008
New York Presbyterian Hospital June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Inventory Management
Education
The Ohio State University 2007 — 2011
BS, Accounting
Hasbrouck Heights 2005 — 2007
Independence Blue Cross April 2014 - Present
Pep Boys April 2012 - April 2014
Citco Fund Services August 2011 - March 2012
Summit Park Communities June 2009 - September 2009
Hayman Center, LaSalle University June 2008 - September 2008
United Parcels Service December 2007 - January 2008
New York Presbyterian Hospital June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Inventory Management
Education
The Ohio State University 2007 — 2011
BS, Accounting
Hasbrouck Heights 2005 — 2007
Sal Demir's Citco Fund Services Experience July 2007 - November 2009
Job Project Manager & Scrum Master (PMP) (CSM)
Industry Information Technology and Services
Experience
Apple August 2015 - Present
Visa March 2015 - August 2015
Cisco December 2013 - March 2015
Interactive Data May 2011 - August 2013
Citco Fund Services July 2007 - November 2009
Skills
User Acceptance Testing, PMP, Project Management, SDLC, Software Project..., Quality Assurance, Scrum, MS Project, SharePoint, WebEx, SQL, HTML, Ruby, JIRA, ELA, CSM, TFS, Rally
Education
Southern Illinois University, Carbondale 2000 — 2004
Bachelor's, Management Information Systems
Apple August 2015 - Present
Visa March 2015 - August 2015
Cisco December 2013 - March 2015
Interactive Data May 2011 - August 2013
Citco Fund Services July 2007 - November 2009
Skills
User Acceptance Testing, PMP, Project Management, SDLC, Software Project..., Quality Assurance, Scrum, MS Project, SharePoint, WebEx, SQL, HTML, Ruby, JIRA, ELA, CSM, TFS, Rally
Education
Southern Illinois University, Carbondale 2000 — 2004
Bachelor's, Management Information Systems
Bich (Mindy) Van, CPA Bich (Mindy) Van, CPA's Citco Fund Services Experience August 2014 - Present
Job Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2014 - Present
KPMG US August 2012 - August 2014
SUNY Oswego August 2011 - May 2012
SUNY Oswego August 2010 - May 2012
KPMG June 2011 - July 2011
SUNY Oswego August 2010 - May 2011
SUNY Oswego July 2008 - December 2010
Community Bank N. A June 2010 - August 2010
SUNY Oswego July 2008 - May 2010
Community Bank N.A June 2008 - August 2008
Skills
Accounting, Leadership, Time Management, Microsoft Word, Auditing, Internal Controls, Accounts Payable, Financial Statements
Education
State University of New York at Oswego 2007 — 2012
Master's Degree, Accounting
Citco Fund Services August 2014 - Present
KPMG US August 2012 - August 2014
SUNY Oswego August 2011 - May 2012
SUNY Oswego August 2010 - May 2012
KPMG June 2011 - July 2011
SUNY Oswego August 2010 - May 2011
SUNY Oswego July 2008 - December 2010
Community Bank N. A June 2010 - August 2010
SUNY Oswego July 2008 - May 2010
Community Bank N.A June 2008 - August 2008
Skills
Accounting, Leadership, Time Management, Microsoft Word, Auditing, Internal Controls, Accounts Payable, Financial Statements
Education
State University of New York at Oswego 2007 — 2012
Master's Degree, Accounting
Emmet Browne Emmet Browne's Citco Fund Services Experience January 2008 - June 2008
Job Associate, Leveraged Finance
Industry Investment Management
Experience
AIB Corporate Banking North America September 2014 - Present
WhatSalon July 2013 - September 2014
Tolisons Private Equity February 2013 - August 2014
Deutsche Bank June 2012 - September 2012
Central Bank of Ireland October 2010 - October 2011
University College Cork, Ireland (UCC) October 2009 - April 2010
Citco Fund Services January 2008 - June 2008
Skills
Valuation, Risk Management, Hedge Funds, Financial Risk, Due Diligence, Financial Analysis, Bloomberg, Corporate Finance, Start-ups, Capital Raising, Financial Modeling, Investments, Finance, Equities, Banking, Portfolio Management, Capital Markets
Education
University College Cork 2009 — 2010
MSc Corporate Finance, Finance, First Class Honours (4.0 GPA)
University College Cork 2005 — 2009
BSc Finance, Accounting, Economics, First Class Honours (4.0 GPA)
CFA Institute
AIB Corporate Banking North America September 2014 - Present
WhatSalon July 2013 - September 2014
Tolisons Private Equity February 2013 - August 2014
Deutsche Bank June 2012 - September 2012
Central Bank of Ireland October 2010 - October 2011
University College Cork, Ireland (UCC) October 2009 - April 2010
Citco Fund Services January 2008 - June 2008
Skills
Valuation, Risk Management, Hedge Funds, Financial Risk, Due Diligence, Financial Analysis, Bloomberg, Corporate Finance, Start-ups, Capital Raising, Financial Modeling, Investments, Finance, Equities, Banking, Portfolio Management, Capital Markets
Education
University College Cork 2009 — 2010
MSc Corporate Finance, Finance, First Class Honours (4.0 GPA)
University College Cork 2005 — 2009
BSc Finance, Accounting, Economics, First Class Honours (4.0 GPA)
CFA Institute
Timothy Reed Timothy Reed's Citco Fund Services Experience September 2012 - September 2015
Job Owner at Reed Allie Publishing LLC
Industry Financial Services
Experience
Reed Allie Publishing LLC September 2015 - Present
Citco Fund Services September 2012 - September 2015
Citco September 2008 - January 2012
Lehman Brothers June 2007 - September 2008
UBS Securities LLC June 2003 - May 2007
Credit Suisse March 1997 - September 2001
JP Morgan June 1992 - March 1997
Credit Suisse First Boston (Pacific) October 1990 - January 1992
Objective Technologies, Inc. February 1990 - October 1990
Fusion Systems Group August 1989 - February 1990
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Client Service, Equities, Full SDLC, Product Life Cycle..., Product Development, Data Extraction, Trade Management, Financial Services, Product Lifecycle..., Trading, Settlement, Derivatives, Electronic Trading, Alternative Investments, Securities, Capital Markets, Trading Systems, Sybase, Financial Markets, SDLC, Options, Portfolio Management, Back Office, Collateral Management, FX Options, Equity Derivatives, Credit Derivatives, Investment Banking, Bloomberg, Middle Office, Mutual Funds, Client Services, Asset Management, Bonds, Swaps, Equity Trading, Market Data, Risk Management, Securities Lending, Fund Administration, Relationship Management, Funding, Reference Data, Interest Rate..., Commodity, Financial Risk
Education
School of Visual Arts 1981 — 1983
none
Reed Allie Publishing LLC September 2015 - Present
Citco Fund Services September 2012 - September 2015
Citco September 2008 - January 2012
Lehman Brothers June 2007 - September 2008
UBS Securities LLC June 2003 - May 2007
Credit Suisse March 1997 - September 2001
JP Morgan June 1992 - March 1997
Credit Suisse First Boston (Pacific) October 1990 - January 1992
Objective Technologies, Inc. February 1990 - October 1990
Fusion Systems Group August 1989 - February 1990
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Client Service, Equities, Full SDLC, Product Life Cycle..., Product Development, Data Extraction, Trade Management, Financial Services, Product Lifecycle..., Trading, Settlement, Derivatives, Electronic Trading, Alternative Investments, Securities, Capital Markets, Trading Systems, Sybase, Financial Markets, SDLC, Options, Portfolio Management, Back Office, Collateral Management, FX Options, Equity Derivatives, Credit Derivatives, Investment Banking, Bloomberg, Middle Office, Mutual Funds, Client Services, Asset Management, Bonds, Swaps, Equity Trading, Market Data, Risk Management, Securities Lending, Fund Administration, Relationship Management, Funding, Reference Data, Interest Rate..., Commodity, Financial Risk
Education
School of Visual Arts 1981 — 1983
none
Grayson Galloway Grayson Galloway's Citco Fund Services Experience May 2013 - July 2013
Job Research Consultant at CarterBaldwin Executive Search
Industry Management Consulting
Experience
CarterBaldwin Executive Search November 2014 - Present
Citco Fund Services May 2013 - July 2013
Skills
Public Speaking, Research, Leadership, Event Planning, Teamwork, Data Analysis, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Editing
Education
Wake Forest University 2010 — 2014
Bachelor's Degree, Politics and International Affairs
The Walker School 1995 — 2010
High School
Savannah College of Art and Design
CarterBaldwin Executive Search November 2014 - Present
Citco Fund Services May 2013 - July 2013
Skills
Public Speaking, Research, Leadership, Event Planning, Teamwork, Data Analysis, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Recruiting, Editing
Education
Wake Forest University 2010 — 2014
Bachelor's Degree, Politics and International Affairs
The Walker School 1995 — 2010
High School
Savannah College of Art and Design
Ashley Waekens Ashley Waekens's Citco Fund Services Experience March 2011 - Present
Job Senior Trade Processor at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services March 2011 - Present
Indestructible Entertainment March 2010 - April 2012
Real Canadian Superstore June 2009 - November 2009
Cossette East (formerly Cossette Atlantic) March 2009 - March 2009
The Body Shop August 2007 - March 2009
Canada South Festival Network July 2008 - September 2008
Skills
Advertising, Marketing, Training, Public Relations, Highly Dedicated, Sales, Teamwork, Creativity, Event Planning, Time Management, Retail, Research, Social Networking, Leadership
Education
St. Clair College 2006 — 2009
OCAD, Advertising
St. Clair College
Citco Fund Services March 2011 - Present
Indestructible Entertainment March 2010 - April 2012
Real Canadian Superstore June 2009 - November 2009
Cossette East (formerly Cossette Atlantic) March 2009 - March 2009
The Body Shop August 2007 - March 2009
Canada South Festival Network July 2008 - September 2008
Skills
Advertising, Marketing, Training, Public Relations, Highly Dedicated, Sales, Teamwork, Creativity, Event Planning, Time Management, Retail, Research, Social Networking, Leadership
Education
St. Clair College 2006 — 2009
OCAD, Advertising
St. Clair College
Candice Blackburn Candice Blackburn's Citco Fund Services Experience June 2007 - July 2008
Job Marketing & Investor Relations
Industry Real Estate
Experience
Thor Equities November 2014 - Present
Pomona Capital January 2011 - October 2014
Tailwind Management LP January 2009 - January 2011
JLL Partners 2008 - 2009
Citco Fund Services June 2007 - July 2008
Skills
Investor Relations, Business Development, Private Equity, Hedge Funds, Event Management, PowerPoint, Webmaster Services, CRM, Investments, Valuation, Equities, Financial Modeling, Database Design, Brand Developement, Brand Implementation, Fundraising, Mutual Funds, Brand Development, Alternative Investments, Due Diligence, Financial Services, Management, Marketing, Trading, Asset Management, Financial Analysis, Finance
Education
The University of Texas at Arlington 2001 — 2006
Marketing & Public Relations
Martin High School
Thor Equities November 2014 - Present
Pomona Capital January 2011 - October 2014
Tailwind Management LP January 2009 - January 2011
JLL Partners 2008 - 2009
Citco Fund Services June 2007 - July 2008
Skills
Investor Relations, Business Development, Private Equity, Hedge Funds, Event Management, PowerPoint, Webmaster Services, CRM, Investments, Valuation, Equities, Financial Modeling, Database Design, Brand Developement, Brand Implementation, Fundraising, Mutual Funds, Brand Development, Alternative Investments, Due Diligence, Financial Services, Management, Marketing, Trading, Asset Management, Financial Analysis, Finance
Education
The University of Texas at Arlington 2001 — 2006
Marketing & Public Relations
Martin High School
Terrance Erwin's Citco Fund Services Experience January 2013 - Present
Job Supervisor at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services January 2013 - Present
Citco Fund Services May 2010 - December 2012
Mourant Fund Services December 2007 - February 2010
Deloitte & Touche, LLP September 2003 - April 2007
Skills
Accounting, Financial Reporting, General Ledger, Reconciliation, Investran, MS Office Suite, Financial Statements, Payroll, US GAAP, Microsoft Office, Financial Analysis, Budgets, Account Reconciliation, Auditing, Finance, Financial Accounting, Financial Services, GAAP, Internal Controls, Hedge Funds
Education
Southern New Hampshire University 2014 — 2015
Graduate Certificate, Forensic Accounting & Fraud Examination
Fairleigh Dickinson University 2000 — 2003
MS, Accounting
Citco Fund Services January 2013 - Present
Citco Fund Services May 2010 - December 2012
Mourant Fund Services December 2007 - February 2010
Deloitte & Touche, LLP September 2003 - April 2007
Skills
Accounting, Financial Reporting, General Ledger, Reconciliation, Investran, MS Office Suite, Financial Statements, Payroll, US GAAP, Microsoft Office, Financial Analysis, Budgets, Account Reconciliation, Auditing, Finance, Financial Accounting, Financial Services, GAAP, Internal Controls, Hedge Funds
Education
Southern New Hampshire University 2014 — 2015
Graduate Certificate, Forensic Accounting & Fraud Examination
Fairleigh Dickinson University 2000 — 2003
MS, Accounting
Mikko Shah Mikko Shah's Citco Fund Services Experience April 2015 - Present
Job Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services April 2015 - Present
Citco Fund Services July 2009 - April 2015
Yale Investment Office June 2006 - August 2006
Skills
Bloomberg, Hedge Funds, Fixed Income, Derivatives, Valuation, Equity Research, Econometrics, Equities, Bloomberg Terminal, Economics, Financial Modeling, Capital Markets, FX Options
Education
London School of Economics and Political Science 2004 — 2007
Bachelor of Science (B.Sc.), Economics
Citco Fund Services April 2015 - Present
Citco Fund Services July 2009 - April 2015
Yale Investment Office June 2006 - August 2006
Skills
Bloomberg, Hedge Funds, Fixed Income, Derivatives, Valuation, Equity Research, Econometrics, Equities, Bloomberg Terminal, Economics, Financial Modeling, Capital Markets, FX Options
Education
London School of Economics and Political Science 2004 — 2007
Bachelor of Science (B.Sc.), Economics
Johnny Patterson's Citco Fund Services Experience May 2011 - March 2012
Job Solution Architect at IBM Canada Ltd.
Industry Financial Services
Experience
IBM Canada Ltd. April 2012 - Present
Citco Fund Services May 2011 - March 2012
IBM Global Business Services January 2005 - April 2011
Skills
SOA, Java, Web Services, Java Enterprise Edition, Websphere, SQL, Solution Architecture, Enterprise Architecture, Agile Methodologies, Software Development, Spring, Hibernate, UML, Unix, Ant, XML, SOAP, Requirements Analysis, Integration, Weblogic, JMS, Eclipse, Maven
Education
The University of British Columbia / UBC 1992 — 1997
Master's degree, Electromechanical Engineering
IBM Canada Ltd. April 2012 - Present
Citco Fund Services May 2011 - March 2012
IBM Global Business Services January 2005 - April 2011
Skills
SOA, Java, Web Services, Java Enterprise Edition, Websphere, SQL, Solution Architecture, Enterprise Architecture, Agile Methodologies, Software Development, Spring, Hibernate, UML, Unix, Ant, XML, SOAP, Requirements Analysis, Integration, Weblogic, JMS, Eclipse, Maven
Education
The University of British Columbia / UBC 1992 — 1997
Master's degree, Electromechanical Engineering
Stacy Collymore Stacy Collymore's Citco Fund Services Experience January 2011 - July 2013
Job Executive Director Alternative Investment Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Citco Fund Services January 2011 - July 2013
Citco Fund Services January 2007 - January 2011
Education
Temple University
J.P. Morgan July 2013 - Present
Citco Fund Services January 2011 - July 2013
Citco Fund Services January 2007 - January 2011
Education
Temple University
Alex Joffe Alex Joffe's Citco Fund Services Experience July 2014 - Present
Job Senior Financial Reporting Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services July 2014 - Present
Grant Thornton LLP May 2012 - July 2014
Milligan & Company, LLC August 2011 - May 2012
Marcum LLP March 2010 - June 2010
Phillips Van Heusen May 2008 - August 2008
Skills
Auditing, Accounting, GAAP, Financial Audits, Tax Preparation, Internal Controls, US GAAP, SEC filings, Tax, Assurance, Financial Reporting, Sarbanes-Oxley Act, SEC Filings, Financial Accounting, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Accounting
Citco Fund Services July 2014 - Present
Grant Thornton LLP May 2012 - July 2014
Milligan & Company, LLC August 2011 - May 2012
Marcum LLP March 2010 - June 2010
Phillips Van Heusen May 2008 - August 2008
Skills
Auditing, Accounting, GAAP, Financial Audits, Tax Preparation, Internal Controls, US GAAP, SEC filings, Tax, Assurance, Financial Reporting, Sarbanes-Oxley Act, SEC Filings, Financial Accounting, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Accounting
Pierre Carpentier Pierre Carpentier's Citco Fund Services Experience June 2014 - Present
Job Risk and Valuation Analyst at Citco Fund Services
Industry Investment Management
Experience
Citco Fund Services June 2014 - Present
Amundi Alternative Investments September 2012 - February 2014
Carmignac Gestion March 2012 - August 2012
Amundi Asset Management October 2010 - February 2012
Investors Capital February 2009 - June 2009
Skills
Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Derivatives, Asset Management, Asset Allocation, Valuation, Investments, VBA, Capital Markets, Finance, Economics, Global Macro, Alternative Investments, Options, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint
Education
Université Paris Dauphine 2010 — 2011
MSc, Asset Management and Financial Markets
Université Panthéon Sorbonne (Paris I) 2009 — 2010
MSc (first year), Finance, Highest honors (rank : 1st/379)
The City University of New York 2008 — 2009
Business Management
Université Panthéon Sorbonne (Paris I) 2004 — 2008
Bachelor, Economics
Citco Fund Services June 2014 - Present
Amundi Alternative Investments September 2012 - February 2014
Carmignac Gestion March 2012 - August 2012
Amundi Asset Management October 2010 - February 2012
Investors Capital February 2009 - June 2009
Skills
Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Derivatives, Asset Management, Asset Allocation, Valuation, Investments, VBA, Capital Markets, Finance, Economics, Global Macro, Alternative Investments, Options, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint
Education
Université Paris Dauphine 2010 — 2011
MSc, Asset Management and Financial Markets
Université Panthéon Sorbonne (Paris I) 2009 — 2010
MSc (first year), Finance, Highest honors (rank : 1st/379)
The City University of New York 2008 — 2009
Business Management
Université Panthéon Sorbonne (Paris I) 2004 — 2008
Bachelor, Economics
Shannon Lefrancois Shannon Lefrancois's Citco Fund Services Experience March 2014 - Present
Job Senior Accountant at Citco Fund Services
Industry Banking
Experience
Citco Fund Services March 2014 - Present
J.P. Morgan July 2011 - February 2014
Morgan Stanley Smith Barney February 2011 - May 2011
Carol Cable Credit Union January 2003 - February 2011
Johnson & Wales University May 2008 - August 2008
Skills
Accounting, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Microsoft Word, Data Analysis, Hedge Funds, Asset Management, Portfolio Management, Corporate Finance, Databases, Analysis
Education
Simmons College 2007 — 2011
Bachelor of Science, Economics; Management; Finance, Economics, Mathematics and General Education
Citco Fund Services March 2014 - Present
J.P. Morgan July 2011 - February 2014
Morgan Stanley Smith Barney February 2011 - May 2011
Carol Cable Credit Union January 2003 - February 2011
Johnson & Wales University May 2008 - August 2008
Skills
Accounting, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Microsoft Word, Data Analysis, Hedge Funds, Asset Management, Portfolio Management, Corporate Finance, Databases, Analysis
Education
Simmons College 2007 — 2011
Bachelor of Science, Economics; Management; Finance, Economics, Mathematics and General Education
Ravi Gurdial's Citco Fund Services Experience July 2006 - June 2008
Job Marketing Coordinator at Elias Financial
Industry Public Relations and Communications
Experience
Elias Financial Corp February 2015 - Present
Breakwater Communications January 2012 - Present
Geetanjali TV March 2004 - Present
CMI Media September 2010 - January 2012
Transamerica Life Canada November 2009 - June 2010
Citco Fund Services July 2006 - June 2008
General Conveyors Co. Ltd June 1998 - April 2006
Myron Corporation July 2004 - December 2004
Winners Merchandise Inc December 2003 - November 2004
Procter & Gamble May 2003 - September 2003
Skills
Marketing Strategy, Public Relations, Press Releases, Internal Communications, Corporate Communications, Strategic Planning, Email Marketing, Management, Strategic Communications, Social Media Marketing, Marketing Communications, Social Media, Corporate Events, Customer Service, Sales, Media Relations
Education
Seneca College of Applied Arts and Technology 2000 — 2004
Marketing Administration
Seneca College of Applied Arts and Technology
Post Graduate Diploma, Corporate Communications
Elias Financial Corp February 2015 - Present
Breakwater Communications January 2012 - Present
Geetanjali TV March 2004 - Present
CMI Media September 2010 - January 2012
Transamerica Life Canada November 2009 - June 2010
Citco Fund Services July 2006 - June 2008
General Conveyors Co. Ltd June 1998 - April 2006
Myron Corporation July 2004 - December 2004
Winners Merchandise Inc December 2003 - November 2004
Procter & Gamble May 2003 - September 2003
Skills
Marketing Strategy, Public Relations, Press Releases, Internal Communications, Corporate Communications, Strategic Planning, Email Marketing, Management, Strategic Communications, Social Media Marketing, Marketing Communications, Social Media, Corporate Events, Customer Service, Sales, Media Relations
Education
Seneca College of Applied Arts and Technology 2000 — 2004
Marketing Administration
Seneca College of Applied Arts and Technology
Post Graduate Diploma, Corporate Communications
Christopher L. D'Angelo's Citco Fund Services Experience November 2009 - December 2010
Job Vice President
Industry Financial Services
Experience
MUFG Americas May 2013 - Present
The Madison Square Garden Company December 2012 - Present
Bank of Tokyo-Mitsubishi UFJ December 2010 - May 2013
Citco Fund Services November 2009 - December 2010
Stone Tower Capital 2007 - 2009
Fidelity National Financial 2005 - 2007
Skills
Bloomberg, Microsoft Office, Loan Servicing, Account Reconciliation, Contract Management, Risk Management, Portfolio Management, Valuation, Trading, Loans, Accounting, Financial Analysis, Banking, Economics, Credit, Finance, Hedge Funds, Financial Reporting, US GAAP, Structured Finance, Capital Markets, Settlement, Alternative Investments, Credit Risk, Credit Analysis, Cash Management, Corporate Finance, Securities
Education
St. Thomas Aquinas College 2005 — 2009
MBA, Finance
St. Thomas Aquinas College 2001 — 2005
BS, Business Administration
Pasack Valley High School 1997 — 2001
MUFG Americas May 2013 - Present
The Madison Square Garden Company December 2012 - Present
Bank of Tokyo-Mitsubishi UFJ December 2010 - May 2013
Citco Fund Services November 2009 - December 2010
Stone Tower Capital 2007 - 2009
Fidelity National Financial 2005 - 2007
Skills
Bloomberg, Microsoft Office, Loan Servicing, Account Reconciliation, Contract Management, Risk Management, Portfolio Management, Valuation, Trading, Loans, Accounting, Financial Analysis, Banking, Economics, Credit, Finance, Hedge Funds, Financial Reporting, US GAAP, Structured Finance, Capital Markets, Settlement, Alternative Investments, Credit Risk, Credit Analysis, Cash Management, Corporate Finance, Securities
Education
St. Thomas Aquinas College 2005 — 2009
MBA, Finance
St. Thomas Aquinas College 2001 — 2005
BS, Business Administration
Pasack Valley High School 1997 — 2001
Pauline Yue Min, CPA CFA Level 1 Candidate Pauline Yue Min, CPA CFA Level 1 Candidate's Citco Fund Services Experience May 2013 - December 2014
Job Senior Fund Accountant at The Citco Group of Companies
Industry Accounting
Experience
The Citco Group of Companies January 2015 - Present
Citco Fund Services May 2013 - December 2014
Camstar Systems, Inc. May 2013 - August 2013
UNC Charlotte January 2013 - May 2013
China Power Investment Corporation at Shanghai July 2010 - May 2012
HSBC May 2010 - July 2010
Ameriprise Financial Services, Inc. May 2009 - July 2009
Skills
Hedge Fund Accounting, Hedge Accounting, Accounting, Financial Reporting, Financial Accounting, CPA, GAAP, Tax, International Tax, Tax Research, Personal Income Tax..., Auditing, Chinese, Accounts Receivable, Finance, Account Reconciliation, PowerPoint, Managerial Finance, Analysis, Financial Statements, Internal Audit, Journal Entries, General Ledger, Client Counseling, Peachtree, Income Tax, Billing Systems, IFRS, US GAAP, Social Media, Financial Analysis, Microsoft Excel
Education
University of North Carolina at Charlotte 2012 — 2013
Master's Degree, Accounting, 4.0
Truman State University 2008 — 2009
Bachelor of Science, Accounting, 3.88
Shanghai University 2006 — 2010
Bachelor of Science, Finance, 3.61
The Citco Group of Companies January 2015 - Present
Citco Fund Services May 2013 - December 2014
Camstar Systems, Inc. May 2013 - August 2013
UNC Charlotte January 2013 - May 2013
China Power Investment Corporation at Shanghai July 2010 - May 2012
HSBC May 2010 - July 2010
Ameriprise Financial Services, Inc. May 2009 - July 2009
Skills
Hedge Fund Accounting, Hedge Accounting, Accounting, Financial Reporting, Financial Accounting, CPA, GAAP, Tax, International Tax, Tax Research, Personal Income Tax..., Auditing, Chinese, Accounts Receivable, Finance, Account Reconciliation, PowerPoint, Managerial Finance, Analysis, Financial Statements, Internal Audit, Journal Entries, General Ledger, Client Counseling, Peachtree, Income Tax, Billing Systems, IFRS, US GAAP, Social Media, Financial Analysis, Microsoft Excel
Education
University of North Carolina at Charlotte 2012 — 2013
Master's Degree, Accounting, 4.0
Truman State University 2008 — 2009
Bachelor of Science, Accounting, 3.88
Shanghai University 2006 — 2010
Bachelor of Science, Finance, 3.61
Jeffrey Sopko, CPA's Citco Fund Services Experience August 2009 - August 2014
Job Vice President AIS Financial Reporting, Senior Manager, at BNY Mellon
Industry Accounting
Experience
BNY Mellon August 2014 - Present
Citco Fund Services August 2009 - August 2014
KPMG January 2006 - March 2009
Best Buy October 2004 - December 2005
Skills
Financial Reporting, Hedge Funds, US GAAP, Private Equity, CPA, Derivatives, Consolidation, CDS, Financial Statements, ASC 820, ASC 815, Credit Derivatives, Futures, Forwards, Equity Swaps, IFRS, GAAP, Auditing
Education
The College of New Jersey 2001 — 2005
BS in Accountancy, Accounting, Finance, Econ
BNY Mellon August 2014 - Present
Citco Fund Services August 2009 - August 2014
KPMG January 2006 - March 2009
Best Buy October 2004 - December 2005
Skills
Financial Reporting, Hedge Funds, US GAAP, Private Equity, CPA, Derivatives, Consolidation, CDS, Financial Statements, ASC 820, ASC 815, Credit Derivatives, Futures, Forwards, Equity Swaps, IFRS, GAAP, Auditing
Education
The College of New Jersey 2001 — 2005
BS in Accountancy, Accounting, Finance, Econ
Gena Fang Gena Fang's Citco Fund Services Experience November 2011 - April 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Sirius XM Radio Inc. April 2013 - November 2013
Citco Fund Services November 2011 - April 2013
Citco Fund Services September 2009 - November 2011
Citco Fund Services September 2008 - September 2009
Skills
Financial Analysis, Investor Relations, Fund Of Funds, Alternative Investments, Bloomberg, Hedge Funds, Process Improvement, Analysis, Investments, Accounting, Private Equity, Human Resources
Education
State University of New York at Stony Brook 2005 — 2008
BS, Business Management (Finance)
J.P. Morgan November 2013 - Present
Sirius XM Radio Inc. April 2013 - November 2013
Citco Fund Services November 2011 - April 2013
Citco Fund Services September 2009 - November 2011
Citco Fund Services September 2008 - September 2009
Skills
Financial Analysis, Investor Relations, Fund Of Funds, Alternative Investments, Bloomberg, Hedge Funds, Process Improvement, Analysis, Investments, Accounting, Private Equity, Human Resources
Education
State University of New York at Stony Brook 2005 — 2008
BS, Business Management (Finance)
Charles Atkins Charles Atkins's Citco Fund Services Experience February 2007 - October 2007
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2013 - Present
McKinsey & Company June 2012 - August 2012
McKinsey & Company November 2007 - July 2011
Citco Fund Services February 2007 - October 2007
Skills
Financial Modeling, Management Consulting, Valuation, Strategy, Market Entry, Business Strategy, Emerging Markets, Corporate Finance
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Arjay Miller Scholar
University of Cape Town 2003 — 2006
BBusSci, Quantitative Finance, Economics, Actuarial Science, With Honors
McKinsey & Company July 2013 - Present
McKinsey & Company June 2012 - August 2012
McKinsey & Company November 2007 - July 2011
Citco Fund Services February 2007 - October 2007
Skills
Financial Modeling, Management Consulting, Valuation, Strategy, Market Entry, Business Strategy, Emerging Markets, Corporate Finance
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Arjay Miller Scholar
University of Cape Town 2003 — 2006
BBusSci, Quantitative Finance, Economics, Actuarial Science, With Honors
Bryan Parnes Bryan Parnes's Citco Fund Services Experience July 2007 - Present
Job Associate Manager at Globeop
Industry Accounting
Experience
SS&C GlobeOp July 2015 - Present
Citco Fund Services July 2007 - Present
Bank of New York Mellon September 2004 - July 2007
Education
Syracuse University 2000 — 2004
Bachelor of Science, Dual Concentration in Accounting/Finance
SS&C GlobeOp July 2015 - Present
Citco Fund Services July 2007 - Present
Bank of New York Mellon September 2004 - July 2007
Education
Syracuse University 2000 — 2004
Bachelor of Science, Dual Concentration in Accounting/Finance
Logan Daigle's Citco Fund Services Experience April 2011 - March 2012
Job Software Engineering Agile Engineering DevOps
Industry Computer Software
Experience
Bank of America - Contact Center Technology June 2012 - May 2013
Signature Consultants March 2012 - June 2012
Citco Fund Services April 2011 - March 2012
Family Dollar Stores Inc. October 2010 - April 2011
T-Metrics, Inc. May 2008 - October 2010
The Citadel August 2007 - May 2008
Benefitfocus.com, Inc. May 2007 - January 2008
Montis and Exley, LLC May 2006 - June 2006
Skills
C#, WinForms, Web Services, Windows Services, HL7, Sonar, Jenkins, VB.NET, CruiseControl, NAnt, Java, Windows 7, .NET, SQL, Agile Methodologies, Microsoft SQL Server, Oracle, Software Documentation, Requirements Analysis, Software Development, Leadership, SDLC
Education
The Citadel 2004 — 2008
Computer Science, Software Engineering, Java Programming, Enterprise Applications, Database Design
Bank of America - Contact Center Technology June 2012 - May 2013
Signature Consultants March 2012 - June 2012
Citco Fund Services April 2011 - March 2012
Family Dollar Stores Inc. October 2010 - April 2011
T-Metrics, Inc. May 2008 - October 2010
The Citadel August 2007 - May 2008
Benefitfocus.com, Inc. May 2007 - January 2008
Montis and Exley, LLC May 2006 - June 2006
Skills
C#, WinForms, Web Services, Windows Services, HL7, Sonar, Jenkins, VB.NET, CruiseControl, NAnt, Java, Windows 7, .NET, SQL, Agile Methodologies, Microsoft SQL Server, Oracle, Software Documentation, Requirements Analysis, Software Development, Leadership, SDLC
Education
The Citadel 2004 — 2008
Computer Science, Software Engineering, Java Programming, Enterprise Applications, Database Design
Carlos Alberi Melo Carlos Alberi Melo's Citco Fund Services Experience May 2011 - Present
Job Application Developer at Citco Fund Services
Industry Computer Software
Experience
Citco Fund Services May 2011 - Present
Decisioning Solutions August 2010 - March 2011
Instituto Omnis February 2006 - May 2010
CESAR April 2005 - February 2006
Portais Brasil October 2003 - March 2005
Policentro December 2002 - September 2003
Novatech October 1999 - November 2002
Skills
Java Enterprise Edition, Spring, Hibernate, UML, JSP, JUnit, XML, EJB, JSF, Java, MySQL, Oracle, Servlets, Struts, Tomcat, Spring Framework
Education
Universidade Federal de Pernambuco 1995 — 2001
Bachelor, Computer Science
Citco Fund Services May 2011 - Present
Decisioning Solutions August 2010 - March 2011
Instituto Omnis February 2006 - May 2010
CESAR April 2005 - February 2006
Portais Brasil October 2003 - March 2005
Policentro December 2002 - September 2003
Novatech October 1999 - November 2002
Skills
Java Enterprise Edition, Spring, Hibernate, UML, JSP, JUnit, XML, EJB, JSF, Java, MySQL, Oracle, Servlets, Struts, Tomcat, Spring Framework
Education
Universidade Federal de Pernambuco 1995 — 2001
Bachelor, Computer Science
Erick Chumpitaz Erick Chumpitaz's Citco Fund Services Experience December 2010 - December 2012
Job Production Support Electronic Trading at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Kevin Casero Kevin Casero's Citco Fund Services Experience January 2013 - August 2015
Job Controller at WGroup
Industry Information Technology and Services
Experience
WGroup August 2015 - Present
Kronum September 2011 - Present
Citco Fund Services January 2013 - August 2015
SEDONA Corporation June 2011 - April 2013
SEI October 2008 - June 2011
Skills
Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, Budgets, Customer Service, Finance, Financial Analysis, Financial Statements, Fund Accounting, General Ledger, Fundraising, Hedge Funds, Invoicing, Microsoft Excel, Microsoft Office, Mutual Funds, Payroll, Insurance, Account Reconciliation, Financial Reporting, Leadership, Strategy
Education
Villanova University
Master of Business Administration (M.B.A.), Strategic Management, Analytics
Shippensburg University of Pennsylvania 2004 — 2008
BS, Finance
WGroup August 2015 - Present
Kronum September 2011 - Present
Citco Fund Services January 2013 - August 2015
SEDONA Corporation June 2011 - April 2013
SEI October 2008 - June 2011
Skills
Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, Budgets, Customer Service, Finance, Financial Analysis, Financial Statements, Fund Accounting, General Ledger, Fundraising, Hedge Funds, Invoicing, Microsoft Excel, Microsoft Office, Mutual Funds, Payroll, Insurance, Account Reconciliation, Financial Reporting, Leadership, Strategy
Education
Villanova University
Master of Business Administration (M.B.A.), Strategic Management, Analytics
Shippensburg University of Pennsylvania 2004 — 2008
BS, Finance
Christian Jefferies's Citco Fund Services Experience May 2014 - Present
Job Product Technician at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2014 - Present
AmerisourceBergen June 2013 - August 2013
Personnel Data Systems, Inc (PDS) June 2009 - August 2011
Skills
Software Documentation, Microsoft Excel, Visual Basic, Process Improvement, Cross-functional Team..., Microsoft Word, Troubleshooting, SQL, Microsoft Visual Studio..., Microsoft Office, SharePoint
Education
Shippensburg University of Pennsylvania 2009 — 2013
Bachelor’s Degree, Finance & Management Information Systems
Citco Fund Services May 2014 - Present
AmerisourceBergen June 2013 - August 2013
Personnel Data Systems, Inc (PDS) June 2009 - August 2011
Skills
Software Documentation, Microsoft Excel, Visual Basic, Process Improvement, Cross-functional Team..., Microsoft Word, Troubleshooting, SQL, Microsoft Visual Studio..., Microsoft Office, SharePoint
Education
Shippensburg University of Pennsylvania 2009 — 2013
Bachelor’s Degree, Finance & Management Information Systems
Alfred Cheng Alfred Cheng's Citco Fund Services Experience January 2013 - November 2013
Job Senior Fund Accountant at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon March 2014 - Present
Citco Fund Services January 2013 - November 2013
CIBC Wealth Management September 2011 - January 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Finance, Bloomberg, Analysis, Mutual Funds, Business Analysis, CRM, Corporate Finance, QuickBooks, Salesforce.com, Capital Markets, Financial Modeling, Customer Service, Sales, ThomsonOne, Communication, Accounting, Trading, Banking, Account Reconciliation, Equities, Financial Reporting, Market Research, Time Management, Due Diligence, Cash Flow, Financial Accounting, Data Analysis, Economics, Financial Statements, Investor Relations, Hedge Funds, Teamwork, Bloomberg Terminal, Financial Services, Alternative Investments, Fund Of Funds, Asset Management, Market Analysis, Investment Management, Derivatives, Options, Valuation
Education
University of Toronto at Mississauga - Erindale College 2006 — 2011
Bachelor of Commerce, Specialist in Commerce and Finance, Major in Economic
The University of Hong Kong 2008 — 2008
Special Topics In International Business
CIBC Mellon March 2014 - Present
Citco Fund Services January 2013 - November 2013
CIBC Wealth Management September 2011 - January 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Investments, Finance, Bloomberg, Analysis, Mutual Funds, Business Analysis, CRM, Corporate Finance, QuickBooks, Salesforce.com, Capital Markets, Financial Modeling, Customer Service, Sales, ThomsonOne, Communication, Accounting, Trading, Banking, Account Reconciliation, Equities, Financial Reporting, Market Research, Time Management, Due Diligence, Cash Flow, Financial Accounting, Data Analysis, Economics, Financial Statements, Investor Relations, Hedge Funds, Teamwork, Bloomberg Terminal, Financial Services, Alternative Investments, Fund Of Funds, Asset Management, Market Analysis, Investment Management, Derivatives, Options, Valuation
Education
University of Toronto at Mississauga - Erindale College 2006 — 2011
Bachelor of Commerce, Specialist in Commerce and Finance, Major in Economic
The University of Hong Kong 2008 — 2008
Special Topics In International Business
Kevin Konicki's Citco Fund Services Experience March 2014 - Present
Job Private Equity Investor Relations Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services March 2014 - Present
U.S. MortgageLine July 2013 - March 2014
BNY Mellon October 2010 - June 2013
Education
Temple University - Fox School of Business and Management 2008 — 2010
BBA, Finance
Citco Fund Services March 2014 - Present
U.S. MortgageLine July 2013 - March 2014
BNY Mellon October 2010 - June 2013
Education
Temple University - Fox School of Business and Management 2008 — 2010
BBA, Finance
Hilary Delaney Hilary Delaney's Citco Fund Services Experience 2006 - 2008
Job Digital Creative Recruiter
Industry Human Resources
Experience
JBCconnect Creative Staffing June 2015 - Present
Onward Search Digital Creative and Technology Talent January 2014 - June 2015
Robert Half - Financial Services Group 2012 - 2013
Goldman Sachs 2010 - 2011
BlackRock 2008 - 2010
Citco Fund Services 2006 - 2008
Skills
Leadership, Recruiting, Relationship Management, Executive Search, Financial Services, Investments, Financial Analysis, Hedge Funds, Finance, Equities, Financial Modeling, Business Development, Talent Management, Talent Scouting, Alternative Investments, Talent Acquisition, Contract Recruitment, Temporary Placement, Sourcing, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Trading, Securities, Banking, Mergers & Acquisitions, Options, Series 7, Due Diligence, Venture Capital, Valuation, Risk Management, Asset Management, Private Equity, Capital Markets, Financial Markets, Portfolio Management, Investment Management, Investment Strategies, Equity Research, Wealth Management, Strategic Financial..., Financial Risk, Corporate Finance, Asset Allocation, Analysis, Mutual Funds, Fixed Income, Tax
Education
Seattle University
Bachelor's degree
Université Paris-Sorbonne 2005 — 2005
JBCconnect Creative Staffing June 2015 - Present
Onward Search Digital Creative and Technology Talent January 2014 - June 2015
Robert Half - Financial Services Group 2012 - 2013
Goldman Sachs 2010 - 2011
BlackRock 2008 - 2010
Citco Fund Services 2006 - 2008
Skills
Leadership, Recruiting, Relationship Management, Executive Search, Financial Services, Investments, Financial Analysis, Hedge Funds, Finance, Equities, Financial Modeling, Business Development, Talent Management, Talent Scouting, Alternative Investments, Talent Acquisition, Contract Recruitment, Temporary Placement, Sourcing, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Trading, Securities, Banking, Mergers & Acquisitions, Options, Series 7, Due Diligence, Venture Capital, Valuation, Risk Management, Asset Management, Private Equity, Capital Markets, Financial Markets, Portfolio Management, Investment Management, Investment Strategies, Equity Research, Wealth Management, Strategic Financial..., Financial Risk, Corporate Finance, Asset Allocation, Analysis, Mutual Funds, Fixed Income, Tax
Education
Seattle University
Bachelor's degree
Université Paris-Sorbonne 2005 — 2005
Sulman Jawed Sulman Jawed's Citco Fund Services Experience August 2012 - Present
Job Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2012 - Present
Skills
Account Reconciliation, Auditing, Accounting, Financial Accounting, Financial Reporting, Tax, Internal Controls, GAAP, IFRS, Financial Analysis, Variance Analysis, Microsoft Excel, General Ledger, QuickBooks, Accounts Receivable, Journal Entries, Accounts Payable, Bank Reconciliation
Education
York University 2008 — 2012
Business Administrative Studies - Specialized Honours, Accounting
Seneca College of Applied Arts and Technology 2005 — 2008
Advance Diploma, Accounting and Finance
Citco Fund Services August 2012 - Present
Skills
Account Reconciliation, Auditing, Accounting, Financial Accounting, Financial Reporting, Tax, Internal Controls, GAAP, IFRS, Financial Analysis, Variance Analysis, Microsoft Excel, General Ledger, QuickBooks, Accounts Receivable, Journal Entries, Accounts Payable, Bank Reconciliation
Education
York University 2008 — 2012
Business Administrative Studies - Specialized Honours, Accounting
Seneca College of Applied Arts and Technology 2005 — 2008
Advance Diploma, Accounting and Finance
Jennifer Street, CHRL Jennifer Street, CHRL's Citco Fund Services Experience September 2011 - Present
Job Human Resources at Citco Fund Services
Industry Wireless
Experience
Citco Fund Services September 2011 - Present
SCI Ltd. June 2010 - September 2011
Redline Communications February 2006 - June 2010
TSX Group April 1998 - February 2006
Skills
Human Resources, Program Management, Management, Team Building, Marketing, Training, Onboarding, Employee Benefits, HRIS, Talent Acquisition, Project Management, Strategic Planning, Compensation Structures, Talent Management, Succession Planning, Employee Engagement, Employee Relations, Performance Management, Recruiting
Education
Seneca College of Applied Arts and Technology 1993 — 1993
Human Resources Post Diploma Certificate
Trent University 1989 — 1992
Bachelor of Arts Honours
Citco Fund Services September 2011 - Present
SCI Ltd. June 2010 - September 2011
Redline Communications February 2006 - June 2010
TSX Group April 1998 - February 2006
Skills
Human Resources, Program Management, Management, Team Building, Marketing, Training, Onboarding, Employee Benefits, HRIS, Talent Acquisition, Project Management, Strategic Planning, Compensation Structures, Talent Management, Succession Planning, Employee Engagement, Employee Relations, Performance Management, Recruiting
Education
Seneca College of Applied Arts and Technology 1993 — 1993
Human Resources Post Diploma Certificate
Trent University 1989 — 1992
Bachelor of Arts Honours
Tarik Moore Tarik Moore's Citco Fund Services Experience February 2013 - Present
Job Team Lead Financial and Regulatory Reporting at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services February 2013 - Present
Torchlight Investors February 2012 - February 2013
Caxton Associates 2005 - 2011
Skills
Hedge Funds, Bloomberg, Middle Office, Bloomberg Terminal, Back Office, Settlement, Financial Reporting, Corporate Actions, Fixed Income, Equities, Fund Administration
Education
The College of New Jersey 2001 — 2005
Bachelor of Science (BS), Finance, General
Citco Fund Services February 2013 - Present
Torchlight Investors February 2012 - February 2013
Caxton Associates 2005 - 2011
Skills
Hedge Funds, Bloomberg, Middle Office, Bloomberg Terminal, Back Office, Settlement, Financial Reporting, Corporate Actions, Fixed Income, Equities, Fund Administration
Education
The College of New Jersey 2001 — 2005
Bachelor of Science (BS), Finance, General
Madelyne Ortiz's Citco Fund Services Experience 2006 - 2008
Job Sales professional, Google AdWords certified interested in CPG/Retail
Industry Marketing and Advertising
Experience
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
Citco Fund Services 2006 - 2008
J.P. Morgan 2006 - 2006
Education
State University of New York at New Paltz
Bachelor's Degree, Sociology, Communications Media
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
Citco Fund Services 2006 - 2008
J.P. Morgan 2006 - 2006
Education
State University of New York at New Paltz
Bachelor's Degree, Sociology, Communications Media
Brian Foltz's Citco Fund Services Experience 2004 - 2005
Job Director of Finance at Propeller Industries
Industry Management Consulting
Experience
inDinero May 2014 - November 2014
Vibrant Media January 2009 - March 2014
Vibrant Media April 2007 - December 2008
CNET Networks August 2006 - February 2007
Modem Media 2005 - 2007
Citco Fund Services 2004 - 2005
Skills
Financial Analysis, Business Strategy, Sales Operations, Strategic Planning, Forecasting, Competitive Analysis, Business Analysis, Strategic Financial..., SQL, Financial Modeling, Corporate Development, Operations Management, Contract Negotiation, Strategy, Financial Management..., Start-ups, Finance, Financial Planning, Management, Leadership, Corporate Finance, Analysis
Education
The Ohio State University 1999 — 2003
Bachelors, Economics, Business
University of California, Berkeley
Corporate Finance Certificate, Corporate Finance
inDinero May 2014 - November 2014
Vibrant Media January 2009 - March 2014
Vibrant Media April 2007 - December 2008
CNET Networks August 2006 - February 2007
Modem Media 2005 - 2007
Citco Fund Services 2004 - 2005
Skills
Financial Analysis, Business Strategy, Sales Operations, Strategic Planning, Forecasting, Competitive Analysis, Business Analysis, Strategic Financial..., SQL, Financial Modeling, Corporate Development, Operations Management, Contract Negotiation, Strategy, Financial Management..., Start-ups, Finance, Financial Planning, Management, Leadership, Corporate Finance, Analysis
Education
The Ohio State University 1999 — 2003
Bachelors, Economics, Business
University of California, Berkeley
Corporate Finance Certificate, Corporate Finance
Jessica Franklin Jessica Franklin's Citco Fund Services Experience September 2011 - May 2013
Job Regulatory Reporting Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock May 2013 - December 2014
Citco Fund Services September 2011 - May 2013
Jessica's Secret Inc. December 2004 - August 2011
Estee Lauder July 2010 - October 2010
Auction Drop Off Store Inc. May 2009 - June 2009
Estee Lauder June 2008 - August 2008
Estee Lauder May 2007 - August 2007
Skills
Excel, Word, PowerPoint, Financial Reporting, Microsoft Office, HTML, Inventory Management, Financial Accounting, E-commerce, Accounting, Outlook, Analysis, Cash Flow, Problem Solving, Quickbooks, Microsoft Excel, Auditing, Financial Analysis, QuickBooks, Financial Modeling, Investments, Management, Corporate Finance, Bloomberg, Finance, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance, Accounting
WU (Vienna University of Economics and Business) 2008 — 2008
Syracuse University 2005 — 2005
Council Rock High School South 2001 — 2005
BlackRock January 2015 - Present
BlackRock May 2013 - December 2014
Citco Fund Services September 2011 - May 2013
Jessica's Secret Inc. December 2004 - August 2011
Estee Lauder July 2010 - October 2010
Auction Drop Off Store Inc. May 2009 - June 2009
Estee Lauder June 2008 - August 2008
Estee Lauder May 2007 - August 2007
Skills
Excel, Word, PowerPoint, Financial Reporting, Microsoft Office, HTML, Inventory Management, Financial Accounting, E-commerce, Accounting, Outlook, Analysis, Cash Flow, Problem Solving, Quickbooks, Microsoft Excel, Auditing, Financial Analysis, QuickBooks, Financial Modeling, Investments, Management, Corporate Finance, Bloomberg, Finance, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance, Accounting
WU (Vienna University of Economics and Business) 2008 — 2008
Syracuse University 2005 — 2005
Council Rock High School South 2001 — 2005
Dermot Mullan's Citco Fund Services Experience September 2008 - April 2009
Job Senior Accountant at W. P. Carey Inc.
Industry Real Estate
Experience
W. P. Carey Inc. August 2015 - Present
CrossCountry Consulting December 2013 - July 2015
KPMG Ireland April 2013 - November 2013
KPMG Ireland October 2009 - April 2013
Citco Fund Services September 2008 - April 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Internal Controls, Auditing, Banking, Investments, Aircraft Leasing, Team Leadership, Communication, Report Writing, Restructuring, US GAAP, IFRS, Financial Analysis, Liquidation, Financial Reporting, Financial Accounting, Financial Instruments, Big 4, Management Accounting, Hedge Funds, Financial Advisory
Education
Institute of Chartered Accountants Ireland 2009 — 2013
Chartered Accountancy, Accounting
Trinity College, Dublin 2004 — 2008
Bachelor of Science (BSc), Economics, 2nd Class Honours
W. P. Carey Inc. August 2015 - Present
CrossCountry Consulting December 2013 - July 2015
KPMG Ireland April 2013 - November 2013
KPMG Ireland October 2009 - April 2013
Citco Fund Services September 2008 - April 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Internal Controls, Auditing, Banking, Investments, Aircraft Leasing, Team Leadership, Communication, Report Writing, Restructuring, US GAAP, IFRS, Financial Analysis, Liquidation, Financial Reporting, Financial Accounting, Financial Instruments, Big 4, Management Accounting, Hedge Funds, Financial Advisory
Education
Institute of Chartered Accountants Ireland 2009 — 2013
Chartered Accountancy, Accounting
Trinity College, Dublin 2004 — 2008
Bachelor of Science (BSc), Economics, 2nd Class Honours
Anna Warshawsky's Citco Fund Services Experience February 2002 - March 2004
Job Demand Manager at PwC
Industry Financial Services
Experience
PwC December 2013 - Present
Ernst & Young December 2011 - November 2013
UBS Securities LLC August 2007 - May 2010
UBS Securities LLC March 2004 - August 2007
Citco Fund Services February 2002 - March 2004
60 Thompson Hotel May 2001 - January 2002
Arsenal Capital Partners January 2001 - May 2001
Donaldson, Lufkin and Jenrette / Credit Suisse July 2000 - January 2001
Skills
Hedge Funds, Fixed Income, Equities, Financial Services, Options, Equity Derivatives, Investments, Strategy, FX Options, Emerging Markets, Mutual Funds, CRM, Securities, Financial Markets, Capital Markets, Derivatives, Prime Brokerage, Asset Management, Risk Management
Education
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
PwC December 2013 - Present
Ernst & Young December 2011 - November 2013
UBS Securities LLC August 2007 - May 2010
UBS Securities LLC March 2004 - August 2007
Citco Fund Services February 2002 - March 2004
60 Thompson Hotel May 2001 - January 2002
Arsenal Capital Partners January 2001 - May 2001
Donaldson, Lufkin and Jenrette / Credit Suisse July 2000 - January 2001
Skills
Hedge Funds, Fixed Income, Equities, Financial Services, Options, Equity Derivatives, Investments, Strategy, FX Options, Emerging Markets, Mutual Funds, CRM, Securities, Financial Markets, Capital Markets, Derivatives, Prime Brokerage, Asset Management, Risk Management
Education
The George Washington University - School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dan Sutorius Dan Sutorius's Citco Fund Services Experience May 2007 - July 2008
Job Consultant
Industry Financial Services
Experience
Sunrun April 2015 - Present
Bank of the West January 2014 - October 2014
WHV Investment Management, Inc. October 2013 - December 2013
Lending Club January 2013 - May 2013
Galiam Capital, LLC August 2012 - November 2012
Wells Fargo January 2010 - August 2012
Saints Capital September 2008 - December 2009
Citco Fund Services May 2007 - July 2008
Johnston Gremaux & Rossi LLP September 2005 - May 2007
Skills
Portfolio Management, Corporate Accounting, Financial Reporting, Cash Management, Bonds, Cash Flow, Debt, Swaps, GAAP, Bloomberg, Hedge Funds, Fixed Income, BlackRock Aladdin, PAM for Securities, SimCorp Dimensions, Change Management, Calypso, Financial Modeling, FAS 133, FAS 91, FAS 115, Financial Analysis, Corporate Finance, FAS 5, Investments, Account Reconciliation, Excel models, General Ledger, Accounting, Valuation, Derivatives, Capital Markets, Finance, Trading, FX Options, Equities, Asset Management, Securities, Analysis, Due Diligence, Financial Statements, Mutual Funds, Variance Analysis, Forecasting, Advent, APX, Dataport, REX
Education
Sonoma State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Sunrun April 2015 - Present
Bank of the West January 2014 - October 2014
WHV Investment Management, Inc. October 2013 - December 2013
Lending Club January 2013 - May 2013
Galiam Capital, LLC August 2012 - November 2012
Wells Fargo January 2010 - August 2012
Saints Capital September 2008 - December 2009
Citco Fund Services May 2007 - July 2008
Johnston Gremaux & Rossi LLP September 2005 - May 2007
Skills
Portfolio Management, Corporate Accounting, Financial Reporting, Cash Management, Bonds, Cash Flow, Debt, Swaps, GAAP, Bloomberg, Hedge Funds, Fixed Income, BlackRock Aladdin, PAM for Securities, SimCorp Dimensions, Change Management, Calypso, Financial Modeling, FAS 133, FAS 91, FAS 115, Financial Analysis, Corporate Finance, FAS 5, Investments, Account Reconciliation, Excel models, General Ledger, Accounting, Valuation, Derivatives, Capital Markets, Finance, Trading, FX Options, Equities, Asset Management, Securities, Analysis, Due Diligence, Financial Statements, Mutual Funds, Variance Analysis, Forecasting, Advent, APX, Dataport, REX
Education
Sonoma State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Felix Tam, CPA, CGA's Citco Fund Services Experience September 2010 - January 2013
Job Senior Analyst at OMERS Private Markets
Industry Financial Services
Experience
Omers Private Equity September 2015 - Present
Kensington Capital Partners Limited: Smart Alternatives February 2015 - August 2015
EdgeStone Capital Partners January 2013 - December 2014
Citco Fund Services September 2010 - January 2013
State Street September 2007 - September 2009
Robert B. Somerville Co. Limited April 2006 - August 2006
Ontario Ministry of Finance April 2004 - August 2005
Skills
Hedge Funds, Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Mutual Funds, Hedge Accounting, Fund Accounting, PowerPoint, Customer Service, Team Leadership, Economics, Fund Of Funds, Fund Administration, Pension Funds, Tax Accounting, Corporate Communications, MS Excel Pivot Tables, Excel Pivot, Microsoft Word, SAP, SAS, Derivatives, FX Options, Forwards, FX Derivatives, Compliance, Investor Relations, Budget, Forecasting, Efficiency, Fast Learner, Adaptability, Accounting, Asset Managment, Program Management, Team Building, Coaching, Teaching, Government, Microsoft Dynamics, Corporate Actions, Asset Management
Education
University of Toronto 2003 — 2007
Bachelor of Arts (B.A.), Economics
Seneca College of Applied Arts and Technology 2009 — 2010
Ontario College Graduate Certificate, Accounting
Omers Private Equity September 2015 - Present
Kensington Capital Partners Limited: Smart Alternatives February 2015 - August 2015
EdgeStone Capital Partners January 2013 - December 2014
Citco Fund Services September 2010 - January 2013
State Street September 2007 - September 2009
Robert B. Somerville Co. Limited April 2006 - August 2006
Ontario Ministry of Finance April 2004 - August 2005
Skills
Hedge Funds, Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Mutual Funds, Hedge Accounting, Fund Accounting, PowerPoint, Customer Service, Team Leadership, Economics, Fund Of Funds, Fund Administration, Pension Funds, Tax Accounting, Corporate Communications, MS Excel Pivot Tables, Excel Pivot, Microsoft Word, SAP, SAS, Derivatives, FX Options, Forwards, FX Derivatives, Compliance, Investor Relations, Budget, Forecasting, Efficiency, Fast Learner, Adaptability, Accounting, Asset Managment, Program Management, Team Building, Coaching, Teaching, Government, Microsoft Dynamics, Corporate Actions, Asset Management
Education
University of Toronto 2003 — 2007
Bachelor of Arts (B.A.), Economics
Seneca College of Applied Arts and Technology 2009 — 2010
Ontario College Graduate Certificate, Accounting
Steven Weber, CPA Steven Weber, CPA's Citco Fund Services Experience 2004 - 2006
Job Finance & Accounting Management
Industry Accounting
Experience
Aeglea BioTherapeutics 2014 - Present
SACHEM, Inc 2007 - 2014
American Campus Communities 2006 - 2007
Citco Fund Services 2004 - 2006
PwC 2001 - 2004
PwC 2000 - 2001
Education
The University of Texas at Austin
Master in Professional Accounting (MPA), Accounting
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Aeglea BioTherapeutics 2014 - Present
SACHEM, Inc 2007 - 2014
American Campus Communities 2006 - 2007
Citco Fund Services 2004 - 2006
PwC 2001 - 2004
PwC 2000 - 2001
Education
The University of Texas at Austin
Master in Professional Accounting (MPA), Accounting
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Catherine Fogarty Catherine Fogarty's Citco Fund Services Experience September 2010 - Present
Job Market Data Analyst at Citco Fund Services (USA) Ltd.
Industry Financial Services
Experience
Citco Fund Services September 2010 - Present
Royal Bank of Scotland Group April 2008 - September 2008
Skills
Business Analysis, Analysis, Requirements Analysis, MySQL, Fixed Income, Project Management, SQL, Visio, Requirements Gathering, Corporate Actions, Market Data, Bloomberg, Reuters, Telekurs, Interactive Data, Hedge Funds, Security Master, Markit EDM
Education
University College Cork 2009 — 2010
Masters of Business Studies, Business Information Systems
University College Cork 2005 — 2009
Bachelor of Science, Business Information Systems
Citco Fund Services September 2010 - Present
Royal Bank of Scotland Group April 2008 - September 2008
Skills
Business Analysis, Analysis, Requirements Analysis, MySQL, Fixed Income, Project Management, SQL, Visio, Requirements Gathering, Corporate Actions, Market Data, Bloomberg, Reuters, Telekurs, Interactive Data, Hedge Funds, Security Master, Markit EDM
Education
University College Cork 2009 — 2010
Masters of Business Studies, Business Information Systems
University College Cork 2005 — 2009
Bachelor of Science, Business Information Systems
Madeline Shores's Citco Fund Services Experience December 2014 - Present
Job Proofreader at Citco Fund Services
Industry Writing and Editing
Experience
Citco Fund Services December 2014 - Present
Vanguard for Randstad Corporate Services January 2014 - November 2014
PHH Corporation July 2012 - January 2014
Manayunk Sport and Social Club July 2011 - December 2012
Ascensus February 2012 - June 2012
Delaware Investments December 2011 - January 2012
Progressive Business Publications May 2011 - October 2011
The Gilded Fork July 2009 - 2011
Skills
Copy Editing, Newsletters, Ap Style, Blogging, Social Media Marketing, Facebook, Wordpress, Social Networking, Editorial, Media Relations, Proofreading, Marketing Communications, Digital Media, AP Style, WordPress, Content Development, Web Content, Editing, Social Media, Microsoft Office
Education
Susquehanna University 2005 — 2009
Bachelor of Arts, English, Biology
North Penn High School 2002 — 2005
High School
Citco Fund Services December 2014 - Present
Vanguard for Randstad Corporate Services January 2014 - November 2014
PHH Corporation July 2012 - January 2014
Manayunk Sport and Social Club July 2011 - December 2012
Ascensus February 2012 - June 2012
Delaware Investments December 2011 - January 2012
Progressive Business Publications May 2011 - October 2011
The Gilded Fork July 2009 - 2011
Skills
Copy Editing, Newsletters, Ap Style, Blogging, Social Media Marketing, Facebook, Wordpress, Social Networking, Editorial, Media Relations, Proofreading, Marketing Communications, Digital Media, AP Style, WordPress, Content Development, Web Content, Editing, Social Media, Microsoft Office
Education
Susquehanna University 2005 — 2009
Bachelor of Arts, English, Biology
North Penn High School 2002 — 2005
High School
Nick Disyamonthon Nick Disyamonthon's Citco Fund Services Experience September 2010 - March 2012
Job Controller at Varden Pacific LLC
Industry Financial Services
Experience
Varden Pacific LLC May 2013 - Present
Standard Pacific Capital April 2012 - May 2013
Citco Fund Services September 2010 - March 2012
Citco Fund Services September 2008 - September 2010
State Street August 2007 - September 2008
Paul Financial 2005 - 2007
Skills
Account Reconciliation, Hedge Funds, Trading, Fixed Income, Fund Accounting, Portfolio Management, Underwriting, Financial Modeling, Investments, Securities, Finance, Derivatives, Accounting, Mutual Funds, Analysis, Financial Analysis
Education
Sonoma State University 2001 — 2005
BS, Finance Major and Economics Minnor
Marin Catholic High School
Varden Pacific LLC May 2013 - Present
Standard Pacific Capital April 2012 - May 2013
Citco Fund Services September 2010 - March 2012
Citco Fund Services September 2008 - September 2010
State Street August 2007 - September 2008
Paul Financial 2005 - 2007
Skills
Account Reconciliation, Hedge Funds, Trading, Fixed Income, Fund Accounting, Portfolio Management, Underwriting, Financial Modeling, Investments, Securities, Finance, Derivatives, Accounting, Mutual Funds, Analysis, Financial Analysis
Education
Sonoma State University 2001 — 2005
BS, Finance Major and Economics Minnor
Marin Catholic High School
PRODYUT DAS (MBA, MA, PGDBM, PRM) PRODYUT DAS (MBA, MA, PGDBM, PRM)'s Citco Fund Services Experience 2008 - 2010
Job IT Management Consultant at Vichara Technologies
Industry Investment Management
Experience
Alberta Investment Management Corporation November 2012 - February 2015
BMO Financial Group July 2010 - June 2012
Citco Fund Services 2008 - 2010
RBC Dexia Investor Services May 2006 - March 2008
Gap Inc. 2000 - 2001
Skills
Risk Analytics, Pricing Analysis, Quantitative Risk..., P&L Analysis, P&L Forecasting, Financial Reporting, Aexeo, Derivative Accounting, Financial Modeling, Risk Management, Market Risk Management, Value at Risk (VaR), Surplus at Risk (SaR), Expected Tail Loss, Benchmarking, Econometrics, Monte Carlo Simulation, Sensitivity Analysis, Scenario Analysis, Risk Forecasting, Stress Testing, ALM Study & Risk..., Asset Allocation..., Pension Investments, Project Management, Vendor Management, Economic Research, SQL, SAS programming, Eviews, Stata, VBA, Access, Hyperion, Essbase Progress, FID FIRM, MPower, Infinity, Trust Systems, Eagle, IFRS & GAAP, Derivatives, Hedge Funds, Capital Markets, Market Risk, Financial Risk, FX Options, Investments, Options, Bloomberg
Education
The University of New Mexico School of Economics 2002 — 2005
Masters, Economics
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2001
Masters, Business Administration, Finance
University of Calcutta 1993 — 1996
Bachelors, (Hons), Commerce
Assembly of God Church School
Alberta Investment Management Corporation November 2012 - February 2015
BMO Financial Group July 2010 - June 2012
Citco Fund Services 2008 - 2010
RBC Dexia Investor Services May 2006 - March 2008
Gap Inc. 2000 - 2001
Skills
Risk Analytics, Pricing Analysis, Quantitative Risk..., P&L Analysis, P&L Forecasting, Financial Reporting, Aexeo, Derivative Accounting, Financial Modeling, Risk Management, Market Risk Management, Value at Risk (VaR), Surplus at Risk (SaR), Expected Tail Loss, Benchmarking, Econometrics, Monte Carlo Simulation, Sensitivity Analysis, Scenario Analysis, Risk Forecasting, Stress Testing, ALM Study & Risk..., Asset Allocation..., Pension Investments, Project Management, Vendor Management, Economic Research, SQL, SAS programming, Eviews, Stata, VBA, Access, Hyperion, Essbase Progress, FID FIRM, MPower, Infinity, Trust Systems, Eagle, IFRS & GAAP, Derivatives, Hedge Funds, Capital Markets, Market Risk, Financial Risk, FX Options, Investments, Options, Bloomberg
Education
The University of New Mexico School of Economics 2002 — 2005
Masters, Economics
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2001
Masters, Business Administration, Finance
University of Calcutta 1993 — 1996
Bachelors, (Hons), Commerce
Assembly of God Church School
Brandon Blauch Brandon Blauch's Citco Fund Services Experience October 2011 - December 2011
Job Controller Energy Group
Industry Oil & Energy
Experience
Shipley Energy December 2011 - Present
Citco Fund Services October 2011 - December 2011
SF&Company January 2006 - September 2011
Select Medical Corporation May 2005 - September 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Microsoft Office, Excel, Risk Management, Tax, Operating Budgets, Capital Budgeting, GAAP, Financial Accounting, Finance, Financial Statements, Microsoft Excel, Leadership
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Accounting / Management Information Systems
Shipley Energy December 2011 - Present
Citco Fund Services October 2011 - December 2011
SF&Company January 2006 - September 2011
Select Medical Corporation May 2005 - September 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Microsoft Office, Excel, Risk Management, Tax, Operating Budgets, Capital Budgeting, GAAP, Financial Accounting, Finance, Financial Statements, Microsoft Excel, Leadership
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Accounting / Management Information Systems
John Rotte John Rotte's Citco Fund Services Experience June 2011 - August 2011
Job Financial Analyst at Precision Castparts
Industry Aviation & Aerospace
Experience
Precision Castparts January 2015 - Present
Precision Castparts July 2014 - January 2015
Precision Castparts January 2014 - July 2014
Max M. Fisher College of Business, The Ohio State University June 2012 - August 2012
Citco Fund Services June 2011 - August 2011
Skills
Financial & Operational..., Financial Analysis, Project Finance, Aerospace Industries, Cost Accounting, Sarbanes-Oxley Act, Process Improvement, Operational Support, Capital Project Analysis, Financial Forecasting, Data Analysis, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor's of Science in Business Administration, Finance
Precision Castparts January 2015 - Present
Precision Castparts July 2014 - January 2015
Precision Castparts January 2014 - July 2014
Max M. Fisher College of Business, The Ohio State University June 2012 - August 2012
Citco Fund Services June 2011 - August 2011
Skills
Financial & Operational..., Financial Analysis, Project Finance, Aerospace Industries, Cost Accounting, Sarbanes-Oxley Act, Process Improvement, Operational Support, Capital Project Analysis, Financial Forecasting, Data Analysis, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor's of Science in Business Administration, Finance
Tommy Sheng's Citco Fund Services Experience November 2002 - June 2004
Job Consultant at Citigroup
Industry Information Technology and Services
Experience
Bank of America November 2009 - April 2013
Citigroup March 2009 - November 2009
Nanjing Rongde Investment Consulting Co., Limited January 2005 - January 2009
Barclays Capital June 2004 - January 2005
Citco Fund Services November 2002 - June 2004
JP Morgan Chase June 2002 - November 2002
Lehman Brothers September 1999 - June 2002
MarketXT January 1999 - September 1999
Citigroup August 1998 - January 1999
IBM T.J. Watson Research Center April 1997 - August 1998
Education
University of Illinois at Chicago 1992 — 1993
MS
University of Illinois at Urbana-Champaign 1987 — 1992
MS
Tsinghua University 1978 — 1982
BS
Bank of America November 2009 - April 2013
Citigroup March 2009 - November 2009
Nanjing Rongde Investment Consulting Co., Limited January 2005 - January 2009
Barclays Capital June 2004 - January 2005
Citco Fund Services November 2002 - June 2004
JP Morgan Chase June 2002 - November 2002
Lehman Brothers September 1999 - June 2002
MarketXT January 1999 - September 1999
Citigroup August 1998 - January 1999
IBM T.J. Watson Research Center April 1997 - August 1998
Education
University of Illinois at Chicago 1992 — 1993
MS
University of Illinois at Urbana-Champaign 1987 — 1992
MS
Tsinghua University 1978 — 1982
BS
Bill Kelemen's Citco Fund Services Experience February 2002 - November 2007
Job Assistant Director of IT at McKinsey Investment Office at McKinsey and Company
Industry Investment Management
Experience
McKinsey Investment Office / McKinsey & Company November 2007 - Present
Citco Fund Services February 2002 - November 2007
Working Woman Network July 2000 - July 2001
HotOffice November 1996 - June 2000
Skills
Fixed Income, Trading Systems, Derivatives, Hedge Funds, Market Risk
Education
Wilmott / CQF 2004 — 2004
Certificate in Quantitative Finance (CQF), Quantitative Finance
Universidad Simón Bolívar 1989 — 1991
MSc, Operations Research, Mathematics
Universidad Simón Bolívar 1974 — 1979
Engineer, Computer Engineering
McKinsey Investment Office / McKinsey & Company November 2007 - Present
Citco Fund Services February 2002 - November 2007
Working Woman Network July 2000 - July 2001
HotOffice November 1996 - June 2000
Skills
Fixed Income, Trading Systems, Derivatives, Hedge Funds, Market Risk
Education
Wilmott / CQF 2004 — 2004
Certificate in Quantitative Finance (CQF), Quantitative Finance
Universidad Simón Bolívar 1989 — 1991
MSc, Operations Research, Mathematics
Universidad Simón Bolívar 1974 — 1979
Engineer, Computer Engineering
Robert Donnelly's Citco Fund Services Experience May 2011 - August 2012
Job Project Manager/Software Engineer at Millennium Management
Industry Information Technology and Services
Experience
Millennium Management July 2014 - Present
JPMorgan Chase May 2013 - July 2014
BNY Mellon September 2012 - April 2013
Citco Fund Services May 2011 - August 2012
Broadridge Financial July 2007 - May 2011
Bear Stearns December 2003 - June 2007
Mellon HR Solutions April 2003 - November 2003
JPMorgan Chase May 2002 - April 2003
Net2Phone November 2000 - April 2002
Bear Stearns September 1994 - November 2000
Skills
Business Development, Software Development, Process Improvement, Management, Vendor Management, SDLC, CRM, IT Service Management, PMO, Analysis, Business Analysis, Leadership, Software Project..., Business Process, Enterprise Architecture, Program Management, IT Strategy, Budgets, Risk Management, Integration, Project Portfolio..., Agile Methodologies, Data Warehousing, Requirements Analysis, Project Management, IT Management, Team Building, Business Intelligence, Disaster Recovery
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Applied Math & Statistics
Millennium Management July 2014 - Present
JPMorgan Chase May 2013 - July 2014
BNY Mellon September 2012 - April 2013
Citco Fund Services May 2011 - August 2012
Broadridge Financial July 2007 - May 2011
Bear Stearns December 2003 - June 2007
Mellon HR Solutions April 2003 - November 2003
JPMorgan Chase May 2002 - April 2003
Net2Phone November 2000 - April 2002
Bear Stearns September 1994 - November 2000
Skills
Business Development, Software Development, Process Improvement, Management, Vendor Management, SDLC, CRM, IT Service Management, PMO, Analysis, Business Analysis, Leadership, Software Project..., Business Process, Enterprise Architecture, Program Management, IT Strategy, Budgets, Risk Management, Integration, Project Portfolio..., Agile Methodologies, Data Warehousing, Requirements Analysis, Project Management, IT Management, Team Building, Business Intelligence, Disaster Recovery
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Applied Math & Statistics
Jonathan Sheff's Citco Fund Services Experience February 2013 - Present
Job Vice President of Product Development at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services February 2013 - Present
Citco Fund Services April 2005 - February 2013
Deutsche Asset Management 2004 - 2005
Fischer, Francis, Trees & Watts (FFTW) 2001 - 2004
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Fund Administration, Alternative Investments, FX Options, Equities, Options, Investments, Risk Management, Swaps
Education
University at Albany, SUNY 1996 — 2000
Citco Fund Services February 2013 - Present
Citco Fund Services April 2005 - February 2013
Deutsche Asset Management 2004 - 2005
Fischer, Francis, Trees & Watts (FFTW) 2001 - 2004
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Fund Administration, Alternative Investments, FX Options, Equities, Options, Investments, Risk Management, Swaps
Education
University at Albany, SUNY 1996 — 2000
Kevin Thalmann's Citco Fund Services Experience March 2005 - Present
Job Director at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services March 2005 - Present
Skills
Hedge Funds, Alternative Investments, Derivatives, Bloomberg, Equities, Fixed Income, Fund Administration, Fund Of Funds, Financial Services, Middle Office, Prime Brokerage, Swaps, Options
Education
State University of New York College at Plattsburgh 1988 — 1992
Citco Fund Services March 2005 - Present
Skills
Hedge Funds, Alternative Investments, Derivatives, Bloomberg, Equities, Fixed Income, Fund Administration, Fund Of Funds, Financial Services, Middle Office, Prime Brokerage, Swaps, Options
Education
State University of New York College at Plattsburgh 1988 — 1992
Stephen Cincotta's Citco Fund Services Experience May 2014 - Present
Job Associate Private Equity Services at JPMorgan Chase
Industry Financial Services
Experience
Citco Fund Services May 2014 - Present
JPMorgan Chase October 2012 - May 2014
Audax Group March 2009 - September 2011
LaSalle Investment Management June 2007 - August 2008
State Street Bank September 2006 - May 2007
Education
Tufts University 2001 — 2005
B.A., Economics
Middlesex School 1998 — 2001
Fessenden School 1989 — 1998
Citco Fund Services May 2014 - Present
JPMorgan Chase October 2012 - May 2014
Audax Group March 2009 - September 2011
LaSalle Investment Management June 2007 - August 2008
State Street Bank September 2006 - May 2007
Education
Tufts University 2001 — 2005
B.A., Economics
Middlesex School 1998 — 2001
Fessenden School 1989 — 1998
Kenneth M. Chan's Citco Fund Services Experience July 2014 - March 2015
Job Alternative Investment Services Investor Relations
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Citco Fund Services July 2014 - March 2015
BNY Mellon November 2013 - July 2014
The Bank of New York Mellon March 2007 - November 2013
Metro Sports Physical Therapy September 2005 - March 2007
University Physical Therapy March 2005 - August 2005
NYU Medical Center - Cardiac Rehabilitation Unit June 2004 - August 2004
VA Hospital January 2004 - May 2004
University at Buffalo January 2004 - May 2004
Skills
Hedge Funds, Investments, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Equities, Fixed Income, Derivatives, Management, Fund Administration, Alternative Investments, Bloomberg, Securities, Asset Management, Asset Allocation, Private Equity, Investor Relations
Education
SUNY at Buffalo
Bachelor of Science, Exercise Science
Morgan Stanley April 2015 - Present
Citco Fund Services July 2014 - March 2015
BNY Mellon November 2013 - July 2014
The Bank of New York Mellon March 2007 - November 2013
Metro Sports Physical Therapy September 2005 - March 2007
University Physical Therapy March 2005 - August 2005
NYU Medical Center - Cardiac Rehabilitation Unit June 2004 - August 2004
VA Hospital January 2004 - May 2004
University at Buffalo January 2004 - May 2004
Skills
Hedge Funds, Investments, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Equities, Fixed Income, Derivatives, Management, Fund Administration, Alternative Investments, Bloomberg, Securities, Asset Management, Asset Allocation, Private Equity, Investor Relations
Education
SUNY at Buffalo
Bachelor of Science, Exercise Science
Viraj Mehta's Citco Fund Services Experience January 2012 - November 2012
Job Infrastructure Architect
Industry Banking
Experience
Citi August 2014 - August 2015
Ally Financial Inc. April 2013 - August 2014
TIAA-CREF November 2012 - April 2013
Citco Fund Services January 2012 - November 2012
JPMorgan Chase July 2007 - January 2012
Democratic National Convention (Charlotte in 2012) 2012 - 2012
Stony Brook University 2005 - 2007
JPMorganChase 2006 - 2006
CA (formerly Computer Associates) 2005 - 2006
Brookhaven National Labs. 2004 - 2005
Skills
Windows Server, Veritas Storage..., Technical Writing, IT Operations, Multicultural Team..., Project Management, Getting The Job Done, VMware, Troubleshooting, System Administration, Virtualization, Operating Systems, XP, Active Directory, Servers, Unix, Data Center, Citrix, High Availability, vSphere, Cluster, Hardware, Group Policy, VMware Infrastructure, System Deployment, Storage, Technical Support, Network Security, Windows XP, Software Documentation, Networking, Infrastructure, Disaster Recovery, VMware ESX, Visio, Netbackup, Microsoft SQL Server, Windows, Server Administration, SCCM
Education
Stony Brook University 2009 — 2011
Masters of Science
Stony Brook University 2005 — 2007
Bachelor of Arts (B.A.)
Citi August 2014 - August 2015
Ally Financial Inc. April 2013 - August 2014
TIAA-CREF November 2012 - April 2013
Citco Fund Services January 2012 - November 2012
JPMorgan Chase July 2007 - January 2012
Democratic National Convention (Charlotte in 2012) 2012 - 2012
Stony Brook University 2005 - 2007
JPMorganChase 2006 - 2006
CA (formerly Computer Associates) 2005 - 2006
Brookhaven National Labs. 2004 - 2005
Skills
Windows Server, Veritas Storage..., Technical Writing, IT Operations, Multicultural Team..., Project Management, Getting The Job Done, VMware, Troubleshooting, System Administration, Virtualization, Operating Systems, XP, Active Directory, Servers, Unix, Data Center, Citrix, High Availability, vSphere, Cluster, Hardware, Group Policy, VMware Infrastructure, System Deployment, Storage, Technical Support, Network Security, Windows XP, Software Documentation, Networking, Infrastructure, Disaster Recovery, VMware ESX, Visio, Netbackup, Microsoft SQL Server, Windows, Server Administration, SCCM
Education
Stony Brook University 2009 — 2011
Masters of Science
Stony Brook University 2005 — 2007
Bachelor of Arts (B.A.)
Rick Szafran's Citco Fund Services Experience June 2007 - Present
Job Vice President at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services June 2007 - Present
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Fixed Income, Derivatives, Bloomberg, Securities, Financial Services, Asset Management, Portfolio Management
Education
State University of New York College at Plattsburgh 1978 — 1979
BS Business Administration, Business Management
Citco Fund Services June 2007 - Present
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Fixed Income, Derivatives, Bloomberg, Securities, Financial Services, Asset Management, Portfolio Management
Education
State University of New York College at Plattsburgh 1978 — 1979
BS Business Administration, Business Management
Kaush Natarajan's Citco Fund Services Experience February 2010 - Present
Job Application Support Analyst at Citco Fund Services
Industry Information Services
Experience
Citco Fund Services February 2010 - Present
Keane November 2004 - February 2010
Alcatel Inc. February 2000 - February 2002
Circuit City February 1998 - February 2000
Banctec I January 1997 - January 1998
Skills
Data Analysis, Unix, Windows, Sybase, Informix, Software Development, Linux, Problem Solving, Analysis, Research, Oracle, .NET, SQL, Requirements Analysis, Perl, Shell Scripting, PL/SQL, Databases, Microsoft SQL Server
Education
The University of Texas at Austin 1991 — 1996
Bachelor of Science in Electrical Engineering, Electrical Engineering
ISM 1988 — 1991
International Buccalaureate Diploma, Mathematics and Sciences
Vikaasa 1984 — 1988
Citco Fund Services February 2010 - Present
Keane November 2004 - February 2010
Alcatel Inc. February 2000 - February 2002
Circuit City February 1998 - February 2000
Banctec I January 1997 - January 1998
Skills
Data Analysis, Unix, Windows, Sybase, Informix, Software Development, Linux, Problem Solving, Analysis, Research, Oracle, .NET, SQL, Requirements Analysis, Perl, Shell Scripting, PL/SQL, Databases, Microsoft SQL Server
Education
The University of Texas at Austin 1991 — 1996
Bachelor of Science in Electrical Engineering, Electrical Engineering
ISM 1988 — 1991
International Buccalaureate Diploma, Mathematics and Sciences
Vikaasa 1984 — 1988
Xihong Bai's Citco Fund Services Experience 2004 - 2006
Job Sr Application Developer at NYFIX
Industry Information Technology and Services
Experience
NYFIX 2007 - Present
Citco Fund Services 2004 - 2006
J P Morgan Chase 1996 - 2003
Brookhaven National Laboratory 1989 - 1996
Education
Stony Brook University 1987 — 1989
MSEE, Communication and Digital Signal Processing
NYFIX 2007 - Present
Citco Fund Services 2004 - 2006
J P Morgan Chase 1996 - 2003
Brookhaven National Laboratory 1989 - 1996
Education
Stony Brook University 1987 — 1989
MSEE, Communication and Digital Signal Processing
Carlos Urrutia's Citco Fund Services Experience June 2006 - November 2008
Job Chief Risk Officer / Projects & PMO Sr. Director
Industry Insurance
Experience
Royal & SunAlliance December 2008 - Present
Citco Fund Services June 2006 - November 2008
Encore Development - Technology Consulting July 2002 - March 2006
Tek Systems - Technology Consulting January 1998 - March 2002
Skills
PMO, Project Portfolio..., Business Analysis, Business Intelligence, CRM, Project Management, Strategy, Project Delivery, Management, Consulting, Business Strategy, Professional Services, Vendor Management, Program Management, Integration, Risk Management, MS Project, Team Management, Information Technology, Microsoft Project, Data Warehousing, Project Planning
Education
Universidad Francisco Marroquín 1987 — 1988
Master, Computer Science
Universidad de San Carlos de Guatemala
Bachelors in Science, Electrical and Mechanical Engineering
Royal & SunAlliance December 2008 - Present
Citco Fund Services June 2006 - November 2008
Encore Development - Technology Consulting July 2002 - March 2006
Tek Systems - Technology Consulting January 1998 - March 2002
Skills
PMO, Project Portfolio..., Business Analysis, Business Intelligence, CRM, Project Management, Strategy, Project Delivery, Management, Consulting, Business Strategy, Professional Services, Vendor Management, Program Management, Integration, Risk Management, MS Project, Team Management, Information Technology, Microsoft Project, Data Warehousing, Project Planning
Education
Universidad Francisco Marroquín 1987 — 1988
Master, Computer Science
Universidad de San Carlos de Guatemala
Bachelors in Science, Electrical and Mechanical Engineering
Stephen Koch's Citco Fund Services Experience September 2003 - June 2011
Job Data Quality Manager at SmartStream Technologies
Industry Financial Services
Experience
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
Igor Kogan's Citco Fund Services Experience August 2014 - Present
Job Support Manager at Citco
Industry Financial Services
Experience
Citco Fund Services August 2014 - Present
IHP Group April 2012 - Present
TPG-Axon Capital April 2007 - March 2012
Richard Fleischman & Associates June 2006 - April 2007
Merrill Lynch August 2004 - May 2006
SUNY at Buffalo May 2002 - July 2004
University October 1998 - May 2002
Buffalo Museum of Science May 1999 - December 2001
Skills
Information Security, Disaster Recovery, Data Center, Market Data, Trading Systems, Hedge Funds, VMware, Equities, Active Directory, Electronic Trading, Asset Managment, Bloomberg, Windows Server, Virtualization, Business Analysis, ITIL, Cloud Computing, Microsoft SQL Server, Vendor Management, SSIS, Investment Banking, SharePoint, Fixed Income, Equity Derivatives, Asset Management, Governance, IT Operations, Integration, Microsoft Technologies, Security, Servers, SaaS
Education
University at Buffalo 1998 — 2004
BA, Political Science
Stuyvesant High School
Graduate
Citco Fund Services August 2014 - Present
IHP Group April 2012 - Present
TPG-Axon Capital April 2007 - March 2012
Richard Fleischman & Associates June 2006 - April 2007
Merrill Lynch August 2004 - May 2006
SUNY at Buffalo May 2002 - July 2004
University October 1998 - May 2002
Buffalo Museum of Science May 1999 - December 2001
Skills
Information Security, Disaster Recovery, Data Center, Market Data, Trading Systems, Hedge Funds, VMware, Equities, Active Directory, Electronic Trading, Asset Managment, Bloomberg, Windows Server, Virtualization, Business Analysis, ITIL, Cloud Computing, Microsoft SQL Server, Vendor Management, SSIS, Investment Banking, SharePoint, Fixed Income, Equity Derivatives, Asset Management, Governance, IT Operations, Integration, Microsoft Technologies, Security, Servers, SaaS
Education
University at Buffalo 1998 — 2004
BA, Political Science
Stuyvesant High School
Graduate
Nathaniel Patillo's Citco Fund Services Experience PERSONAL BANKERCITIGROUP2004 - 2006
Job FUND ACCOUNTANT at CITCO FUND SERVICES
Industry Accounting
Experience
CITCO FUND SERVICES PERSONAL BANKERCITIGROUP2004 - 2006
Education
State University of New York at New Paltz 1999 — 2003
Bachelors, Finance and Management
CITCO FUND SERVICES PERSONAL BANKERCITIGROUP2004 - 2006
Education
State University of New York at New Paltz 1999 — 2003
Bachelors, Finance and Management
Sridhar Reddy Challapalli's Citco Fund Services Experience November 2006 - Present
Job Business Analyst / QA Analyst at CITCO Fund Services
Industry Financial Services
Experience
CITCO Fund Services November 2006 - Present
Skills
Test Planning, Quality Center, Requirements Analysis, Software Quality..., Testing, Regression Testing, Quality Assurance, Test Cases, SQL, Manual Testing, Business Analysis, Hedge Funds, Financial Accounting, Derivatives, Fixed Income, Swaps, Capital Markets, Structured Finance
Education
Sri Krishnadevaraya University 1996 — 1998
MBA, Finance
Sri Venkateswara University 1992 — 1996
B.Tech., Civil Engineering
SCNR Govt College 1990 — 1992
Intermediate, Maths, Physics, Chemistry
CSI High School, Kadapa, AP, India 1985 — 1990
CITCO Fund Services November 2006 - Present
Skills
Test Planning, Quality Center, Requirements Analysis, Software Quality..., Testing, Regression Testing, Quality Assurance, Test Cases, SQL, Manual Testing, Business Analysis, Hedge Funds, Financial Accounting, Derivatives, Fixed Income, Swaps, Capital Markets, Structured Finance
Education
Sri Krishnadevaraya University 1996 — 1998
MBA, Finance
Sri Venkateswara University 1992 — 1996
B.Tech., Civil Engineering
SCNR Govt College 1990 — 1992
Intermediate, Maths, Physics, Chemistry
CSI High School, Kadapa, AP, India 1985 — 1990
John Reasor's Citco Fund Services Experience July 2012 - Present
Job Developer at Citco Fund Services
Industry Computer Software
Experience
Citco Fund Services July 2012 - Present
J & S Software, LLC September 2010 - Present
Carpenter Contactors of America Inc January 1994 - July 2010
West Coast Truss 1985 - 1994
Skills
ExtJS, JavaScript, C#, SQL, DevExpress Component, XML, Databases, MySQL, PHP, .NET, ASP.NET, VB.NET, OOP, Visual Basic, HTML, Java, Networking, jQuery, CSS, C++, Python, Management, Microsoft SQL Server, Leadership, Microsoft MVP, AngularJS, Windows Azure
Education
Sandhills Community College 2010 — 2012
Associate of Science (A.S.), Computer Programming, 4.0
ITT Technical Institute 1981 — 1983
Associate Degree, Commercial Engineering Drafting Technology
Citco Fund Services July 2012 - Present
J & S Software, LLC September 2010 - Present
Carpenter Contactors of America Inc January 1994 - July 2010
West Coast Truss 1985 - 1994
Skills
ExtJS, JavaScript, C#, SQL, DevExpress Component, XML, Databases, MySQL, PHP, .NET, ASP.NET, VB.NET, OOP, Visual Basic, HTML, Java, Networking, jQuery, CSS, C++, Python, Management, Microsoft SQL Server, Leadership, Microsoft MVP, AngularJS, Windows Azure
Education
Sandhills Community College 2010 — 2012
Associate of Science (A.S.), Computer Programming, 4.0
ITT Technical Institute 1981 — 1983
Associate Degree, Commercial Engineering Drafting Technology
Mor Sarr's Citco Fund Services Experience Vice PresidentJ.P. MorganJanuary 2014 - Present
Job Vice President at J.P. Morgan
Industry Venture Capital & Private Equity
Experience
Citco Fund Services Vice PresidentJ.P. MorganJanuary 2014 - Present
Citco Fund Services (USA) September 2009 - December 2013
CITCO June 2005 - December 2008
Education
Stony Brook University 1998 — 2000
Citco Fund Services Vice PresidentJ.P. MorganJanuary 2014 - Present
Citco Fund Services (USA) September 2009 - December 2013
CITCO June 2005 - December 2008
Education
Stony Brook University 1998 — 2000
Tim Kayiatos's Citco Fund Services Experience January 2012 - December 2014
Job Vice President at Citco Fund Services
Industry Financial Services
Experience
The Citco Group of Companies January 2015 - Present
Citco Fund Services January 2012 - December 2014
Citco Fund Services May 2010 - December 2011
OpHedge Investment Services January 2010 - May 2010
OpHedge Investment Services April 2007 - December 2009
Rizzoli International Publications September 2005 - April 2007
Turner Broadcasting 2004 - 2004
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Equities, Distressed Debt, Loan Servicing, Italian, Loans, Account Reconciliation
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Blind Brook High School 1997 — 2001
The Citco Group of Companies January 2015 - Present
Citco Fund Services January 2012 - December 2014
Citco Fund Services May 2010 - December 2011
OpHedge Investment Services January 2010 - May 2010
OpHedge Investment Services April 2007 - December 2009
Rizzoli International Publications September 2005 - April 2007
Turner Broadcasting 2004 - 2004
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Equities, Distressed Debt, Loan Servicing, Italian, Loans, Account Reconciliation
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Blind Brook High School 1997 — 2001
Laura Kane-Punyon's Citco Fund Services Experience May 2010 - May 2012
Job Consultant Manager at The Kane Firm
Industry Financial Services
Experience
The Kane Firm August 2013 - Present
NERA Economic Consulting May 2012 - December 2014
Column of Hope 2005 - 2013
Citco Fund Services May 2010 - May 2012
OpHedge Investment Services September 2008 - May 2010
OpHedge Investment Services September 2007 - September 2008
The Kane Firm 1999 - 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives
Education
State University of New York College at Geneseo 2002 — 2006
BS, Business Administration
The Kane Firm August 2013 - Present
NERA Economic Consulting May 2012 - December 2014
Column of Hope 2005 - 2013
Citco Fund Services May 2010 - May 2012
OpHedge Investment Services September 2008 - May 2010
OpHedge Investment Services September 2007 - September 2008
The Kane Firm 1999 - 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives
Education
State University of New York College at Geneseo 2002 — 2006
BS, Business Administration
Aaron Bloom's Citco Fund Services Experience June 2010 - August 2010
Job Professional Financial Analyst Consolidation at IBM
Industry Information Technology and Services
Experience
IBM November 2011 - Present
IBM August 2010 - November 2011
Halsted Communications November 2001 - June 2011
Citco Fund Services June 2010 - August 2010
Halsted Communications February 2002 - February 2003
Skills
Essbase, Performance Management, Customer Satisfaction, Forecasting, Call Center, Customer Service, Finance, Troubleshooting, Process Improvement, Microsoft Excel, SQL, Call Centers, Employee Relations, Project Management, Microsoft Office, Business Analysis
Education
State University of New York at New Paltz 2008 — 2010
B.S. Finance, Major in Finance, Minor in Economics
Schenectady County Community College
A.S. Business Administration, Business
IBM November 2011 - Present
IBM August 2010 - November 2011
Halsted Communications November 2001 - June 2011
Citco Fund Services June 2010 - August 2010
Halsted Communications February 2002 - February 2003
Skills
Essbase, Performance Management, Customer Satisfaction, Forecasting, Call Center, Customer Service, Finance, Troubleshooting, Process Improvement, Microsoft Excel, SQL, Call Centers, Employee Relations, Project Management, Microsoft Office, Business Analysis
Education
State University of New York at New Paltz 2008 — 2010
B.S. Finance, Major in Finance, Minor in Economics
Schenectady County Community College
A.S. Business Administration, Business
Kevin Godshalk's Citco Fund Services Experience July 2013 - Present
Job Senior Accountant Citco Fund Services
Industry Accounting
Experience
Citco Fund Services July 2013 - Present
Grant Thornton LLP August 2011 - July 2013
Grant Thornton LLP December 2009 - July 2011
Education
Temple University 2005 — 2009
BBA, Accounting
Citco Fund Services July 2013 - Present
Grant Thornton LLP August 2011 - July 2013
Grant Thornton LLP December 2009 - July 2011
Education
Temple University 2005 — 2009
BBA, Accounting
Jacqueline Thorne Anzurez's Citco Fund Services Experience July 2013 - Present
Job Vice President at Citco Fund Services
Industry Investment Management
Experience
Citco Fund Services July 2013 - Present
Clarion Partners LLC April 2004 - July 2013
Deloitte & Touche October 2001 - April 2004
JP Morgan 2000 - 2001
Skills
Valuation, Financial Reporting, Asset Management, General Ledger, Due Diligence, Portfolio Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Citco Fund Services July 2013 - Present
Clarion Partners LLC April 2004 - July 2013
Deloitte & Touche October 2001 - April 2004
JP Morgan 2000 - 2001
Skills
Valuation, Financial Reporting, Asset Management, General Ledger, Due Diligence, Portfolio Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Gustavo Amaral, PMP's Citco Fund Services Experience April 2011 - July 2012
Job Managing Consultant at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd. July 2012 - Present
Citco Fund Services April 2011 - July 2012
BMO Financial Group October 2009 - April 2011
CCH Canadian Limited September 2008 - October 2009
Politec Indra July 2005 - June 2008
Sapiens IT December 2003 - June 2005
Foton September 2002 - November 2003
LG Informatica June 2000 - July 2002
Cultura Online April 2000 - June 2000
SEBRAE August 1997 - January 1999
Skills
MS Project, Software Project..., Certified Project..., Business Analysis, Requirements Management, Visio, SharePoint, Project Management, Requirements Analysis, PMP, SDLC, Software Development, Project Portfolio..., Business Requirements, Databases, Requirements Gathering, RUP, Microsoft Project, SOA, SaaS
Education
University of Toronto 2010 — 2012
Certificate, Certificate in Advanced Project Management
Universidade Federal de Goiás 2001 — 2003
Specialist, Database Systems
Universidade Federal de Goiás 1996 — 2000
Bachelor, Computer Science
IBM Canada Ltd. July 2012 - Present
Citco Fund Services April 2011 - July 2012
BMO Financial Group October 2009 - April 2011
CCH Canadian Limited September 2008 - October 2009
Politec Indra July 2005 - June 2008
Sapiens IT December 2003 - June 2005
Foton September 2002 - November 2003
LG Informatica June 2000 - July 2002
Cultura Online April 2000 - June 2000
SEBRAE August 1997 - January 1999
Skills
MS Project, Software Project..., Certified Project..., Business Analysis, Requirements Management, Visio, SharePoint, Project Management, Requirements Analysis, PMP, SDLC, Software Development, Project Portfolio..., Business Requirements, Databases, Requirements Gathering, RUP, Microsoft Project, SOA, SaaS
Education
University of Toronto 2010 — 2012
Certificate, Certificate in Advanced Project Management
Universidade Federal de Goiás 2001 — 2003
Specialist, Database Systems
Universidade Federal de Goiás 1996 — 2000
Bachelor, Computer Science
Fred Stal's Citco Fund Services Experience February 2006 - May 2007
Job Grad Student/TA/Various Experiences in Hedge Fund Industry, Small Business, Education, Music Industry
Industry Financial Services
Experience
A Starting Place February 2012 - Present
Dogs Den June 2008 - December 2010
Citco Fund Services February 2006 - May 2007
Universal Music Group May 2005 - September 2005
Skills
Proficient in Russian, MS Excel, PowerPoint presentation..., Final Cut Pro, Adobe Photodeluxe, Digidesign Pro Tools, Nuendo, Marketing, Bloomberg, SEO, Valuation, Finance, Hedge Funds, Analytics, Financial Analysis, Creative Direction, Social Media Marketing, Editing, Digital Media, Financial Statements, Fund Accounting, Account Reconciliation, Google Adwords, Social Networking, Steinberg Nuendo, Pro Tools, Microsoft Excel, Creative Writing, Teaching, Music, Microsoft Office, Facebook, Management, Social Media, Event Planning
Education
Mercy College 2014 — 2017
Master's degree, Speech-Language Pathology/Communication Disorders, Audiology
State University of New York at Albany 2002 — 2005
Bachelor of Science, Economics/Business Administration
A Starting Place February 2012 - Present
Dogs Den June 2008 - December 2010
Citco Fund Services February 2006 - May 2007
Universal Music Group May 2005 - September 2005
Skills
Proficient in Russian, MS Excel, PowerPoint presentation..., Final Cut Pro, Adobe Photodeluxe, Digidesign Pro Tools, Nuendo, Marketing, Bloomberg, SEO, Valuation, Finance, Hedge Funds, Analytics, Financial Analysis, Creative Direction, Social Media Marketing, Editing, Digital Media, Financial Statements, Fund Accounting, Account Reconciliation, Google Adwords, Social Networking, Steinberg Nuendo, Pro Tools, Microsoft Excel, Creative Writing, Teaching, Music, Microsoft Office, Facebook, Management, Social Media, Event Planning
Education
Mercy College 2014 — 2017
Master's degree, Speech-Language Pathology/Communication Disorders, Audiology
State University of New York at Albany 2002 — 2005
Bachelor of Science, Economics/Business Administration
Bharanidharan Muthusamy's Citco Fund Services Experience May 2010 - September 2013
Job Vice President at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland September 2013 - Present
Citco Fund Services May 2010 - September 2013
OpHedge Investment Services July 2005 - May 2010
Wipro Technologies 2002 - 2005
Karna Global Technologies 2000 - 2002
Skills
Software Development, Project Management, Finance, Hedge Funds, Fixed Income, Derivatives, SDLC, Enterprise Architecture, Process Improvement, Requirements Analysis, Core Java, .NET, SQL, SOA
Education
Sathyabama University 1995 — 1999
Bachelor of Engineering, Industrial Production
Royal Bank of Scotland September 2013 - Present
Citco Fund Services May 2010 - September 2013
OpHedge Investment Services July 2005 - May 2010
Wipro Technologies 2002 - 2005
Karna Global Technologies 2000 - 2002
Skills
Software Development, Project Management, Finance, Hedge Funds, Fixed Income, Derivatives, SDLC, Enterprise Architecture, Process Improvement, Requirements Analysis, Core Java, .NET, SQL, SOA
Education
Sathyabama University 1995 — 1999
Bachelor of Engineering, Industrial Production
Holly O'Connor's Citco Fund Services Experience October 2013 - Present
Job
Industry Accounting
Experience
Citco Fund Services October 2013 - Present
The MandMarblestone Group February 2013 - October 2013
Ford, Scott & Associates, LLC May 2007 - July 2012
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, General Ledger, US GAAP, Financial Statements, GAAP, Financial Accounting, External Audit, Business Strategy, Business Analysis, Account Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Billing Process, Client Billing, Bank Reconciliation, accounts pay, Cash Management, Cash Flow, Cash Flow Forecasting, Process Improvement, Procedure Development, Management, Project Management, Project Planning, FASB, Fixed Asset Management, Regulatory Reporting
Education
Richard Stockton College of New Jersey 2004 — 2008
Bachelor of Science, Business Studies; Accounting
Richard Stockton College of New Jersey 2004 — 2008
Citco Fund Services October 2013 - Present
The MandMarblestone Group February 2013 - October 2013
Ford, Scott & Associates, LLC May 2007 - July 2012
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, General Ledger, US GAAP, Financial Statements, GAAP, Financial Accounting, External Audit, Business Strategy, Business Analysis, Account Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Billing Process, Client Billing, Bank Reconciliation, accounts pay, Cash Management, Cash Flow, Cash Flow Forecasting, Process Improvement, Procedure Development, Management, Project Management, Project Planning, FASB, Fixed Asset Management, Regulatory Reporting
Education
Richard Stockton College of New Jersey 2004 — 2008
Bachelor of Science, Business Studies; Accounting
Richard Stockton College of New Jersey 2004 — 2008
Angel Gautier's Citco Fund Services Experience February 2013 - Present
Job Data Warehouse Developer at Citco Fund Services
Industry Information Technology and Services
Experience
Citco Fund Services February 2013 - Present
AIG 2007 - 2013
Xcel Solutions Corp April 2007 - February 2009
Orange Dominicana (France Telecom) August 2003 - January 2007
Segna 2001 - 2003
Skills
Oracle, Databases, Data Modeling, SDLC, Data Warehousing, Business Intelligence, ETL, SQL Tuning, Data Warehouse..., Unix Shell Scripting, Microsoft SQL Server, Software Documentation, Project Management, Business Intelligence..., Shell Scripting, SQL, Database Administration, Business Analysis
Education
Universidad APEC 1993 — 1997
Computer Systems Engineer, Computer Science
Instituto Montessori 1986 — 1992
Mid and High School
Citco Fund Services February 2013 - Present
AIG 2007 - 2013
Xcel Solutions Corp April 2007 - February 2009
Orange Dominicana (France Telecom) August 2003 - January 2007
Segna 2001 - 2003
Skills
Oracle, Databases, Data Modeling, SDLC, Data Warehousing, Business Intelligence, ETL, SQL Tuning, Data Warehouse..., Unix Shell Scripting, Microsoft SQL Server, Software Documentation, Project Management, Business Intelligence..., Shell Scripting, SQL, Database Administration, Business Analysis
Education
Universidad APEC 1993 — 1997
Computer Systems Engineer, Computer Science
Instituto Montessori 1986 — 1992
Mid and High School
Destin Toop, CPA's Citco Fund Services Experience November 2012 - Present
Job Senior Financial/Regulatory Reporting at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services November 2012 - Present
EisnerAmper LLP January 2012 - November 2012
KPMG US July 2009 - December 2011
Skills
CPA, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, External Audit
Education
The Ohio State University, Fisher College of Business 2008 — 2009
Masters, Accounting
The University of Tennessee at Chattanooga 1999 — 2004
Bachelor of Science, Business, Finance and Management
McCallie 1994 — 1998
Citco Fund Services November 2012 - Present
EisnerAmper LLP January 2012 - November 2012
KPMG US July 2009 - December 2011
Skills
CPA, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, External Audit
Education
The Ohio State University, Fisher College of Business 2008 — 2009
Masters, Accounting
The University of Tennessee at Chattanooga 1999 — 2004
Bachelor of Science, Business, Finance and Management
McCallie 1994 — 1998
Chung Tam's Citco Fund Services Experience July 2001 - March 2003
Job Controller at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management February 2005 - Present
RBC Capital Markets March 2003 - January 2005
Citco Fund Services July 2001 - March 2003
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Middle Office, Derivatives, Fund Of Funds, Equities, Asset Management, Bonds, Securities, Fund Accounting, Private Equity, Fund Administration, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Accounting
Advent Capital Management February 2005 - Present
RBC Capital Markets March 2003 - January 2005
Citco Fund Services July 2001 - March 2003
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Middle Office, Derivatives, Fund Of Funds, Equities, Asset Management, Bonds, Securities, Fund Accounting, Private Equity, Fund Administration, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Accounting
Eleni Manikas's Citco Fund Services Experience October 2012 - July 2013
Job at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
Citco Fund Services October 2012 - July 2013
Credit Suisse April 2010 - October 2012
Credit Suisse September 2008 - April 2010
Skills
Bonds, Derivatives, Fixed Income, Middle Office, Options, Repos, Trading, Prime Brokerage, Collateral Management, Counterparty Risk, Securities, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
HSBC July 2013 - Present
Citco Fund Services October 2012 - July 2013
Credit Suisse April 2010 - October 2012
Credit Suisse September 2008 - April 2010
Skills
Bonds, Derivatives, Fixed Income, Middle Office, Options, Repos, Trading, Prime Brokerage, Collateral Management, Counterparty Risk, Securities, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
Adam Wittenberg's Citco Fund Services Experience September 2011 - May 2012
Job Senior Accountant at Citi
Industry Accounting
Experience
Citi February 2013 - Present
Citco Fund Services September 2011 - May 2012
SEI January 2011 - July 2011
TheMarkets.com July 2010 - September 2010
US Army October 2001 - February 2006
Skills
Financial Analysis, Microsoft Excel
Education
The Ohio State University 2007 — 2010
Citi February 2013 - Present
Citco Fund Services September 2011 - May 2012
SEI January 2011 - July 2011
TheMarkets.com July 2010 - September 2010
US Army October 2001 - February 2006
Skills
Financial Analysis, Microsoft Excel
Education
The Ohio State University 2007 — 2010
Helen Song, CHRP's Citco Fund Services Experience January 2015 - Present
Job HR Business Partner at Citco Fund Services
Industry Human Resources
Experience
Citco Fund Services January 2015 - Present
Citco Fund Services January 2013 - December 2014
Citco Global Securities Services (Canada) Ltd. September 2009 - December 2012
Ontario Teachers' Pension Plan August 2008 - July 2009
Algorithmics April 2008 - July 2008
Skills
HR Policies, Talent Management, HRIS, Onboarding, Policy Writing, Employee Relations, Human Resources, Employee Benefits
Education
University of Toronto - University College
BSc.
Seneca College of Applied Arts and Technology
Post-Grad Certification, Human Resources Management
Citco Fund Services January 2015 - Present
Citco Fund Services January 2013 - December 2014
Citco Global Securities Services (Canada) Ltd. September 2009 - December 2012
Ontario Teachers' Pension Plan August 2008 - July 2009
Algorithmics April 2008 - July 2008
Skills
HR Policies, Talent Management, HRIS, Onboarding, Policy Writing, Employee Relations, Human Resources, Employee Benefits
Education
University of Toronto - University College
BSc.
Seneca College of Applied Arts and Technology
Post-Grad Certification, Human Resources Management
Dzmitry Khitrykau, CPA's Citco Fund Services Experience September 2013 - September 2014
Job Senior Accountant at Widener University
Industry Accounting
Experience
Widener University September 2014 - Present
Citco Fund Services September 2013 - September 2014
Ernst & Young LLP September 2010 - September 2013
Temple University August 2009 - May 2010
Lincoln Financial Group May 2009 - August 2009
Skills
Auditing, Internal Controls, Internal Audit, Financial Reporting, Sarbanes-Oxley, Accounting, Assurance, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting, CPA, GAAP, Financial Analysis, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2010
BBA, Accounting
Widener University September 2014 - Present
Citco Fund Services September 2013 - September 2014
Ernst & Young LLP September 2010 - September 2013
Temple University August 2009 - May 2010
Lincoln Financial Group May 2009 - August 2009
Skills
Auditing, Internal Controls, Internal Audit, Financial Reporting, Sarbanes-Oxley, Accounting, Assurance, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting, CPA, GAAP, Financial Analysis, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2010
BBA, Accounting
Alissa Rudes's Citco Fund Services Experience January 2015 - Present
Job Client Services at The Citco Group of Companies
Industry Venture Capital & Private Equity
Experience
Citco Fund Services January 2015 - Present
Citco Fund Services October 2011 - January 2015
Fortress Investment Group September 2007 - February 2011
CIBC World Markets 2003 - 2007
Skills
Bloomberg, Options, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Commodity, FX Options, Financial Analysis, Investments, Equity Derivatives, Fixed Income
Education
State University of New York at Buffalo - School of Management 1995 — 1999
BS, Business Administration
Citco Fund Services January 2015 - Present
Citco Fund Services October 2011 - January 2015
Fortress Investment Group September 2007 - February 2011
CIBC World Markets 2003 - 2007
Skills
Bloomberg, Options, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Commodity, FX Options, Financial Analysis, Investments, Equity Derivatives, Fixed Income
Education
State University of New York at Buffalo - School of Management 1995 — 1999
BS, Business Administration
John Spiridis's Citco Fund Services Experience June 2014 - Present
Job Director at Citco Fund Services
Industry Banking
Experience
Citco Fund Services June 2014 - Present
Credit Suisse February 2005 - June 2014
Northport PM, LLC January 2002 - February 2005
Geller & Company October 1997 - January 2002
Lord Abbett 1996 - 1997
Skills
Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Business Analysis, Financial Analysis, Fund Accounting, Fund Of Funds, Hedge Funds, Internal Controls, Investment Banking, Investments, Portfolio Management, Private Equity, Risk Management, Trading Systems
Education
St. John’s University
Master of Business Administration, Financial Services
St. John’s University
Bachelor of Science, Accounting
Citco Fund Services June 2014 - Present
Credit Suisse February 2005 - June 2014
Northport PM, LLC January 2002 - February 2005
Geller & Company October 1997 - January 2002
Lord Abbett 1996 - 1997
Skills
Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Business Analysis, Financial Analysis, Fund Accounting, Fund Of Funds, Hedge Funds, Internal Controls, Investment Banking, Investments, Portfolio Management, Private Equity, Risk Management, Trading Systems
Education
St. John’s University
Master of Business Administration, Financial Services
St. John’s University
Bachelor of Science, Accounting
Robert Cratius's Citco Fund Services Experience September 2011 - March 2012
Job Analyst at JEVS Human Services
Industry Accounting
Experience
Morgan Stanley June 2013 - March 2014
American Water December 2012 - May 2013
JPMorgan Chase April 2012 - October 2012
Citco Fund Services September 2011 - March 2012
Federal Reserve Bank of Philadelphia April 2003 - May 2009
Skills
SAP, Bloomberg, Excel, Access, SQL, Oracle, Oracle SQL, Cognos, Visual Basic, C++, PeopleSoft, Fund Accounting, Financial Reporting
Education
Temple University 2009 — 2011
BBA, Accounting
Morgan Stanley June 2013 - March 2014
American Water December 2012 - May 2013
JPMorgan Chase April 2012 - October 2012
Citco Fund Services September 2011 - March 2012
Federal Reserve Bank of Philadelphia April 2003 - May 2009
Skills
SAP, Bloomberg, Excel, Access, SQL, Oracle, Oracle SQL, Cognos, Visual Basic, C++, PeopleSoft, Fund Accounting, Financial Reporting
Education
Temple University 2009 — 2011
BBA, Accounting
Adam Claugus's Citco Fund Services Experience September 2012 - February 2015
Job Portfolio Accounting Manager at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management March 2015 - Present
Citco Fund Services September 2012 - February 2015
Alphametrix360 LLC December 2009 - October 2012
GMT Capital June 2008 - September 2008
Skills
Equities, Hedge Funds, Financial Analysis, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
B.S., Finance, International Business Administration
Global Endowment Management March 2015 - Present
Citco Fund Services September 2012 - February 2015
Alphametrix360 LLC December 2009 - October 2012
GMT Capital June 2008 - September 2008
Skills
Equities, Hedge Funds, Financial Analysis, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
B.S., Finance, International Business Administration
Alice Fung's Citco Fund Services Experience July 2008 - August 2009
Job Administrator at Burgundy Asset Management
Industry Financial Services
Experience
Burgundy Asset Management September 2010 - Present
Citco Fund Services July 2008 - August 2009
FRI Corporation September 2005 - February 2008
Guardian Group Fund December 1989 - September 2005
Skills
Mutual Funds, Fund Accounting, Financial Services, Fund Administration
Education
Seneca College of Applied Arts and Technology 1988 — 1989
Certificate, Business
Burgundy Asset Management September 2010 - Present
Citco Fund Services July 2008 - August 2009
FRI Corporation September 2005 - February 2008
Guardian Group Fund December 1989 - September 2005
Skills
Mutual Funds, Fund Accounting, Financial Services, Fund Administration
Education
Seneca College of Applied Arts and Technology 1988 — 1989
Certificate, Business
Bonny Hang's Citco Fund Services Experience April 2013 - Present
Job Senior P&L Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services April 2013 - Present
Citco Fund Services January 2011 - April 2013
Citco Fund Services February 2008 - December 2010
Scotiabank August 2006 - February 2008
CI Investments Inc. – Canada’s Investment Company January 2006 - August 2006
RBC September 2004 - December 2004
Skills
Accounting, Financial Reporting, Fund Accounting, Financial Analysis, Hedge Funds, Equities, Derivatives, Bloomberg
Education
University of Toronto at Scarborough 2001 — 2005
Bachelor of Business Administration (BBA Co-op), Accounting/Finance/Human Resources
Certified General Accountants of Ontario 2011 — 2016
CGA/ CPA, Accounting
Seneca College of Applied Arts and Technology 2006 — 2008
Human Resources Certificate, Human Resources Management/Personnel Administration, General, 4.0
CSI 2007 — 2007
Canadian Securities Certificate, Banking, Corporate, Finance, and Securities Law
Citco Fund Services April 2013 - Present
Citco Fund Services January 2011 - April 2013
Citco Fund Services February 2008 - December 2010
Scotiabank August 2006 - February 2008
CI Investments Inc. – Canada’s Investment Company January 2006 - August 2006
RBC September 2004 - December 2004
Skills
Accounting, Financial Reporting, Fund Accounting, Financial Analysis, Hedge Funds, Equities, Derivatives, Bloomberg
Education
University of Toronto at Scarborough 2001 — 2005
Bachelor of Business Administration (BBA Co-op), Accounting/Finance/Human Resources
Certified General Accountants of Ontario 2011 — 2016
CGA/ CPA, Accounting
Seneca College of Applied Arts and Technology 2006 — 2008
Human Resources Certificate, Human Resources Management/Personnel Administration, General, 4.0
CSI 2007 — 2007
Canadian Securities Certificate, Banking, Corporate, Finance, and Securities Law
Josh Zhou's Citco Fund Services Experience January 2011 - October 2012
Job VP Alternative Investment Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Citco Fund Services January 2011 - October 2012
Citco Fund Services January 2009 - December 2010
Citco Fund Services February 2007 - June 2009
Deloitte Consulting August 2005 - February 2007
Skills
VBA
Education
Swarthmore College 2001 — 2005
BA, Major in Economics with Honors, Minors in Mathematics and Psychology
J.P. Morgan October 2012 - Present
Citco Fund Services January 2011 - October 2012
Citco Fund Services January 2009 - December 2010
Citco Fund Services February 2007 - June 2009
Deloitte Consulting August 2005 - February 2007
Skills
VBA
Education
Swarthmore College 2001 — 2005
BA, Major in Economics with Honors, Minors in Mathematics and Psychology
Michael Heffernan's Citco Fund Services Experience May 2010 - February 2015
Job Seeking new opportunities as a Senior Alternative Investment Services Manager
Industry Financial Services
Experience
Citco Fund Services May 2010 - February 2015
OpHedge Investment Services 2005 - 2010
Platinum Grove Asset Management February 2000 - January 2005
Moore Capital Management November 1994 - February 2000
Morgan Stanley Dean Witter August 1986 - November 1994
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Securities, Options
Education
St. Francis University 1982 — 1986
BS, Management
Citco Fund Services May 2010 - February 2015
OpHedge Investment Services 2005 - 2010
Platinum Grove Asset Management February 2000 - January 2005
Moore Capital Management November 1994 - February 2000
Morgan Stanley Dean Witter August 1986 - November 1994
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Securities, Options
Education
St. Francis University 1982 — 1986
BS, Management
Laz Pitfield's Citco Fund Services Experience April 2010 - March 2015
Job IT Director at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services April 2010 - March 2015
UBS October 2000 - April 2004
Citi February 1991 - October 2000
Skills
Trading Systems, Business Analysis, Middle Office, Market Data, Back Office, Sybase, SDLC, Equities, Capital Markets, Financial Services, Hedge Funds, Risk Management, FX Options, Derivatives, Investment Banking, Electronic Trading, Prime Brokerage, Requirements Analysis, Fixed Income
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Technology Management
The Open University 1987 — 1991
BA (Hons), Computing, First Class
Citco Fund Services April 2010 - March 2015
UBS October 2000 - April 2004
Citi February 1991 - October 2000
Skills
Trading Systems, Business Analysis, Middle Office, Market Data, Back Office, Sybase, SDLC, Equities, Capital Markets, Financial Services, Hedge Funds, Risk Management, FX Options, Derivatives, Investment Banking, Electronic Trading, Prime Brokerage, Requirements Analysis, Fixed Income
Education
Stevens Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.), Technology Management
The Open University 1987 — 1991
BA (Hons), Computing, First Class
Patricia Abreu's Citco Fund Services Experience November 2008 - April 2010
Job Senior Quality Assurance Analyst
Industry Information Technology and Services
Experience
Reinsurance Group of America February 2012 - Present
UAP April 2011 - January 2012
Alstom Transport November 2010 - March 2011
Citco Fund Services November 2008 - April 2010
CPM Braxis Capgemini June 2007 - October 2008
Vivo January 2005 - May 2007
Coelba January 2002 - December 2004
Petrobras January 2000 - December 2001
Skills
Quality Center, Java, Testing, Software Quality..., Scrum, Oracle, ClearQuest, Microsoft SQL Server, Unix, .NET, COBOL, SQL, Agile Methodologies, Unified Functional..., Quality Assurance
Education
2004 — 2007
Bachelor's Degree, Business Administration2007
Universidade Catolica do Salvador 1999 — 2003
Bachelor's Degree, Computer Science2003
Reinsurance Group of America February 2012 - Present
UAP April 2011 - January 2012
Alstom Transport November 2010 - March 2011
Citco Fund Services November 2008 - April 2010
CPM Braxis Capgemini June 2007 - October 2008
Vivo January 2005 - May 2007
Coelba January 2002 - December 2004
Petrobras January 2000 - December 2001
Skills
Quality Center, Java, Testing, Software Quality..., Scrum, Oracle, ClearQuest, Microsoft SQL Server, Unix, .NET, COBOL, SQL, Agile Methodologies, Unified Functional..., Quality Assurance
Education
2004 — 2007
Bachelor's Degree, Business Administration2007
Universidade Catolica do Salvador 1999 — 2003
Bachelor's Degree, Computer Science2003
Jean Sweeney's Citco Fund Services Experience May 2011 - Present
Job Senior Account Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2011 - Present
Citco Fund Services June 2009 - May 2011
Citco Fund Services May 2007 - June 2009
HSBC Alternative Fund Services December 2002 - April 2007
American Express TBS/ Goldstien Golub & Kessler November 1998 - December 2002
Education
State University of New York at Albany 1994 — 1998
BS, Accounting
Citco Fund Services May 2011 - Present
Citco Fund Services June 2009 - May 2011
Citco Fund Services May 2007 - June 2009
HSBC Alternative Fund Services December 2002 - April 2007
American Express TBS/ Goldstien Golub & Kessler November 1998 - December 2002
Education
State University of New York at Albany 1994 — 1998
BS, Accounting
Rony Appolon's Citco Fund Services Experience March 2011 - Present
Job Operations Analyst
Industry Financial Services
Experience
Citco Fund Services March 2011 - Present
Ernst & Young May 2005 - August 2007
Education
St. Francis Xavier University 2004 — 2008
BBA & BA, Accounting & Economics
Citco Fund Services March 2011 - Present
Ernst & Young May 2005 - August 2007
Education
St. Francis Xavier University 2004 — 2008
BBA & BA, Accounting & Economics
Harish Shah's Citco Fund Services Experience April 2013 - Present
Job Senior Manager at CITCO Fund Services
Industry Capital Markets
Experience
CITCO Fund Services April 2013 - Present
Citigroup January 2011 - April 2013
Citigroup May 2007 - December 2010
BNY Mellon June 2004 - May 2007
BNY Mellon May 1997 - June 2004
Education
The Institute of Chartered Accountants of India
Chartered Accountant (CA), Accounting, Finance & Econimics
University of Bombay, India
BS In Accounting, Accounting, Finance
CITCO Fund Services April 2013 - Present
Citigroup January 2011 - April 2013
Citigroup May 2007 - December 2010
BNY Mellon June 2004 - May 2007
BNY Mellon May 1997 - June 2004
Education
The Institute of Chartered Accountants of India
Chartered Accountant (CA), Accounting, Finance & Econimics
University of Bombay, India
BS In Accounting, Accounting, Finance
Kyle Mochizuki's Citco Fund Services Experience March 2011 - January 2013
Job Senior Project Analyst at Enlighted Inc
Industry Accounting
Experience
Enlighted Inc May 2015 - Present
Restoration Management Company June 2013 - May 2015
Citco Fund Services March 2011 - January 2013
Skills
Account Reconciliation, Microsoft Office, Financial Reporting, Accounting, Financial Analysis
Education
San Jose State University
Bachelor of Science, Business Administration; Accounting
Enlighted Inc May 2015 - Present
Restoration Management Company June 2013 - May 2015
Citco Fund Services March 2011 - January 2013
Skills
Account Reconciliation, Microsoft Office, Financial Reporting, Accounting, Financial Analysis
Education
San Jose State University
Bachelor of Science, Business Administration; Accounting
Vijayta Gaur's Citco Fund Services Experience November 2011 - Present
Job Senior Fund Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services November 2011 - Present
Clifton Gunderson LLP September 2009 - December 2010
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
Citco Fund Services November 2011 - Present
Clifton Gunderson LLP September 2009 - December 2010
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
Kenneth Dewar's Citco Fund Services Experience May 2012 - May 2013
Job Financial Analyst at Eastlink
Industry Financial Services
Experience
Eastlink March 2015 - Present
Eastlink May 2013 - February 2015
Citco Fund Services May 2012 - May 2013
Golf Town May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Time Management
Education
CPA- Atlantic 2014 — 2016
Chartered Professional Accountant
St. Francis Xavier University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Eastlink March 2015 - Present
Eastlink May 2013 - February 2015
Citco Fund Services May 2012 - May 2013
Golf Town May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Time Management
Education
CPA- Atlantic 2014 — 2016
Chartered Professional Accountant
St. Francis Xavier University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Gatien Arnouts's Citco Fund Services Experience January 2012 - Present
Job Operations Manager at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital March 2015 - Present
Citco Fund Services January 2012 - Present
Citco Fund Services August 2008 - December 2011
Citco Fund Services June 2007 - August 2008
Citco Fund Services January 2004 - June 2007
Citco Fund Services March 2004 - December 2004
BNP Paribas April 2003 - February 2004
BNP Paribas January 2003 - March 2003
BNP Paribas January 2002 - December 2002
BNP Paribas July 2001 - December 2002
Skills
Mutual Funds, Hedge Funds, Equities, Bloomberg, Fund Administration, Fund Accounting, Fixed Income, Derivatives, Investments, Alternative Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Valuation
Education
University of Teesside 2000 — 2002
BSC IBIT, Business
Universite de champagne Ardennes 1998 — 2000
DUT, Accounting
ICONIQ Capital March 2015 - Present
Citco Fund Services January 2012 - Present
Citco Fund Services August 2008 - December 2011
Citco Fund Services June 2007 - August 2008
Citco Fund Services January 2004 - June 2007
Citco Fund Services March 2004 - December 2004
BNP Paribas April 2003 - February 2004
BNP Paribas January 2003 - March 2003
BNP Paribas January 2002 - December 2002
BNP Paribas July 2001 - December 2002
Skills
Mutual Funds, Hedge Funds, Equities, Bloomberg, Fund Administration, Fund Accounting, Fixed Income, Derivatives, Investments, Alternative Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Valuation
Education
University of Teesside 2000 — 2002
BSC IBIT, Business
Universite de champagne Ardennes 1998 — 2000
DUT, Accounting
Trevor Tate's Citco Fund Services Experience November 2012 - Present
Job Associate Middle Office Operations at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services November 2012 - Present
HSBC April 2010 - December 2012
HSBC July 2007 - April 2010
Skills
Derivative Operations, Collateral Management, Process Improvement, Product Marketing, Reporting & Analysis, Client Relationship..., Problem Solving, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Microsoft Visio, Presentation Building
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance/Accounting
Citco Fund Services November 2012 - Present
HSBC April 2010 - December 2012
HSBC July 2007 - April 2010
Skills
Derivative Operations, Collateral Management, Process Improvement, Product Marketing, Reporting & Analysis, Client Relationship..., Problem Solving, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Microsoft Visio, Presentation Building
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance/Accounting
Sanjay Ramasre's Citco Fund Services Experience February 2006 - January 2012
Job Certified Public Accountant
Industry Financial Services
Experience
Eton Park Capital Management November 2012 - June 2015
Citco Fund Services February 2006 - January 2012
Geller & Company May 2004 - September 2005
Rockefeller & Co., Inc. 2001 - 2004
United Bank of Switzerland October 1999 - March 2001
Ernst & Young January 1997 - September 1999
Skills
Financial Analysis, Auditing, Accounting, Finance, CPA, Management, Financial Reporting, Internal Controls, Account Reconciliation, Corporate Finance
Education
St. John's University
Bachelor of Science, Accounting
Eton Park Capital Management November 2012 - June 2015
Citco Fund Services February 2006 - January 2012
Geller & Company May 2004 - September 2005
Rockefeller & Co., Inc. 2001 - 2004
United Bank of Switzerland October 1999 - March 2001
Ernst & Young January 1997 - September 1999
Skills
Financial Analysis, Auditing, Accounting, Finance, CPA, Management, Financial Reporting, Internal Controls, Account Reconciliation, Corporate Finance
Education
St. John's University
Bachelor of Science, Accounting
Lorie Stewart's Citco Fund Services Experience May 2010 - Present
Job Senior Controller at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2010 - Present
OpHedge Investment Services October 2006 - May 2010
Gabelli Asset Management February 1994 - October 2006
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Financial Reporting, Accounting, Alternative Investments, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Equities, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Asset Management, Fund Administration
Education
Skidmore College 1981 — 1985
Bachelor of Science (BS), Accounting
Citco Fund Services May 2010 - Present
OpHedge Investment Services October 2006 - May 2010
Gabelli Asset Management February 1994 - October 2006
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Financial Reporting, Accounting, Alternative Investments, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Equities, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Asset Management, Fund Administration
Education
Skidmore College 1981 — 1985
Bachelor of Science (BS), Accounting
James E. Smith, CPA's Citco Fund Services Experience July 2014 - Present
Job Financial & Regulatory Reporting Senior Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services July 2014 - Present
BNY Mellon July 2013 - June 2014
Caxton Associates 2004 - 2011
PFPC September 2003 - May 2004
State Street June 1997 - August 2003
Skills
Hedge Funds, Fund Accounting, Fixed Income, Equities, Options, Equity Swaps, Bloomberg Terminal
Education
St. Francis University 1993 — 1997
Bachelor of Science (BS), Accounting
Citco Fund Services July 2014 - Present
BNY Mellon July 2013 - June 2014
Caxton Associates 2004 - 2011
PFPC September 2003 - May 2004
State Street June 1997 - August 2003
Skills
Hedge Funds, Fund Accounting, Fixed Income, Equities, Options, Equity Swaps, Bloomberg Terminal
Education
St. Francis University 1993 — 1997
Bachelor of Science (BS), Accounting
Jana Douglas's Citco Fund Services Experience October 2013 - May 2014
Job Senior Vice President Data Governance and Portfolio Reporting at GSO Capital Partners
Industry Financial Services
Experience
GSO Capital Partners May 2014 - Present
Citco Fund Services October 2013 - May 2014
Citco Fund Services August 2011 - October 2013
Citco Fund Services May 2004 - August 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Financial Modeling, Business Analysis, Fund Administration, Valuation, Capital Markets, Financial Analysis, Financial Services, SDLC, Mutual Funds, Asset Management, Portfolio Management, Trading Systems
Education
The University of British Columbia
Bachelor of Commerce (BCom), Finance, General
GSO Capital Partners May 2014 - Present
Citco Fund Services October 2013 - May 2014
Citco Fund Services August 2011 - October 2013
Citco Fund Services May 2004 - August 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Financial Modeling, Business Analysis, Fund Administration, Valuation, Capital Markets, Financial Analysis, Financial Services, SDLC, Mutual Funds, Asset Management, Portfolio Management, Trading Systems
Education
The University of British Columbia
Bachelor of Commerce (BCom), Finance, General
Jane Tau's Citco Fund Services Experience October 2008 - October 2012
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Citco Fund Services October 2008 - October 2012
Citco Fund Services July 2006 - October 2008
Deutsche Bank July 2004 - July 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Fund Of Funds, Financial Analysis, Tax, Derivatives, Fund Accounting, Securities
Education
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Business Management
J.P. Morgan October 2012 - Present
Citco Fund Services October 2008 - October 2012
Citco Fund Services July 2006 - October 2008
Deutsche Bank July 2004 - July 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Fund Of Funds, Financial Analysis, Tax, Derivatives, Fund Accounting, Securities
Education
Stony Brook University 2000 — 2004
Bachelor of Science (B.S.), Business Management
Kevin Caley's Citco Fund Services Experience January 2014 - October 2014
Job Market Data Analyst at Citco Fund Services
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Citco Fund Services January 2014 - October 2014
Merrill Lynch March 2012 - February 2014
Skills
Bloomberg, Derivatives, Fixed Income, Equities, Securities
Education
State University of New York College at Oswego
Merrill Lynch November 2014 - Present
Citco Fund Services January 2014 - October 2014
Merrill Lynch March 2012 - February 2014
Skills
Bloomberg, Derivatives, Fixed Income, Equities, Securities
Education
State University of New York College at Oswego