Citco Fund Services
Citco Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citco Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Matthew Bottini Matthew Bottini's Citco Fund Services Experience June 2013 - January 2015
Job Fund Accountant at Think Investments LP
Industry Financial Services
Experience
Think Investments January 2015 - Present
Citco Fund Services June 2013 - January 2015
University of Idaho August 2012 - May 2013
University of Idaho - Barker Capital Management Group January 2012 - May 2013
Allianz Global Investors June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
The Alaska Club January 2009 - August 2010
Skills
MS Office Suite, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Social Media, Customer Service, Investments, Financial Analysis, Bloomberg Terminal, Equities
Education
University of Idaho 2009 — 2013
BS, Finance, General
Think Investments January 2015 - Present
Citco Fund Services June 2013 - January 2015
University of Idaho August 2012 - May 2013
University of Idaho - Barker Capital Management Group January 2012 - May 2013
Allianz Global Investors June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
The Alaska Club January 2009 - August 2010
Skills
MS Office Suite, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Social Media, Customer Service, Investments, Financial Analysis, Bloomberg Terminal, Equities
Education
University of Idaho 2009 — 2013
BS, Finance, General
Nicholas Fusco Nicholas Fusco's Citco Fund Services Experience June 2015 - Present
Job Financial Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services June 2015 - Present
United Therapeutics January 2015 - Present
FirstKey Holdings, LLC-Portfolio Company of Cerberus Capital Management June 2014 - August 2014
Digitech Computer, Inc January 2014 - January 2014
NBCUniversal's Stamford Media Center and Productions, LLC June 2013 - August 2013
GoodmanandTrause/AmeripriseFinancial June 2012 - August 2012
Banyan Capital Partners, LLC June 2010 - June 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Due Diligence, Research, Analysis and Reporting, Valuation, Financial Projections, Real Estate Financing, Property Management, TV..., Healthcare Billing, Financial Services, Team Player, Entrepreneurial Spirit, Analytical Skills, Critical Thinker
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science, Finance, Robert H. Smith School of Business, 3.6
Garden City High School, Garden City, NY 2008 — 2011
Regents Diploma with Honors
Citco Fund Services June 2015 - Present
United Therapeutics January 2015 - Present
FirstKey Holdings, LLC-Portfolio Company of Cerberus Capital Management June 2014 - August 2014
Digitech Computer, Inc January 2014 - January 2014
NBCUniversal's Stamford Media Center and Productions, LLC June 2013 - August 2013
GoodmanandTrause/AmeripriseFinancial June 2012 - August 2012
Banyan Capital Partners, LLC June 2010 - June 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Due Diligence, Research, Analysis and Reporting, Valuation, Financial Projections, Real Estate Financing, Property Management, TV..., Healthcare Billing, Financial Services, Team Player, Entrepreneurial Spirit, Analytical Skills, Critical Thinker
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science, Finance, Robert H. Smith School of Business, 3.6
Garden City High School, Garden City, NY 2008 — 2011
Regents Diploma with Honors
Steven Toussas, MBA Steven Toussas, MBA's Citco Fund Services Experience February 2010 - Present
Job Account Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services February 2010 - Present
Camulos Capital LP November 2007 - February 2010
Whitehaus Collection August 2006 - May 2007
Duchess Diner June 2003 - August 2006
Skills
Team Leadership, Management, Fund Accounting, G/L Reconciliations, Hedge Funds, Fund Of Funds, Bloomberg, Financial Analysis, Fixed Income, Valuation, Portfolio Management, Account Reconciliation, Fund Administration, Asset Managment, Financial Reporting, Financial Modeling, Alternative Investments, Equities, Investments, Project Management, Auditing, Microsoft Excel, Communication
Education
University of New Haven 2003 — 2006
MBA
The University of Connecticut 1999 — 2003
BA
Citco Fund Services February 2010 - Present
Camulos Capital LP November 2007 - February 2010
Whitehaus Collection August 2006 - May 2007
Duchess Diner June 2003 - August 2006
Skills
Team Leadership, Management, Fund Accounting, G/L Reconciliations, Hedge Funds, Fund Of Funds, Bloomberg, Financial Analysis, Fixed Income, Valuation, Portfolio Management, Account Reconciliation, Fund Administration, Asset Managment, Financial Reporting, Financial Modeling, Alternative Investments, Equities, Investments, Project Management, Auditing, Microsoft Excel, Communication
Education
University of New Haven 2003 — 2006
MBA
The University of Connecticut 1999 — 2003
BA
Michelle Hung Michelle Hung's Citco Fund Services Experience October 2013 - January 2014
Job
Industry Financial Services
Experience
Makena Capital January 2014 - Present
Citco Fund Services October 2013 - January 2014
Citco Fund Services December 2010 - October 2013
Camelotta Advisors June 2010 - December 2010
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts, Political Economy
Makena Capital January 2014 - Present
Citco Fund Services October 2013 - January 2014
Citco Fund Services December 2010 - October 2013
Camelotta Advisors June 2010 - December 2010
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts, Political Economy
Fahad Firdausi Fahad Firdausi's Citco Fund Services Experience July 2013 - May 2014
Job Founder, WordBiLLY.com | & Snap Webdesign
Industry Design
Experience
Snap Design November 2014 - Present
stealth real estate tech start up July 2014 - Present
WordBiLLY.com December 2011 - Present
Citco Fund Services July 2013 - May 2014
Cerium Capital, LLC October 2010 - December 2011
DealOnMyMeal.com January 2010 - January 2011
Bank of America February 2007 - September 2009
Merrill Lynch February 2006 - January 2007
Skills
Equities, Investments, Portfolio Management, Securities, Wealth Management, Bloomberg, Mutual Funds, Investment Banking, Alternative Investments, Business Development, Trading, Derivatives, Insurance, Capital Markets, Series 7, Due Diligence, Fixed Income, Hedge Funds, Finance, Valuation, Start-ups, Marketing, Leadership, Entrepreneurship, Team Management
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelors of Science - Finance, Minor - Mathematics, Computer Science, Entrepreneurship, Data Analytics
New York Institute of Technology
Bachelors of Science, Business Administration - Management Information Systems
Snap Design November 2014 - Present
stealth real estate tech start up July 2014 - Present
WordBiLLY.com December 2011 - Present
Citco Fund Services July 2013 - May 2014
Cerium Capital, LLC October 2010 - December 2011
DealOnMyMeal.com January 2010 - January 2011
Bank of America February 2007 - September 2009
Merrill Lynch February 2006 - January 2007
Skills
Equities, Investments, Portfolio Management, Securities, Wealth Management, Bloomberg, Mutual Funds, Investment Banking, Alternative Investments, Business Development, Trading, Derivatives, Insurance, Capital Markets, Series 7, Due Diligence, Fixed Income, Hedge Funds, Finance, Valuation, Start-ups, Marketing, Leadership, Entrepreneurship, Team Management
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelors of Science - Finance, Minor - Mathematics, Computer Science, Entrepreneurship, Data Analytics
New York Institute of Technology
Bachelors of Science, Business Administration - Management Information Systems
David Asaam David Asaam's Citco Fund Services Experience August 2010 - January 2012
Job Strategy | Management | Technology
Industry Information Technology and Services
Experience
LexisNexis March 2012 - Present
Citco Fund Services August 2010 - January 2012
Center for Enterprise and Law September 2009 - December 2009
University of Windsor March 2009 - July 2009
Drecca Limited November 2004 - August 2008
Skills
Business Strategy, Business Process..., Project Management, Business Analysis, Financial Analysis, Entrepreneurship, Strategic Consulting, Data Analysis, Analysis, Teamwork, Change Management, Team Leadership, Management Consulting, Market Research, Process Improvement, Strategy, Microsoft Excel, Microsoft Office
Education
University of Windsor 2008 — 2010
Master of Business Administration (M.B.A.), Strategy & Finance
University of Ghana 1999 — 2003
BA, Psychology; Minor: Philosophy
LexisNexis March 2012 - Present
Citco Fund Services August 2010 - January 2012
Center for Enterprise and Law September 2009 - December 2009
University of Windsor March 2009 - July 2009
Drecca Limited November 2004 - August 2008
Skills
Business Strategy, Business Process..., Project Management, Business Analysis, Financial Analysis, Entrepreneurship, Strategic Consulting, Data Analysis, Analysis, Teamwork, Change Management, Team Leadership, Management Consulting, Market Research, Process Improvement, Strategy, Microsoft Excel, Microsoft Office
Education
University of Windsor 2008 — 2010
Master of Business Administration (M.B.A.), Strategy & Finance
University of Ghana 1999 — 2003
BA, Psychology; Minor: Philosophy
Zekun Zac Wu Zekun Zac Wu's Citco Fund Services Experience June 2014 - August 2014
Job Graduate Assistant, Master Student in Econ & Math Finance, UNCCharlotte
Industry Financial Services
Experience
UNC Charlotte August 2014 - Present
Citco Fund Services June 2014 - August 2014
UNC Charlotte January 2014 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, C, Economics, English, C, Outlook, Windows, Matlab, Critical Thinking, Project Planning, Econometrics, Research, Statistics, Data Analysis, Analysis, Microsoft Office, Programming, SQL, Time Management, Databases, SAS, Quantitative Analytics, Editing, Quantitative Finance, Time Series Analysis
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Science (M.S.), Economics, 4.0
University of North Carolina at Charlotte 2013 — 2015
Master of Science (M.S.), Math Finance, 4.0
Tsinghua University 2012 — 2013
PhD level study, Computer Technology/Computer Systems Technology
University of Science&Technology Beijing 2008 — 2012
Bachelor's degree, Computer Science and Technology
UNC Charlotte August 2014 - Present
Citco Fund Services June 2014 - August 2014
UNC Charlotte January 2014 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, C, Economics, English, C, Outlook, Windows, Matlab, Critical Thinking, Project Planning, Econometrics, Research, Statistics, Data Analysis, Analysis, Microsoft Office, Programming, SQL, Time Management, Databases, SAS, Quantitative Analytics, Editing, Quantitative Finance, Time Series Analysis
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Science (M.S.), Economics, 4.0
University of North Carolina at Charlotte 2013 — 2015
Master of Science (M.S.), Math Finance, 4.0
Tsinghua University 2012 — 2013
PhD level study, Computer Technology/Computer Systems Technology
University of Science&Technology Beijing 2008 — 2012
Bachelor's degree, Computer Science and Technology
Eugene Cheuk Eugene Cheuk's Citco Fund Services Experience August 2005 - January 2011
Job Chief Financial Officer at Mountain Lake Investment Management LLC
Industry Financial Services
Experience
Mountain Lake Investment Management LLC March 2012 - Present
Agile Hedge Solutions February 2011 - February 2012
Citco Fund Services August 2005 - January 2011
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Financial Analysis, Bloomberg, Cash Management, Valuation, Asset Managment, Fixed Income
Education
University of San Francisco - School of Management 2008 — 2010
MBA, Finance, International Business
University of California, Riverside 2002 — 2005
Bachelor of Science (B.S.), Business Administration
Mountain Lake Investment Management LLC March 2012 - Present
Agile Hedge Solutions February 2011 - February 2012
Citco Fund Services August 2005 - January 2011
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Financial Analysis, Bloomberg, Cash Management, Valuation, Asset Managment, Fixed Income
Education
University of San Francisco - School of Management 2008 — 2010
MBA, Finance, International Business
University of California, Riverside 2002 — 2005
Bachelor of Science (B.S.), Business Administration
Sidney Chow-Danel's Citco Fund Services Experience 2015 - Present
Job Middle Office Associate at Citco Fund Services
Industry Market Research
Experience
Citco Fund Services 2015 - Present
State Street Bank May 2013 - December 2014
The Channel Checkers September 2012 - May 2013
Cushing and Gan Optometry July 2006 - August 2008
Skills
Microsoft Office, Financial Analysis, Market Research, Sales, Stata, Bloomberg Terminal, Reuters, Economics, Access, Bloomberg
Education
UC Davis 2010 — 2012
Bachelor of Arts (BA), Economics
University of Colorado at Boulder 2008 — 2010
Economics
Citco Fund Services 2015 - Present
State Street Bank May 2013 - December 2014
The Channel Checkers September 2012 - May 2013
Cushing and Gan Optometry July 2006 - August 2008
Skills
Microsoft Office, Financial Analysis, Market Research, Sales, Stata, Bloomberg Terminal, Reuters, Economics, Access, Bloomberg
Education
UC Davis 2010 — 2012
Bachelor of Arts (BA), Economics
University of Colorado at Boulder 2008 — 2010
Economics
Peyton Lasiter Peyton Lasiter's Citco Fund Services Experience September 2014 - Present
Job Financial and Regulatory Reporting at Citco Fund Services
Industry Higher Education
Experience
Citco Fund Services September 2014 - Present
United States District Court of Delaware February 2014 - June 2014
Food Bank of Queensland June 2013 - August 2013
University of Delaware January 2013 - May 2013
Newport Animal Shelter May 2010 - August 2010
JIS Academy June 2009 - July 2009
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor's of Science, Economics
Jakarta International School 2006 — 2010
High School Diploma
Anglo American School of Moscow 2003 — 2006
Middle School
Citco Fund Services September 2014 - Present
United States District Court of Delaware February 2014 - June 2014
Food Bank of Queensland June 2013 - August 2013
University of Delaware January 2013 - May 2013
Newport Animal Shelter May 2010 - August 2010
JIS Academy June 2009 - July 2009
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor's of Science, Economics
Jakarta International School 2006 — 2010
High School Diploma
Anglo American School of Moscow 2003 — 2006
Middle School
David Donelan's Citco Fund Services Experience October 2009 - July 2012
Job Investment Services Analyst at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan August 2013 - Present
Citco Fund Services October 2009 - July 2012
CaseWare International Inc. January 2008 - August 2008
Globe Union May 2006 - December 2006
Skills
Hedge Funds, Team Management, CRM, Management, Investor Relations, Finance, Account Management, Customer Service, Employee Training, Economics, Fund Of Funds, Quality Assurance, Close Attention to..., Coaching, Offshore Funds, Strategic Sales, Organized Multi-tasker, Wire Transfers, Cash Flow Forecasting, FX Hedging
Education
University of Guelph
Bachelor of Commerce, Management Economics in Industry and Finance, Co-op
Ontario Teachers' Pension Plan August 2013 - Present
Citco Fund Services October 2009 - July 2012
CaseWare International Inc. January 2008 - August 2008
Globe Union May 2006 - December 2006
Skills
Hedge Funds, Team Management, CRM, Management, Investor Relations, Finance, Account Management, Customer Service, Employee Training, Economics, Fund Of Funds, Quality Assurance, Close Attention to..., Coaching, Offshore Funds, Strategic Sales, Organized Multi-tasker, Wire Transfers, Cash Flow Forecasting, FX Hedging
Education
University of Guelph
Bachelor of Commerce, Management Economics in Industry and Finance, Co-op
Alex Butt Alex Butt's Citco Fund Services Experience October 2013 - May 2014
Job Digital Marketing Manager | Content Development | Email Marketing | Inbound Marketing | Lead Generation | Screenwriting
Industry Marketing and Advertising
Experience
Bright Orange Thread September 2014 - Present
Citco Fund Services October 2013 - May 2014
Weinberg Center for Corporate Governance May 2012 - August 2012
Advantage Sales and Marketing May 2011 - August 2011
Rose Tree Media School District May 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Statistical Modeling, Bloomberg, Final Draft Pro, Budget Forecasts, Data Analysis, Financial Modeling, Analysis
Education
University of Delaware 2009 — 2013
Bachelor of Science; Bachelor of Science, Economics; Finance
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bright Orange Thread September 2014 - Present
Citco Fund Services October 2013 - May 2014
Weinberg Center for Corporate Governance May 2012 - August 2012
Advantage Sales and Marketing May 2011 - August 2011
Rose Tree Media School District May 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Statistical Modeling, Bloomberg, Final Draft Pro, Budget Forecasts, Data Analysis, Financial Modeling, Analysis
Education
University of Delaware 2009 — 2013
Bachelor of Science; Bachelor of Science, Economics; Finance
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Deanne LaTorra Baquera Deanne LaTorra Baquera's Citco Fund Services Experience October 2006 - February 2008
Job Business Analyst at Infiniti Consulting Group
Industry Management Consulting
Experience
Infiniti Consulting Group November 2010 - Present
City of Roseville November 2008 - November 2010
Robert Half International Inc September 2008 - October 2008
Citco Fund Services October 2006 - February 2008
Stanford Athletics January 2006 - September 2006
Skills
Budgets, Leadership, Project Management, Analysis, Accounting, Customer Service, Account Reconciliation, Research, Finance, Time Management, Databases, Investments, Sports, Teamwork, Government, Program Management, Microsoft Excel
Education
University of Arizona 2001 — 2005
Bachelor of Science, Accounting / Public Management
Infiniti Consulting Group November 2010 - Present
City of Roseville November 2008 - November 2010
Robert Half International Inc September 2008 - October 2008
Citco Fund Services October 2006 - February 2008
Stanford Athletics January 2006 - September 2006
Skills
Budgets, Leadership, Project Management, Analysis, Accounting, Customer Service, Account Reconciliation, Research, Finance, Time Management, Databases, Investments, Sports, Teamwork, Government, Program Management, Microsoft Excel
Education
University of Arizona 2001 — 2005
Bachelor of Science, Accounting / Public Management
Cory Evans Cory Evans's Citco Fund Services Experience January 2007 - October 2007
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - September 2015
NewFocus Financial Group June 2014 - March 2015
YellowBrickRoad Financial Advisors March 2013 - June 2014
YellowBrickRoad Financial Advisors December 2012 - March 2013
Private Ocean January 2008 - November 2012
Citco Fund Services January 2007 - October 2007
The Heritage Foundation September 2005 - December 2005
Charles Schwab & Co February 1999 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Finance, Wealth Management, Investment Management, Financial Advisory, Equities, Asset Managment, Investment Strategies, Alternative Investments, Securities, Financial Planning, Series 65, Series 7, Financial Services, Portfolio Management, Retirement Planning, Series 63
Education
University of California, Davis
Bachelor of Arts, International Relations
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - September 2015
NewFocus Financial Group June 2014 - March 2015
YellowBrickRoad Financial Advisors March 2013 - June 2014
YellowBrickRoad Financial Advisors December 2012 - March 2013
Private Ocean January 2008 - November 2012
Citco Fund Services January 2007 - October 2007
The Heritage Foundation September 2005 - December 2005
Charles Schwab & Co February 1999 - August 2003
Skills
Investments, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Finance, Wealth Management, Investment Management, Financial Advisory, Equities, Asset Managment, Investment Strategies, Alternative Investments, Securities, Financial Planning, Series 65, Series 7, Financial Services, Portfolio Management, Retirement Planning, Series 63
Education
University of California, Davis
Bachelor of Arts, International Relations
Anthony Domenici Anthony Domenici's Citco Fund Services Experience February 2005 - June 2006
Job Manager of Financial Planning & Analysis, Strategic Planning at Irvine Company
Industry Education Management
Experience
Irvine Company August 2014 - Present
Corinthian Colleges April 2009 - August 2014
Pylantis April 2012 - April 2012
Colony Capital, LLC July 2006 - April 2009
Citco Fund Services February 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Data Analysis, Microsoft Excel, Access, Cognos, Credit Risk, Lines Of Credit, Finance, Accounting, Start-ups, Investments, Financial Reporting, Analysis, Corporate Finance, Strategic Planning, Financial Planning, Valuation, Budgets
Education
University of California, San Diego 2000 — 2004
BS, Management Science
Irvine Company August 2014 - Present
Corinthian Colleges April 2009 - August 2014
Pylantis April 2012 - April 2012
Colony Capital, LLC July 2006 - April 2009
Citco Fund Services February 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Data Analysis, Microsoft Excel, Access, Cognos, Credit Risk, Lines Of Credit, Finance, Accounting, Start-ups, Investments, Financial Reporting, Analysis, Corporate Finance, Strategic Planning, Financial Planning, Valuation, Budgets
Education
University of California, San Diego 2000 — 2004
BS, Management Science
Sultana Alimi Sultana Alimi's Citco Fund Services Experience May 2012 - November 2012
Job Systems Engineer at General Dynamics Mission Systems
Industry Information Technology and Services
Experience
General Dynamics Mission Systems November 2014 - Present
Sogeti Group June 2014 - October 2014
UNC Charlotte June 2013 - August 2013
Citco Fund Services May 2012 - November 2012
UNC Charlotte August 2011 - December 2011
Central Intelligence Agency May 2011 - August 2011
Skills
Matlab, C++, Programming, FPGA, VHDL, Simulations, Windows, Microcontrollers, Algorithms, Multisim, C, Linux, Project Management, Visio, Pspice, ModelSim, Oscilloscope, Numerical Analysis, HTML, Analytical Programming, Systems Analysis, Calculus, AFM, Embedded Systems, Visual Studio, PSpice
Education
University of North Carolina at Charlotte
Masters, Electrical Engineering
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Science (BS), Computer Engineering
General Dynamics Mission Systems November 2014 - Present
Sogeti Group June 2014 - October 2014
UNC Charlotte June 2013 - August 2013
Citco Fund Services May 2012 - November 2012
UNC Charlotte August 2011 - December 2011
Central Intelligence Agency May 2011 - August 2011
Skills
Matlab, C++, Programming, FPGA, VHDL, Simulations, Windows, Microcontrollers, Algorithms, Multisim, C, Linux, Project Management, Visio, Pspice, ModelSim, Oscilloscope, Numerical Analysis, HTML, Analytical Programming, Systems Analysis, Calculus, AFM, Embedded Systems, Visual Studio, PSpice
Education
University of North Carolina at Charlotte
Masters, Electrical Engineering
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Jamie Kline Jamie Kline's Citco Fund Services Experience May 2008 - August 2008
Job Real Estate Analyst at HFF
Industry Commercial Real Estate
Experience
HFF December 2013 - Present
The Bascom Group March 2013 - November 2013
Philips Healthcare January 2011 - November 2012
Surterre Properties June 2010 - January 2011
Quality Valuation Services "QVS" May 2009 - January 2010
Citco Fund Services May 2008 - August 2008
Unire Real Estate Group May 2007 - September 2007
The City of Laguna Beach April 2006 - September 2006
Skills
Real Estate, Asset Managment, Start-ups, Public Speaking, Marketing, Negotiation, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Social Media, Sales, Event Planning, Budgets, Marketing Strategy, Customer Service, Microsoft Word, PowerPoint, Business Development, Public Relations, Competitive Analysis, Management, Product Marketing, Finance, Asset Management, Sales Operations, Business Planning, Mergers & Acquisitions, Market Research, Analysis, Contract Negotiation, Due Diligence, Financial Modeling, New Business Development, Investments, Market Analysis
Education
University of Southern California
Bachelor of Science, Business Administration and Entrepreneurship
University of Southern California - Marshall School of Business
Bachelor of Science, Business Administration and Entrepreneurship
Corona Del Mar
HFF December 2013 - Present
The Bascom Group March 2013 - November 2013
Philips Healthcare January 2011 - November 2012
Surterre Properties June 2010 - January 2011
Quality Valuation Services "QVS" May 2009 - January 2010
Citco Fund Services May 2008 - August 2008
Unire Real Estate Group May 2007 - September 2007
The City of Laguna Beach April 2006 - September 2006
Skills
Real Estate, Asset Managment, Start-ups, Public Speaking, Marketing, Negotiation, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Social Media, Sales, Event Planning, Budgets, Marketing Strategy, Customer Service, Microsoft Word, PowerPoint, Business Development, Public Relations, Competitive Analysis, Management, Product Marketing, Finance, Asset Management, Sales Operations, Business Planning, Mergers & Acquisitions, Market Research, Analysis, Contract Negotiation, Due Diligence, Financial Modeling, New Business Development, Investments, Market Analysis
Education
University of Southern California
Bachelor of Science, Business Administration and Entrepreneurship
University of Southern California - Marshall School of Business
Bachelor of Science, Business Administration and Entrepreneurship
Corona Del Mar
Jason Feuerstein Jason Feuerstein's Citco Fund Services Experience April 2015 - July 2015
Job Project Manager
Industry Information Technology and Services
Experience
Citco Fund Services April 2015 - July 2015
Citco Fund Services August 2012 - April 2015
Citco Fund Services June 2011 - August 2012
Integration Point, Inc. January 2010 - June 2011
Connexion Technologies August 2009 - December 2009
Nortel Networks May 2008 - May 2009
Skills
SDLC, SQL, XML, Databases, ITIL, Vendor Management, Business Process, Visio, Software Project..., SharePoint, Database Design
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.S, Information Science
Citco Fund Services April 2015 - July 2015
Citco Fund Services August 2012 - April 2015
Citco Fund Services June 2011 - August 2012
Integration Point, Inc. January 2010 - June 2011
Connexion Technologies August 2009 - December 2009
Nortel Networks May 2008 - May 2009
Skills
SDLC, SQL, XML, Databases, ITIL, Vendor Management, Business Process, Visio, Software Project..., SharePoint, Database Design
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.S, Information Science
Chasen Motley Chasen Motley's Citco Fund Services Experience April 2011 - March 2014
Job Brand Finance Analyst at Clif Bar & Company
Industry Financial Services
Experience
Clif Bar & Company April 2014 - Present
Citco Fund Services April 2011 - March 2014
Given Capital Management, LLC February 2011 - April 2011
Abrams Artists Agency September 2010 - February 2011
Kritzer Levine Wilkins Griffin Entertainment July 2009 - August 2010
Integrated Procurement Technologies January 2008 - June 2010
UC Santa Barbara Club Water Polo January 2008 - June 2010
Skills
Marketing, CRM, Financial Analysis, Microsoft Excel, Analysis, Training, Team Leadership, Time Management, Budgets, Finance, Research, Process Improvement, Data Analysis, PowerPoint
Education
University of California, Santa Barbara 2006 — 2010
BA, Business Economics
Clif Bar & Company April 2014 - Present
Citco Fund Services April 2011 - March 2014
Given Capital Management, LLC February 2011 - April 2011
Abrams Artists Agency September 2010 - February 2011
Kritzer Levine Wilkins Griffin Entertainment July 2009 - August 2010
Integrated Procurement Technologies January 2008 - June 2010
UC Santa Barbara Club Water Polo January 2008 - June 2010
Skills
Marketing, CRM, Financial Analysis, Microsoft Excel, Analysis, Training, Team Leadership, Time Management, Budgets, Finance, Research, Process Improvement, Data Analysis, PowerPoint
Education
University of California, Santa Barbara 2006 — 2010
BA, Business Economics
Priyanka Yadvendu's Citco Fund Services Experience 2007 - 2008
Job Author, Writer
Industry Information Technology and Services
Experience
Listen to Your Enchanted Silence 2015 - Present
DataNet IT 2015 - 2015
The Pacific Firm 2014 - 2014
Encore Software Services 2011 - 2014
Skillnet Solutions Inc 2010 - 2011
Infosys Technologies Ltd 2010 - 2010
Kaiser Permanente IT 2009 - 2010
Yahoo! 2008 - 2009
Citco Fund Services 2007 - 2008
Skills
Recruiting, Information Technology, Talent Management, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Internet Recruiting, Executive Search, Sourcing, Human Resources, CRM, Contract Recruitment, Personnel Management, Process Improvement, Screening, Networking, Screening Resumes, SDLC
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Economics, French (Minor)
Listen to Your Enchanted Silence 2015 - Present
DataNet IT 2015 - 2015
The Pacific Firm 2014 - 2014
Encore Software Services 2011 - 2014
Skillnet Solutions Inc 2010 - 2011
Infosys Technologies Ltd 2010 - 2010
Kaiser Permanente IT 2009 - 2010
Yahoo! 2008 - 2009
Citco Fund Services 2007 - 2008
Skills
Recruiting, Information Technology, Talent Management, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Internet Recruiting, Executive Search, Sourcing, Human Resources, CRM, Contract Recruitment, Personnel Management, Process Improvement, Screening, Networking, Screening Resumes, SDLC
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Economics, French (Minor)
Lauren (Zeitler) Peck's Citco Fund Services Experience April 2008 - September 2009
Job Global Product Manager
Industry Internet
Experience
Telintel April 2012 - Present
Routetrader September 2010 - April 2012
Goldman Sachs September 2009 - September 2010
Citco Fund Services April 2008 - September 2009
Lehman Brothers November 2006 - October 2007
Morgan Stanley May 2005 - August 2005
Skills
Sales, International Sales, Telecommunications, Sales Management, Business Development, Relationship Management, Business Strategy, New Business Development, SMS, Bulk SMS, Account Management, Negotiation, SMSC, VoIP, Competitive Analysis, Product Management, Marketing Strategy, Strategic Planning, Equity Trading, Stock Trading, Investor Relations, Investor Reporting, Hedge Funds, Client Analysis, Research, Mobile Devices, Direct Sales, SIP, Messaging, Enterprise Software, Strategic Partnerships, Managed Services, Key Account Management, Carriers, Start-ups, Wireless, Mobile Technology, Strategy, Solution Selling, Go-to-market Strategy, IP, Channel Partners
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Florida
B.S., Economics
Telintel April 2012 - Present
Routetrader September 2010 - April 2012
Goldman Sachs September 2009 - September 2010
Citco Fund Services April 2008 - September 2009
Lehman Brothers November 2006 - October 2007
Morgan Stanley May 2005 - August 2005
Skills
Sales, International Sales, Telecommunications, Sales Management, Business Development, Relationship Management, Business Strategy, New Business Development, SMS, Bulk SMS, Account Management, Negotiation, SMSC, VoIP, Competitive Analysis, Product Management, Marketing Strategy, Strategic Planning, Equity Trading, Stock Trading, Investor Relations, Investor Reporting, Hedge Funds, Client Analysis, Research, Mobile Devices, Direct Sales, SIP, Messaging, Enterprise Software, Strategic Partnerships, Managed Services, Key Account Management, Carriers, Start-ups, Wireless, Mobile Technology, Strategy, Solution Selling, Go-to-market Strategy, IP, Channel Partners
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Florida
B.S., Economics
Christopher Kan Christopher Kan's Citco Fund Services Experience January 2014 - July 2014
Job Assistant Controller at Makena Capital Management, LLC
Industry Financial Services
Experience
Makena Capital Management, LLC January 2015 - Present
Makena Capital Management, LLC July 2014 - December 2014
Citco Fund Services January 2014 - July 2014
Citco Fund Services January 2011 - December 2013
Citco Fund Services July 2008 - December 2010
Citco Fund Services January 2008 - June 2008
Citco Fund Services January 2007 - December 2007
Ameriprise Financial Services, Inc. January 2004 - August 2006
Education
University of California, Davis
Makena Capital Management, LLC January 2015 - Present
Makena Capital Management, LLC July 2014 - December 2014
Citco Fund Services January 2014 - July 2014
Citco Fund Services January 2011 - December 2013
Citco Fund Services July 2008 - December 2010
Citco Fund Services January 2008 - June 2008
Citco Fund Services January 2007 - December 2007
Ameriprise Financial Services, Inc. January 2004 - August 2006
Education
University of California, Davis
Adam Ruxton Adam Ruxton's Citco Fund Services Experience September 2007 - June 2010
Job Product Marketing Manager II YouTube SMB Brand Ads at Google
Industry Marketing and Advertising
Experience
Google November 2014 - Present
Google November 2013 - October 2014
Google October 2012 - October 2013
Google August 2011 - September 2012
Zignals.com October 2010 - August 2011
Citco Fund Services September 2007 - June 2010
Skills
Google Adwords, Customer Relations, Marketing Strategy, Online Marketing, Copywriting, YouTube, Video Ads, CRM, Marketing, Product Marketing, Social Media, Digital Marketing, B2B, Business Strategy, Google Analytics
Education
University College Dublin 2004 — 2007
Bachelor of Commerce
Chartered Alternative Investment Analyst Association 2009 — 2010
Analyst Designation
University of Pennsylvania - The Wharton School 2015 — 2015
Wharton + Google Marketing Academy
Google November 2014 - Present
Google November 2013 - October 2014
Google October 2012 - October 2013
Google August 2011 - September 2012
Zignals.com October 2010 - August 2011
Citco Fund Services September 2007 - June 2010
Skills
Google Adwords, Customer Relations, Marketing Strategy, Online Marketing, Copywriting, YouTube, Video Ads, CRM, Marketing, Product Marketing, Social Media, Digital Marketing, B2B, Business Strategy, Google Analytics
Education
University College Dublin 2004 — 2007
Bachelor of Commerce
Chartered Alternative Investment Analyst Association 2009 — 2010
Analyst Designation
University of Pennsylvania - The Wharton School 2015 — 2015
Wharton + Google Marketing Academy
Rose Wu Rose Wu's Citco Fund Services Experience July 2014 - August 2014
Job Student at University of Southern California
Industry Accounting
Experience
Citco Fund Services July 2014 - August 2014
QUANCO January 2014 - April 2014
USC Marshall Outreach and Volunteer Entrepreneurs September 2013 - April 2014
USC United Way September 2013 - April 2014
USC Circle K International February 2013 - April 2014
KPMG International Case Competition November 2013 - November 2013
PwC Tax Challenge Case Competition October 2013 - October 2013
Morgan Stanley May 2013 - June 2013
Skills
Microsoft Dynamics, Access, Microsoft Office, Data Analysis, StatCrunch, Social Media, Visio, QuickBooks, Bloomberg Terminal
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science (M.S.), Business Analytics
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Citco Fund Services July 2014 - August 2014
QUANCO January 2014 - April 2014
USC Marshall Outreach and Volunteer Entrepreneurs September 2013 - April 2014
USC United Way September 2013 - April 2014
USC Circle K International February 2013 - April 2014
KPMG International Case Competition November 2013 - November 2013
PwC Tax Challenge Case Competition October 2013 - October 2013
Morgan Stanley May 2013 - June 2013
Skills
Microsoft Dynamics, Access, Microsoft Office, Data Analysis, StatCrunch, Social Media, Visio, QuickBooks, Bloomberg Terminal
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Science (M.S.), Business Analytics
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Stewart Whelan Stewart Whelan's Citco Fund Services Experience September 2009 - Present
Job Training Manager at Citco Group of Companies
Industry Accounting
Experience
Citco Fund Services September 2009 - Present
Coronation Fund Managers 2008 - 2009
Citi Financial Services 2005 - 2008
Skills
Fund Administration, Fund Of Funds, Finance, Fund Accounting, Hedge Funds, Corporate Actions, Alternative Investments, Middle Office, Bloomberg, Derivatives, Equities, Fixed Income, Swaps, Back Office, Portfolio Management, Bloomberg Terminal, Financial Markets, Financial Reporting, NAV, Hedge Accounting, Options, CDS, Credit Derivatives, Private Equity, Securities, Valuation, Accounting, Financial Services, Leadership, Management, Financial Analysis, Investments, Capital Markets
Education
University College Dublin 1998 — 2002
BA Business (Commerce) International with Italian, Business and Italian
CFA Claritas Program
Certificate, Investments and Securities
Citco Fund Services September 2009 - Present
Coronation Fund Managers 2008 - 2009
Citi Financial Services 2005 - 2008
Skills
Fund Administration, Fund Of Funds, Finance, Fund Accounting, Hedge Funds, Corporate Actions, Alternative Investments, Middle Office, Bloomberg, Derivatives, Equities, Fixed Income, Swaps, Back Office, Portfolio Management, Bloomberg Terminal, Financial Markets, Financial Reporting, NAV, Hedge Accounting, Options, CDS, Credit Derivatives, Private Equity, Securities, Valuation, Accounting, Financial Services, Leadership, Management, Financial Analysis, Investments, Capital Markets
Education
University College Dublin 1998 — 2002
BA Business (Commerce) International with Italian, Business and Italian
CFA Claritas Program
Certificate, Investments and Securities
Domenic Golato, CPA Domenic Golato, CPA's Citco Fund Services Experience September 2013 - Present
Job Financial and Regulatory Reporting Manager at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services September 2013 - Present
Citco Fund Services August 2012 - September 2013
Citco Fund Services October 2010 - August 2012
Grant Thornton LLP September 2007 - October 2010
Skills
Financial Reporting, US GAAP, SEC filings, Internal Controls, GAAP, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, External Audit, CPA, Financial Statements, Assurance, Internal Audit, Fund Accounting, Hedge Funds, Due Diligence
Education
University of Scranton 2004 — 2007
Bachelor of Science, Accounting, Finance
Citco Fund Services September 2013 - Present
Citco Fund Services August 2012 - September 2013
Citco Fund Services October 2010 - August 2012
Grant Thornton LLP September 2007 - October 2010
Skills
Financial Reporting, US GAAP, SEC filings, Internal Controls, GAAP, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, External Audit, CPA, Financial Statements, Assurance, Internal Audit, Fund Accounting, Hedge Funds, Due Diligence
Education
University of Scranton 2004 — 2007
Bachelor of Science, Accounting, Finance
Hasnain Hasan Hasnain Hasan's Citco Fund Services Experience April 2013 - June 2013
Job Fund Accountant at Citco Canada
Industry Financial Services
Experience
Citco Fund Services April 2013 - June 2013
CIBC April 2011 - April 2013
TD Waterhouse July 2010 - February 2011
Hodgins Auctioneers February 2010 - June 2010
First Leaside Group 2007 - 2008
Skills
Marketing Strategy, Financial Analysis, Accounting, Analysis, Portfolio Management, Project Management, Investments, Business Analysis, Finance
Education
Certified General Accountants 2013 — 2014
Accounting (Level 4), Accounting
University of New Brunswick 2008 — 2010
MBA, International Business
marc garneau collegiate institute
Citco Fund Services April 2013 - June 2013
CIBC April 2011 - April 2013
TD Waterhouse July 2010 - February 2011
Hodgins Auctioneers February 2010 - June 2010
First Leaside Group 2007 - 2008
Skills
Marketing Strategy, Financial Analysis, Accounting, Analysis, Portfolio Management, Project Management, Investments, Business Analysis, Finance
Education
Certified General Accountants 2013 — 2014
Accounting (Level 4), Accounting
University of New Brunswick 2008 — 2010
MBA, International Business
marc garneau collegiate institute
Cindia Chen Cindia Chen's Citco Fund Services Experience June 2013 - Present
Job Custody Associate at Citco Fund Services
Industry Banking
Experience
Citco Fund Services June 2013 - Present
BMO January 2009 - January 2010
Universal Energy Corporation Canadatoro October 2008 - January 2009
Appleton and Associates Law Firm August 2008 - October 2008
Skills
Banking
Education
Canadian Securities Institute 2011 — 2011
Canadian Securities Course Certificate
University of Manitoba 2004 — 2008
Bachelor's degree, Economics, Mathematics
Citco Fund Services June 2013 - Present
BMO January 2009 - January 2010
Universal Energy Corporation Canadatoro October 2008 - January 2009
Appleton and Associates Law Firm August 2008 - October 2008
Skills
Banking
Education
Canadian Securities Institute 2011 — 2011
Canadian Securities Course Certificate
University of Manitoba 2004 — 2008
Bachelor's degree, Economics, Mathematics
Spencer Reinke's Citco Fund Services Experience May 2013 - May 2015
Job Level I candidate in the CFA Program
Industry Financial Services
Experience
Sentry Investments June 2015 - Present
Citco Fund Services May 2013 - May 2015
Scotiabank May 2012 - August 2012
Mandarin Restaurant January 2012 - June 2012
Skills
Customer Service, Leadership, Marketing Strategy, Management, Training, Critical Thinking, Teamwork, Microsoft Office, Social Media, Photoshop, PowerPoint, Event Planning, Analysis, Banking, Social Media Marketing, Microsoft Excel, Team Leadership, Microsoft Word, Sales, Research, Marketing
Education
University of Guelph 2006 — 2010
Bachelors Degree, Commerce, Marketing Management
Sentry Investments June 2015 - Present
Citco Fund Services May 2013 - May 2015
Scotiabank May 2012 - August 2012
Mandarin Restaurant January 2012 - June 2012
Skills
Customer Service, Leadership, Marketing Strategy, Management, Training, Critical Thinking, Teamwork, Microsoft Office, Social Media, Photoshop, PowerPoint, Event Planning, Analysis, Banking, Social Media Marketing, Microsoft Excel, Team Leadership, Microsoft Word, Sales, Research, Marketing
Education
University of Guelph 2006 — 2010
Bachelors Degree, Commerce, Marketing Management
Heleen Westerhuijs's Citco Fund Services Experience January 2012 - September 2013
Job Global Subsidiary Governance Services, Director DNY Projects at Citco; the D.U.T.C.H. foundation
Industry Financial Services
Experience
Citco Corporate and Trust September 2013 - Present
the D.U.T.C.H. foundation February 2013 - Present
Citco Group of Companies July 2009 - Present
Citco Fund Services January 2012 - September 2013
United Nations February 2009 - June 2010
OBJEKT Int. 2007 - 2009
Hans Fonk Publications May 2006 - September 2008
Education
University of Amsterdam 2004 — 2008
MA, art- and architectural history
Universiteit van Amsterdam 2004 — 2006
Master, Art History
Citco Corporate and Trust September 2013 - Present
the D.U.T.C.H. foundation February 2013 - Present
Citco Group of Companies July 2009 - Present
Citco Fund Services January 2012 - September 2013
United Nations February 2009 - June 2010
OBJEKT Int. 2007 - 2009
Hans Fonk Publications May 2006 - September 2008
Education
University of Amsterdam 2004 — 2008
MA, art- and architectural history
Universiteit van Amsterdam 2004 — 2006
Master, Art History
Dana Kauffman Dana Kauffman's Citco Fund Services Experience June 1999 - September 2003
Job Real Estate Agent at Keller Willams Realty
Industry
Experience
Keller Willams Realty May 2014 - Present
Cello NA April 2012 - June 2013
Medauth LLC March 2010 - September 2011
Synergy Point June 2002 - June 2007
Citco Fund Services June 1999 - September 2003
Templeton Investment Council Inc April 1989 - June 1999
Skills
Investments, Hedge Funds, Management, Mergers & Acquisitions, Software Documentation, Mutual Funds, Accounting, Asset Management, Operations Management, Foreign Investment, Pricing Analysis, Market Data Specialist, Investment Operations, Real Estate Transactions, Real Estate
Education
University of Delaware 1982 — 1986
Bachelor of Arts (BA), International Business
University of Delaware 1982 — 1986
Bachelor of Science (BS), Econimics
Keller Willams Realty May 2014 - Present
Cello NA April 2012 - June 2013
Medauth LLC March 2010 - September 2011
Synergy Point June 2002 - June 2007
Citco Fund Services June 1999 - September 2003
Templeton Investment Council Inc April 1989 - June 1999
Skills
Investments, Hedge Funds, Management, Mergers & Acquisitions, Software Documentation, Mutual Funds, Accounting, Asset Management, Operations Management, Foreign Investment, Pricing Analysis, Market Data Specialist, Investment Operations, Real Estate Transactions, Real Estate
Education
University of Delaware 1982 — 1986
Bachelor of Arts (BA), International Business
University of Delaware 1982 — 1986
Bachelor of Science (BS), Econimics
Pressley Short Pressley Short's Citco Fund Services Experience July 2014 - August 2015
Job Capital Markets Middle Office Analyst II Settlements at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2015 - Present
Citco Fund Services July 2014 - August 2015
Campus Crest April 2014 - July 2014
Baker & Taylor December 2013 - January 2014
Glenn Short Trucking Inc. July 2011 - November 2013
Golf Galaxy April 2012 - July 2013
Skills
Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Teamwork, Bloomberg Terminal, Collateral Management, Corporate Actions, Customer Service, Equity Swaps, Research, Windows, Account Reconciliation, Access
Education
University of North Carolina at Charlotte 2008 — 2013
"BSBA", Finance, General
Wells Fargo Securities August 2015 - Present
Citco Fund Services July 2014 - August 2015
Campus Crest April 2014 - July 2014
Baker & Taylor December 2013 - January 2014
Glenn Short Trucking Inc. July 2011 - November 2013
Golf Galaxy April 2012 - July 2013
Skills
Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Teamwork, Bloomberg Terminal, Collateral Management, Corporate Actions, Customer Service, Equity Swaps, Research, Windows, Account Reconciliation, Access
Education
University of North Carolina at Charlotte 2008 — 2013
"BSBA", Finance, General
Kotaro Takada's Citco Fund Services Experience February 2014 - June 2014
Job
Industry Security and Investigations
Experience
GoSecure November 2014 - Present
The Home Depot July 2014 - November 2014
Citco Fund Services February 2014 - June 2014
Belk March 2012 - February 2014
TIAA-CREF September 2010 - February 2012
Barclaycard US September 2006 - January 2010
Catholic Health East May 2006 - August 2006
Children's Hospital of Philadelphia June 1998 - May 2006
Skills
Information Security, CISSP, Security, Computer Security, PCI DSS, Vulnerability Management, Windows, Network Security, Enterprise Architecture, Vulnerability Assessment, Security Policy..., Security Compliance, Linux, IDS, Disaster Recovery, Cloud Security, Risk Management, Web Proxy, Security Patch..., Governance, Proxy, CCSK, RSA Archer, Firewall Review, Identity Management, Mobile Device Management, Crypto, SSL Certificates, Database Security, SOX Compliancy
Education
University of Delaware 2000 — 2003
MBA
Washington University in St. Louis 1989 — 2003
Bachelor's degree, Political Science
GoSecure November 2014 - Present
The Home Depot July 2014 - November 2014
Citco Fund Services February 2014 - June 2014
Belk March 2012 - February 2014
TIAA-CREF September 2010 - February 2012
Barclaycard US September 2006 - January 2010
Catholic Health East May 2006 - August 2006
Children's Hospital of Philadelphia June 1998 - May 2006
Skills
Information Security, CISSP, Security, Computer Security, PCI DSS, Vulnerability Management, Windows, Network Security, Enterprise Architecture, Vulnerability Assessment, Security Policy..., Security Compliance, Linux, IDS, Disaster Recovery, Cloud Security, Risk Management, Web Proxy, Security Patch..., Governance, Proxy, CCSK, RSA Archer, Firewall Review, Identity Management, Mobile Device Management, Crypto, SSL Certificates, Database Security, SOX Compliancy
Education
University of Delaware 2000 — 2003
MBA
Washington University in St. Louis 1989 — 2003
Bachelor's degree, Political Science
Josh Middleton Josh Middleton's Citco Fund Services Experience May 2014 - Present
Job Product Services Specialist at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2014 - Present
Credit Suisse July 2013 - May 2014
Tripstr, Inc. February 2012 - October 2012
H.S. Dreher Capital Management, LLC August 2011 - March 2012
McDougal Middle School February 2011 - May 2011
Kenan-Flagler Business School Consulting January 2011 - May 2011
U.S. House of Representatives May 2010 - June 2010
Skills
Data Analysis, Research, Social Media, Public Speaking, Blogging, Non-profits, Fundraising, Customer Service, Derivatives, Client Relations, Product Design, Project Management, Technical Writing, Report Writing, Product Training, Alternative Investments, Cross-functional Team..., Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2011
Bachelor's Degree, Political Science, GPA: 3.71 (Magna Cum Laude)
Citco Fund Services May 2014 - Present
Credit Suisse July 2013 - May 2014
Tripstr, Inc. February 2012 - October 2012
H.S. Dreher Capital Management, LLC August 2011 - March 2012
McDougal Middle School February 2011 - May 2011
Kenan-Flagler Business School Consulting January 2011 - May 2011
U.S. House of Representatives May 2010 - June 2010
Skills
Data Analysis, Research, Social Media, Public Speaking, Blogging, Non-profits, Fundraising, Customer Service, Derivatives, Client Relations, Product Design, Project Management, Technical Writing, Report Writing, Product Training, Alternative Investments, Cross-functional Team..., Microsoft Office
Education
University of North Carolina at Chapel Hill 2008 — 2011
Bachelor's Degree, Political Science, GPA: 3.71 (Magna Cum Laude)
Justin Vandenberg Justin Vandenberg's Citco Fund Services Experience July 2010 - January 2015
Job Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group February 2015 - Present
Citco Fund Services July 2010 - January 2015
UCD Recycling March 2008 - June 2010
Healthcare Services Management December 2009 - April 2010
Skills
Accounting, Financial Statement..., P&L Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, PowerPoint, Pivot Tables, Microsoft Office, Economics, Valuation, Microsoft Word, Financial Accounting, Financial Statements, Analysis, Finance
Education
Investment Banking Institute 2011 — 2011
University of California, Davis 2006 — 2010
Managerial Economics
Carmel High School
Carmel High School
Crescent Capital Group February 2015 - Present
Citco Fund Services July 2010 - January 2015
UCD Recycling March 2008 - June 2010
Healthcare Services Management December 2009 - April 2010
Skills
Accounting, Financial Statement..., P&L Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, PowerPoint, Pivot Tables, Microsoft Office, Economics, Valuation, Microsoft Word, Financial Accounting, Financial Statements, Analysis, Finance
Education
Investment Banking Institute 2011 — 2011
University of California, Davis 2006 — 2010
Managerial Economics
Carmel High School
Carmel High School
Joni Manradge Joni Manradge's Citco Fund Services Experience May 2005 - April 2006
Job AML/KYC Compliance Officer
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
International Fund Services (N.A.), LLC April 2012 - June 2013
Neuberger Berman July 2008 - April 2012
Morgan Stanley April 2006 - July 2008
Citco Fund Services May 2005 - April 2006
GlobeOp Financial Services August 2004 - May 2005
Womens Integrated Network September 2000 - August 2004
Skills
Alternative Investments, Fund Of Funds, Investor Relations, Mutual Funds, Compliance, AML, KYC, Bank Secrecy Act, Internal Audit, Fund Administration, Hedge Funds, Customer Relations, Private Equity, Due Diligence, Client-focused, Client Service Oriented, Superior Client Service, 1940 Act, Team-oriented, Securities Exchange Act..., Portfolio Management, Financial Services, Customer Service, Client Services
Education
University of Maryland College Park 1994 — 1999
Bachelors of Science
University of MarylandCollege
Bachelor of Science
Ursuline
JPMorgan Chase June 2013 - Present
International Fund Services (N.A.), LLC April 2012 - June 2013
Neuberger Berman July 2008 - April 2012
Morgan Stanley April 2006 - July 2008
Citco Fund Services May 2005 - April 2006
GlobeOp Financial Services August 2004 - May 2005
Womens Integrated Network September 2000 - August 2004
Skills
Alternative Investments, Fund Of Funds, Investor Relations, Mutual Funds, Compliance, AML, KYC, Bank Secrecy Act, Internal Audit, Fund Administration, Hedge Funds, Customer Relations, Private Equity, Due Diligence, Client-focused, Client Service Oriented, Superior Client Service, 1940 Act, Team-oriented, Securities Exchange Act..., Portfolio Management, Financial Services, Customer Service, Client Services
Education
University of Maryland College Park 1994 — 1999
Bachelors of Science
University of MarylandCollege
Bachelor of Science
Ursuline
Hiten Oza Hiten Oza's Citco Fund Services Experience July 2008 - August 2013
Job Account Manager at State Street
Industry Financial Services
Experience
State Street Canada (IFS) August 2013 - Present
Citco Fund Services July 2008 - August 2013
Mackenzie Investments October 2006 - June 2008
Canada Revenue Agency March 2006 - March 2006
YKFG Pvt. Ltd May 1999 - July 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Financial Modeling, Account Reconciliation, Strategic Financial..., Equities, Financial Services, Finance, Financial Planning
Education
Chartered Alternative Investment Analyst Association
Alternative Investments, CAIA
York University
Business Administrative Studies
Canadian Securities Institute
Canadian Securities Course, Financial Services
Mumbai University
Bachelor of Commerce (B.Com.)
State Street Canada (IFS) August 2013 - Present
Citco Fund Services July 2008 - August 2013
Mackenzie Investments October 2006 - June 2008
Canada Revenue Agency March 2006 - March 2006
YKFG Pvt. Ltd May 1999 - July 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Financial Modeling, Account Reconciliation, Strategic Financial..., Equities, Financial Services, Finance, Financial Planning
Education
Chartered Alternative Investment Analyst Association
Alternative Investments, CAIA
York University
Business Administrative Studies
Canadian Securities Institute
Canadian Securities Course, Financial Services
Mumbai University
Bachelor of Commerce (B.Com.)
Danielle Dupar's Citco Fund Services Experience October 2013 - October 2014
Job Trading and Operations, Farallon Capital Management
Industry Financial Services
Experience
Farallon Capital Management October 2014 - Present
Citco Fund Services October 2013 - October 2014
Citco Fund Services December 2012 - October 2013
Citco Fund Services June 2011 - December 2012
Education
University of Portland 2007 — 2011
Bachelor of Arts, Finance
University of Portland 2007 — 2011
Bachelor of Science, Business Administration; Finance
IES Study Abroad Center, Universidad Complutense's
Farallon Capital Management October 2014 - Present
Citco Fund Services October 2013 - October 2014
Citco Fund Services December 2012 - October 2013
Citco Fund Services June 2011 - December 2012
Education
University of Portland 2007 — 2011
Bachelor of Arts, Finance
University of Portland 2007 — 2011
Bachelor of Science, Business Administration; Finance
IES Study Abroad Center, Universidad Complutense's
Brian Conklin Brian Conklin's Citco Fund Services Experience September 2013 - Present
Job Supervisor/Senior Analyst—Private Equity Investor Relations at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services September 2013 - Present
BNY Mellon January 2010 - September 2013
BNY Mellon February 2006 - December 2009
Skills
Sales, Alternative Investments, Mutual Funds, Accounting, Private Equity, Management, Trading
Education
University of New Hampshire 2001 — 2005
BA, Sociology
Citco Fund Services September 2013 - Present
BNY Mellon January 2010 - September 2013
BNY Mellon February 2006 - December 2009
Skills
Sales, Alternative Investments, Mutual Funds, Accounting, Private Equity, Management, Trading
Education
University of New Hampshire 2001 — 2005
BA, Sociology
Brooks Anderson Brooks Anderson's Citco Fund Services Experience September 2013 - Present
Job
Industry Financial Services
Experience
Citco Fund Services September 2013 - Present
Gottex Fund Management May 2009 - July 2013
BNY Mellon June 2005 - May 2009
Mellon Financial December 2003 - June 2005
Mellon Financial May 2002 - December 2003
Global Custody & Fund Accounting August 1992 - May 2002
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Accounting, Global Custody, US GAAP, Luxembourg GAAP, Middle Office, Back Office, ERISA, Partnership Accounting, Separately Managed..., Limited Partnerships, Unit Investment Trusts, Operations Management, Relationship Management, New Business Development, Contract Negotiation, Service Level Agreements, Performance Metrics, Business Process..., Process Redesign, Project Management, Department..., Equities, Fixed Income, Swaps, Futures, ABS, MBS, Mutual Funds, CDO, CLO, Bank Debt, 1940 Act, Corporate Actions, Fund Of Funds, Structured Products
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance & Management (double major)
Citco Fund Services September 2013 - Present
Gottex Fund Management May 2009 - July 2013
BNY Mellon June 2005 - May 2009
Mellon Financial December 2003 - June 2005
Mellon Financial May 2002 - December 2003
Global Custody & Fund Accounting August 1992 - May 2002
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Accounting, Global Custody, US GAAP, Luxembourg GAAP, Middle Office, Back Office, ERISA, Partnership Accounting, Separately Managed..., Limited Partnerships, Unit Investment Trusts, Operations Management, Relationship Management, New Business Development, Contract Negotiation, Service Level Agreements, Performance Metrics, Business Process..., Process Redesign, Project Management, Department..., Equities, Fixed Income, Swaps, Futures, ABS, MBS, Mutual Funds, CDO, CLO, Bank Debt, 1940 Act, Corporate Actions, Fund Of Funds, Structured Products
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance & Management (double major)
Melissa Tran's Citco Fund Services Experience August 2014 - Present
Job Middle Office Associate at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services August 2014 - Present
UC Davis Student Disability Center August 2012 - June 2014
Merrill Lynch July 2013 - September 2013
EmSense Corporation July 2011 - September 2011
Tax-Aid March 2011 - May 2011
Institute on Aging June 2009 - March 2010
Skills
Microsoft Suite, ABBYY Finereader, Lacerte Professional..., Marketing Research, Primary Research, Focus Groups, Advertising Research, Questionnaire Design, Consumer Behavior, Microsoft Office
Education
UC Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.90
Citco Fund Services August 2014 - Present
UC Davis Student Disability Center August 2012 - June 2014
Merrill Lynch July 2013 - September 2013
EmSense Corporation July 2011 - September 2011
Tax-Aid March 2011 - May 2011
Institute on Aging June 2009 - March 2010
Skills
Microsoft Suite, ABBYY Finereader, Lacerte Professional..., Marketing Research, Primary Research, Focus Groups, Advertising Research, Questionnaire Design, Consumer Behavior, Microsoft Office
Education
UC Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.90
Carolyn (Joseph) Doctor Carolyn (Joseph) Doctor's Citco Fund Services Experience April 2003 - December 2003
Job Supervisor Project Accountants
Industry Architecture & Planning
Experience
Allana Buick & Bers, Inc. August 2015 - Present
WSP USA January 2014 - August 2015
Gensler October 2012 - January 2014
Skidmore Owings & Merrill LLP (SOM) September 2010 - October 2012
Nelson September 2006 - September 2010
Accountemps February 2006 - September 2006
Law Offices of David E Piver March 2005 - January 2006
BLT Architects January 2004 - March 2005
Citco Fund Services April 2003 - December 2003
PENSCO, Inc. August 2000 - December 2002
Skills
Microsoft Office, Microsoft Excel, ADP, Deltek Vision, Payroll, Accounts Payable, Accounting, Accounts Receivable, Invoicing, Account Reconciliation, Human Resources, General Ledger, Employee Benefits, Auditing, Finance, Cost Accounting, Financial Reporting, Outlook, Project Planning, Financial Analysis, Contract Management, Financial Accounting, Project Coordination, Benefits Administration, ADP Payroll, Deltek
Education
University of California, Berkeley 2000 — 2000
Finished credits to graduate at the University of Pittsburgh
University of Pittsburgh 1996 — 2000
BSBA, General Management in Human Resources and Organizational Behavior
Lower Merion High School
Allana Buick & Bers, Inc. August 2015 - Present
WSP USA January 2014 - August 2015
Gensler October 2012 - January 2014
Skidmore Owings & Merrill LLP (SOM) September 2010 - October 2012
Nelson September 2006 - September 2010
Accountemps February 2006 - September 2006
Law Offices of David E Piver March 2005 - January 2006
BLT Architects January 2004 - March 2005
Citco Fund Services April 2003 - December 2003
PENSCO, Inc. August 2000 - December 2002
Skills
Microsoft Office, Microsoft Excel, ADP, Deltek Vision, Payroll, Accounts Payable, Accounting, Accounts Receivable, Invoicing, Account Reconciliation, Human Resources, General Ledger, Employee Benefits, Auditing, Finance, Cost Accounting, Financial Reporting, Outlook, Project Planning, Financial Analysis, Contract Management, Financial Accounting, Project Coordination, Benefits Administration, ADP Payroll, Deltek
Education
University of California, Berkeley 2000 — 2000
Finished credits to graduate at the University of Pittsburgh
University of Pittsburgh 1996 — 2000
BSBA, General Management in Human Resources and Organizational Behavior
Lower Merion High School
Chloe Le, CPA Chloe Le, CPA's Citco Fund Services Experience June 2011 - September 2012
Job Senior Associate at PwC
Industry Accounting
Experience
EisnerAmper LLP September 2012 - December 2013
Citco Fund Services June 2011 - September 2012
State Street Bank August 2007 - May 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Fund Accounting, Mutual Funds, Account Reconciliation, GAAP, Tax, Financial Statements, Financial Accounting, Internal Controls, Microsoft Excel, Finance, Auditing, US GAAP, Microsoft Office
Education
University of California, Davis 2003 — 2007
Bachelor of Arts, Economics
EisnerAmper LLP September 2012 - December 2013
Citco Fund Services June 2011 - September 2012
State Street Bank August 2007 - May 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Fund Accounting, Mutual Funds, Account Reconciliation, GAAP, Tax, Financial Statements, Financial Accounting, Internal Controls, Microsoft Excel, Finance, Auditing, US GAAP, Microsoft Office
Education
University of California, Davis 2003 — 2007
Bachelor of Arts, Economics
Patrick Chen, CFA Patrick Chen, CFA's Citco Fund Services Experience May 2008 - August 2008
Job Equity Research, Agriculture and Protein
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
Scotiabank July 2011 - January 2014
PNC Financial Services August 2010 - July 2011
University of Michigan Ross School of Business January 2010 - March 2010
State Street Alternative Investment Solutions June 2009 - August 2009
Citco Fund Services May 2008 - August 2008
Citco Fund Services May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting and Finance
The Bronx High School of Science 2002 — 2006
Diploma
BMO Capital Markets January 2014 - Present
Scotiabank July 2011 - January 2014
PNC Financial Services August 2010 - July 2011
University of Michigan Ross School of Business January 2010 - March 2010
State Street Alternative Investment Solutions June 2009 - August 2009
Citco Fund Services May 2008 - August 2008
Citco Fund Services May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting and Finance
The Bronx High School of Science 2002 — 2006
Diploma
Douglas Greenwalt Douglas Greenwalt's Citco Fund Services Experience 2006 - 2007
Job Senior Principal Consultant at Mythics Inc.
Industry Information Technology and Services
Experience
Mythics Inc. March 2015 - Present
Oracle June 2011 - November 2014
Oracle ACS 2011 - 2014
CMIT Solutions, Inc. 2009 - 2010
CIGNA 2008 - July 2009
Starwood Hotels 2006 - 2007
Citco Fund Services 2006 - 2007
Fresh Direct 2004 - 2006
Knowledge Domains January 2002 - May 2004
Bradford and Reed 2000 - 2002
Skills
Database Administration, Oracle HR, Unix, Relational Databases, Windows, Database Architecture, Oracle RAC, Oracle Exadata, Linux, Databases, SQL Tuning, Data Modeling, Oracle, Software Development, PL/SQL, SQL, Data Warehousing, Exadata
Education
University of Nebraska-Lincoln 1981 — 1984
MS, Computer Science
University of Nebraska at Kearney 1972 — 1974
BA, History, English
Mythics Inc. March 2015 - Present
Oracle June 2011 - November 2014
Oracle ACS 2011 - 2014
CMIT Solutions, Inc. 2009 - 2010
CIGNA 2008 - July 2009
Starwood Hotels 2006 - 2007
Citco Fund Services 2006 - 2007
Fresh Direct 2004 - 2006
Knowledge Domains January 2002 - May 2004
Bradford and Reed 2000 - 2002
Skills
Database Administration, Oracle HR, Unix, Relational Databases, Windows, Database Architecture, Oracle RAC, Oracle Exadata, Linux, Databases, SQL Tuning, Data Modeling, Oracle, Software Development, PL/SQL, SQL, Data Warehousing, Exadata
Education
University of Nebraska-Lincoln 1981 — 1984
MS, Computer Science
University of Nebraska at Kearney 1972 — 1974
BA, History, English
Jeff Clark, CPA's Citco Fund Services Experience June 2005 - May 2007
Job Controller at Agile Hedge Solutions, LLC
Industry Financial Services
Experience
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
David Duggan's Citco Fund Services Experience September 2004 - March 2008
Job Account Manager at UBS Global Asset Management
Industry Accounting
Experience
UBS Global Asset Management December 2011 - Present
VenGrowth July 2011 - December 2011
Automatic Data Processing December 2010 - July 2011
Bank of New York Mellon December 2009 - September 2010
Citco Fund Services September 2004 - March 2008
Skills
Fund Accounting, Hedge Funds, Bloomberg, Reconciliations, Accounting, Fund Administration, Account Reconciliation, Investor Relations, Equities, Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting
Education
University College Dublin 2002 — 2004
BComm, Accounting
The High School Dublin
The High School Dublin
UBS Global Asset Management December 2011 - Present
VenGrowth July 2011 - December 2011
Automatic Data Processing December 2010 - July 2011
Bank of New York Mellon December 2009 - September 2010
Citco Fund Services September 2004 - March 2008
Skills
Fund Accounting, Hedge Funds, Bloomberg, Reconciliations, Accounting, Fund Administration, Account Reconciliation, Investor Relations, Equities, Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting
Education
University College Dublin 2002 — 2004
BComm, Accounting
The High School Dublin
The High School Dublin
Mengfei Cao Mengfei Cao's Citco Fund Services Experience January 2014 - January 2015
Job Citco fund service
Industry Financial Services
Experience
Citco fund service January 2015 - Present
Citco Fund Services January 2014 - January 2015
UNC Charlotte November 2012 - March 2013
Wanlian Securities June 2012 - July 2012
Skills
Matlab, SAS, CFA level two candidate, Passed Finanical Risk..., Quantitative Finance, Econometrics, Quantitative Analytics, Economics, Derivatives, Credit Risk, Financial Risk, Portfolio Management, Finance, Microsoft Excel, Microsoft Office, Fixed Income, PowerPoint, Capital Markets, Data Analysis, Equities, Financial Analysis, Valuation
Education
UNC Charlotte 2012 — 2014
Master of Science (MS), Economics
University of North Carolina - Charlotte 2012 — 2014
Master of Science, Economics BS MS, Mathematical Finance
Xiamen University 2009 — 2013
Bachelor of Science (BS), International Business
Citco fund service January 2015 - Present
Citco Fund Services January 2014 - January 2015
UNC Charlotte November 2012 - March 2013
Wanlian Securities June 2012 - July 2012
Skills
Matlab, SAS, CFA level two candidate, Passed Finanical Risk..., Quantitative Finance, Econometrics, Quantitative Analytics, Economics, Derivatives, Credit Risk, Financial Risk, Portfolio Management, Finance, Microsoft Excel, Microsoft Office, Fixed Income, PowerPoint, Capital Markets, Data Analysis, Equities, Financial Analysis, Valuation
Education
UNC Charlotte 2012 — 2014
Master of Science (MS), Economics
University of North Carolina - Charlotte 2012 — 2014
Master of Science, Economics BS MS, Mathematical Finance
Xiamen University 2009 — 2013
Bachelor of Science (BS), International Business
Bryce Popoff Bryce Popoff's Citco Fund Services Experience September 2004 - December 2006
Job Director, Investment Management at Western National Properties
Industry Real Estate
Experience
Western National Group July 2015 - Present
Prologis July 2012 - July 2015
Liquid Realty Partners January 2007 - July 2012
Citco Fund Services September 2004 - December 2006
Wilshire Associates January 2004 - September 2004
Smith Advisors- GR Capital Management September 2002 - June 2003
Sperry Van Ness June 2001 - December 2001
Skills
Private Equity, Real Estate Private..., Financial Modeling, Real Estate, Financial Analysis, Portfolio Management, Real Estate Finance, Investor Relations, Accounting, Asset Managment, Hedge Funds, Real Estate Economics, Investment Strategies, Big Data, Data Analysis, PowerPivot, Microsoft Excel, Microsoft Word, PowerPoint, Asset Management, Mutual Funds, Valuation
Education
University of California, Santa Barbara 1999 — 2003
BA, Economics
Edison High School
Western National Group July 2015 - Present
Prologis July 2012 - July 2015
Liquid Realty Partners January 2007 - July 2012
Citco Fund Services September 2004 - December 2006
Wilshire Associates January 2004 - September 2004
Smith Advisors- GR Capital Management September 2002 - June 2003
Sperry Van Ness June 2001 - December 2001
Skills
Private Equity, Real Estate Private..., Financial Modeling, Real Estate, Financial Analysis, Portfolio Management, Real Estate Finance, Investor Relations, Accounting, Asset Managment, Hedge Funds, Real Estate Economics, Investment Strategies, Big Data, Data Analysis, PowerPivot, Microsoft Excel, Microsoft Word, PowerPoint, Asset Management, Mutual Funds, Valuation
Education
University of California, Santa Barbara 1999 — 2003
BA, Economics
Edison High School
Andrew Bolognesi Andrew Bolognesi's Citco Fund Services Experience December 2014 - March 2015
Job Senior Financial Analyst at American Express
Industry Financial Services
Experience
American Express September 2015 - Present
Citco Fund Services December 2014 - March 2015
Citco Fund Services July 2013 - December 2014
University of Oregon Investment Group March 2012 - April 2013
Pearl Meyer & Partners June 2012 - September 2012
Mckinley Capital Partners June 2011 - September 2011
Hudson Financial Partners - New York, NY June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Investments, Bloomberg, Finance, Salesforce.com, Portfolio Management, Valuation, Microsoft Excel, Management, PowerPoint, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance;
American Express September 2015 - Present
Citco Fund Services December 2014 - March 2015
Citco Fund Services July 2013 - December 2014
University of Oregon Investment Group March 2012 - April 2013
Pearl Meyer & Partners June 2012 - September 2012
Mckinley Capital Partners June 2011 - September 2011
Hudson Financial Partners - New York, NY June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Investments, Bloomberg, Finance, Salesforce.com, Portfolio Management, Valuation, Microsoft Excel, Management, PowerPoint, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance;
Blake Thomas Blake Thomas's Citco Fund Services Experience August 2006 - September 2012
Job Accounting Manager at Bocage Capital LLC
Industry Financial Services
Experience
Citco Fund Services August 2006 - September 2012
Morgan Stanley 2005 - 2006
Education
University of California, Davis
Economics, Accounting
Citco Fund Services August 2006 - September 2012
Morgan Stanley 2005 - 2006
Education
University of California, Davis
Economics, Accounting
Vanessa Wilson Vanessa Wilson's Citco Fund Services Experience August 2009 - October 2012
Job Senior Client Relations Analyst
Industry Venture Capital & Private Equity
Experience
A Global Private Equity Fund April 2015 - Present
Bingham, Osborn & Scarborough May 2014 - April 2015
Mayfield Fund October 2012 - May 2014
Citco Fund Services August 2009 - October 2012
Skills
Investor Relations, Hedge Funds, Fund Administration, Microsoft Office, Venture Capital, Adobe Acrobat, Financial Reporting, Investran, Project Management, Wealth Management, HedgeTek, Axys, Compliance, Cost Basis, IntraLinks, J.P. Morgan Access, Microsoft Dynamics, Sungard DX, Tamarac
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy
A Global Private Equity Fund April 2015 - Present
Bingham, Osborn & Scarborough May 2014 - April 2015
Mayfield Fund October 2012 - May 2014
Citco Fund Services August 2009 - October 2012
Skills
Investor Relations, Hedge Funds, Fund Administration, Microsoft Office, Venture Capital, Adobe Acrobat, Financial Reporting, Investran, Project Management, Wealth Management, HedgeTek, Axys, Compliance, Cost Basis, IntraLinks, J.P. Morgan Access, Microsoft Dynamics, Sungard DX, Tamarac
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy
Jagath Kumarasinghe Jagath Kumarasinghe's Citco Fund Services Experience 2002 - 2005
Job Linux Engineer at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2015 - Present
Cisco July 2014 - August 2015
Morgan Stanley 2012 - June 2014
Bank of America 2011 - 2012
JPMorgan Chase 2009 - 2011
Federal Communication Commission 2009 - 2009
Goldman Sachs 2005 - 2009
Citco Fund Services 2002 - 2005
Lucent Technologies 2000 - 2002
Sri Lanka Telecom 1998 - 2000
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Shell Scripting, Perl, Virtualization, Cluster, Unix Shell Scripting, RedHat, Linux, VMware, SDLC, Python
Education
University of Moratuwa 1986 — 1992
B. Sc. (Eng), Electronics & Telecommunication; Sri Lanka
Ananda College, Colombo, Sri Lanka 1976 — 1984
JPMorgan Chase & Co. September 2015 - Present
Cisco July 2014 - August 2015
Morgan Stanley 2012 - June 2014
Bank of America 2011 - 2012
JPMorgan Chase 2009 - 2011
Federal Communication Commission 2009 - 2009
Goldman Sachs 2005 - 2009
Citco Fund Services 2002 - 2005
Lucent Technologies 2000 - 2002
Sri Lanka Telecom 1998 - 2000
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Shell Scripting, Perl, Virtualization, Cluster, Unix Shell Scripting, RedHat, Linux, VMware, SDLC, Python
Education
University of Moratuwa 1986 — 1992
B. Sc. (Eng), Electronics & Telecommunication; Sri Lanka
Ananda College, Colombo, Sri Lanka 1976 — 1984
Ashley McCulley's Citco Fund Services Experience May 2006 - Present
Job Senior Account Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2006 - Present
Skills
Excel, Event Planning, Microsoft Office, Social Media, Organizing, Planning, Accounting, Cash Handling, Customer Service
Education
University of San Francisco 2002 — 2006
Bachelor of Sciences
Citco Fund Services May 2006 - Present
Skills
Excel, Event Planning, Microsoft Office, Social Media, Organizing, Planning, Accounting, Cash Handling, Customer Service
Education
University of San Francisco 2002 — 2006
Bachelor of Sciences
Jean Skaling's Citco Fund Services Experience September 2006 - June 2007
Job Financial Operations
Industry Accounting
Experience
Supporting Strategies September 2014 - Present
J. Hilburn Men's Clothier June 2013 - Present
Citco Fund Services (San Francisco) July 2007 - July 2010
Citco Fund Services September 2006 - June 2007
Fisher Investments 2004 - 2006
Fisher Investments, Inc 2002 - 2004
Franklin Templeton June 2000 - April 2002
Skills
Hedge Funds, Mutual Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Fund Administration, Financial Reporting, Accounting, Bloomberg, US GAAP, Fund Accounting, Options, Bonds, Asset Management, Investments, Investor Relations
Education
University of California, Santa Barbara 1994 — 2000
Bachelors of Arts, Business Economics with Emphasis in Accounting
Supporting Strategies September 2014 - Present
J. Hilburn Men's Clothier June 2013 - Present
Citco Fund Services (San Francisco) July 2007 - July 2010
Citco Fund Services September 2006 - June 2007
Fisher Investments 2004 - 2006
Fisher Investments, Inc 2002 - 2004
Franklin Templeton June 2000 - April 2002
Skills
Hedge Funds, Mutual Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Fund Administration, Financial Reporting, Accounting, Bloomberg, US GAAP, Fund Accounting, Options, Bonds, Asset Management, Investments, Investor Relations
Education
University of California, Santa Barbara 1994 — 2000
Bachelors of Arts, Business Economics with Emphasis in Accounting
Rebecca Graham's Citco Fund Services Experience 2008 - 2009
Job Finance Director at Gap Inc./ Banana Republic
Industry Retail
Experience
Gap Inc./ Banana Republic June 2015 - Present
Gap Inc./Banana Republic March 2013 - June 2015
Scoot Networks October 2012 - March 2013
Gap Inc./Banana Republic November 2011 - February 2013
Gap Inc./Outlet 2009 - 2011
Citco Fund Services 2008 - 2009
Intel 2007 - 2008
Education
University of Minnesota-Twin Cities
Finance, International Business
Gap Inc./ Banana Republic June 2015 - Present
Gap Inc./Banana Republic March 2013 - June 2015
Scoot Networks October 2012 - March 2013
Gap Inc./Banana Republic November 2011 - February 2013
Gap Inc./Outlet 2009 - 2011
Citco Fund Services 2008 - 2009
Intel 2007 - 2008
Education
University of Minnesota-Twin Cities
Finance, International Business
Amy (Prazniak) Cerrato Amy (Prazniak) Cerrato's Citco Fund Services Experience 2009 - 2010
Job Brand Project Manager
Industry Marketing and Advertising
Experience
Bank of America December 2014 - Present
Taylor & Francis Group February 2013 - December 2014
Taylor & Francis Group April 2012 - February 2013
Lyons Companies November 2010 - April 2012
Citco Fund Services 2009 - 2010
Skills
Publishing, Journals, Online Publishing, Editing, Copy Editing, Insurance, Brokers, Academic Publishing, Photography, Journalism, News Writing, Advertising, Editorial, Proofreading, Microsoft Office, Marketing, Web Content
Education
University of Delaware 2005 — 2009
BA, English Major/Concentration in Journalism/Spanish Minor
Bank of America December 2014 - Present
Taylor & Francis Group February 2013 - December 2014
Taylor & Francis Group April 2012 - February 2013
Lyons Companies November 2010 - April 2012
Citco Fund Services 2009 - 2010
Skills
Publishing, Journals, Online Publishing, Editing, Copy Editing, Insurance, Brokers, Academic Publishing, Photography, Journalism, News Writing, Advertising, Editorial, Proofreading, Microsoft Office, Marketing, Web Content
Education
University of Delaware 2005 — 2009
BA, English Major/Concentration in Journalism/Spanish Minor
Anne Yip's Citco Fund Services Experience December 2005 - June 2011
Job Controller at Nipun Capital, L.P.
Industry Investment Management
Experience
Nipun Capital, L.P. August 2013 - Present
Buena Vista Fund Management, LLC July 2011 - August 2013
Citco Fund Services December 2005 - June 2011
Skills
Hedge Funds, Alternative Investments
Education
University of California, Davis
Bachelor of Science (BS), Business/Managerial Economics
Nipun Capital, L.P. August 2013 - Present
Buena Vista Fund Management, LLC July 2011 - August 2013
Citco Fund Services December 2005 - June 2011
Skills
Hedge Funds, Alternative Investments
Education
University of California, Davis
Bachelor of Science (BS), Business/Managerial Economics
Christopher Borne's Citco Fund Services Experience August 2008 - December 2011
Job New Business Rep at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Citco Fund Services August 2008 - December 2011
Comcast Spectacor August 2007 - December 2007
Action Sports Media August 2005 - December 2005
Skills
Event Planning, Team Leadership, Compliance, Financial Reporting, Team Management, Efficient in Microsoft..., Teamwork, Administration, Writing, Word Processing, Data Processing, Research, New Business Development, Account Management, Customer Service
Education
University of South Carolina-Columbia 2003 — 2007
BS, SPTE
Transamerica July 2012 - Present
Citco Fund Services August 2008 - December 2011
Comcast Spectacor August 2007 - December 2007
Action Sports Media August 2005 - December 2005
Skills
Event Planning, Team Leadership, Compliance, Financial Reporting, Team Management, Efficient in Microsoft..., Teamwork, Administration, Writing, Word Processing, Data Processing, Research, New Business Development, Account Management, Customer Service
Education
University of South Carolina-Columbia 2003 — 2007
BS, SPTE
Dave Ramaley's Citco Fund Services Experience June 2005 - February 2007
Job Senior Software Product Management and eCommerce Expert
Industry Internet
Experience
Best Buy (consultant) August 2013 - January 2015
Best Buy (consultant) May 2012 - July 2013
Best Buy (consultant) June 2008 - April 2012
Best Buy (consultant) November 2009 - May 2010
RedBrick Health May 2007 - June 2008
Citco Fund Services June 2005 - February 2007
Capgemini/Ernst and Young 1999 - 2005
CBS, Inc. 1992 - 1997
Skills
Product Management, SDLC, Management, IT Strategy, Business Analysis, Requirements Analysis, Process Improvement, Mobile Devices, Conversion Optimization, Agile Methodologies, Leadership, Strategic Partnerships, IT Management, Analytics, Cross-functional Team..., Software Project..., Integration, Vendor Management, E-commerce, Start-ups, Strategic Planning, Business Process, Business Process..., Program Management, Software Development, Business Development, Competitive Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA
University of Colorado Boulder - Leeds School of Business
B.S.
Best Buy (consultant) August 2013 - January 2015
Best Buy (consultant) May 2012 - July 2013
Best Buy (consultant) June 2008 - April 2012
Best Buy (consultant) November 2009 - May 2010
RedBrick Health May 2007 - June 2008
Citco Fund Services June 2005 - February 2007
Capgemini/Ernst and Young 1999 - 2005
CBS, Inc. 1992 - 1997
Skills
Product Management, SDLC, Management, IT Strategy, Business Analysis, Requirements Analysis, Process Improvement, Mobile Devices, Conversion Optimization, Agile Methodologies, Leadership, Strategic Partnerships, IT Management, Analytics, Cross-functional Team..., Software Project..., Integration, Vendor Management, E-commerce, Start-ups, Strategic Planning, Business Process, Business Process..., Program Management, Software Development, Business Development, Competitive Analysis, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA
University of Colorado Boulder - Leeds School of Business
B.S.
Dan Glickman Dan Glickman's Citco Fund Services Experience June 2014 - Present
Job Business Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services June 2014 - Present
Citco Fund Services January 2012 - June 2014
Schulich School of Business April 2011 - December 2011
University of Guelph April 2010 - September 2010
University of Guelph January 2009 - January 2010
University of Guelph September 2006 - December 2008
Applied Mathematics Dept, University of Western Ontario May 2005 - September 2005
Skills
Physics, VBA, Financial Modeling, Data Analysis, Bloomberg, Analysis, Statistics, Financial Analysis, Fund Accounting, Business Analysis, Financial Reporting, Hedge Funds, Team Leadership, Teamwork, Research, Microsoft Excel, Derivatives, Applied Mathematics, Quantitative Research
Education
York University - Schulich School of Business 2010 — 2012
MBA, Finance
University of Guelph 2006 — 2008
MSc, Physics
Western University 2002 — 2006
BSc, Physics, Applied Mathematics
Citco Fund Services June 2014 - Present
Citco Fund Services January 2012 - June 2014
Schulich School of Business April 2011 - December 2011
University of Guelph April 2010 - September 2010
University of Guelph January 2009 - January 2010
University of Guelph September 2006 - December 2008
Applied Mathematics Dept, University of Western Ontario May 2005 - September 2005
Skills
Physics, VBA, Financial Modeling, Data Analysis, Bloomberg, Analysis, Statistics, Financial Analysis, Fund Accounting, Business Analysis, Financial Reporting, Hedge Funds, Team Leadership, Teamwork, Research, Microsoft Excel, Derivatives, Applied Mathematics, Quantitative Research
Education
York University - Schulich School of Business 2010 — 2012
MBA, Finance
University of Guelph 2006 — 2008
MSc, Physics
Western University 2002 — 2006
BSc, Physics, Applied Mathematics
Caroline Hanley's Citco Fund Services Experience September 2009 - July 2012
Job Financial Analyst at Lieff Cabraser Heimann & Bernstein, LLP
Industry Capital Markets
Experience
Lieff Cabraser Heimann & Bernstein, LLP January 2015 - May 2015
Citigroup Private Bank September 2013 - November 2014
Citco Fund Services September 2009 - July 2012
Bank of America Securities April 2007 - February 2009
Bank of America Securities December 2004 - March 2007
Bank of America September 2003 - November 2004
Skills
Swaps, Bloomberg, Derivatives, Equities, Banking, Fixed Income, Hedge Funds, Risk Management, Corporate Finance, Alternative Investments, Options, Financial Risk, Bonds, Capital Markets, Trading, Finance, Management
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Business Administration, concentration in Finance
Lieff Cabraser Heimann & Bernstein, LLP January 2015 - May 2015
Citigroup Private Bank September 2013 - November 2014
Citco Fund Services September 2009 - July 2012
Bank of America Securities April 2007 - February 2009
Bank of America Securities December 2004 - March 2007
Bank of America September 2003 - November 2004
Skills
Swaps, Bloomberg, Derivatives, Equities, Banking, Fixed Income, Hedge Funds, Risk Management, Corporate Finance, Alternative Investments, Options, Financial Risk, Bonds, Capital Markets, Trading, Finance, Management
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Business Administration, concentration in Finance
Joseph B. Vela's Citco Fund Services Experience November 2012 - February 2014
Job Data Specialist at Curalate
Industry Music
Experience
Curalate August 2015 - Present
Curalate February 2014 - Present
Tweed October 2010 - Present
Citco Fund Services November 2012 - February 2014
Deltronica March 2010 - May 2013
Relix Magazine June 2011 - August 2011
UDClassNotes.com July 2009 - March 2011
Skills
Access, PowerPoint, Photoshop, Illustrator, HTML + CSS, Google Analytics, Ableton Live, Dreamweaver, iMovie, Garageband, Music Production, Music Industry, Microsoft Excel, Social Networking, Social Media, Blogging, Event Planning, Word, Excel, VBA, SQL, Information Technology, Google Docs, Outlook, MS Project, SEO, Hardware Support, Information Security, IT Audit, Risk Management, Hedge Funds, Software Development, UAT coordination, XML, Visio, SharePoint, Business Development, Quickbooks, SPSS, Music Education, Drums, Percussion, Guitar, Photography, Film Production, Blogger Outreach, Advertising Sales, Market Research, Technology, Salesforce.com
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Management
Curalate August 2015 - Present
Curalate February 2014 - Present
Tweed October 2010 - Present
Citco Fund Services November 2012 - February 2014
Deltronica March 2010 - May 2013
Relix Magazine June 2011 - August 2011
UDClassNotes.com July 2009 - March 2011
Skills
Access, PowerPoint, Photoshop, Illustrator, HTML + CSS, Google Analytics, Ableton Live, Dreamweaver, iMovie, Garageband, Music Production, Music Industry, Microsoft Excel, Social Networking, Social Media, Blogging, Event Planning, Word, Excel, VBA, SQL, Information Technology, Google Docs, Outlook, MS Project, SEO, Hardware Support, Information Security, IT Audit, Risk Management, Hedge Funds, Software Development, UAT coordination, XML, Visio, SharePoint, Business Development, Quickbooks, SPSS, Music Education, Drums, Percussion, Guitar, Photography, Film Production, Blogger Outreach, Advertising Sales, Market Research, Technology, Salesforce.com
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Management
Anthony Pennisi Anthony Pennisi's Citco Fund Services Experience January 2013 - Present
Job Senior Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2013 - Present
Citco Fund Services June 2011 - December 2012
UBS June 2010 - September 2010
Valley Vista Swim April 2006 - August 2010
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Hedge Funds, Hedge Accounting, Customer Service, Account Reconciliation, Financial Accounting, Accounting, Bloomberg, Derivatives, Economics
Education
University of California, Santa Barbara 2008 — 2010
B.A., Business Economics, Minor Sports Management
Citco Fund Services January 2013 - Present
Citco Fund Services June 2011 - December 2012
UBS June 2010 - September 2010
Valley Vista Swim April 2006 - August 2010
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Hedge Funds, Hedge Accounting, Customer Service, Account Reconciliation, Financial Accounting, Accounting, Bloomberg, Derivatives, Economics
Education
University of California, Santa Barbara 2008 — 2010
B.A., Business Economics, Minor Sports Management
Adam Gouveia's Citco Fund Services Experience February 2010 - August 2010
Job CoFounder FluintC Ltd
Industry Financial Services
Experience
Pantera Capital Management 2013 - 2015
Wells Fargo 2011 - 2013
Citco Fund Services February 2010 - August 2010
Pantera Capital June 2007 - August 2009
Citco Fund Services July 2005 - June 2007
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance
University of California, Davis
BS, Managerial Economics
St. Helena High School 1996 — 2000
Pantera Capital Management 2013 - 2015
Wells Fargo 2011 - 2013
Citco Fund Services February 2010 - August 2010
Pantera Capital June 2007 - August 2009
Citco Fund Services July 2005 - June 2007
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance
University of California, Davis
BS, Managerial Economics
St. Helena High School 1996 — 2000
Michael Cangiano, CPA Michael Cangiano, CPA's Citco Fund Services Experience September 2014 - Present
Job Team Lead at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services September 2014 - Present
Citco Fund Services September 2012 - September 2014
PwC July 2011 - August 2012
PwC September 2008 - June 2011
University of Connecticut August 2006 - May 2008
PwC June 2007 - August 2007
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, GAAP, Financial Accounting, External Audit
Education
The University of Connecticut 2008 — 2009
Masters of Science, Accountancy
The University of Connecticut 2004 — 2008
Bachelor of Science, Business Administration; Accounting; Sociology, Cum Laude
Austin Prep 2000 — 2004
Citco Fund Services September 2014 - Present
Citco Fund Services September 2012 - September 2014
PwC July 2011 - August 2012
PwC September 2008 - June 2011
University of Connecticut August 2006 - May 2008
PwC June 2007 - August 2007
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, GAAP, Financial Accounting, External Audit
Education
The University of Connecticut 2008 — 2009
Masters of Science, Accountancy
The University of Connecticut 2004 — 2008
Bachelor of Science, Business Administration; Accounting; Sociology, Cum Laude
Austin Prep 2000 — 2004
Christian Koch Christian Koch's Citco Fund Services Experience June 2008 - July 2011
Job Biopharmaceutical Representative at Amgen
Industry Financial Services
Experience
Amgen August 2012 - Present
The Dubin Group August 2011 - August 2012
Citco Fund Services June 2008 - July 2011
Education
University of Scranton 2004 — 2008
Bachelor, Accounting
Amgen August 2012 - Present
The Dubin Group August 2011 - August 2012
Citco Fund Services June 2008 - July 2011
Education
University of Scranton 2004 — 2008
Bachelor, Accounting
Abbie Kuzmen's Citco Fund Services Experience September 2012 - June 2014
Job Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Citco Fund Services September 2012 - June 2014
US Bank January 2011 - September 2012
Institute for Entrepreneurial January 2009 - January 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Teamwork, Aexeo, Markitwire, Reconciliation, Account Reconciliation, Business Planning, Portfolio Management, Data Analysis
Education
University of Pittsburgh 2007 — 2010
BSBA, Finance, Economics, Leadership and Ethics
Wells Fargo Securities June 2014 - Present
Citco Fund Services September 2012 - June 2014
US Bank January 2011 - September 2012
Institute for Entrepreneurial January 2009 - January 2011
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Teamwork, Aexeo, Markitwire, Reconciliation, Account Reconciliation, Business Planning, Portfolio Management, Data Analysis
Education
University of Pittsburgh 2007 — 2010
BSBA, Finance, Economics, Leadership and Ethics
Joel Hill, PMP, MCTS Joel Hill, PMP, MCTS's Citco Fund Services Experience March 2007 - April 2009
Job Chief Technology Officer @ eSoftware Associates
Industry Management Consulting
Experience
eSoftware Associates January 2015 - Present
Washington, DC May 2009 - Present
SharePoint Programmer December 2011 - Present
U.S. Department of Education September 2010 - December 2011
Citco Fund Services March 2007 - April 2009
HSBC 2005 - 2007
Deutsche Bank June 2004 - April 2005
Skills
SharePoint, SharePoint Designer, Excel Services, Cloud Computing, Office 365, OData, InfoPath, PerformancePoint, Hedge Funds, Private Equity, iPad, iPhone, Android, Triple Bottom Line, Systems Theory, Technical Writing, Budgets, Microsoft Excel, Proposal Writing, Business Requirements, Excel, Budgeting, Management, Project Management, Visio, Strategy, Analysis, Enterprise Software, Leadership, Quality Assurance, Governance, Business Intelligence, Business Process...
Education
Argosy University Washington, DC 2011 — 2013
Master of Business Administration (MBA), Finance
University of Pittsburgh 1998 — 2002
BAS, Mathematics and Economics
eSoftware Associates January 2015 - Present
Washington, DC May 2009 - Present
SharePoint Programmer December 2011 - Present
U.S. Department of Education September 2010 - December 2011
Citco Fund Services March 2007 - April 2009
HSBC 2005 - 2007
Deutsche Bank June 2004 - April 2005
Skills
SharePoint, SharePoint Designer, Excel Services, Cloud Computing, Office 365, OData, InfoPath, PerformancePoint, Hedge Funds, Private Equity, iPad, iPhone, Android, Triple Bottom Line, Systems Theory, Technical Writing, Budgets, Microsoft Excel, Proposal Writing, Business Requirements, Excel, Budgeting, Management, Project Management, Visio, Strategy, Analysis, Enterprise Software, Leadership, Quality Assurance, Governance, Business Intelligence, Business Process...
Education
Argosy University Washington, DC 2011 — 2013
Master of Business Administration (MBA), Finance
University of Pittsburgh 1998 — 2002
BAS, Mathematics and Economics
Michael Guastamachio Michael Guastamachio's Citco Fund Services Experience June 2007 - February 2008
Job Senior Financial Analyst at Ellie Mae
Industry Utilities
Experience
Ellie Mae September 2015 - Present
Ubisoft April 2014 - July 2015
Ubisoft June 2012 - April 2014
Celera August 2011 - June 2012
Pacific Gas & Electric November 2009 - July 2011
PG&E February 2008 - November 2009
Citco Fund Services June 2007 - February 2008
Citco Fund Services March 2006 - June 2007
Skills
Financial Modeling, Analysis, Cross-functional Team..., Budgeting, Annual Budgets, Forecasting, Financial Reporting, Variance Analysis, Financial Metrics, Ad Hoc Reporting, Fund Accounting, Reconciliation, Monthly Closing, Accruals, Journal Entries, SAP, Business Wharehouse, Essbase, Excel, PowerPoint, Word, Outlook, Microsoft Excel, Budgets, Microsoft Word, Account Reconciliation, Strategic Financial..., Finance
Education
Haas School of Business, UC Berkeley 2012 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2002 — 2005
BA, Economics
Ellie Mae September 2015 - Present
Ubisoft April 2014 - July 2015
Ubisoft June 2012 - April 2014
Celera August 2011 - June 2012
Pacific Gas & Electric November 2009 - July 2011
PG&E February 2008 - November 2009
Citco Fund Services June 2007 - February 2008
Citco Fund Services March 2006 - June 2007
Skills
Financial Modeling, Analysis, Cross-functional Team..., Budgeting, Annual Budgets, Forecasting, Financial Reporting, Variance Analysis, Financial Metrics, Ad Hoc Reporting, Fund Accounting, Reconciliation, Monthly Closing, Accruals, Journal Entries, SAP, Business Wharehouse, Essbase, Excel, PowerPoint, Word, Outlook, Microsoft Excel, Budgets, Microsoft Word, Account Reconciliation, Strategic Financial..., Finance
Education
Haas School of Business, UC Berkeley 2012 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2002 — 2005
BA, Economics
David Spadea's Citco Fund Services Experience 2004 - 2005
Job Vice President, Cloud Core Development, Engineering at TD
Industry Computer Software
Experience
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
Denelle Lum's Citco Fund Services Experience February 2005 - October 2006
Job Experienced Operations and Business Analyst
Industry Financial Services
Experience
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
Karl Lashkari's Citco Fund Services Experience June 2011 - August 2012
Job Operations Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management August 2012 - Present
Citco Fund Services June 2011 - August 2012
Citco Fund Services July 2009 - June 2011
Citco Fund Services September 2007 - June 2009
UC Davis 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Strategic Partnerships, Partnerships, Business Development, Business Strategy, Strategic Planning, Operations Management, Sales, Management, HTML, CSS, JavaScript, Negotiation, Technology Roadmapping, SQL, Vendor Relationship..., Team Leadership, CRM, Client Services, Relationship Management, Tactical Implementations, Web Design, jQuery, Bloomberg, Project Management
Education
University of California, Davis 2003 — 2007
Bachelor of Science (B.S.), Managerial Economics
University of California, Davis 2003 — 2007
Minor, Communications
San Luis Obispo High School 1999 — 2003
Wells Capital Management August 2012 - Present
Citco Fund Services June 2011 - August 2012
Citco Fund Services July 2009 - June 2011
Citco Fund Services September 2007 - June 2009
UC Davis 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Strategic Partnerships, Partnerships, Business Development, Business Strategy, Strategic Planning, Operations Management, Sales, Management, HTML, CSS, JavaScript, Negotiation, Technology Roadmapping, SQL, Vendor Relationship..., Team Leadership, CRM, Client Services, Relationship Management, Tactical Implementations, Web Design, jQuery, Bloomberg, Project Management
Education
University of California, Davis 2003 — 2007
Bachelor of Science (B.S.), Managerial Economics
University of California, Davis 2003 — 2007
Minor, Communications
San Luis Obispo High School 1999 — 2003
Brian Tompkins's Citco Fund Services Experience 2004 - Present
Job Senior VP of Operations CITCO Fund Services
Industry Investment Management
Experience
Citco Fund Services 2004 - Present
JPMorgan 1998 - 2004
Salomon Brothers 1997 - 1998
Renaissance Capital 1994 - 1997
Skills
Fund Administration, Hedge Funds, Equities, Fixed Income, Alternative Investments
Education
University of Oregon 1986 — 1991
Citco Fund Services 2004 - Present
JPMorgan 1998 - 2004
Salomon Brothers 1997 - 1998
Renaissance Capital 1994 - 1997
Skills
Fund Administration, Hedge Funds, Equities, Fixed Income, Alternative Investments
Education
University of Oregon 1986 — 1991
Jennifer Jerman's Citco Fund Services Experience November 2003 - May 2005
Job Research at Select Equity Group, L.P.
Industry Research
Experience
Select Equity Group, L.P. July 2014 - Present
Gerson Lehrman Group January 2012 - July 2014
Gerson Lehrman Group January 2009 - December 2011
Gerson Lehrman Group August 2007 - January 2009
Kforce August 2005 - July 2007
Citco Fund Services November 2003 - May 2005
Skills
Financial Services, Business Development, Strategic Planning, Business Strategy, Research, Hedge Funds, Competitive Analysis, Account Management, New Business Development, Recruiting, Executive Search
Education
University of San Diego 1996 — 2000
Business Administration
Select Equity Group, L.P. July 2014 - Present
Gerson Lehrman Group January 2012 - July 2014
Gerson Lehrman Group January 2009 - December 2011
Gerson Lehrman Group August 2007 - January 2009
Kforce August 2005 - July 2007
Citco Fund Services November 2003 - May 2005
Skills
Financial Services, Business Development, Strategic Planning, Business Strategy, Research, Hedge Funds, Competitive Analysis, Account Management, New Business Development, Recruiting, Executive Search
Education
University of San Diego 1996 — 2000
Business Administration
Donal Carroll's Citco Fund Services Experience 2003 - 2005
Job Controller at Videojet
Industry Consumer Goods
Experience
Videojet February 2008 - Present
Alberto Culver June 2005 - January 2008
Citco Fund Services 2003 - 2005
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Customer Service, Human Resources, Consolidation, Hyperion Enterprise, Internal Controls, Forecasting, Working Capital..., Financial Audits, US GAAP, Accounting, General Ledger, Auditing, Account Reconciliation
Education
University College Dublin 1995 — 1998
Bachelor of Commerce (B.Com.), Accounting
Clongowes Wood College
Videojet February 2008 - Present
Alberto Culver June 2005 - January 2008
Citco Fund Services 2003 - 2005
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Customer Service, Human Resources, Consolidation, Hyperion Enterprise, Internal Controls, Forecasting, Working Capital..., Financial Audits, US GAAP, Accounting, General Ledger, Auditing, Account Reconciliation
Education
University College Dublin 1995 — 1998
Bachelor of Commerce (B.Com.), Accounting
Clongowes Wood College
Yadvinder (Vinay) Bedi's Citco Fund Services Experience February 2013 - January 2014
Job Solution Designer at Rogers Communications(Seeking New opportunities)
Industry Computer Software
Experience
Rogers Communications February 2014 - Present
Citco Fund Services February 2013 - January 2014
Wind Mobile September 2011 - December 2012
CGI April 2011 - January 2012
Virgin Mobile March 2009 - April 2011
Region of Peel November 2008 - February 2009
Virgin Mobile May 2008 - November 2008
rogers telecom 2006 - 2008
Skills
Oracle, Data Warehousing, Data Modeling, Big Data Analytics
Education
University of Pune 1993 — 1997
Bachelor's, Electronics
Shivalik Public School,Chandigarh 1981 — 1993
Rogers Communications February 2014 - Present
Citco Fund Services February 2013 - January 2014
Wind Mobile September 2011 - December 2012
CGI April 2011 - January 2012
Virgin Mobile March 2009 - April 2011
Region of Peel November 2008 - February 2009
Virgin Mobile May 2008 - November 2008
rogers telecom 2006 - 2008
Skills
Oracle, Data Warehousing, Data Modeling, Big Data Analytics
Education
University of Pune 1993 — 1997
Bachelor's, Electronics
Shivalik Public School,Chandigarh 1981 — 1993
Raj Radhakrishnan's Citco Fund Services Experience April 2013 - April 2014
Job Capital markets application systems engineer Vice President
Industry Capital Markets
Experience
Wells Fargo Securities April 2014 - Present
Citco Fund Services April 2013 - April 2014
Barclays Capital June 2012 - April 2013
Citi June 2010 - June 2012
UBS Investment Bank July 2008 - July 2010
Prudential Financial January 2006 - September 2008
iNautix Technologies (Affiliate of Pershing/Bank of New York Mellon) June 2003 - December 2005
HCL Technologies June 2000 - June 2003
Indigo Technologies India Pvt Ltd (SSI Technologies) February 1998 - May 2000
Skills
Investment Banking, Front Office Trading..., Fixed Income Technology, Trade capture and..., Trade confirmation, Trade allocation
Education
Centre for Development of Advanced Computing (C-DAC) 1997 — 1998
Post Graduate Diploma in Advanced Computing, Computer Software Engineering
University of Madras 1993 — 1997
Bachelor of Engineering, Electronics & Communication
PAA Higher Secondary School
Wells Fargo Securities April 2014 - Present
Citco Fund Services April 2013 - April 2014
Barclays Capital June 2012 - April 2013
Citi June 2010 - June 2012
UBS Investment Bank July 2008 - July 2010
Prudential Financial January 2006 - September 2008
iNautix Technologies (Affiliate of Pershing/Bank of New York Mellon) June 2003 - December 2005
HCL Technologies June 2000 - June 2003
Indigo Technologies India Pvt Ltd (SSI Technologies) February 1998 - May 2000
Skills
Investment Banking, Front Office Trading..., Fixed Income Technology, Trade capture and..., Trade confirmation, Trade allocation
Education
Centre for Development of Advanced Computing (C-DAC) 1997 — 1998
Post Graduate Diploma in Advanced Computing, Computer Software Engineering
University of Madras 1993 — 1997
Bachelor of Engineering, Electronics & Communication
PAA Higher Secondary School
Alan Ham's Citco Fund Services Experience August 2010 - Present
Job Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services August 2010 - Present
Education
University of California, Berkeley 2006 — 2010
University of California, Berkeley, Haas School of Business 2006 — 2010
Citco Fund Services August 2010 - Present
Education
University of California, Berkeley 2006 — 2010
University of California, Berkeley, Haas School of Business 2006 — 2010
Stephanie Garbutt's Citco Fund Services Experience November 2006 - March 2012
Job Control Buyer at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. September 2015 - Present
Williams-Sonoma, Inc. February 2015 - August 2015
Williams-Sonoma, Inc. March 2014 - January 2015
Williams-Sonoma, Inc. August 2013 - March 2014
Williams-Sonoma, Inc. July 2012 - June 2013
Citco Fund Services November 2006 - March 2012
UC Davis September 2003 - June 2006
John Muir Health June 2004 - September 2004
Skills
Accounting, Microsoft Excel, Training, Financial Analysis, Project Management, Process Improvement, Microsoft Office, Event Planning, Data Analysis, Time Management, Management, Market Research, Planning, Project Coordination, Project Planning
Education
UC Berkeley Extension 2011 — 2013
Certificate, Project Management
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Williams-Sonoma, Inc. September 2015 - Present
Williams-Sonoma, Inc. February 2015 - August 2015
Williams-Sonoma, Inc. March 2014 - January 2015
Williams-Sonoma, Inc. August 2013 - March 2014
Williams-Sonoma, Inc. July 2012 - June 2013
Citco Fund Services November 2006 - March 2012
UC Davis September 2003 - June 2006
John Muir Health June 2004 - September 2004
Skills
Accounting, Microsoft Excel, Training, Financial Analysis, Project Management, Process Improvement, Microsoft Office, Event Planning, Data Analysis, Time Management, Management, Market Research, Planning, Project Coordination, Project Planning
Education
UC Berkeley Extension 2011 — 2013
Certificate, Project Management
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Troy Dakin's Citco Fund Services Experience April 2011 - Present
Job Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services April 2011 - Present
Caledonian Fund Services LLC November 2007 - August 2010
Bank of New York Mellon August 2001 - November 2007
Education
University of Maine 1991 — 1995
Bachelor's of Science, Business Administration: Finance & Marketing
Citco Fund Services April 2011 - Present
Caledonian Fund Services LLC November 2007 - August 2010
Bank of New York Mellon August 2001 - November 2007
Education
University of Maine 1991 — 1995
Bachelor's of Science, Business Administration: Finance & Marketing
Beth Gilligan's Citco Fund Services Experience AccountantJanus Capital Group2003 - 2004
Job Account Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services AccountantJanus Capital Group2003 - 2004
Alps Fund Services 2001 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Citco Fund Services AccountantJanus Capital Group2003 - 2004
Alps Fund Services 2001 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Alice Ma's Citco Fund Services Experience January 2012 - October 2013
Job Symphony Asset Management
Industry Financial Services
Experience
Symphony Asset Management October 2013 - Present
Citco Fund Services January 2012 - October 2013
Citco Fund Services January 2009 - December 2011
Citco Fund Services February 2007 - December 2008
Skills
Fund Accounting, Fund Administration, Financial Reporting, Private Equity
Education
University of California, Berkeley 2002 — 2006
BA, Economics
Symphony Asset Management October 2013 - Present
Citco Fund Services January 2012 - October 2013
Citco Fund Services January 2009 - December 2011
Citco Fund Services February 2007 - December 2008
Skills
Fund Accounting, Fund Administration, Financial Reporting, Private Equity
Education
University of California, Berkeley 2002 — 2006
BA, Economics
Jil Noriye's Citco Fund Services Experience July 2010 - Present
Job VP, Human Resources at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services July 2010 - Present
McMorgan & Company July 2006 - January 2010
Skills
Employee Benefits, Succession Planning, Onboarding, Human Resources, Deferred Compensation, Benefits Administration, Employee Relations
Education
University of San Francisco
Bachelor of Science (BS), Organizational Behavior
Citco Fund Services July 2010 - Present
McMorgan & Company July 2006 - January 2010
Skills
Employee Benefits, Succession Planning, Onboarding, Human Resources, Deferred Compensation, Benefits Administration, Employee Relations
Education
University of San Francisco
Bachelor of Science (BS), Organizational Behavior
Lazo Christopulos's Citco Fund Services Experience 2008 - 2008
Job Financial Analyst
Industry Financial Services
Experience
Investor Economics July 2015 - Present
Investor Economics July 2015 - Present
Investor Economics July 2015 - Present
ML Collections May 2014 - Present
Munich Re November 2009 - June 2013
TD Canada Trust June 2009 - November 2009
Citco Fund Services 2008 - 2008
Citigroup 2007 - 2008
Skills
Access, Financial Analysis, Microsoft Office, Business Analysis, Bloomberg, Account Reconciliation, Valuation, Equities, Portfolio Management, Mutual Funds, Microsoft Excel, Options, Asset Allocation, Investments, Finance, Bonds, Requirements Gathering, Process Improvement, Data Analysis, Project Management, Requirements Analysis, Data Gathering, Client Audit Visit, Error Analysis, Data Integrity, Excel models, MS Access Programming, Excel Automation, Data Parsing, PowerPoint, Microsoft SQL Server, Multifonds, MPower, Hedgetek, InvestOne, Aexeo, Bloomberg Terminal, Citrix, Crystal Reports, Matlab, R, PHP, SQL, Mathematics, Business Statistics, Regression Testing, Manual Testing, Quality Assurance, Customer Relations
Education
University of Guelph 2003 — 2007
BA. Math, Econ, Math, Stats, Econ, Programming
University of Guelph 2003 — 2007
Bachelor of Arts (B.A.), Mathematics & Economics
Investor Economics July 2015 - Present
Investor Economics July 2015 - Present
Investor Economics July 2015 - Present
ML Collections May 2014 - Present
Munich Re November 2009 - June 2013
TD Canada Trust June 2009 - November 2009
Citco Fund Services 2008 - 2008
Citigroup 2007 - 2008
Skills
Access, Financial Analysis, Microsoft Office, Business Analysis, Bloomberg, Account Reconciliation, Valuation, Equities, Portfolio Management, Mutual Funds, Microsoft Excel, Options, Asset Allocation, Investments, Finance, Bonds, Requirements Gathering, Process Improvement, Data Analysis, Project Management, Requirements Analysis, Data Gathering, Client Audit Visit, Error Analysis, Data Integrity, Excel models, MS Access Programming, Excel Automation, Data Parsing, PowerPoint, Microsoft SQL Server, Multifonds, MPower, Hedgetek, InvestOne, Aexeo, Bloomberg Terminal, Citrix, Crystal Reports, Matlab, R, PHP, SQL, Mathematics, Business Statistics, Regression Testing, Manual Testing, Quality Assurance, Customer Relations
Education
University of Guelph 2003 — 2007
BA. Math, Econ, Math, Stats, Econ, Programming
University of Guelph 2003 — 2007
Bachelor of Arts (B.A.), Mathematics & Economics
Chad Pawling's Citco Fund Services Experience September 2012 - Present
Job Fund Accounting at Citco Fund Services
Industry Investment Management
Experience
Citco Fund Services September 2012 - Present
Citco Fund Services February 2010 - October 2012
Millennium Partners May 2002 - January 2010
Goldman Sachs 2000 - 2002
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Prime Brokerage, Securities, Options, Middle Office, Asset Managment, Capital Markets, Alternative Investments, CDS, Private Equity, Fund Administration, Fund Accounting
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Business Administration - Finance
Wyomissing High School - Wyomissing, PA
Citco Fund Services September 2012 - Present
Citco Fund Services February 2010 - October 2012
Millennium Partners May 2002 - January 2010
Goldman Sachs 2000 - 2002
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Prime Brokerage, Securities, Options, Middle Office, Asset Managment, Capital Markets, Alternative Investments, CDS, Private Equity, Fund Administration, Fund Accounting
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Business Administration - Finance
Wyomissing High School - Wyomissing, PA
Achal Yadav's Citco Fund Services Experience February 2010 - February 2015
Job Accounting Professional
Industry Financial Services
Experience
Mizuho Capital Markets Corp. April 2015 - Present
Citco Fund Services February 2010 - February 2015
glopeop May 2004 - December 2008
ubs 2000 - 2005
Skills
Accounting
Education
University of Bridgeport 1999 — 2001
BA, Accounting/Finance
Mizuho Capital Markets Corp. April 2015 - Present
Citco Fund Services February 2010 - February 2015
glopeop May 2004 - December 2008
ubs 2000 - 2005
Skills
Accounting
Education
University of Bridgeport 1999 — 2001
BA, Accounting/Finance
Alexis Mannarino's Citco Fund Services Experience October 2011 - April 2014
Job Supervisor at Citco Fund Services
Industry Financial Services
Experience
Team Beachbody February 2014 - Present
Retirement Direct May 2014 - February 2015
Citco Fund Services October 2011 - April 2014
Deutsche Bank February 2010 - September 2011
DB HedgeWorks, LLC June 2008 - May 2009
DB HedgeWorks, LLC October 2006 - June 2008
Mellon Financial May 2006 - September 2006
Alexis Mannarino February 2006 - May 2006
Mellon Financial August 2005 - February 2006
Mellon Financial March 2004 - August 2005
Skills
Equities, Portfolio Management, Management, Fundraising, Hedge Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's of Arts Degree, Economics; Finance and Management
Team Beachbody February 2014 - Present
Retirement Direct May 2014 - February 2015
Citco Fund Services October 2011 - April 2014
Deutsche Bank February 2010 - September 2011
DB HedgeWorks, LLC June 2008 - May 2009
DB HedgeWorks, LLC October 2006 - June 2008
Mellon Financial May 2006 - September 2006
Alexis Mannarino February 2006 - May 2006
Mellon Financial August 2005 - February 2006
Mellon Financial March 2004 - August 2005
Skills
Equities, Portfolio Management, Management, Fundraising, Hedge Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's of Arts Degree, Economics; Finance and Management
Veenita Patel's Citco Fund Services Experience May 2014 - Present
Job Senior Analyst at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services May 2014 - Present
BNY Mellon July 2013 - May 2014
BNY Mellon July 2011 - July 2013
BNY Mellon July 2009 - July 2011
BNY Mellon October 2007 - July 2009
Skills
Financial Services, Fund Of Funds, Portfolio Management, Hedge Funds, Asset Management, Fund Administration, Investment Management, Private Equity, Trading, Alternative Investments, Mutual Funds
Education
University of Connecticut 2001 — 2006
Bachelors in Science, Economics and Molecular Cell Biology
Bergen County Academies 1997 — 2001
Academy of Medical Science and Technology, Medical Sciences and technology
Citco Fund Services May 2014 - Present
BNY Mellon July 2013 - May 2014
BNY Mellon July 2011 - July 2013
BNY Mellon July 2009 - July 2011
BNY Mellon October 2007 - July 2009
Skills
Financial Services, Fund Of Funds, Portfolio Management, Hedge Funds, Asset Management, Fund Administration, Investment Management, Private Equity, Trading, Alternative Investments, Mutual Funds
Education
University of Connecticut 2001 — 2006
Bachelors in Science, Economics and Molecular Cell Biology
Bergen County Academies 1997 — 2001
Academy of Medical Science and Technology, Medical Sciences and technology
Jay De Jesus's Citco Fund Services Experience February 2013 - April 2014
Job Fund Accountant at Oaktree Capital Management
Industry Internet
Experience
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Oaktree Capital Management April 2014 - Present
Citco Fund Services February 2013 - April 2014
Citco Fund Services March 2012 - February 2013
Conifer Securities October 2010 - March 2012
First Investors Corporation November 2009 - February 2010
Skills
Excel, Microsoft Office, Word, Advent, Microsoft Excel, Fund Administration, Microsoft Word, Business Analysis, Fund Accounting
Education
University of California, Berkeley 2006 — 2009
B.A., Environmental Economics and Policy
Thomas M. Plaut's Citco Fund Services Experience September 2011 - May 2012
Job Corporate Actions Specialist at Accusource LLC
Industry Financial Services
Experience
Accusource LLC March 2012 - Present
Citco Fund Services September 2011 - May 2012
FX Solutions May 2008 - August 2008
Skills
Hedging, Back Office, Foreign Exchange, Investments, Derivatives, Portfolio Management, Financial Analysis, Account Reconciliation, Fixed Income, Advent, Operations Management, Hedge Funds
Education
University of Massachusetts, Amherst 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Resource Economics with concentration in Managerial Economics
Conestoga High School
Accusource LLC March 2012 - Present
Citco Fund Services September 2011 - May 2012
FX Solutions May 2008 - August 2008
Skills
Hedging, Back Office, Foreign Exchange, Investments, Derivatives, Portfolio Management, Financial Analysis, Account Reconciliation, Fixed Income, Advent, Operations Management, Hedge Funds
Education
University of Massachusetts, Amherst 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Resource Economics with concentration in Managerial Economics
Conestoga High School
Domani Vendargon's Citco Fund Services Experience September 2012 - December 2014
Job Senior Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Citco Fund Services September 2012 - December 2014
Capital Group February 2006 - August 2007
SG Securities 1999 - 2002
Education
University of North Carolina at Charlotte 2008 — 2010
PwC January 2015 - Present
Citco Fund Services September 2012 - December 2014
Capital Group February 2006 - August 2007
SG Securities 1999 - 2002
Education
University of North Carolina at Charlotte 2008 — 2010
Lynne Gerbehy's Citco Fund Services Experience March 2010 - February 2013
Job Senior Accountant at Laurion Capital
Industry Insurance
Experience
Laurion Capital February 2013 - Present
Citco Fund Services March 2010 - February 2013
AEGIS September 2008 - March 2010
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science in Economics, Finance and Accounting
Laurion Capital February 2013 - Present
Citco Fund Services March 2010 - February 2013
AEGIS September 2008 - March 2010
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science in Economics, Finance and Accounting
Nathan SooHoo's Citco Fund Services Experience June 2011 - January 2013
Job
Industry Venture Capital & Private Equity
Experience
Trulioo April 2015 - Present
Venture Scanner June 2013 - April 2015
NetService Ventures Group June 2013 - April 2015
AlwaysOn Ventures January 2013 - June 2013
Citco Fund Services June 2011 - January 2013
Grayslake Advisors May 2010 - June 2011
Fung Capital USA November 2010 - May 2011
Skills
Portfolio Management, Securities, Options, Financial Modeling, Investments, Bloomberg, Due Diligence, Investment Strategies, Analysis, Start-ups, Management, Valuation, Hedge Funds, Private Equity, Strategy
Education
University of California, Los Angeles
BA, Business-Economics
Trulioo April 2015 - Present
Venture Scanner June 2013 - April 2015
NetService Ventures Group June 2013 - April 2015
AlwaysOn Ventures January 2013 - June 2013
Citco Fund Services June 2011 - January 2013
Grayslake Advisors May 2010 - June 2011
Fung Capital USA November 2010 - May 2011
Skills
Portfolio Management, Securities, Options, Financial Modeling, Investments, Bloomberg, Due Diligence, Investment Strategies, Analysis, Start-ups, Management, Valuation, Hedge Funds, Private Equity, Strategy
Education
University of California, Los Angeles
BA, Business-Economics
Porsha Vogt's Citco Fund Services Experience November 2005 - April 2007
Job Senior InHome Care
Industry Hospital & Health Care
Experience
Golden Care October 2012 - Present
SCM Advisors LLC., (Subsidiary of Virtus Investment Partners) April 2007 - March 2011
Citco Fund Services November 2005 - April 2007
Leerink Swann & Co February 2005 - August 2005
Skills
Portfolio Management, Hedge Funds, Bloomberg, CRM, Management, Trading, Accounting, Marketing, Due Diligence, Sales, Product Management, Microsoft Office, Customer Service, Marketing Strategy, Account Reconciliation, Account Management, Analysis, Business Analysis, Business Development, Business Strategy, Corporate Communications, Financial Services, Fixed Income, Investments, Investor Relations, Leadership, Risk Management, Securities, Social Media, Strategic Planning, Vendor Management, Marketing Communications, New Business Development, Public Relations
Education
2004University of Colorado at 2000 — 2004
B.S, Business Administration; Management
University of Pittsburgh 2003 — 2003
RSF Elementary 1991 — 1997
Golden Care October 2012 - Present
SCM Advisors LLC., (Subsidiary of Virtus Investment Partners) April 2007 - March 2011
Citco Fund Services November 2005 - April 2007
Leerink Swann & Co February 2005 - August 2005
Skills
Portfolio Management, Hedge Funds, Bloomberg, CRM, Management, Trading, Accounting, Marketing, Due Diligence, Sales, Product Management, Microsoft Office, Customer Service, Marketing Strategy, Account Reconciliation, Account Management, Analysis, Business Analysis, Business Development, Business Strategy, Corporate Communications, Financial Services, Fixed Income, Investments, Investor Relations, Leadership, Risk Management, Securities, Social Media, Strategic Planning, Vendor Management, Marketing Communications, New Business Development, Public Relations
Education
2004University of Colorado at 2000 — 2004
B.S, Business Administration; Management
University of Pittsburgh 2003 — 2003
RSF Elementary 1991 — 1997
Sam Curtis's Citco Fund Services Experience January 2014 - April 2014
Job Associate Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management April 2014 - Present
Citco Fund Services January 2014 - April 2014
Citco Fund Services November 2010 - January 2014
US Bank December 2009 - November 2010
MassMutual Financial Group September 2008 - October 2009
Skills
Risk Analytics, Visual Basic, SQL, Quantitative Finance, Financial Risk, Derivatives, Bloomberg, Financial Reporting, Hedge Funds
Education
University of South Carolina - The Moore School of Business 2004 — 2008
BSBA, Finance, International Business; Minor in French
Babson Capital Management April 2014 - Present
Citco Fund Services January 2014 - April 2014
Citco Fund Services November 2010 - January 2014
US Bank December 2009 - November 2010
MassMutual Financial Group September 2008 - October 2009
Skills
Risk Analytics, Visual Basic, SQL, Quantitative Finance, Financial Risk, Derivatives, Bloomberg, Financial Reporting, Hedge Funds
Education
University of South Carolina - The Moore School of Business 2004 — 2008
BSBA, Finance, International Business; Minor in French
David Mass's Citco Fund Services Experience August 2014 - Present
Job Tax Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2014 - Present
Fidelity Investments March 2012 - August 2014
Quality EDGAR Solutions October 2011 - March 2012
Comfort Concepts January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
G&L Partners December 2008 - February 2009
KRS Certified Public Accounts June 2007 - August 2007
Skills
Investments, Securities, Financial Analysis, Equities, Wealth Management, Management, Corporate Actions, Options, Tax, Finance, Valuation, Bloomberg, Mutual Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting and Finance
Dwight Englewood High School 2000 — 2006
Citco Fund Services August 2014 - Present
Fidelity Investments March 2012 - August 2014
Quality EDGAR Solutions October 2011 - March 2012
Comfort Concepts January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
G&L Partners December 2008 - February 2009
KRS Certified Public Accounts June 2007 - August 2007
Skills
Investments, Securities, Financial Analysis, Equities, Wealth Management, Management, Corporate Actions, Options, Tax, Finance, Valuation, Bloomberg, Mutual Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting and Finance
Dwight Englewood High School 2000 — 2006
Filip Vrnak's Citco Fund Services Experience June 2008 - November 2008
Job Gameplay Analyst at Electronic Arts (EA)
Industry Computer Games
Experience
Electronic Arts (EA) March 2014 - April 2015
International Digital Entertainment Agency April 2013 - March 2014
Electronic Arts July 2012 - November 2012
L-3 Communications February 2012 - August 2012
Gameforge September 2009 - February 2012
Hooked Media Group March 2009 - September 2009
Citco Fund Services June 2008 - November 2008
Skills
Online Gaming, Video Games, Monetization, MMO, Social Games, Casual Games, Game Development, Virtual Goods, Free to Play, Research, MMORPG, Game Design, Gaming, Community Management, Product Management, Team Management, Game Mechanics, Mobile Games, Interactive..., Gaming Industry, Developer Relations, Spanish, Microsoft Office, Social Networking, Social Media, Facebook, Performance Metrics, Trend Tracking, Online Community..., Social Media Marketing, Online Communities, iPhone, User Experience, Oracle SQL Developer
Education
University of California, Berkeley 2003 — 2007
B.A, Political Economy of Industrial Societies
Electronic Arts (EA) March 2014 - April 2015
International Digital Entertainment Agency April 2013 - March 2014
Electronic Arts July 2012 - November 2012
L-3 Communications February 2012 - August 2012
Gameforge September 2009 - February 2012
Hooked Media Group March 2009 - September 2009
Citco Fund Services June 2008 - November 2008
Skills
Online Gaming, Video Games, Monetization, MMO, Social Games, Casual Games, Game Development, Virtual Goods, Free to Play, Research, MMORPG, Game Design, Gaming, Community Management, Product Management, Team Management, Game Mechanics, Mobile Games, Interactive..., Gaming Industry, Developer Relations, Spanish, Microsoft Office, Social Networking, Social Media, Facebook, Performance Metrics, Trend Tracking, Online Community..., Social Media Marketing, Online Communities, iPhone, User Experience, Oracle SQL Developer
Education
University of California, Berkeley 2003 — 2007
B.A, Political Economy of Industrial Societies
Huey Nguyen, PMP's Citco Fund Services Experience January 2014 - Present
Job Integration Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2014 - Present
Citco Fund Services 2011 - December 2013
Citco Fund Services 2008 - 2010
Citco Fund Services 2007 - 2008
DundeeWealth Inc 2004 - 2006
Magna Powertrain 2002 - 2004
Skills
Bloomberg Terminal, Settlement, Financial Markets, Hedge Funds, Financial Services, Alternative Investments, Risk Management, Equities, Derivatives, Bloomberg, Capital Markets
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Honours Bachelor of Commerce, Finance and Accounting
Citco Fund Services January 2014 - Present
Citco Fund Services 2011 - December 2013
Citco Fund Services 2008 - 2010
Citco Fund Services 2007 - 2008
DundeeWealth Inc 2004 - 2006
Magna Powertrain 2002 - 2004
Skills
Bloomberg Terminal, Settlement, Financial Markets, Hedge Funds, Financial Services, Alternative Investments, Risk Management, Equities, Derivatives, Bloomberg, Capital Markets
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Honours Bachelor of Commerce, Finance and Accounting
Rohan Sawant's Citco Fund Services Experience July 2013 - December 2013
Job Technical Support Engineer at Informatica
Industry Computer Software
Experience
Informatica March 2014 - Present
Citco Fund Services July 2013 - December 2013
Skills
Java, C++, C, Hadoop, MapReduce, HTML, SQL, JavaScript, Microsoft Office, C#, MySQL, Programming, Windows, PHP, Linux, Microsoft Excel, CSS, Oracle
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Science (MS), Computer Science
University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering
Informatica March 2014 - Present
Citco Fund Services July 2013 - December 2013
Skills
Java, C++, C, Hadoop, MapReduce, HTML, SQL, JavaScript, Microsoft Office, C#, MySQL, Programming, Windows, PHP, Linux, Microsoft Excel, CSS, Oracle
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Science (MS), Computer Science
University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Computer Engineering
Ashley Bateman's Citco Fund Services Experience June 2006 - December 2012
Job Accountant at Crosslink Capital
Industry Financial Services
Experience
Crosslink Capital December 2012 - Present
Citco Fund Services June 2006 - December 2012
Skills
Fund Accounting, Hedge Funds, Fund Administration
Education
UC Davis
Economics
Crosslink Capital December 2012 - Present
Citco Fund Services June 2006 - December 2012
Skills
Fund Accounting, Hedge Funds, Fund Administration
Education
UC Davis
Economics
Gregory Dabrowski's Citco Fund Services Experience November 2010 - May 2011
Job Analyst/Junior Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan Asset Management March 2013 - August 2014
J.P. Morgan Asset Management May 2011 - March 2013
Citco Fund Services November 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance and Legal Studies & Business Ethics
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan Asset Management March 2013 - August 2014
J.P. Morgan Asset Management May 2011 - March 2013
Citco Fund Services November 2010 - May 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance and Legal Studies & Business Ethics
Scott Okimura's Citco Fund Services Experience November 2012 - Present
Job Senior Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services November 2012 - Present
Nintai, LLC. January 2011 - November 2012
State Street January 2008 - May 2009
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Citco Fund Services November 2012 - Present
Nintai, LLC. January 2011 - November 2012
State Street January 2008 - May 2009
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Hamid Virani's Citco Fund Services Experience August 2012 - Present
Job Java Developer Consultant at Citco Fund Services
Industry Information Technology and Services
Experience
Citco Fund Services August 2012 - Present
Ontario Institute for Cancer Research May 2012 - August 2012
Rogers Communications August 2010 - May 2012
Mphasis November 2005 - May 2012
Wells Fargo March 2009 - August 2010
J.P. Morgan 2005 - 2009
Lionbridge June 2004 - November 2005
Skills
XML, Agile Methodologies, SDLC, SOA, Java Enterprise Edition, Requirements Analysis, Web Applications, JDBC, Oracle, Business Analysis, Spring, Microsoft SQL Server, Agile Project Management, Web Services, Java
Education
University of Mumbai 1999 — 2002
Bachelor of Engineering
M. H. Saboo Siddik Polytechnic, 1996 — 1999
Diploma, Industrial Electronics
Citco Fund Services August 2012 - Present
Ontario Institute for Cancer Research May 2012 - August 2012
Rogers Communications August 2010 - May 2012
Mphasis November 2005 - May 2012
Wells Fargo March 2009 - August 2010
J.P. Morgan 2005 - 2009
Lionbridge June 2004 - November 2005
Skills
XML, Agile Methodologies, SDLC, SOA, Java Enterprise Edition, Requirements Analysis, Web Applications, JDBC, Oracle, Business Analysis, Spring, Microsoft SQL Server, Agile Project Management, Web Services, Java
Education
University of Mumbai 1999 — 2002
Bachelor of Engineering
M. H. Saboo Siddik Polytechnic, 1996 — 1999
Diploma, Industrial Electronics
Glen Kim's Citco Fund Services Experience April 2012 - April 2015
Job Senior Operations Associate at PCO Investment Management LP
Industry Investment Management
Experience
PCO Investment Management LP May 2015 - Present
Citco Fund Services April 2012 - April 2015
The Segal Company November 2007 - May 2012
Skills
Pensions, Microsoft Excel, Valuation, Data Analysis, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Finance, Management, Investments, Research, Bloomberg, Hedge Funds, Microsoft Word
Education
University of California, Los Angeles 2004 — 2006
B.S., Applied Mathematics
University of California, Los Angeles
Applied Mathematics
PCO Investment Management LP May 2015 - Present
Citco Fund Services April 2012 - April 2015
The Segal Company November 2007 - May 2012
Skills
Pensions, Microsoft Excel, Valuation, Data Analysis, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Finance, Management, Investments, Research, Bloomberg, Hedge Funds, Microsoft Word
Education
University of California, Los Angeles 2004 — 2006
B.S., Applied Mathematics
University of California, Los Angeles
Applied Mathematics
Justin Ciniello's Citco Fund Services Experience August 2009 - January 2012
Job Middle Office
Industry Financial Services
Experience
ICAP April 2012 - Present
Citco Fund Services August 2009 - January 2012
GlobeOp Financial Services 2008 - 2009
DTCC Deriv/SERV August 2001 - 2008
Skills
Investment Banking, Middle Office, Financial Services, Credit Derivatives, Fixed Income, Bloomberg, Equities, Derivatives, Capital Markets, Securities, Hedge Funds, FX Options, Options, Trading Systems, Alternative Investments, Back Office, Bonds, Corporate Actions, Equity Derivatives, Financial Markets, Prime Brokerage, Settlement, Trading, Swaps, Interest Rate..., Electronic Trading, Collateral Management, CDS, Structured Products
Education
University of Delaware 1993 — 1997
Bachelor of Arts (B.A.), International Relations and Affairs
Bergen Catholic 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
ICAP April 2012 - Present
Citco Fund Services August 2009 - January 2012
GlobeOp Financial Services 2008 - 2009
DTCC Deriv/SERV August 2001 - 2008
Skills
Investment Banking, Middle Office, Financial Services, Credit Derivatives, Fixed Income, Bloomberg, Equities, Derivatives, Capital Markets, Securities, Hedge Funds, FX Options, Options, Trading Systems, Alternative Investments, Back Office, Bonds, Corporate Actions, Equity Derivatives, Financial Markets, Prime Brokerage, Settlement, Trading, Swaps, Interest Rate..., Electronic Trading, Collateral Management, CDS, Structured Products
Education
University of Delaware 1993 — 1997
Bachelor of Arts (B.A.), International Relations and Affairs
Bergen Catholic 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
Rachita Namdeo's Citco Fund Services Experience May 2012 - March 2014
Job Business Intelligence Solutions Architect at West Interactive Services
Industry Information Technology and Services
Experience
Citco Fund Services May 2012 - March 2014
American IT Solutions Inc. February 2012 - May 2012
TIAA-CREF September 2011 - December 2011
TIAA-CREF June 2011 - August 2011
Skills
Oracle, PL/SQL, Business Analysis, VBA, MS Project, Databases, SharePoint, SQL, Java, Microsoft Office, Microsoft SQL Server, Data Warehousing, Requirements Gathering, C#, .NET, Microsoft Visual Studio, HTML, JSP, XSL, C++, SQL Server 2000-2008, NetBeans 7.0.1, Eclipse, Microsoft Project, Dreamweaver CS3, XML, C, SAS 9.3.1, Microstrategy, SAS Enterprise Guide 4.2, SAP Business Objects..., SAP BO Universe Designer, OBIEE, MicroStrategy Reporting, Tortoise SVN, Toad 9.0, Dreamweaver, Visual Studio, Visio, SDLC, Business Intelligence, Agile Methodologies, Systems Analysis, Testing, SAS
Education
Christ Church Girls' Senior Secondary School
High School
Gyan Ganga Institute of Technology & Sciences
Bachelors Of Engineering, Electrical Engineering
University of North Carolina at Charlotte
Master of Science, Information Technology Management(Business Analysis), 3.5
Citco Fund Services May 2012 - March 2014
American IT Solutions Inc. February 2012 - May 2012
TIAA-CREF September 2011 - December 2011
TIAA-CREF June 2011 - August 2011
Skills
Oracle, PL/SQL, Business Analysis, VBA, MS Project, Databases, SharePoint, SQL, Java, Microsoft Office, Microsoft SQL Server, Data Warehousing, Requirements Gathering, C#, .NET, Microsoft Visual Studio, HTML, JSP, XSL, C++, SQL Server 2000-2008, NetBeans 7.0.1, Eclipse, Microsoft Project, Dreamweaver CS3, XML, C, SAS 9.3.1, Microstrategy, SAS Enterprise Guide 4.2, SAP Business Objects..., SAP BO Universe Designer, OBIEE, MicroStrategy Reporting, Tortoise SVN, Toad 9.0, Dreamweaver, Visual Studio, Visio, SDLC, Business Intelligence, Agile Methodologies, Systems Analysis, Testing, SAS
Education
Christ Church Girls' Senior Secondary School
High School
Gyan Ganga Institute of Technology & Sciences
Bachelors Of Engineering, Electrical Engineering
University of North Carolina at Charlotte
Master of Science, Information Technology Management(Business Analysis), 3.5
Xue Qin (Sue) Jin's Citco Fund Services Experience January 2010 - Present
Job Fund Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2010 - Present
Citco Fund Services December 2006 - December 2009
Skills
Accounting, Tax, Account Reconciliation
Education
University of Missouri-Kansas City
Bachelor of Arts (B.A.), Economics
Citco Fund Services January 2010 - Present
Citco Fund Services December 2006 - December 2009
Skills
Accounting, Tax, Account Reconciliation
Education
University of Missouri-Kansas City
Bachelor of Arts (B.A.), Economics
Andrew Macleary's Citco Fund Services Experience August 2014 - Present
Job Senior Accountant at The Citco Group of Companies
Industry Higher Education
Experience
Citco Fund Services August 2014 - Present
Citco Fund Services September 2012 - August 2014
University of Delaware 2008 - 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Microsoft Excel, Financial Statements, General Ledger, Internal Controls, Access, Tax, Sarbanes-Oxley Act, PeopleSoft, Microsoft Office, Microsoft Word
Education
University of Delaware 2007 — 2012
Bachelor's degree, Accounting and International Business
Citco Fund Services August 2014 - Present
Citco Fund Services September 2012 - August 2014
University of Delaware 2008 - 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Microsoft Excel, Financial Statements, General Ledger, Internal Controls, Access, Tax, Sarbanes-Oxley Act, PeopleSoft, Microsoft Office, Microsoft Word
Education
University of Delaware 2007 — 2012
Bachelor's degree, Accounting and International Business
Edward Feduke's Citco Fund Services Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Citco Fund Services 2011 - 2012
Northwestern Mutual 2009 - 2010
Education
University of North Carolina at Charlotte 2010 — 2011
Master of Accountancy
University of Florida 2005 — 2009
Bachelor of Science in Business Administration, Finance
Citco Fund Services 2011 - 2012
Northwestern Mutual 2009 - 2010
Education
University of North Carolina at Charlotte 2010 — 2011
Master of Accountancy
University of Florida 2005 — 2009
Bachelor of Science in Business Administration, Finance
Vaibhav Bidwai's Citco Fund Services Experience October 2007 - June 2011
Job
Industry Financial Services
Experience
Citco Fund Services October 2007 - June 2011
Synechron September 2006 - October 2007
Tech Mahindra (formerly Mahindra Satyam) July 2001 - June 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Agile Methodologies, ITIL, Change Management, IT Strategy, IT Service Management, Project Management, Integration, PMP
Education
University of Mumbai
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Citco Fund Services October 2007 - June 2011
Synechron September 2006 - October 2007
Tech Mahindra (formerly Mahindra Satyam) July 2001 - June 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Agile Methodologies, ITIL, Change Management, IT Strategy, IT Service Management, Project Management, Integration, PMP
Education
University of Mumbai
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Hootae Kim's Citco Fund Services Experience July 2014 - Present
Job Tax Director at Citco Fund Service (USA) Inc.
Industry Financial Services
Experience
Citco Fund Services July 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2004 - July 2014
Education
University of Delaware
Master of Business Administration (MBA), Accounting
Citco Fund Services July 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2004 - July 2014
Education
University of Delaware
Master of Business Administration (MBA), Accounting
Anuradha Wijegunawardhana's Citco Fund Services Experience January 2002 - August 2004
Job IT Consultant at N & R Consulting Corp
Industry Information Technology and Services
Experience
N & R Consulting Corp Senior Unix EngineerAIGNovember 2012 - Present
Bank of America April 2011 - October 2012
AIG August 2004 - April 2011
Citco Fund Services January 2002 - August 2004
Invertica Inc. July 2000 - October 2001
Sri Lanka Navy November 1992 - November 1999
Skills
Disaster Recovery &..., Design and implement..., Solaris 8/9/10, AIX, RedHat, Veritas Cluster Server, Veritas Storage..., Netbackup, Sun Cluster, Oracle RAC, ITIL, VMware, IBM Servers, Sun Server, Business Impact Analysis, GPFS, HACMP, Veritas Cluster File..., Unix
Education
University of Derby 2006 — 2009
Master of Science (MSc), Strategic Information Technology Management, Pass
Sir John Kotalawala Defence Academy, Sri Lanka 1989 — 1992
Bachelor of Science (BSc), Electrical and Electronics Engineering, Pass
Ananda College
N & R Consulting Corp Senior Unix EngineerAIGNovember 2012 - Present
Bank of America April 2011 - October 2012
AIG August 2004 - April 2011
Citco Fund Services January 2002 - August 2004
Invertica Inc. July 2000 - October 2001
Sri Lanka Navy November 1992 - November 1999
Skills
Disaster Recovery &..., Design and implement..., Solaris 8/9/10, AIX, RedHat, Veritas Cluster Server, Veritas Storage..., Netbackup, Sun Cluster, Oracle RAC, ITIL, VMware, IBM Servers, Sun Server, Business Impact Analysis, GPFS, HACMP, Veritas Cluster File..., Unix
Education
University of Derby 2006 — 2009
Master of Science (MSc), Strategic Information Technology Management, Pass
Sir John Kotalawala Defence Academy, Sri Lanka 1989 — 1992
Bachelor of Science (BSc), Electrical and Electronics Engineering, Pass
Ananda College
Brian Hermes's Citco Fund Services Experience January 2015 - Present
Job Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2015 - Present
Education
University of Southern California 2003 — 2007
Citco Fund Services January 2015 - Present
Education
University of Southern California 2003 — 2007