ClearBridge Investments
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 2005 Parent organization: Legg Mason Subsidiary: SALOMON BROTHERS ASSET MANAGEMENT INC
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ClearBridge Investments Employees
Adams Street Partners January 2015 - Present
Industry Ventures July 2013 - March 2014
Rose Marie Pilates June 2010 - July 2013
Artisan Partners April 2010 - June 2011
ClearBridge Investments October 2007 - June 2009
Skills
Event Planning, Microsoft Office, Customer Service, Microsoft Excel, Marketing, Research
Education
City University of New York-Hunter College 2002 — 2006
Bachelor's Degree, English Language and Literature, General
the northwest school
ClearBridge Investments January 2012 - Present
Morgan Stanley Smith Barney 2008 - January 2012
Citigroup March 2007 - June 2008
Legg Mason Inc., Clearbridge Advisors group December 2005 - April 2008
Citigroup Asset Management 2000 - 2005
Salomon Smith Barney Asset Management 1996 - 1999
Shearson Lehman Asset Management October 1992 - 1995
Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Capital Markets, Series 63, Investment Management, Fixed Income, Financial Advisory, Hedge Funds, Strategy, Wealth Management, Mutual Funds, ETFs, Equities, Securities, Separately Managed..., Equity Research, Bloomberg, Trading, FINRA, Bonds, Series 24, Wealth Management..., Series 65, Equity Trading, High Net Worth..., Uniform Combined State..., Financial Services, Electronic Trading, Financial Markets, Fund Of Funds
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Political Science, Economics
Christian Brothers Academy 1983 — 1987
high school degree
GMMB January 2015 - Present
Texas Instruments July 2013 - September 2014
Texas Instruments July 2012 - July 2013
ClearBridge Investments June 2011 - August 2011
U.S. Department of Energy June 2010 - August 2010
Skills
Accounting, Auditing, Account Reconciliation, Financial Reporting, Access, Analysis, Financial Analysis, Management, Leadership, Accounts Receivable, Finance, General Ledger, Human Resources, Variance Analysis, Revenue Recognition
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (MBA)
Tuskegee University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Wells Fargo June 2014 - Present
WebMax Communications November 2013 - Present
Saint Joseph's University August 2013 - May 2014
Beacon Mortgage May 2012 - March 2014
ClearBridge Investments May 2013 - August 2013
East Coast Surf & Sport January 2011 - June 2013
Landmark Americana Tap & Grill August 2012 - May 2013
Saint Joseph's University August 2012 - May 2013
AlDar Bistro October 2009 - January 2012
Acme Markets June 2007 - August 2010
Skills
Microsoft Office, Social Networking, Social Media, Customer Service, Mac, Facebook, CRM, Bilingual, Social Media Marketing, Data Entry, Team Management, PowerPoint, Microsoft Excel, Database Design, Bloomberg, FactSet, Salesforce.com, Calyx Point, Pulse Mortgage CRM, Provisioning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Spanish
Saint Louis University, Madrid, Spain 2012 — 2012
Spring 2012 Study Abroad Student
Bishop Eustace Preparatory High School 2005 — 2009
Saint Rose of Lima
Quorum Business Solutions August 2014 - Present
ClearBridge Investments June 2013 - August 2013
Raytheon June 2010 - August 2010
McDonald's Corporation July 2008 - June 2010
Skills
Bloomberg
Education
Prairie View A&M University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.72
Middlebury College 2012 — 2012
Mandarin Chinese, 4.0
Hankuk University of Foreign Studies 2011 — 2011
International Business, 4.0
ClearBridge Investments January 2011 - Present
Legg Mason Global Asset Management January 2006 - January 2011
Citigroup Asset Management June 2002 - January 2006
Skills
Investments, Equities, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Hedge Funds
Education
Syracuse University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
The Abraaj Group August 2015 - Present
Simon School Venture Capital Fund September 2014 - Present
ClearBridge Investments June 2015 - August 2015
BlackRock August 2012 - June 2014
Royal Bank of Canada Capital Markets October 2010 - September 2012
KPMG June 2007 - November 2010
Skills
Financial Analysis, Strategy, Venture Capital, Start-up Consulting, Due Diligence, Valuation, Finance, Corporate Finance, Financial Modeling, Quantitative Analytics, Project Management, Auditing, Capital Markets, Microsoft Excel, Financial Risk..., FX Derivatives, Analysis, Economics, Portfolio Management, Investments
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance
City University of New York-Hunter College 2004 — 2008
B.S., Accounting, Economics, Psychology
T. Rowe Price June 2015 - August 2015
University of Maryland September 2014 - December 2014
ClearBridge Investments June 2014 - August 2014
Legg Mason June 2013 - January 2014
Skills
Investments, Equities, Bloomberg, Microsoft Excel, Java, Visual Basic, HTML, Financial Risk, Economics, Equity Research, Bloomberg Terminal, Equity Valuation, DCF Valuation
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master’s Degree, Finance
University of Maryland College Park 2013 — 2015
Bachelor’s Degree, B.A. Economics
River Hill High 2009 — 2013
Capital One August 2003 - Present
ClearBridge Investments May 2000 - August 2003
Skills
Portfolio Management, Banking, Equities, Financial Analysis, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Business Administration (MBA)
Sweet Briar College 1996 — 2000
Bachelor of Arts (B.A.), Economics
ClearBridge Investments July 2014 - Present
Atalanta Sosnoff Capital December 2010 - July 2014
M&R Capital Management Inc June 2010 - December 2010
Skills
Microsoft Office
Education
Fordham University 2008 — 2010
Bachelor of Science, Business Administration with a Concentration in Finance
FirstKey June 2015 - Present
Spartan Capital Securities, LLC January 2015 - May 2015
ClearBridge Investments May 2014 - August 2014
Lincoln Financial Group February 2014 - May 2014
Santa Fe Mexican Grill May 2013 - August 2013
Warehouse Technology, Inc. June 2006 - August 2013
Overhead Door Corporation October 2008 - March 2010
Skills
Data Entry, Access, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Spreadsheets, Lotus Notes, Administrative..., Office Management, Invoicing, Telephone Skills, Time Management, Teamwork, Inventory Management, Microsoft Office, Analysis, Facebook, Microsoft Office 2007, Social Networking, Finance, Inventory Control, SPSS, Microsoft Publisher
Education
Manhattanville College 2012 — 2015
Bachelor's of Arts Degree, Major: Finance Minor: Mathematics & Marketing, GPA: 3.97
Clarkson University 2011 — 2012
Studied: Engineering and Business Management
ClearBridge Investments November 2014 - Present
Lord, Abbett & Co. LLC October 2012 - Present
Lord Abbett October 2009 - October 2012
Lord, Abbett & Co. LLC January 2006 - October 2009
Skills
Mutual Funds, Series 7, Equities, Investments, Asset Management, Asset Allocation, Series 63, Fixed Income, Investment Strategies, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Finance
ClearBridge Investments September 2014 - Present
DaVinciTek June 2014 - August 2014
Trilliant November 2013 - May 2014
OpenBet Ltd November 2012 - November 2013
Hewlett-Packard Enterprise Services UK Ltd. June 2011 - November 2012
Hewlett-Packard Hungary Ltd. July 2005 - May 2011
Skills
Tomcat, Unix, Integration, Weblogic, Java, Java Enterprise Edition, Scrum, Agile Methodologies, Enterprise Software, Linux, Databases, SOA, Web Services, Maven, Solution Architecture, Mule ESB, Fuse ESB, Apache Camel, Subversion, JMeter, JMS, Continuous Integration, Jenkins, ActiveMQ, SOAP, SDLC, Shell Scripting, Git, RESTful WebServices, Profiling Tools, OSGi
Education
Technical University of Budapest 2001 — 2006
Master of Science (MSc), Computer Software Engineering, summa cum laude
ClearBridge Investments November 2005 - Present
Morgan Stanley Smith Barney 1997 - 2005
Skills
Series 7, Equities, Alternative Investments, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
BS, Finance
ClearBridge Investments May 2015 - July 2015
Arch Capital September 2014 - December 2014
Barclays July 2009 - June 2014
Lehman Brothers July 2008 - August 2008
Skills
Capital Markets, Investment Banking, Hedging, Quantitative Analytics, Enterprise Risk..., Loans, Capital Structure, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equities, Derivatives, LBO
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Mathematics, Economics
Quantitative Management Associates LLC September 2013 - Present
ClearBridge Investments 2009 - 2012
ClearBridge Investments 2005 - 2009
Citigroup Asset Management 2000 - 2005
Citigroup Asset Management 1993 - 2000
Skills
Investments, Equities, Mutual Funds, Investment Strategies, Trading, Valuation, Finance, Strategy, Alternative Investments, Financial Analysis, Business Strategy, Financial Services, New Business Development, Asset Allocation, Retirement Planning, Microsoft Excel, Series 7, Portfolio Management
Education
Boston College 1984 — 1987
Bachelor of Arts (B.A.), Political Science
Boston College
ClearBridge Investments April 2011 - Present
BNY Mellon December 2009 - February 2011
iNautix Technologies December 2007 - October 2009
Cybernet Software Systems November 2006 - December 2007
Skills
Java, Java EE, JQUERY, Oracle / SQL Server, FLEX, SDLC, SOA, Flex, Weblogic, Java Enterprise Edition, jQuery
Education
Bharathidasan University 2004 — 2006
MBA, Business Administration
Madurai Kamaraj University 1997 — 2000
MCA, Computer Applications
Yadava College 1994 — 1997
B.Sc, Physics
ClearBridge Investments April 2013 - Present
Citigroup January 2005 - April 2013
Citigroup January 2007 - January 2008
Citigroup January 2001 - January 2005
Franklin Township, NJ School District January 1997 - January 2001
East Orange, NJ School District January 1995 - January 1997
Skills
ITIL, Business Continuity, Disaster Recovery, Data Center, SharePoint, Unix, Risk Management, Program Management, Leadership, Vendor Management, Process Improvement, System Administration, Technical Support, SDLC, Software Documentation, Troubleshooting
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Psychology
Roselle Catholic
Roselle Catholic
Rutgers University
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC September 2004 - March 2013
Brandywine Global 2004 - 2008
Goldman Sachs Asset Management 2001 - 2004
Virginia Retirement System July 1999 - August 2001
CalPERS May 1997 - June 1999
Skills
Equities, Portfolio Management, Valuation, Series 63, Private Equity, Investments, Financial Analysis, Alternative Investments, Bloomberg, Asset Managment, Asset Allocation, Asset Management, Management, Bonds, Series 7, Equity Valuation, Hedge Funds, Equity Research, Fixed Income, Investment Banking, Financial Modeling, Risk Management, Investment Management, Fund Of Funds, Capital Markets, Wealth Management, Due Diligence, Emerging Markets, Financial Markets, Investment Strategies, Mutual Funds, Trading, Investment Advisory, Securities, Institutional..., High Yield, Options, Structured Products, Venture Capital, Structured Finance, Equity Derivatives, Quantitative Finance, ETFs, Strategic Financial..., Stock Picking, Trading Systems, Equity Trading, Chartered Financial...
Education
Haslam College of Business at the University of Tennessee 1985 — 1987
MBA, Finance
Old Dominion University 1982 — 1984
BS, Finance
New English School Kuwait 1976 — 1981
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley 2008 - January 2015
Legg Mason Private Portfolio Group 2006 - 2008
ClearBridge Investments 2005 - 2006
Citigroup Asset Management 2001 - 2005
Smith Barney Asset Management 1999 - 2001
Smith Barney Asset Management April 1997 - December 1999
Skills
Managed Accounts, Separately Managed..., Trading, Fund Of Funds, Unified Managed Accounts, Investment Advisory, Asset Managment, Trust Services, Trustee Investments, Portfolio Management, Portfolio Development, Overlay, Investment Strategies, Restructuring, Tax Overlay Portfolio..., Asset Management, Managing Accounts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 7, Securities, Mutual Funds, Management, Equities, Financial Services
Education
Bryant University 1994 — 1998
Finance, Accounting, Economics, Statistics, Actuarial Math, Computer Information Systems
Irvington High School (NY) 1990 — 1994
New York University
Italian - Florence Italy
Runa Foundation August 2014 - July 2015
Fundación Runa January 2012 - July 2014
Fundación Runa June 2011 - August 2011
B Lab February 2011 - June 2011
ClearBridge Investments September 2009 - January 2011
ClearBridge Investments August 2006 - September 2009
Evergreen Investments May 2005 - July 2006
Skills
Impact Assessment, Project Management, International..., Analysis, Financial Modeling, Salesforce.com, Qualitative Research, Quantitative Research, Leadership, Community Outreach, Management, Investments, Strategy, Spanish, Community Development, Grant Writing, Fundraising, Microsoft Excel, International Relations, Survey Design, Event Planning, Customer Service, Program Management, Editing, Finance, Research, Nonprofits, Public Speaking, Social Media
Education
New School University 2009 — 2012
MA, International Affairs
Boston University 2001 — 2005
BA, International Relations
Brookline High School
ClearBridge Investments November 2013 - Present
World Resources Institute April 2013 - November 2013
World Resources Institute December 2011 - March 2013
Trucost June 2011 - November 2011
Trucost January 2009 - June 2011
Lion Television October 2007 - October 2008
MadHouse, Inc. September 2006 - September 2007
Kigio Wildlife Conservancy January 2003 - April 2003
Forum for the Future July 2001 - August 2001
Skills
Sustainable Development, Sustainability, Environmental Issues, Carbon, Sustainability Reporting, Environmental Policy, Climate Change, Environmental Impact..., Corporate Social..., Policy Analysis, Environmental Economics, Carbon Footprinting, Socially Responsible..., Energy Policy, Sustainable Business, Environmental
Education
Imperial College London 2009 — 2010
Master of Science (MSc), Environmental Technology, Distinction
The University of Manchester 2003 — 2006
Bachelor of Science (B.Sc.), Biology, First
ClearBridge Investments April 2012 - Present
Lord Abbett & Co. August 2001 - December 2011
Merrill Lynch Investment Management November 1999 - August 2001
New York Police Pension Fund October 1983 - July 1999
NYC Patrolmen's Benevolent Association February 1977 - June 1999
Skills
Series 7, Series 63, Institutional Sales, Pension Funds, Market Analysis, Investments, Alternative Investments, Portfolio Management, Uniform Combined State..., Mutual Funds, Hedge Funds, Fixed Income, Equities, Investment Management, Wealth Management, Asset Management, Institutional..., Securities, Asset Allocation, Asset Managment, Fund Of Funds, Investment Advisory, Investment Strategies, ETFs, 401k, Separately Managed..., Bonds, Series 65, Retirement, Bloomberg, Series 24, Financial Services, Capital Markets, Investor Relations, Equity Research, Pensions, Trading, Financial Markets, Options, FINRA, Institutional, Derivatives, Emerging Markets, Valuation, Relationship Management, Funding, Retirement Planning
Education
Pace University - Lubin School of Business 1981 — 1983
MS, Labor & Industrial Relations
Pace University 1977 — 1981
BS, Business
UBS February 2015 - Present
etouches February 2014 - January 2015
Saatchi & Saatchi September 2013 - February 2014
ClearBridge Investments 2006 - August 2013
Legg Mason 2005 - 2006
Citigroup Asset Management 2000 - 2005
Skills
Graphic Design, Web Design, Brand Development, Advertising, Digital Marketing, Photoshop, Creative Direction, Editing, Market Research, Brochures, PowerPoint, HTML, Marketing, Project Management, Marketing Communications, Marketing Strategy, Financial Services, Portfolio Management, User Experience, Dreamweaver, WordPress, SEO, Illustrator, Newsletters, Information Architecture, Email Marketing, Content Management, Social Media Marketing, Video Production, Microsoft Office, Copywriting, Adobe Creative Suite, JavaScript, Adobe Acrobat, Social Media, Content Development, Integrated Marketing, Blogging, Digital Strategy, Digital Media, Web Development, New Media, E-commerce, Direct Marketing, Final Cut Pro, HTML emails, Template Building, Template Creation, Facebook, UI/UX
Education
Fashion Institute of Technology
New York Film Academy
Polytechnic Institute
Tel-Aviv University
Bpeace 2009 - Present
Legg Mason June 2007 - Present
ClearBridge Investments June 2007 - Present
AG Asset Management December 2003 - June 2007
ForstmannLeff 2003 - 2007
American Skandia 2000 - 2004
Prudential Assurance January 2000 - December 2003
Skills
Investment Advisory, Equity Research, Report Writing, Options, Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Equities, FINRA, Finance, Hedge Funds, Investments, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2001 — 2003
MBA, Finance
University of New Haven 1996 — 1998
MA, Industrial-Organizational Psychology
Wesleyan University 1992 — 1996
BA, Psychology
Capital One July 2015 - Present
Radbourne Property Group June 2014 - August 2014
ClearBridge Investments June 2012 - August 2012
ScholarPRO November 2011 - March 2012
World Energy Forum September 2011 - December 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Research, Management, Reuters, Excel, Presentations, Factset, Reuters Knowledge, PowerPoint, Data Analysis, SPSS, Tableau, Marketing Analytics, Project Management
Education
University of Virginia 2014 — 2015
M.S. Commerce
CUNY Macaulay Honors College 2010 — 2014
BA, Economics, Philosophy, 3.8 GPA
City University of New York-Baruch College 2010 — 2014
BA, Economics, Philosophy, 3.8 GPA
Midwood
Midwood
ClearBridge Investments June 2015 - August 2015
UNCF June 2015 - August 2015
TD January 2013 - May 2015
Beach Cove Resort May 2010 - August 2012
Skills
Credit, Loans, Retail Banking, Consumer Lending, Deposits, Commercial Banking, Small Business Lending, Mortgage Lending, Credit Analysis, Loan Origination, Cross Selling, Commercial Lending, Lines Of Credit, Teamwork
Education
South Carolina State University 2013 — 2015
Bachelor's degree, Business/Managerial Economics, 3.625
Horry-Georgetown Technical College 2012 — 2012
Associate of Science (A.S.), General Studies
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC August 2011 - April 2013
Access Distribution Partners May 2010 - August 2011
Global Currents Investment Management, LLC April 2008 - May 2010
Brandywine Global September 2005 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Investments, Business Strategy
Education
University of Delaware 1996 — 2001
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Goldey Beacom College
Master of Business Administration (MBA)
ClearBridge Investments December 2004 - Present
Reuben H. Donnelley 1996 - 1997
Skills
Investment Advisory, Asset Management, Fixed Income, Mutual Funds, Financial Analysis, Investments
Education
State University of New York College at Oswego 1990 — 1994
BS, Finance
T. Rowe Price May 2015 - Present
ClearBridge Investments June 2014 - August 2014
T. Rowe Price July 2009 - July 2013
Carnegie Mellon Investment Office February 2009 - June 2009
T. Rowe Price June 2008 - August 2008
iNetworks Advisors August 2007 - April 2008
Skills
Equity Research, Real Estate, Securities, Equities, Financial Modeling, Asset Management, Industry Analysis, Equity Valuation, Commercial Real Estate, Financial Analysis, Accounting, Microsoft Excel, Alternative Investments, Real Estate Development, Real Estate Financing, Real Estate Investor, Investments, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Real Estate
University of Pittsburgh 2005 — 2008
Bachelor's (summa cum laude), Finance, Economics, Accounting
ClearBridge Investments June 2009 - Present
UBS Global Asset Management January 2008 - April 2008
Merrill Lynch September 2004 - July 2007
Rosetta Research January 2004 - August 2004
Morgan Stanley December 2002 - December 2003
Skills
Series 7, Equity Research, Equities, Investments, Asset Managment
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance, General
New York University - Leonard N. Stern School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Pequannock Township High School 1994 — 1998
ClearBridge Investments October 2013 - Present
Olshan Frome Wolosky LLP August 2011 - October 2013
PwC June 2006 - August 2011
Con Edison June 2005 - June 2006
Skills
Blackberry Enterprise..., Lotus Notes, Active Directory, Troubleshooting, XP, Technical Support, Disaster Recovery, Computer Hardware, SharePoint, Help Desk Support, Blackberry, Information Technology, Windows 7, Laptops, Windows Server, System Deployment, VMware, IT Management, Windows XP, IT Operations, Networking, Security, Cisco Technologies, Visio
Education
Pace University 2002 — 2006
Bachelor of Science Degree, Computer Technology Systems
ClearBridge Investments June 2011 - Present
Legg Mason August 2009 - June 2011
Legg Mason December 2005 - August 2009
Citigroup Asset Management August 2000 - December 2005
Deutsche Asset Management June 1999 - August 2000
Deutsche Asset Management January 1997 - June 1999
Morgan Grenfell Asset Management July 1995 - January 1997
Skills
Sybase, Oracle, Unix, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Database Administration, Data Migration, T-SQL, Performance Tuning, DB2, Access, Visual Basic, Portia, Disaster Recovery, SQL, Business Analysis, Software Development, Autosys, Asset Management, Data Warehousing, SDLC, Business Objects, Powershell, Sybase ASE, SQL Server 2000-2008, Database Development
Education
UCL 1990 — 1993
BSc, Architecture
Winchester College 1985 — 1988
ClearBridge Investments 2007 - 2014
Brandes Investment Partners 2006 - 2007
Skills
Equities, Investments, Fixed Income, Research
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley
B.S., (Business Administration) / (Industrial Engineering), Business Major GPA: 3.91
BNY Mellon May 2015 - Present
Next Level NYC January 2012 - May 2015
Round Hill Music September 2014 - December 2014
ClearBridge Investments June 2014 - September 2014
Ulland Investment Advisors January 2014 - January 2014
The Cutting Room February 2013 - October 2013
Bilinguals Inc January 2012 - May 2013
Palio Solutions June 2012 - September 2012
Kieran's Irish Pub June 2011 - September 2011
Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Customer Service, Tutoring, Teamwork, Food, Social Networking, Music Industry, Facebook, Music, Entertainment, Leadership, Editing, Event Management
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Music Business
ClearBridge Investments May 2005 - Present
Legg Mason May 2005 - Present
DPI 2001 - 2005
The Motley Fool (www.fool.com) 1999 - 2001
Skills
Virtualization, Active Directory, Disaster Recovery, VMWare VSphere 5, CoRaid Storage, Storage, vSphere, VMware ESX, Data Center, Windows 7, Information Technology, Servers, Infrastructure, IT Management, Printers, Troubleshooting, Red Hat Linux, Windows Server, Laptops, VMware, Enterprise Architecture, VMware Infrastructure, System Administration
Education
University of Maryland College Park 1991 — 1999
Computer Science, BS, Computer Science, Economics
ClearBridge Investments February 2005 - Present
Hotchkis & Wiley June 2002 - February 2005
Barra 1995 - 2000
Skills
Equities, Financial Modeling, Portfolio Management, Asset Management, Equity Research, Hedge Funds, Investments
Education
Glebelands
UCLA Anderson School of Management
University of Bath
ClearBridge Investments May 2007 - Present
William & Mary 2005 - 2007
Fannie Mae June 2006 - August 2006
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA, Finance
William & Mary 1998 — 2002
B.A., Music Composition
ClearBridge Investments August 2004 - Present
Morningstar Inc 2003 - 2004
Morningstar January 2002 - April 2003
The Motley Fool 2000 - 2001
Skills
Chartered Financial..., Equity Research, Equities, Financial Modeling, Bloomberg, Investments, Asset Management, Valuation, Portfolio Management, Equity Valuation, Hedge Funds, Fixed Income, Financial Analysis, Mutual Funds, Capital Markets, Alternative Investments, Asset Managment, Investment Management
Education
University of North Carolina at Chapel Hill 1992 — 1997
MA, Latin
University of Minnesota-Twin Cities 1988 — 1992
BA, Greek and Latin, 3.90 GPA
Harvard T.H. Chan School of Public Health April 2015 - Present
Zevin Asset Management (ZAM) September 2014 - Present
Harvard T.H. Chan School of Public Health February 2014 - Present
ClearBridge Investments June 2007 - November 2013
Agora Partnerships September 2006 - December 2006
Social Impact June 2006 - August 2006
Fontheim International January 2006 - May 2006
GE September 2004 - July 2005
Ahlstrom June 2003 - July 2003
Skills
Investments, Equities, Asset Managment, Investment Research, ESG Analysis, Sustainability Analysis, Public Speaking, Market Research, Sustainability..., Corporate Social..., Sustainability, Climate Change, Asset Management, Analysis, Program Management, Strategy, Policy, Sustainability Reporting, Governance, Nonprofits, Management, Policy Analysis, Research, Strategic Planning, Project Management
Education
Georgetown University
MS, Foreign Service - Global Commerce & Finance Concentration; Corporate Responsibility Specialization
Emory University
BA, International Political Economy
Kingswood-Oxford 1996 — 2000
ClearBridge Investments May 2012 - Present
ClearBridge Advisors December 2005 - April 2012
Citigroup April 2001 - November 2005
Schieffelin & Somerset June 1998 - March 2001
Skills
Deferred Compensation, HRIS, PeopleSoft, Sales Compensation
Education
New York Institute of Technology-Old Westbury 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Rochester Institute of Technology 1991 — 1992
Bachelor of Science (BS), Business Administration and Management, General
ClearBridge Investments September 2004 - Present
CitiGroup Asset Management 2004 - 2005
Random House 2002 - 2004
Jefferson Wells 2000 - 2002
Memorial Sloan-Kettering Cancer Center 1998 - 2000
Skills
Financial Services, Asset Management, College Recruiting, Mutual Funds, Series 7, Investments, SDLC, Portfolio Management, Interviews, Executive Search, Wealth Management, Technical Recruiting
Education
University at Buffalo 1994 — 1998
ClearBridge Investments February 2005 - Present
U.S. Securities and Exchange Commission 1979 - 1988
Skills
Series 24, Securities, Securities Regulation, Series 7, Hedge Funds, Equities, Mutual Funds, FINRA, Investment Management, Asset Management, Alternative Investments, Wealth Management, Investment Advisory, Financial Services, Investments, Separately Managed..., Fixed Income
Education
Maurice A. Deane School of Law at Hofstra University 1976 — 1979
ClearBridge Investments June 2003 - Present
Education
University of Scranton
B.S., Economics/Finance
ClearBridge Investments July 2011 - Present
Legg Mason July 2006 - June 2011
Skills
Asset Managment, Equities, Portfolio Management, Equity Research, Investment Management, Valuation, Investments, Derivatives, ETFs, Trading Systems, Emerging Markets, Wealth Management, Trading, Risk Management, Options, Retirement Planning, Financial Markets, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Fund Of Funds, Equity Trading, FINRA, Equity Derivatives, Capital Markets, Private Equity, Wealth Management..., Asset Management, Bonds, Fund Accounting, FX Options, 401k, Electronic Trading, Finance, Fund Administration, Bloomberg Terminal, Middle Office, Due Diligence, Equity Capital Markets, Series 24, Global Custody, Hedge Funds, Alternative Investments, Financial Planning
Education
Fairleigh Dickinson University 2001 — 2005
BS, Finance
ClearBridge Investments July 2011 - May 2013
Commonfund June 2006 - July 2010
AIG Global Investment Group April 2003 - June 2006
U.S. Trust Company of New York June 1992 - April 2003
Forstmann-Leff March 1991 - June 1992
Institutional Investor December 1988 - March 1991
Oppedisano & Company February 1985 - November 1988
Citibank April 1982 - February 1985
Evaluation Associates January 1980 - March 1982
Merrill Anderson Company January 1979 - January 1980
Skills
Series 7, Series 63
Education
University of Connecticut 1982 — 1984
MBA, Finance
University of Connecticut 1977 — 1979
M.A., English
University of Connecticut 1973 — 1977
B.A., English
Norwalk High School
ClearBridge Investments November 2003 - Present
Option Advantage Partners March 2001 - June 2002
Thomas Weisel Partners March 2000 - March 2001
Donaldson, Lufkin & Jenrette September 1997 - March 2000
Skills
Investments, Angel Investing, Equities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, real estate private..., alternative investments, Bloomberg, Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income
Education
Marquette University 1993 — 1997
BS, Business Administration; BA, Criminology and Law Studies
University of Antwerp 1996 — 1996
European Union business strategy
ClearBridge Investments July 2008 - Present
Brandywine Global Investment Management, LLC February 2006 - June 2008
PFPC, Inc January 2003 - January 2006
PNC Financial Services 2000 - January 2003
East African Educational Publishers January 1999 - January 2000
Education
Eastern University 2000 — 2002
MSc, Economic Development
Daystar University 1995 — 1999
BCom, Accounting, Bus Adm and Mngmt
Bank of America June 2012 - Present
ClearBridge Investments April 2000 - June 2012
Skills
Series 7, Banking, Financial Services, Management, Analytics, Portfolio Management, Investments, Equities, Asset Management, Wealth Management, Bloomberg, Securities
Education
Fordham University
B.S., Finance and Information Systems, Minor in Economics
Chaminade
Chaminade
ClearBridge Investments October 1999 - Present
Education
Iona College 1992 — 1997
Master of Business Administration (MBA), Finance, General
University at Buffalo 1982 — 1987
Bachelor of Science (BS), Business Administration and Management, General
ClearBridge Investments January 1986 - Present
Skills
Equities, Equity Trading, Institutional..., Securities, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading, Alternative Investments, Series 63, Electronic Trading, Fixed Income, Trading Systems, Institutional Investors, Asset Management, Options, Financial Markets, Equity Research, Investments, Derivatives, Investment Management, Proprietary Trading, Institutional, Portfolio Management, FINRA, Trading Strategies, Market Data, ETFs, Investment Banking, Mutual Funds, Equity Derivatives, Management, Asset Managment, Market Structure, Algorithms, Public Speaking, Philanthropy, Mentoring, Conference Coordination, Networking, Sports, Travel, Long Distance Running
Education
Southern Methodist University
BA, BBA, Business, Political Science
ClearBridge Investments September 1998 - Present
ClearBridge Investments 1998 - 2013
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
Lehigh University 1988 — 1992
Bachelor's degree, International Relations and Affairs
ClearBridge Investments August 2011 - Present
Bpeace 2010 - 2012
ClearBridge Investments January 2010 - August 2011
Meeting Logistics, LLC August 2009 - January 2010
Hayes Reilly Associates 2008 - 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Spanish, Microsoft Word, Polish, Entourage, Research, Microsoft Office, Event Planning, Fundraising, Social Media, Marketing, Recruiting
Education
Gettysburg College 2005 — 2009
BA, Business Management, Spanish
International University Studies 2007 — 2007
Spanish
Summit High School 2001 — 2005
ClearBridge Investments April 2010 - Present
Skills
Event Planning, Corporate Events, Event Management, Asset Management, Series 7, Budgets, Equities, Mutual Funds, Hospitality, Strategic Planning, Investment Sales, Separately Managed..., Roadshows, Financial Services, Investments
Education
Boston University 2002 — 2006
BS, Hospitality
Half Hollow Hills High School West 1998 — 2002
ClearBridge Investments May 2013 - Present
Legg Mason August 2003 - May 2013
Legg Mason Capital Management August 2003 - May 2013
Legg Mason 1996 - 2010
Legg Mason Capital Management 2007 - 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Hedge Funds, Asset Managment, Investments, Risk Management, Financial Risk, Portfolio Management, Securities, Bloomberg, Alternative Investments, Trading, Wealth Management, Equity Research, Asset Allocation, Financial Services, Capital Markets, Financial Markets, Derivatives, Series 63, Investment Management
Education
Loyola College in Maryland 1995 — 1996
Bachelor of Arts (BA), Marketing
ClearBridge Investments September 2015 - Present
Credit Suisse July 2010 - August 2015
Credit Suisse June 2009 - August 2009
Education
Georgetown University 2006 — 2010
Bachelors of Science, Finance & Accounting
Georgetown University - The McDonough School of Business 2006 — 2010
ClearBridge Investments June 2008 - Present
Putnam Investments August 2005 - June 2008
AIM Investments January 2001 - August 2005
Franklin Templeton Investments July 1996 - January 2001
Skills
Series 7, Separately Managed..., Equities, Mutual Funds, Investments, Banking, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Series 65, ETFs, Asset Management, Series 24
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1991 — 1996
BA, Psychology
Becker College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
ClearBridge Investments 1999 - Present
Skills
Equities, Asset Management, Investments, Portfolio Management
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA)
Brown University 1987 — 1991
AB
ClearBridge Investments July 2014 - Present
Fred Alger Management January 2013 - June 2014
Fred Alger Management May 2008 - December 2012
WisdomTree Asset Management October 2005 - May 2008
Investment Management Solutions, Ltd September 2001 - October 2005
Pilgrim Baxter & Associates 1986 - 2001
Skills
Equities, Asset Management, Investment Management, Investment Strategies, Strategic Planning
Education
St. Joseph's University 1998 — 2000
Graduate work, Finance
Rosemont College 1984 — 1987
BS, Management
ClearBridge Investments January 2013 - Present
LEGG MASON CAPITAL MANAGEMENT December 2007 - January 2013
Legg Mason Intellectual Capital Group June 2005 - December 2008
Legg Mason Funds Marketing October 1992 - June 2005
Legg Mason 1990 - 2005
Skills
Series 63, Alternative Investments, Wealth Management, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Services, Financial Advisory, FINRA, Investment Strategies, Securities, Finance, Asset Management
Education
Susquehanna University 1972 — 1976
HISTORY, Late 19th Century
ClearBridge Investments May 2015 - Present
ClearBridge Investments September 2011 - April 2015
Legg Mason September 2007 - July 2011
Skills
Fixed Income, Equities, Bloomberg, Asset Management, Securities, Mutual Funds
Education
Providence College 2003 — 2007
BS, Finance
IONA Preparatory High School
ClearBridge Investments 2004 - Present
Citigroup 2000 - 2004
Smith Barney 1996 - 2000
Smith Barney 1994 - 1996
Macy's East 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance, Management
Rutgers University-New Brunswick 1988 — 1992
BS, Accounting, English
ClearBridge Investments June 2001 - Present
Citigoup Asset Management 2001 - 2005
Smith Barney 2000 - 2000
Citicorp 1998 - 2000
Skills
Equities, Portfolio Management, Asset Allocation, Trading, Separately Managed..., High Net Worth..., Series 7, Bloomberg, Investment Management, Fixed Income, Hedge Funds, Series 63
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
New York Institute of Technology
ClearBridge Investments 1990 - Present
Legg Mason Private Portfolio Group, LLC February 2011 - Present
Skills
Mutual Funds, Equities, Asset Managment, Series 7, Financial Services, Investments, Securities, Wealth Management, Portfolio Management, Series 63, Superior Client Service, SMA, Institutional..., Asset Management, Fixed Income
Education
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
ClearBridge Investments May 2014 - Present
ClearBridge Investments May 2013 - May 2014
Legg Mason Capital Management July 2003 - May 2013
Skills
Bloomberg, Equity Research, Equities, Financial Modeling, Investment Management, Capital Markets, Equity Valuation, Valuation, Risk Management, Asset Management, Investments, Trading, Mutual Funds, Portfolio Management
Education
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.), Economics & Computer Science
University of Maryland - Robert H. Smith School of Business 2013 — 2014
EMBA, MBA
ClearBridge Investments April 2013 - Present
Legg Mason capital September 2002 - April 2013
Bear Stearns June 2001 - August 2001
ISO Healthcare Group (a Subsidiary of Interpublic Group) August 1999 - August 2000
Skills
Equity Research, Equities, Mutual Funds, Investments, Asset Managment, Portfolio Management, Valuation, Fixed Income, Series 7, Hedge Funds, Financial Modeling, Securities, Investment Management, Capital Markets, Alternative Investments, Asset Management, Bloomberg
Education
Duke Fuqua School of Business 2000 — 2002
MBA, Finance and Healthcare
Columbia University in the City of New York 1993 — 1999
Ph.D., Molecular Biology
Beijing Medical University 1988 — 1993
MD, Basic Medical Sciences
ClearBridge Investments June 2014 - Present
Surveyor Capital October 2011 - April 2014
Goldman Sachs October 2006 - October 2011
Merrill Lynch June 2005 - October 2006
Education
New York University 2001 — 2005
BA, Economics
ClearBridge Investments April 2013 - Present
Global Currents Investment Management, LLC July 2008 - March 2013
Brandywine Global January 1993 - July 2008
Skills
Equities, Asset Management
Education
University of Colorado at Boulder 1987 — 1991
BS, Finance, Cum Laude
ClearBridge Investments April 2011 - Present
Global Currents Investment Management July 2008 - March 2011
Brandywine Global Investment Management February 2008 - July 2008
DuPont Capital Management 2006 - 2008
DuPont Capital Management 2004 - 2006
DuPont Capital Management 2002 - 2004
PFPC Inc January 1999 - January 2002
Skills
Bloomberg, Equities, Financial Markets, Portfolio Management, Trading
Education
Drexel University 2005 — 2008
Master, Business Administration; finance
University of Delaware 1995 — 1999
Bachelor of Science, Accounting
Capco September 2014 - Present
ClearBridge Investments July 2011 - September 2014
Legg Mason June 2010 - July 2011
Legg Mason June 2008 - June 2010
Centercourt Athletic Club June 2004 - September 2007
Chanel November 2006 - January 2007
Skills
Equities, Securities, Financial Services, Bloomberg, Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Asset Management
Education
Fairfield University 2004 — 2008
Bachelors, Finance, International Business
Australian Catholic University
ClearBridge Investments May 2012 - Present
Madison Investment Advisors 2012 - May 2012
NorthRoad Capital Management LLC 2002 - 2011
Lazard Asset Management 1993 - 2002
Skills
Hedge Funds, Alternative Investments, Marketing, Equities, Asset Management, Investments, Series 7, Asset Allocation, Investment Management, Portfolio Management, Fixed Income, Mutual Funds
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
Lehigh University 1988 — 1992
BA, International Careers
Legg Mason Managing Director, Portfolio ManagerClearBridge InvestmentsJune 2007 - Present
Clearbridge Investments June 2003 - June 2007
Gabelli Asset Management June 1998 - May 2003
Skills
Asset Management, Portfolio Management, Equity Research, Equities, Investment Strategies, Series 7, Valuation, Capital Markets, Investments, Hedge Funds, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Accounting
New York University 1990 — 1993
BA, Economics and Computer Science
ClearBridge Investments September 1999 - Present
Citigroup / Salomon Smith Barney September 1997 - August 1999
Booz & Company August 1995 - August 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Eindhoven University of Technology 1981 — 1986
Masters, Mathematics / Computer Science
ClearBridge Investments 2007 - Present
Legg Mason 2005 - 2007
Morgan Stanley Smith Barney 1995 - 2005
Citigroup Asset Management 1994 - 2005
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Separately Managed...
Education
College for Financial Planning 1995 — 1996
CFP Accreditation, Financial Planning and Services
University of Washington 1973 — 1978
BA, English, Writing & Literature
FHLBNY December 2008 - July 2015
ClearBridge Investments October 2006 - September 2007
Guardian Life July 1998 - October 2006
J. & W. SELIGMAN & CO November 1995 - July 1998
Skills
Market Risk, Derivatives, Financial Risk, Equity Research, Credit Risk, Basel II, Capital Markets, Fixed Income, Hedging, Quantitative Finance, FX Options, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Bloomberg, Risk Management, Hedge Funds
Education
NYU Polytechnic School of Engineering 2006 — 2009
Master's Degree, Financial Engineering
Baruch College, City University of New York (CUNY) 2001 — 2004
Master of Business Administration (M.B.A.), Finance
ClearBridge Investments May 2005 - February 2015
ClearBridge Investments April 2000 - May 2005
Global Crossing Telecommunications, Inc December 1999 - April 2000
Marriott International August 1995 - December 1999
Skills
Customer Service, Series 7, Series 65, Series 63, Hospitality Industry
Education
Golden Gate University
San Francisco State University
University of California, Santa Barbara
ClearBridge Investments 2007 - Present
Education
Boston College - Carroll School of Management 1987 — 1991
BS, Finance
ClearBridge Investments
Skills
Financial Services, Management, Project Management, Strategic Planning, Leadership, Business Analysis, Business Development, Process Improvement, Business Strategy, Risk Management
Education
St. Francis Preparatory School
St. John's University