Cohen & Steers
Industry: Asset management company
DescriptionFounded: 1986 Headquarters: New York City, NY CEO: Robert Hamilton Steers President: Joseph Harvey Founders: Robert Hamilton Steers, Martin Cohen Subsidiaries: COHEN & STEERS CAPITAL MANAGEMENT INC,
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Cohen & Steers Employees
Balyasny Asset Management L.P. July 2012 - May 2013
Vastardis Capital Services January 2012 - June 2012
Goldman Sachs December 2009 - August 2011
Cohen & Steers April 2008 - December 2008
HSBC September 2004 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Outlook, Lotus Notes, Bloomberg, Reuters, Smartstream TLM, PAM for Securities, Charles River IMS, Advent, Hedge Funds, Accounting, Financial Reporting, Valuation, Fund Administration, Alternative Investments, Finance, P&L Analysis, General Ledger, Account Reconciliation, Teamwork, Fund Accounting, Separately Managed..., Mutual Funds
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Investments
Cohen & Steers June 2015 - Present
Sam Schwartz Engineering, DPC November 2014 - April 2015
Platinum Guild International March 2014 - August 2014
Fordham University August 2012 - March 2014
Leewood Golf Club May 2008 - September 2013
Fordham University August 2012 - May 2013
M&J Innovations June 2011 - August 2012
Skills
Data Analysis, Access, Electronic Filing, Written & Oral..., Public Speaking, Social Media, Microsoft Office, SAP BW, Bloomberg Terminal, Internal Audit, Tax Returns
Education
Fordham University 2012 — 2016
Bachelor's degree, Finance, General, Junior
John Felice Rome Center 2014 — 2014
Study Abroad, Junior
The Ursuline School 2008 — 2012
3.5 of 4
Cohen & Steers March 2015 - Present
L.RAPHAEL September 2014 - March 2015
L.RAPHAEL October 2014 - January 2015
Cowan DeBaets Abrahams & Sheppard LLP April 2013 - July 2014
Ardent Creative 2011 - 2014
Gray Krauss Stratford Des Rochers LLP 2005 - 2012
Gray Krauss Stratford Des Rochers LLP 2004 - 2011
Southside Lounge December 2001 - August 2006
Urban Box Office 2000 - 2001
Pseudo.com 1994 - 2000
Skills
Film Production, Feature Films, Plays, Video, Entertainment, Film, Producing, Stage, Improvisation, Event Planning, Editing, Television, Commercials, Acting, Screenwriting, Management, New Media, Comedy, Independent Film, Short Films, Theatre, Video Production
Education
New York University 1987 — 1991
BFA, Acting
New York University
BFA
Cohen & Steers March 2015 - Present
Lord Abbett July 2013 - February 2015
Glenmede December 2012 - January 2013
Glenmede June 2012 - August 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Investments, Finance, Equities, Fixed Income, Financial Analysis, Data Analysis, Financial Planning
Education
Franklin & Marshall College 2009 — 2013
Cohen & Steers June 2015 - Present
Lion Credit Union Initiative September 2013 - Present
Columbia Inter Greek Council May 2014 - Present
Columbia Technology Ventures October 2014 - Present
All About Kids Sports Center February 2011 - August 2015
Spectator Publishing Company October 2013 - December 2014
Kentucky Trailer May 2014 - August 2014
Columbia College Student Council September 2013 - May 2014
Skills
Public Relations, Sports, Public Speaking, Social Media, Teaching, Coaching, Event Management, Microsoft Office, Research, PowerPoint, Customer Service, Microsoft Excel, Athletics, Fundraising, Microsoft Word, Editing, Higher Education, CRM, Leadership, Trailers, Business Analysis, Public speaking, Market Research, Management, Training
Education
Columbia University in the City of New York 2013 — 2017
Bachelor's Degree, Financial Economics
St. Francis High School 2009 — 2013
Commowealth Diploma
KPMG US October 2013 - Present
KPMG US July 2011 - September 2013
BNY Mellon Clearing May 2010 - August 2010
Cohen & Steers July 2009 - August 2009
Skills
Financial Analysis, Access, Microsoft Excel, PowerPoint, Financial Reporting, Project Management, Internal Control Testing, Business Analysis, Sarbanes-Oxley Act, BWise GRC Certified, IT Risk Management
Education
Bentley University 2007 — 2011
BS, Finance-Economics
Vienna University of Economics and Business Administration 2009 — 2009
WU (Vienna University of Economics and Business) 2009 — 2009
FactSet July 2015 - Present
NYU–Poly October 2013 - Present
Cohen & Steers June 2014 - August 2014
Skills
Programming Languages, ASP.NET, Cisco Networking, Singing, Reading, Website Building, Leisure Travel, Algorithms, Python, Computer Science, Objective-C, CSS, Windows, C, C, HTML, Java, Microsoft Office, MySQL, PowerPoint
Education
New York University 2013 — 2015
Master of Science (MS), computer
New Street Research January 2015 - Present
JP Morgan Asset Management April 2012 - 2014
JP Morgan Asset Management June 2011 - August 2011
Cohen & Steers June 2010 - August 2010
Oppenheimer & Co. August 2009 - December 2009
AXA Advisors June 2009 - August 2009
Navigant Capital Advisors June 2006 - August 2006
Education
New York University 2008 — 2012
B.S., Finance and International Business
Lakota West High School 2004 — 2008
H.S. Diploma
Chicago Trading Company July 2015 - Present
Black Box Trading September 2013 - September 2014
Barclays June 2014 - August 2014
Cohen & Steers June 2013 - December 2013
Centripetal Capital Partners February 2013 - May 2013
Sheffield Haworth September 2012 - December 2012
Ford Foundation June 2012 - August 2012
Skills
Trading, VBA, Financial Analysis, Quantitative Finance, C++, Portfolio Management, Python
Education
Baruch College 2011 — 2015
Bachelor's Degree, Statistics and Quantitative Modeling/ Mathematics, 3.6/4.0
Fresno Madera Farm Credit April 2015 - Present
First National Bank of Omaha February 2013 - March 2015
UBS Global Asset Management February 2008 - June 2012
Cohen & Steers May 2005 - February 2008
State Street June 2003 - May 2005
Education
Creighton University 2012 — 2014
MBA/MSAPM, Finance and Financial Management Services
Northeastern University 1998 — 2002
Bachelor of Science (BS), Economics
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman June 2011 - August 2011
Cohen & Steers May 2010 - August 2010
Madison Square Garden January 2010 - May 2010
Thousand Islands International Tourism Council June 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Investments, Social Media Marketing
Education
Fordham University 2008 — 2012
Business Administration, Finance, Marketing, and Economics
Cohen & Steers August 2014 - Present
Cohen & Steers 2009 - August 2014
Cohen & Steers July 2005 - 2009
WM Advisors October 1999 - July 2005
Ukrainian Legal Foundation 1994 - 1995
Skills
Portfolio Management
Education
Pacific Lutheran University 1996 — 1998
MBA, Finance
Kyiv National Linguistics University 1989 — 1994
BA, Linguistics
Cohen & Steers June 2001 - Present
Education
University of Massachusetts, Amherst 1995 — 1997
Master's degree in Management
Maastricht University School of Business and Economics 1991 — 1995
Bachelor's degree in Management
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
TD Ameritrade 2011 - 2015
Cohen & Steers 2005 - 2011
Skills
Business Strategy, Business Transformation, IT Transformation, Data Management, Financial Services, Capital Markets, Strategic Planning, Product Management, Program Management, Financial Research, Risk Management, Business Analysis, Analytics, Trading, Trading Systems, Portfolio Management, Market Data, Reference Data, Analysis, Derivatives, Macroeconomics
Education
Columbia University in the City of New York
Bachelor of Science (BSc)
The Park School of Baltimore
Cohen & Steers September 2014 - Present
B & Z Capital Group LLC August 2011 - April 2015
1528 Odell St Residence July 2012 - January 2015
FGI Finance March 2013 - September 2013
Political Campaign for New York State Assembly: Mark Gjonaj January 2012 - September 2012
Skills
Property Management, Strategy, Customer Service, Process Improvement, Residential Homes, Sales, Fundraising, Property, Cash Flow, Security, Tenant, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Teamwork, Finance, Public Speaking, Management, Accounting, Asset Management, Banking, Bloomberg, Bloomberg Terminal, Business Development, Business Strategy, Corporate Finance, Credit, Due Diligence, Entrepreneurship, Financial Modeling, Hedge Funds, Investments, Loans, Marketing, Mergers, Mutual Funds, New Business Development, Portfolio Management, Real Estate, Sales Management, Salesforce.com, Securities, Small Business, Team Building, Valuation
Education
Fordham Gabelli School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Philosophy
Cohen & Steers November 2014 - Present
Lord, Abbett & Co. LLC November 2011 - November 2014
C. R. Bard, Inc. April 2011 - September 2011
Claflin Medical Equipment March 2010 - May 2010
Skills
Business Analysis, Process Improvement, Integration, ITIL, Windows 7, HDI Support Center..., MCITP, iOS, Android, Internal Communications, CompTIA Network+, Active Directory, Service-now.com, Microsoft Office, Saleslogix, Networking
Education
Johnson and Wales University 2006 — 2010
Bachelor's Degree, Business Information System Analysis
Cohen & Steers August 2014 - Present
Cohen & Steers September 2011 - July 2014
UBS Wealth Management January 2010 - September 2011
Bank of America August 2008 - February 2010
E*TRADE Financial February 2007 - July 2008
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Finance, Corporate Finance, Bloomberg, Banking
Education
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Financial Management
Siguler Guff & Company June 2015 - Present
Central Park Group, LLC February 2013 - May 2015
Cohen & Steers May 2011 - January 2013
Morgan Stanley Smith Barney November 2010 - April 2011
Morgan Stanley December 2009 - November 2010
Morgan Stanley Smith Barney August 2006 - December 2009
Brittany's Hope Foundation October 2005 - December 2005
Skills
Sales, Alternative Investments, Marketing, CRM, Management, Presentation Skills, Relationship Management, Private Equity, Hedge Funds, Asset Allocation, Marketing Strategy, Investments, Series 7, Analysis
Education
Elizabethtown College 2002 — 2006
BS Business Administration, Marketing & Management
Cohen & Steers June 2014 - May 2015
Amaral Diseño SAS February 2013 - August 2013
Skills
Microsoft Excel, Adobe Creative Suite, Microsoft PowerPoint, Dirección creativa, InDesign, Microsoft Office, Diseño gráfico, Microsoft Word, Inglés, Planificación..., Servicio de atención al..., Estrategia de..., Fotografía, Illustrator, Estrategia empresarial, Branding, Project Management, Strategic Design, Creative Direction, Graphic Design, User Experience Design, Strategic Planning, Business Strategy, New Business Development
Education
Parsons School of Design 2013 — 2015
Master Degree MS Strategic Design and Management, Design Strategies, Graduate
The New School 2012 — 2013
Certificate of Completion ESL + Design Program, English Language and Design
Fundación Universidad de Bogotá 'JorgeTadeo Lozano' 2007 — 2011
Communication Design, Design and Applied Arts, Professional
J.P. Morgan June 2015 - August 2015
Cohen & Steers October 2010 - June 2014
AXA June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Investments, Analysis, Strategy, Equities, Microsoft Excel
Education
University of Virginia Darden School of Business 2014 — 2016
MBA Candidate
Georgetown University - The McDonough School of Business 2006 — 2010
Finance, International Business
University of Oxford
Comparative Strategic Management Program, Comparative Strategic Management and International Finance
Self Employed - Health & Wellness January 2014 - Present
Ovis Creative, LLC January 2011 - Present
Cohen & Steers April 2008 - January 2011
Dean Street Foo Dance 2004 - 2009
Bellevue Hospital February 2006 - April 2008
Credit Suisse 2005 - 2006
Merrill Corporation January 2002 - April 2005
Lehman Brothers September 1998 - November 2001
Skills
Adobe Creative Suite, Mac, InDesign, Illustrator, Yoga, Creative Direction, Adobe Illustrator, Adobe Photoshop, Adobe Premiere, Acrobat Professional, Adobe Indesign, QuarkXPress, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Adobe LiveCycle Designer, Kundalini Yoga, Vinyasa Yoga, Classical Ballet, Butoh, Graham Technique, Alexander Technique, Super 8mm Film, Travel Photography, Authentic Movement, Dance, Microsoft Office, Mental Health, Graphic Design, Hedge Fund Marketing, Adobe Acrobat, Photoshop, Editing, Teaching, Public Speaking, Wellness, Music, Acting
Education
Balance Arts Center 2010 — 2014
Alexander Technique, Certified Instructor
City University of New York-Hunter College 2006 — 2009
Biology, Statistics, Anthropology and Religious Studies
Kundalini Yoga East 2005 — 2006
Certified Kundalini Yoga Instructor
Mono NoAware
Mono NoAware
New Jersey City University
Bachelor's Degree, Fine and Studio Arts
Alexander Isley Inc. Designers January 2015 - Present
Madison Mott, Inc December 2014 - April 2015
University of the Arts London March 2014 - January 2015
Design Within Reach June 2014 - November 2014
University of Connecticut June 2012 - December 2013
Cohen & Steers May 2013 - August 2013
The Daily Campus September 2012 - May 2013
Costco Wholesale July 2010 - January 2013
University of Connecticut May 2012 - July 2012
Flo'N the Go + VisitArt Firenze September 2011 - December 2011
Skills
Graphic Design, Photoshop, Social Media, InDesign, Adobe Creative Suite, Typography, Logo Design, Illustrator, Mac, Public Speaking, Marketing, Facebook, Creative Writing, Advertising, Conceptual Design, Microsoft Word, Layout, Teamwork, HTML, Fine Art Photography, Video Editing, PowerPoint, English, Microsoft Office, Microsoft Excel, Customer Service
Education
The University of Connecticut 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design and Digital Arts, Cum Laude
Central Saint Martins, University of the Arts London 2014 — 2014
Bachelor of Fine Arts (BFA), Design and Interaction
The Institute at Palazzo Rucellai 2011 — 2011
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Canterbury School 2006 — 2010
New Hampshire Institute of Art 2009 — 2009
Metal and Jewelry, Drawing, Art History
J.P. Morgan June 2014 - August 2014
FMV Opinions, Inc. September 2013 - May 2014
Cohen & Steers June 2013 - August 2013
Lantern Financial LLC September 2012 - December 2012
Simmons College Office of Undergraduate Admissions 2010 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Social Media, Outlook, Data Analysis, Research, Event Planning, Leadership, Public Speaking, Teamwork, Market Research, Financial Analysis
Education
New York University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science
Simmons College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Relations, Psychology
Lynbrook High School 2006 — 2010
J.P. Morgan October 2014 - Present
Michael Page July 2013 - September 2014
Fred Alger Management July 2012 - July 2013
Wells Fargo Advisors March 2011 - August 2012
Cohen & Steers February 2010 - June 2011
Lord Abbett May 2007 - February 2010
Skills
Recruiting, Executive Sales..., Front Office, Asset Management, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investments, Wealth Management, Series 63, Equities, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Hedge Funds, Uniform Combined State..., Securities, Portfolio Management, Fixed Income, Bonds, Financial Markets, Financial Modeling, Capital Markets, Private Equity Firms, Finance, ETFs, Financial Analysis, Financial Advisory, Business Development, Strategic Consulting, Contract Negotiation, Classical Ballet
Education
Hofstra University 2004 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hofstra University 2003 — 2006
Bachlor of Communications, Public Relations; Political Science
DePaul High School 1999 — 2002
Silicon Valley Bank July 2013 - Present
Silicon Valley Bank September 2012 - July 2013
Popdust Inc. May 2012 - September 2012
Lot18 March 2011 - February 2012
J.P. Morgan Asset Management September 2007 - March 2011
Bank of America February 2006 - September 2007
Cohen & Steers June 2005 - February 2006
Skills
Series 7, Series 63
Education
New York University
MPA, Finance
University of Virginia
BA, History
Morgan Stanley Wealth Management August 2010 - Present
Cohen & Steers August 2007 - September 2010
UBS March 2006 - July 2007
Diversified Investment Advisors May 2005 - November 2005
Bunge Ltd. May 2001 - January 2005
Wechsler Ross & Partners October 2000 - May 2001
Institutional Investor Newsletters October 1999 - May 2000
Pensions & Investments October 1989 - September 1999
Worcester Telegram & Gazette September 1984 - September 1989
Education
Columbia University - Graduate School of Journalism 1998 — 1999
Knight-Bagehot Fellowship, Economics and Business Journalism
City University of New York City College 1979 — 1984
B.A., Economics
Brooklyn Technical High School
Nomura June 2015 - Present
Cohen & Steers July 2013 - June 2015
GFI Group April 2012 - April 2013
Abu Dhabi Commercial Bank July 2010 - August 2010
Skills
Securities, Financial Services, Microsoft Excel, Equities, Derivatives, Settlement, Treasury, Microsoft Word, Communication Skills, Brokerage, Cultural Competency, Operations, Mutual Funds, Omgeo Oasys, Eze Castle, Fixed Income
Education
Hofstra University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Legal Studies in Business
Sumitomo Mitsui Banking Corporation June 2014 - December 2014
Cohen & Steers May 2013 - May 2014
Global Sage May 2012 - May 2013
Bo Le Associates May 2012 - May 2013
RB Milestone Group, LLC April 2012 - November 2012
Mega Academy July 2010 - February 2012
In Other Words Chinese Newsletter September 2010 - June 2011
Skills
Event Planning, Event Management, Management, PowerPoint, Mandarin, Marketing, Market Research, Social Media, Microsoft Excel, Business Development, Cantonese, Executive Search, Finance, Marketing Communications, Talent Acquisition, Financial Analysis, Managing Database, Marketing Strategy, Structured Finance, Syndications, Credit Analysis, Bloomberg Terminal, Capital IQ, trade finance, Investment Management, Emerging Markets
Education
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Global Business Minor in Chinese Studies
Sogang University 2013 — 2013
Bachelor of Business Administration (BBA), International Business, Finance, Marketing
Stuyvesant High School 2007 — 2011
High School Diploma
EY September 2014 - Present
Quality of Life Laboratory September 2013 - September 2014
Self Spark June 2013 - September 2013
Cohen & Steers February 2013 - June 2013
Kubiya Games November 2012 - January 2013
Allied Financial June 2012 - September 2012
Haver Analytics November 2011 - June 2012
Rainbow Apparel Co October 2008 - October 2011
New York Legal Assistance Group March 2011 - May 2011
Skills
Strategic Leadership, Unrelenting, Interpersonal, Economics, Financial Modeling, Macroeconomics, Bloomberg, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Statistics, Research, Data Analysis, PowerPoint, Valuation, Market Research, Equities, Interpersonal Skill, Finance, Equity Research, Fixed Income, Microsoft Office, Outlook, Corporate Finance, Analysis, Business Development
Education
Baruch College 2010 — 2014
Bachelor, Double major in Economics and Psychology, 3.8
Bank of America Merrill Lynch July 2014 - Present
Nomura June 2013 - August 2013
Cohen & Steers June 2012 - May 2013
UBS January 2012 - May 2012
Marcus & Millichap October 2011 - December 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Applied Accounting & Finance
Centereach High School 2006 — 2010
Willis Re July 2013 - Present
Campus Activities Board, Fordham University April 2012 - April 2013
Cohen & Steers 2012 - March 2013
Marks Paneth & Shron LLP June 2011 - April 2012
Skills
Event Planning, Teamwork, Microsoft Excel, Marketing, Analysis, Management, Budgets, Program Management, PowerPoint, Competitive Analysis, Microsoft Office, Social Media, Microsoft Word, Research, Social Media Marketing, Public Speaking, Social Networking
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Major in Economics; Minor in Business Administration
EY September 2015 - Present
Cohen & Steers September 2014 - May 2015
EY June 2014 - August 2014
Fortress Investment Group August 2013 - January 2014
Newcastle Investment Corp. June 2013 - August 2013
New Jersey Devils May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Public Speaking, Social Media, Event Planning, Outlook, Windows, Time Management, Data Analysis, Team Building, Finance, Social Networking
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Accounting
Fordham University 2010 — 2014
Bachelor's Degree, Public Accounting, Graduate
The Mount Sinai Hospital September 2013 - Present
Cohen & Steers February 2013 - September 2013
SchoolNet April 2012 - February 2013
Kaplan, Inc. July 2008 - June 2012
Kaplan Test Prep & Admissions March 2006 - July 2008
Mercer Oliver Wyman April 2004 - March 2006
J.P. Morgan Chase February 2002 - April 2004
Western Management Corp. January 1999 - February 2002
Skills
Windows Server 2008, Exchange 2007, Windows Server 2003, Exchange 2003, Clustering, VMware ESX, Blackberry Enterprise..., Active Directory, DNS, DHCP, LDAP, ADFS, IIS, F5 BigIP, Syncsort, Netbackup, Puredisk, Sysprep, Windows® Automated..., Group Policy, Dell PowerEdge Servers, HP Proliant, Microsoft SQL Server, Windows Server, Automation, Microsoft Exchange, Networking, Cluster, VMware, Servers, Citrix, Windows, vSphere, High Availability, SQL, SAN, Powershell, Microsoft Certified..., SCOM, System Deployment, Troubleshooting, Laptops, BMC Remedy, Databases, Software Installation, Virtualization, VMware vSphere, Operating Systems, Disaster Recovery
Education
F5 Networks 2009 — 2009
Course, BIG-IP® Local Traffic Manager™ (LTM) - Essentials v9.x
F5 Networks 2009 — 2009
BIG-IP Local Traffic Manager (LTM) - Advanced Topics - v9.x
Netcom Information Technology 2009 — 2009
70-640 TS: Windows Server 2008 Active Directory, Configuring, Technology
Netcom Information Technology 2009 — 2009
MCITP, 70-642 TS: Windows Server 2008 Network Infrastructure, Configuring
Netcom Information Technology 2009 — 2009
MCITP, 70-646: Pro: Windows Server 2008, Server Administrator
InterQuad Leaning Limited 2005 — 2005
Zenworks 6.5 Desktop Management Course, Novell
Career Centers 2003 — 2003
A+, Hardware
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Computer Information Systems
Cohen & Steers March 2012 - Present
Skadden Arps June 2010 - August 2011
United States Attorney's Office, District of New Jersey November 2009 - December 2009
United States Attorney's Office, District of New Jersey June 2009 - September 2009
United States Attorney's Office, District of New Jersey June 2008 - September 2008
Skills
Management, Corporate Law, Due Diligence, Research, Microsoft Excel, Mergers & Acquisitions, Leadership, Legal Research, Legal Writing, Finance
Education
Brooklyn Law School
Juris Doctor (J.D.)
University of Cape Town 2008 — 2008
EDUCATIONUnion College
Bachelor of Arts, Sociology
Millburn High School
CIBC World Markets September 2014 - Present
FXCM June 2012 - Present
The Pampered Pooch Lodge November 2011 - December 2013
Bny ConvergEx September 2007 - December 2011
Bny ConvergEx September 2007 - February 2008
Cohen & Steers February 2007 - September 2007
Cazenove Inc. May 1987 - June 2006
Swiss American Securities March 1984 - May 1987
The Bank Of New York February 1981 - March 1984
Skills
Settlement, New Business Development, Sales, Customer Service, Options, Trading, Microsoft Excel, Management, Coaching, DTC, Stocks, Microsoft Office, Operations Management, Time Management, Small Business, Sales Management, Hedge Funds
Education
LaGuardia Community College
Accounting and Finance
Queens High School
Technical Diploma, Computers
Cohen & Steers July 2012 - Present
Cohen & Steers May 2011 - August 2011
Keefe, Bruyette & Woods July 2008 - July 2010
Wachovia Securities, LLC June 2007 - July 2008
Skills
Investment Banking, Real Estate Investment, Financial Modeling, Valuation, Mergers, Investment Properties, Financial Analysis, Venture Capital, Equities, Mergers & Acquisitions, Due Diligence, Alternative Investments, Bloomberg, Private Equity, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
Georgetown University - Walsh School of Foreign Service 2010 — 2012
Honors Certificate in International Business Diplomacy
University of Richmond 2003 — 2007
BA, Economics, Political Science
Charles University in Prague 2005 — 2005
The Loomis Chaffee School 1999 — 2003
Axiom April 2014 - November 2014
Guardian Life November 2013 - April 2014
SunAmerica Financial Group February 2008 - September 2013
Cohen & Steers 2003 - 2007
Skills
Securities, Mutual Funds, Investment Advisory, Corporate Governance, Board Governance, Investment Management, Securities Regulation, FINRA, Corporate Law
Education
Fordham University School of Law 1994 — 1997
J.D.
Princeton University 1989 — 1993
A.B., Economics
Cohen & Steers June 2013 - Present
Cohen & Steers May 2008 - Present
BNY Mellon July 2006 - May 2008
Seedco June 2005 - May 2006
Skills
Asset Management, Mutual Funds, Options Strategies, Capital Management, Asset Allocation, Fixed Income, Trade Settlements, Settlement, Equities, Investments, Bonds, Derivatives, Fund Administration, Corporate Actions, Investment Management, Swaps, Middle Office, Trading Systems, Bloomberg
Education
American InterContinental University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baruch College 2004 — 2006
Bachelor of Business Administration (BBA), Finance and Investments
Borough of Manhattan Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Schroders June 2014 - Present
ING Investment Management September 2006 - November 2012
ING Investment Management January 2009 - January 2012
ING Investment Management September 2006 - January 2009
ING Investment Management June 2005 - September 2006
Seneca Capital Management LLC May 2001 - October 2004
Cohen & Steers November 1999 - May 2001
J.P. Morgan Asset Management May 1996 - November 1999
Investment Management Advisors July 1995 - May 1996
Skills
Asset Allocation, Investment Strategies, Equities, Portfolio Management, Fixed Income, Investment Management, Alternative Investments, Product Management, Pensions, Derivatives, Risk Management, Hedge Funds, Institutional..., Relationship Management, Strategy, Portable Alpha, Public Speaking, Fund Of Funds, Defined Contribution, Defined Benefit, Client Facing Skills, Investment Advisory, LDI, Dynamic Asset Allocation, Product Specialists, Business Strategy, Target Date Strategies, Business Development, Product Development, Investment..., Team Leadership, Creative Solutions, Thought Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance & Economics
Cohen & Steers July 2000 - July 2009
Skills
Mergers & Acquisitions, Real Estate, Investment Banking, Financial Modeling, Investment Valuation, Underwriting, LBO
Education
Cornell University
Cohen & Steers May 2013 - Present
Artio Global Investors September 2004 - May 2013
JPMorgan Chase November 1996 - October 2002
Williams Real Estate Advisors November 1994 - November 1996
Skills
InDesign, PowerPoint, Photoshop, Adobe Acrobat, Illustrator, Dreamweaver, QuarkXPress, Layout, Microsoft Excel, Microsoft Word, Photography, Adobe Creative Suite, Graphic Design, Mac, Marketing Communications, Marketing Strategy, Microsoft Office
Education
New York University 1990 — 1994
BS, Studio Art
The Depository Trust & Clearing Corporation March 2015 - Present
FFTW (BNP Paribas Investment Partners) August 2012 - March 2015
Cohen & Steers February 2011 - August 2012
College of Mount Saint Vincent November 2007 - February 2008
Skills
Bloomberg Terminal, Fixed Income, Pivot Tables, Asset Management, Financial Modeling, Account Reconciliation, Macro, VBA, Vlookup, Financial Markets, MS Office Suite, Reconciliations, Mutual Funds, Finance, Microsoft Excel, Microsoft Office, Securities, Bloomberg, Trading, Financial Analysis
Education
City University of New York-Baruch College 2009 — 2011
BBA, Economics
Borough of Manhattan Community College 2008 — 2009
A.A., Business Administration
Wells Fargo Securities January 2011 - Present
Spurrier Capital Partners June 2009 - December 2010
Cohen & Steers October 2005 - November 2007
Fred Alger Management September 2003 - October 2005
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Colgate University 1999 — 2003
BA
Archdiocese of New York May 2012 - Present
The Bank of New York Mellon February 2006 - April 2012
Cohen & Steers February 2003 - January 2005
Lend Lease Real Estate Investments January 2001 - February 2003
Chase Manhattan Bank 1981 - 2001
Bill Rolle & Associates, Advertising and Public Relations May 1975 - August 1979
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA
Georgetown University 1971 — 1975
BA, History
Fordham Prep 1967 — 1971
Cohen & Steers October 2014 - Present
Skills
Series 7, Separately Managed..., Mutual Funds, Alternative Investments, Client Services, Relationship Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investments
Cohen & Steers May 2014 - Present
Andersen Tax June 2011 - May 2014
Skills
Tax, Corporate Finance, Investment Strategies, Valuation, Financial Modeling, Business Valuation, Due Diligence, Bloomberg, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, DCF, Positive Personality, SEC filings, Fixed Income, Communication Skills, Equity Research, Bloomberg Terminal, Securities, Capital Markets, Tax Research, Equities
Education
Fairfield University 2008 — 2012
B.S, Accounting, Finance
University Autonoma of Barcelona 2010 — 2011
Finance
Saint Peter's Preparatory School
2008
PIMCO May 2013 - Present
Cohen & Steers August 2006 - May 2013
Franklin Templeton Investments July 2002 - August 2006
Office Depot June 2000 - June 2002
Education
Florida State University - College of Business 1998 — 2002
BA, Accounting
Nova Southeastern University 2002 — 2004
MBA, Business Adminstration
Nova Southeastern University 2006 — 2008
Masters, Accounting
Cohen & Steers May 2014 - Present
UPRR, LLC April 2012 - May 2014
UPRR, LLC November 2009 - March 2012
Audit Services US, LLC September 2008 - October 2009
Skills
Securities, Equities, Series 7, Business Strategy, Financial Analysis, Financial Markets, Economics, Account Management, Investments, Financial Services, Alumni Relations, Research, Series 63, Alternative Investments, 3rd Party Relationships, Social Media, Bloomberg
Education
Connecticut College 2004 — 2008
Bachelor of Arts (B.A.), American Government and Politics (United States)
Pomfret
Cohen & Steers 2014 - Present
Marsh 2013 - 2014
Marsh 2012 - 2013
Aon Hewitt 2010 - 2012
Greenwich Associates June 2009 - September 2009
Aon May 2008 - August 2008
Skills
Financial Modeling, Strategy, Business Strategy, Microsoft Office, Market Research, Analysis, Leadership, Economics, Spanish, Finance, Social Media
Education
Bucknell University 2006 — 2010
BA, International Relations, Spanish
Universidad de Granada 2009 — 2009
Weston High School 2002 — 2006
High School
GRJ, LLC June 2012 - Present
Court Street Property Group January 2012 - Present
Dome Equities, LLC May 2006 - June 2012
Cohen & Steers July 2005 - May 2006
Skills
Financial Modeling, Due Diligence, Asset Managment, Investments, Portfolio Management, Mergers, Real Estate, Mutual Funds, Finance, Investment Strategies, Analysis, Equities, Alternative Investments, Series 7, Hedge Funds, Asset Management, Real Estate Economics, Private Equity, Valuation
Education
New York University 2008 — 2010
Masters of Science in Real Estate: Finance and Investment, Real Estate Finance
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance
Park Soap, LLC May 2013 - Present
Cohen & Steers March 2011 - September 2015
Osler, Hoskin & Harcourt LLP December 2005 - October 2010
Cantor Fitzgerald April 2004 - August 2005
United Media April 2002 - April 2004
Wireless Facilities, Inc. October 1999 - March 2002
Marriott International January 1998 - October 1999
Skills
Social Media, Asset Management, Photography, Mergers & Acquisitions, Microsoft Excel, Editing, Public Speaking, Corporate Law, Due Diligence, Microsoft Word, WordPress, Adobe Creative Suite
Education
Olivet Nazarene University 1994 — 1997
Bachelor’s Degree, Political Science and Economics; Concentration in Spanish
The Ohio State University Academy 1992 — 1994
Mount Gilead High School 1990 — 1994
Neuberger Berman January 2014 - Present
Neuberger Berman October 2012 - December 2013
Cohen & Steers July 2010 - October 2012
OppenheimerFunds September 2007 - July 2010
Skills
Series 7, Asset Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Sales, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Fixed Income, Investment Strategies, Securities, Equities
Education
Gettysburg College 2002 — 2006
BS, Business Economics
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
Cohen & Steers October 2014 - Present
Story LLC. July 2013 - August 2014
Bentley University September 2012 - October 2013
Bentley University August 2012 - December 2012
Gap Inc. May 2012 - August 2012
Sociality Squared June 2011 - August 2012
Charles Nolan LLC. August 2010 - May 2011
Nancy Bacich Jewelry June 2010 - August 2010
Skills
Social Media Marketing, Event Planning, Sales, Integrated Marketing, Merchandising, Public Speaking, Brand Development, Inventory Management, Customer Service, YouTube, Merchandise, Trend Forecasting, Constant Contact, Social Media, Adobe Photodeluxe, Trade Shows, Retail Sales, Window Displays, SEO, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Teamwork, Social Networking, Time Management
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor of Science (B.S.), Advertising and Marketing Communications
Bentley University 2012 — 2013
Pursued Bachelor of Science (B.S.), Marketing
John F. Kennedy High School 2008 — 2012
Fashion Institute of Technology 2009 — 2010
Summer Coursework, Cosmetic Marketing and the Fashion Industry
Mirae Asset Global Investments September 2015 - Present
Cohen & Steers July 2012 - Present
Mirae Asset Global Investments (USA) LLC June 2010 - July 2012
Essex Policy Communications Group November 2008 - June 2010
Nuveen August 2007 - November 2008
Morgan Stanley Investment Management 2004 - 2007
Lord Abbett 2002 - 2003
CIBC World Markets 2000 - 2001
SunGard Data Systems, Inc. February 2000 - October 2000
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Series 7, Series 63, Investments, Fixed Income, Portfolio Management, Bloomberg, Separately Managed..., Capital Markets, Asset Allocation, Emerging Markets, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Markets, Closed-end Funds, 1940 Act, Investment Company Act, Financial Services, ETFs, Fund Of Funds, Investment Advisory, Asset Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 1994 — 1998
BA, English
Astoria Bank March 2015 - Present
Cohen & Steers December 2014 - March 2015
MacKay Shields LLC May 2014 - November 2014
Cohen & Steers June 2005 - April 2014
Natixis N.A. May 1996 - June 2005
Education
Concordia University
BA
Cohen & Steers January 2014 - Present
Bloomberg LP March 2012 - January 2014
Sard Verbinnen & Co October 2010 - June 2011
Cravath, Swaine & Moore LLP June 2009 - August 2009
Skills
Sales, Client Relations, Business Relationship..., Client Liaison, Presentation Skills, Project Management, Writing, Corporate Communications, Research, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office
Education
Middlebury College 2006 — 2010
Bachelor's Degree, Major: Political Science; Minor: Film & Media Studies
Rye High School
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund January 2015 - May 2015
J.P. Morgan June 2014 - August 2014
Cohen & Steers January 2014 - March 2014
BGC Partners June 2013 - August 2013
Skills
Microsoft Excel, Economics, Bloomberg, Statistics, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, Trading, Access, Public Relations, Finance, Sales, Microsoft Office, Public Speaking
Education
Fordham University 2012 — 2015
B.S. Finance, Minor in Economics
Delbarton School 2004 — 2010
Cohen & Steers May 2007 - Present
Education
East Carolina University 2002 — 2006
Bachelor of Science (BS), Marketing
Accenture May 2014 - Present
Accenture February 2014 - May 2014
Guy Carpenter October 2012 - January 2014
Perficient August 2012 - January 2014
Team Scotti November 2011 - April 2012
Krowder.com September 2011 - February 2012
Cohen & Steers June 2010 - August 2010
Morgan Stanley June 2007 - August 2007
Skills
Java, Python, HTML, jQuery, Agile Methodologies, C, SQL, Perl, Usability Testing, Interaction Design, Web Development, Ruby on Rails, JavaScript, Rapid Prototyping, CSS, Adobe Creative Suite, Information Architecture, Storyboarding, Wireframes, Flex, Scrum, Enterprise Content..., User Stories, Business Process Design, Requirements Analysis
Education
Carnegie Mellon University 2008 — 2012
Bachelors, Information Systems, Human Computer Interaction
Stuyvesant High School 2004 — 2008
Diploma
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
New York University September 2014 - Present
Citi June 2015 - August 2015
Cohen & Steers October 2014 - December 2014
SembCorp Industries Ltd July 2014 - August 2014
Ministry of Education of Singapore February 2013 - April 2013
National Institute of Education, Singapore January 2013 - April 2013
Skills
Research, Social Media, PowerPoint, Teamwork, Market Research, Market Analysis, Microsoft Word, Microsoft Excel, Project Management, Event Management, Project Planning
Education
New York University 2013 — 2017
Bachelor's Degree, Economics & Psychology (Double Major), Overall GPA: 3.90, Economics GPA: 3.88, Psychology GPA: 3.90
Raffles Institution 2011 — 2012
High School, Biology, Chemistry, Mathematics and Economics, 7 Distinctions
Cohen & Steers July 2013 - Present
Morgan Stanley August 2012 - July 2013
J.P. Morgan March 2012 - August 2012
Argus Information and Advisory Services LLC April 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Edward Jones Investments May 2009 - August 2009
Skills
Financial Analysis, Fundamental Analysis, Equities, Finance, Fixed Income, Investments, Portfolio Management, Structured Finance, Hedge Funds
Education
Iona College
Hagan School of Business, Economics, and Legal Environment Studies, Bachelor of Business Administration with a concentration in Finance
Iona Preparatory High School 2003 — 2007
Regents Diploma with Advanced Distinction
ING U.S. Individual Markets January 2013 - Present
Destra Capital Management LLC April 2011 - September 2012
Cohen & Steers September 2010 - April 2011
Hilltopper Consulting LLC May 2009 - October 2010
Oppenheimer & Co March 2004 - April 2009
Merrill Lynch & Co March 1997 - March 2004
Lipper Analytical Services Inc March 1994 - March 1997
Alliance Capital Management January 1987 - March 1994
Skills
Equities, Asset Managment, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Separately Managed..., Investment Management, Financial Markets, Bloomberg, Relationship Management
Education
Monmouth University 1990 — 1993
Masters, Business Administration
Rider University 1980 — 1983
Bachelor of Science, Business Administration
Fitch Ratings August 2015 - Present
Moody's Analytics January 2015 - August 2015
Cohen & Steers June 2014 - August 2014
Bank of East Asia January 2013 - April 2013
Citibank October 2012 - November 2012
Deloitte July 2012 - August 2012
Skills
Structured Products, Quantitative Analytics, Financial Modeling, Derivatives, Fixed Income, Matlab, VBA, Statistics, Econometrics, Bloomberg Terminal, Credit Risk, Java, C++, Trading, Research, Microsoft Excel, R, Stata
Education
New York University 2013 — 2014
M.S., Mathematics in Finance
Central University of Finance and Economics 2009 — 2013
B.S., Mathematics in Finance and Economics
High School of Peking University 2003 — 2009
Math/Science Honor Track
London Designs October 2014 - Present
Techstars January 2015 - May 2015
Wilshire Associates August 2013 - September 2014
Cohen & Steers October 2011 - August 2012
Cliffwater LLC February 2009 - December 2011
AG Asset Management December 2007 - December 2008
Wilshire Associates September 2001 - December 2007
Skills
Hedge Funds, Investments, Private Equity, Alternative Investments, Asset Allocation, Institutional..., Equities, Fixed Income, Bloomberg, Fund Of Funds, Strategy, Portfolio Management, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Capital Markets, Due Diligence, Financial Services, Valuation, Asset Managment, Derivatives, User Experience, User-centered Design, User Research, Wireframes, Paper Prototyping, Competitive Analysis, Collaborative Problem..., User Interface Design, Human Computer..., Interaction Design, User Experience Testing, Agile & Waterfall..., Rapid Prototyping, HTML, CSS, Mutual Funds, Securities, Investment Management, Start-ups
Education
General Assembly 2014 — 2014
User Experience Design Immersive, User Experience Design Immersive
University of Pittsburgh 1997 — 2001
Council Rock High School 1993 — 1997
BlackRock March 2014 - Present
STARR Career Development Center September 2013 - February 2014
BlackRock May 2013 - August 2013
Cohen & Steers August 2012 - May 2013
Nomura Securities July 2010 - August 2010
Sleepy Hollow Country Club June 2005 - August 2010
M&M Embroidery September 2005 - August 2009
Skills
Microsoft Excel, DCF, Account Reconciliation, Technical Analysis, Bloomberg Terminal, Reuters 3000, Forensic Analysis, Market Research, Microsoft Office
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University at Albany 2008 — 2011
Coursework in Accounting, 3.79
Ossining High School 2005 — 2008
High School
Corsair Capital Management February 2014 - Present
Aberdeen Asset Management / Artio Global Investors April 2011 - December 2013
Gemini May 2008 - April 2011
Cohen & Steers October 2006 - May 2008
JPMorgan Chase August 2005 - October 2006
United States Marine Corps January 1998 - January 2001
Skills
Financial Advisory, Mutual Funds, Separately Managed..., Fixed Income, Equities, Financial Services, Series 63, Series 7, Alternative Investments, Asset Allocation, Management, Sales, Corporate Finance, Due Diligence, Investments, Equity Research, Financial Markets, Investment Management, Financial Modeling, Fund Of Funds, Bonds, Investment Advisory, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ashland Partners June 2015 - Present
Cohen & Steers July 2013 - August 2014
Wizards of the Mind Summer Camp June 2011 - July 2013
Wizards of the Mind Enrichment School March 2007 - June 2012
Skills
Microsoft Excel, Finance, Bloomberg, Investment Performance, Project Planning, Microsoft Office, Morningstar, Bloomberg Terminal, Social Media, Communication Skills, Operations Management, Bloomberg Data License, FactSet, Communication, Customer Service, Teamwork, Public Speaking
Education
Bentley University 2012 — 2016
B.S. in Finance and Global Perspectives Liberal Studies Major
Governor Livingston High School 2008 — 2012
Cohen & Steers August 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) June 2013 - January 2015
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Cohen & Steers June 2014 - Present
World Class Parking May 2012 - Present
Rising Stars June 2009 - Present
Pet Goods March 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Team Leadership, Time Management, English, Leadership, Windows, Marketing
Education
Fordham University 2011 — 2015
BS, Business/Commerce, General
Fordham University 2011 — 2015
Cohen & Steers August 2013 - Present
AllianceBernstein February 2007 - August 2013
Houlihan Lokey Howard & Zukin July 2005 - February 2007
AllianceBernstein November 2000 - April 2003
Skills
Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Accounting, Quantitative Methods
Vanderbilt University 1995 — 1998
B.S., Human and Organizational Development
MetLife March 2015 - Present
MetLife September 2014 - March 2015
W. P. Carey Inc. February 2012 - August 2014
Artio Global Investors, formerly Julius Baer October 2008 - November 2011
Cohen & Steers April 2007 - October 2008
JPMorgan Chase June 2006 - March 2007
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Managment, Alternative Investments, Product Marketing, Marketing Strategy, Marketing Communications, Content Development, Content Writing, Asset Management
Education
Fordham University 2002 — 2006
BA, English, Business Administration
University College Cork
Neuberger Berman 2002 - Present
Cohen & Steers 1987 - 2002
US Trust 1986 - 1987
Skills
Series 7, Mutual Funds, Asset Management, Equities, Investments, Asset Managment
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, finance
Fordham University 1980 — 1984
BA, Psychology/Elementary Education
Principal Funds Distributor, Inc. March 2010 - Present
Cohen & Steers August 2009 - February 2010
BlackRock November 2000 - March 2009
Neuberger Berman January 1996 - May 2000
Skills
Alternative Investments, Mutual Funds, Series 7, Investments, Asset Management, Hedge Funds, Investment Management, CIMA, Wealth Management, seperate managed...
Education
University of Pennsylvania - The Wharton School 2007 — 2008
CIMA, Certified Investment Management Analyst Certification Program
Fordham University
BS, Marketing
Xavier, High School
Cohen & Steers March 2014 - Present
Clifford Chance LLP November 2009 - March 2014
Education
Georgetown University Law Center 2006 — 2009
Doctor of Law (J.D.)
Carnegie Mellon University 2002 — 2006
Bachelor of Science (B.S.), Computer Engineering
Valley school
Cohen & Steers August 2014 - Present
Davis Polk & Wardwell LLP September 2011 - August 2014
NYSE Euronext December 2012 - June 2013
Banque AIG July 2006 - June 2010
UK Ministry of Justice January 2005 - July 2006
Education
Columbia University School of Law
Master of Laws (LL.M.), Financial Regulation, Corporate and Securities Law, with Honors
Henley Business School
Diploma (awarded jointly by FINRA International), Capital Markets, Regulation and Compliance (Part time)
University of London
Bachelor of Laws (LL.B.) (Part time), with Honors
University of New South Wales
Bachelor of Psychology, with Honors
National Australia Bank-nabSecurities LLC. March 2015 - Present
Cohen & Steers April 2007 - March 2015
Pinebridge (formerly AIG Investments) March 2003 - April 2007
Fidelity Investments October 1993 - March 2003
Skills
Mutual Funds, Hedge Funds, Private Equity, Real Estate, Manage Client..., Client Development, Fundraising, Fixed Income, Variable Annuities, Insurance, Equities, Sales Management, Estate Planning
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Lake Forest College 1989 — 1993
BA, Politics
Simsbury High
Cohen & Steers April 2015 - Present
Robotti & Company June 2012 - April 2015
Robotti & Co. 2012 - 2012
Bentley Systems 2011 - 2012
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Valuation, CRM, Market Research, Business Development, Accounting, Teamwork, Contract Negotiation, PowerPoint, Bloomberg, Marketing, Research, Business Strategy, Strategic Planning, Forecasting, Leadership, Data Analysis, Access, Microsoft Word, Investments, Portfolio Management
Education
Cabrini College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Cohen & Steers August 2014 - Present
Federated Investors June 2011 - August 2014
Federated Investors September 2008 - June 2011
Federated Investors January 2007 - September 2008
Skills
Project Management, Sales, Series 7, Mutual Funds, Asset Management, Financial Services, Series 63, Securities, Sales Presentations, CRM, Competitive Analysis, New Business Development, 401k
Education
Duquesne University
Masters, Business Administration
John Carroll University
Bachelor of Arts, Political Science
Cohen & Steers February 2005 - Present
Education
Texas A&M University-Kingsville 1992 — 1997
Communications, Radio/Television
Blinn College 1989 — 1990
Corporate Portfolio Analytics/Place Strategy Partners, LLC. June 2014 - February 2015
Cohen & Steers May 2013 - August 2013
PwC January 2013 - May 2013
Prager, Sealy & Co., LLC July 2011 - August 2011
Cultural Collaborative Jamaica July 2010 - August 2010
Education
Babson College 2011 — 2015
Bachelors of Science in Business Management
Bocconi University
Bachelor of Science in Business Management
Academy of Finance and Enterprise 2007 — 2011
Advanced Regents Diploma
Oracle August 2015 - Present
theSkimm September 2014 - August 2015
Cohen & Steers June 2013 - August 2014
Spotify January 2014 - June 2014
Spidercare May 2012 - August 2013
Asha by ADM June 2012 - August 2012
Skills
PowerPoint, Oracle Database, Cloud Applications, New Business Development, Customer Service, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Data Analysis, Leadership, Marketing, Market Research, Microsoft Word, Editing, Social Networking, Community Outreach, Facebook, Public Relations, Middleware, Higher Education, Bloomberg Software, Mac OS, Research
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Communications and Economics
John Cabot University 2013 — 2013
Fall 2013 Semester Abroad
Greenwich Academy 2008 — 2011
U.S. House of Representatives August 2015 - Present
U.S. House of Representatives, Committee on Financial Services September 2014 - May 2015
Commodity Futures Trading Commission May 2014 - August 2014
Commodity Futures Trading Commission January 2014 - April 2014
Commodity Futures Trading Commission September 2013 - December 2013
Office of the Attorney General of the State of New York June 2013 - August 2013
Cohen & Steers June 2011 - July 2012
Geneva Worldwide, Inc March 2011 - January 2012
Skills
Research, Lexis, Westlaw, Bloomberg Terminal, Stata, Chinese, Charles River IMS, Spanish, Public Policy, Financial Services, Derivatives
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.), Law
New York University, College of Arts & Science 2008 — 2011
B.A., Politics; Political Economy; Psychology (minor)
Greenwich High School 2004 — 2008
Cohen & Steers February 2006 - Present
Skills
Bloomberg, Fixed Income, Mutual Funds, Hedge Funds, Equities, Performance Attribution, Asset Managment, Alternative Investments, Derivatives, Portfolio Management, Investments, Asset Allocation, Securities, Risk Management, Private Equity, Investment Management, Financial Risk, Financial Services, Analysis, Financial Analysis
Education
Pace University - Lubin School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
City University of New York-Hunter College 1995 — 1999
ba, education
Cohen & Steers May 2008 - Present
Principal Global Investors 2006 - 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS
City University of New York-Hunter College 2001 — 2005
BA
Cohen & Steers May 2008 - April 2015
Bear Stearns October 2000 - May 2008
SNC Inc. September 1999 - October 2000
Credit Suisse December 1997 - September 1999
Credit Suisse December 1995 - December 1997
Credit Suisse January 1990 - December 1995
BEA Management Software (BEAMS) December 1986 - December 1990
BEA Associates December 1986 - December 1990
BEA Associates September 1982 - December 1986
Hewlett-Packard June 1979 - September 1982
Skills
Market Data, Fixed Income, Trading Systems, Project Management, Equities, Portfolio Management, Business Intelligence, Derivatives, Asset Management, Hedge Funds, Business Analysis, Electronic Trading, SOA, Data Warehousing, Business Development, Due Diligence, Enterprise Architecture, Risk Management, Infrastructure, Product Management, Investment Banking, Capital Markets, Data Center, Cloud Computing, Investments, Enterprise Software, Mergers & Acquisitions, Financial Services, Distributed Systems, Disaster Recovery, Business Strategy, IT Management, SaaS, Big Data, Alternative Investments, CRM, Management, Low Latency, Asset Allocation, IT Strategy, Trading, Asset Managment, SDLC, Financial Markets, Software Project..., Executive Management, Integration, Entrepreneurship, Venture Capital, Bloomberg
Education
Montclair State University 1976 — 1980
BS, Computer Science
Bank of New York Mellon July 2008 - Present
Cohen & Steers April 2007 - June 2008
AIG November 2004 - April 2007
Skills
Equities, Fixed Income, Bloomberg, Asset Managment, Mutual Funds
Education
Brandeis University 2000 — 2004
Cohen & Steers February 2011 - Present
BNY Mellon February 2008 - February 2010
Bloomberg June 2000 - June 2007
Skills
Equities, Fixed Income, Financial Markets, Bloomberg, Asset Management, REIT, Preferred Stock, Client Services, FactSet, Morningstar, Onboarding, Product Development, Microsoft Excel, PowerPoint, Japanese Market
Education
Bryn Mawr College 1996 — 2000
Master of Arts (M.A.), Mathematics
Bryn Mawr College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Cohen & Steers 2003 - 2006
Broadview International 2001 - 2001
Harrison & Star 1996 - 2001
Skills
Teaching, Social Media, Public Speaking, Performing Arts, Marketing, Graphic Design
Education
Georgia College and State University 2007 — 2008
Psychology
The University of Texas at Austin 1992 — 1995
MM, Vocal Performance
Texas State University 1983 — 1987
BM, Music Education
University of Missouri-Kansas City 1981 — 1983
Music
Cohen & Steers November 2011 - Present
Brookfield Asset Management November 2010 - November 2011
OppenheimerFunds December 2004 - November 2010
Bear Stearns 2000 - 2004
Skills
Derivatives, Financial Services, Bloomberg, Mutual Funds, Series 7, Due Diligence, Equities, Capital Markets, Investment Advisory, Hedge Funds
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Public Accounting
University of Maryland College Park 1996 — 2000
BA, Criminology and Criminal Justice
SS&C Technologies June 2013 - Present
Cohen & Steers May 2011 - June 2013
KBC Financial Products September 2000 - May 2011
Bankers Trust September 1998 - July 2000
Deutsche Bank September 1998 - July 2000
Skills
Derivatives, Documentation, Settlements, Fixed Income, Software Documentation, Settlement, Hedge Funds, Equities, Derivative Operations, Bloomberg, Capital Markets, Securities, Bonds, Trading Systems, Corporate Actions, Swaps, Credit Derivatives, Back Office, Equity Derivatives, Options, Collateral Management, Fund Administration, FX Options, Portfolio Management, Fund Of Funds, Prime Brokerage, Mutual Funds, Private Equity, Financial Modeling, Account Reconciliation, CDS, Trading, Alternative Investments, Middle Office, Asset Management, Financial Markets, Electronic Trading, ETFs, Equity Trading, Financial Services, Hedging, Investment Strategies, Emerging Markets, Equity Research, Money Market, Corporate Finance, Finance, Risk Management, Asset Allocation, Funding
Education
NYU’s School of Continuing and Professional Studies 2000 — 2001
NYU-SCPS, Accounting and Finance
City University of New York-Baruch College 1994 — 1998
BBA, Accounting
Avenue Capital Group April 2012 - Present
Cohen & Steers January 2010 - April 2012
Ameriprise Financial, Inc. (formerly J. & W. Seligman & Co. Incorporated) May 2006 - December 2009
Lazard Asset Management January 2006 - April 2006
Liberty Mutual May 2004 - May 2005
Morgan, Lewis & Bockius LLP 2000 - 2002
Education
Boston College Law School 2002 — 2005
Doctor of Law (JD)
Georgetown University 1996 — 2000
BS, Foreign Service
The Nichols School 1993 — 1996
AST Fund Solutions April 2013 - Present
Ultimus Fund Solutions, LLC November 2009 - March 2013
Stillwater Trade Capital June 2007 - October 2009
Cohen & Steers July 1997 - May 2007
Bear Stearns August 1985 - July 1997
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Capital Markets, Asset Managment, Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Bloomberg
Education
LIU Post 2002 — 2004
MBA, Management
Stony Brook University 1981 — 1985
BA, Economics
Cohen & Steers September 2006 - Present
Deutsche Asset Management (NY) August 2001 - September 2006
Banc of America Securities December 1999 - July 2001
Skills
REIT, Real Estate Investment, Infrastructure, Real Assets, Equities, Fixed Income, Product Specialists, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Portfolio Management, Relationship Management, Bloomberg, Asset Allocation, Financial Analysis
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Brown University 1994 — 1998
BA, Classics
Fordham Preparatory School 1990 — 1994
OppenheimerFunds April 2015 - Present
Cohen & Steers 2010 - April 2015
Legg Mason 2007 - 2010
MFS Investment Management 2005 - 2007
Wellington Management 2004 - 2005
Glen Rauch Securities 2002 - 2003
Education
Northeastern University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
The Johns Hopkins University 1994 — 1999
Bachelor of Arts (BA), 3.5
Mesirow Financial January 2011 - Present
proprietary trading firm January 2009 - January 2011
Pluris Valuation January 2009 - March 2009
Citi Group September 2008 - January 2009
Cohen & Steers June 2008 - August 2008
National Instruments 2005 - 2007
Skills
Derivatives, Trading, Financial Modeling, FX Options, Currency, Finance, Financial Risk, Investments, Market Risk, Options, Portfolio Management, Quantitative Analytics, Risk Management, Valuation
Education
Columbia University in the City of New York 2007 — 2008
Master, Operations Research: Quantitative Risk & Revenue Management
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
MFS Investment Management December 2014 - Present
Cohen & Steers September 2012 - November 2014
Morgan Stanley Investment Management January 1997 - August 2012
Education
Hofstra University 1992 — 1996
Cohen & Steers December 2013 - Present
Morgan Stanley August 2002 - December 2013
Skills
Investment Banking, Financial Modeling, Equities, Capital Markets, Corporate Finance, Derivatives, Financial Accounting, Financial Reporting, Financial Services, Asset Management, Portfolio Management, Bloomberg, Valuation, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Macquarie Group October 2014 - Present
Cohen & Steers May 2010 - October 2014
State Street Global Advisors July 2005 - May 2010
Skills
Alternative Investments, Hedge Funds, Fixed Income, Mutual Funds, Equities
Education
Boston College 2000 — 2004
BA
Acadia Realty Trust December 2013 - Present
Acadia Realty Trust February 2012 - December 2013
Cohen & Steers July 2009 - February 2012
The Icon Group October 2008 - May 2009
Credit Suisse/The Situs Companies August 2006 - August 2008
Education
New York University 2007 — 2009
MS, Real Estate Finance
Indiana University - Kelley School of Business 2002 — 2006
BS, Management and Entrepreneurship
Brazos River Writing Company January 2005 - Present
Cohen & Steers 2002 - 2004
Wechsler Ross & Partners 2000 - 2002
Charles Schwab 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
White Papers, Magazine Articles, Presentations, Brochures, Web Content, RIAs, Defined Contribution, Mutual Funds, Investments, Content Development, Copywriting, Content Strategy, Newsletters, Copy Editing, Financial Services, Thought Leadership, Internal Communications, Corporate Communications, Editorial, Editing
Education
Arizona State University
BA, Humanities
Cohen & Steers FVPMerrill Lynch1981 - 2004
Education
Hamilton College
Cohen & Steers 2009 - Present
AllianceBernstein January 2006 - October 2008
Deutsche Asset Management 2002 - 2005
Putnam Investments 1986 - 2002
Education
Georgetown University
BS, Finance
Leopold Schepp Foundation May 2012 - Present
Cohen & Steers February 2007 - Present
QuantumSphere, Inc. November 2006 - Present
Allianz Global Investors September 1998 - February 2007
J.P. Morgan March 1996 - September 1998
Skills
Securities, Series 7, Equities, Private Equity, Capital Markets, Financial Risk, Risk Management, Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Investments, Hedge Funds, Compliance, Litigation
Education
Boston College
Pace University
Cohen & Steers January 2006 - Present
J. & W. Seligman February 2001 - January 2006
The Bank of New York 1989 - 2001
Education
Hamilton College 1981 — 1985
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
Cohen & Steers March 1998 - Present
Cohen & Steers 1998 - 2011
Skills
Investment Management, Wealth Management, Managing Accounts, Separately Managed..., Alternative Investments, Asset Management, Financial Markets, ETFs, Series 7, Mutual Funds, Relationship Management, Investment Strategies, Fixed Income, Equities, Financial Services, Securities, Asset Allocation, Investments, Series 63
Education
Manhattan College
BS, Finance
Cohen & Steers April 2013 - Present
Deloitte 2006 - April 2013
Education
Northeastern University - Graduate School of Business Administration 1991 — 1992
MSA/MBA, Accounting
Cohen & Steers December 2011 - Present
Fidelity Investments July 2006 - June 2012
Salomon Brothers January 2002 - January 2007
Dreyfus Investments 1996 - 2002
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Asset Managment, Credit, Series 24, Alternative Investments, Mutual Funds, Securities, Asset Allocation, Series 63, Asset Management, Fixed Income, Hedge Funds, ETFs
Education
Hobart College 1991 — 1994
Bachelor of Arts (B.A.), Economics
Manhasset High School 1987 — 1990
Goldman Sachs Asset Management January 2011 - Present
Transamerica Capital Management December 2009 - January 2011
Cohen & Steers March 2008 - August 2009
Lincoln Financial Distributors February 1998 - February 2008
US Trust 1995 - 1998
Skills
Alternative Investments, Asset Management, Investment Strategies, Investments, Separately Managed..., Asset Allocation, Wholesaling, Capital Markets, Series 7, Relationship Management, Mutual Funds, Series 24, Equities, Series 63, Financial Advisory, Securities, Wholesale, Building Relationships, Wealth Management, Asset Managment, Fixed Income, Hedge Funds, FINRA
Education
Manhattan College 1985 — 1989
BS, Finance
Manhattan College 1985 — 1989
BS, Finance
Cohen & Steers July 2008 - Present
BNY Mellon January 2005 - June 2008
Skills
Equities, Alternative Investments, Bloomberg, Mutual Funds, Fixed Income, Hedge Funds, Asset Management, Asset Allocation, Securities, Derivatives, Bonds, Investments, Financial Modeling, Fund Administration, Portfolio Management
Education
Delaware State University 2001 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
St. John's University 1999 — 2001
AllianceBernstein March 2011 - Present
Cohen & Steers June 2010 - June 2011
American Century Investments November 2008 - June 2010
American Century Investments September 2007 - November 2008
American Century Investments January 2003 - September 2007
Putnam Investments October 1992 - January 2003
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Investments, Equities, Investment Strategies, Portfolio Management, Marketing, Sales, Series 24, Hedge Funds, Investment Management, Financial Services, Fixed Income, Relationship Management, Securities, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Boston College 1986 — 1989
BS, Finance
TIAA-CREF May 2011 - Present
The Cayuga Fund Group, LLC May 2010 - April 2011
Cohen & Steers June 2010 - August 2010
Westwood Venture Real Estate May 2006 - May 2010
Skills
Asset Managment, Investments, Asset Management, Equities, Financial Analysis, Portfolio Management, Hedge Funds
Education
Cornell University - Johnson Graduate School of Management 2008 — 2011
Real Estate, Finance, Asset Management
Cornell University
Ogilvy & Mather May 2014 - Present
J.P. Morgan June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
Cohen & Steers January 2010 - May 2010
UBS September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Education
Fordham University 2007 — 2011
BS, Business Administration, Finance
Cohen & Steers January 2013 - Present
Moody's March 2010 - December 2012
GlobeTax Services, Inc December 2008 - March 2010
Intex Solutions Inc May 2007 - August 2007
Citigroup, Inc May 2006 - August 2006
Citigroup, Inc May 2005 - August 2005
Education
Tufts University 2004 — 2008
Quantitative Economics
Bond University
H/2 Capital Partners June 2014 - Present
Cohen & Steers June 2013 - August 2013
UBS Investment Bank October 2010 - May 2012
Moody's Investors Service June 2007 - September 2010
Skills
CDO, CMBS, Valuation, Real Estate, Investment Management, Bloomberg, Commercial Real Estate, Structured Finance
Education
NYU Stern School of Business 2012 — 2014
MBA
Cornell University 2003 — 2007
BA, Economics
Bluerock Real Estate August 2015 - Present
Starwood Capital Group July 2013 - July 2015
Cohen & Steers June 2012 - August 2012
The Carlyle Group March 2008 - June 2011
Lehman Brothers July 2006 - February 2008
Lehman Brothers June 2005 - August 2005
Hersha Hospitality June 2004 - August 2004
Skills
Equities, Venture Capital, Private Equity, Investment Banking, Valuation, Emerging Markets, Corporate Development, Financial Modeling, Due Diligence, Corporate Finance, Bloomberg, Investments, Real Estate, LBO, Acquisitions
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS)
AI Dupont High School 2001 — 2002
Anchorage Capital Group, L.L.C. September 2015 - Present
MacKay Shields LLC July 2007 - Present
Cohen & Steers 2005 - June 2007
Harborside Plus 2003 - 2005
Education
CFA Institute 2013 — 2013
Claritas Certifaction
New York University 1993 — 1997
BA, Political Science and Spanish American Literature
Richard Bernstein Advisors September 2010 - Present
Fordham University September 2014 - Present
Cohen & Steers February 1997 - December 2009
Merrill Lynch November 1982 - January 1997
Skills
Wealth Management, Investment Strategies, Structured Products, Sales, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Asset Management, Series 63, Investments, Hedge Funds, Portfolio Management, Investment Management, Fixed Income, Investment Banking, Series 7, Asset Allocation, Asset Managment, Bloomberg, Trading, Microsoft Excel, Equity Trading, Electronic Trading
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Accounting
Fordham University 1978 — 1982
BS, Finance
Cohen & Steers October 2012 - Present
Cohen & Steers February 2010 - October 2012
AllianceBernstein June 2004 - February 2010
MetLife Financial Services December 2003 - May 2004
Education
Monmouth University 2000 — 2002
Bachelors of Science, Finance
Credit Suisse July 2015 - Present
Cohen & Steers July 2013 - July 2015
Morgan Stanley Investment Management March 2005 - July 2013
Morgan Stanley September 2004 - March 2005
Skills
Asset Management, Mutual Funds, Equities, Investment Management, Bloomberg, ETFs, Derivatives, Investment Advisory, Fund Of Funds, Investments, Private Equity, Asset Allocation, Financial Services, Due Diligence, Bonds, Financial Markets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Cohen & Steers April 2014 - Present
Pfizer December 2013 - April 2014
Sprint Nextel November 2009 - April 2012
Sony Music Entertainment June 2010 - August 2010
Virgin Mobile USA (A subsidiary corporation of Sprint Nextel) April 2003 - November 2009
Skills
Contract Management, Corporate Governance, Cross-functional Team..., Corporate Law, Due Diligence, Integration, Legal Writing, Process Improvement, Westlaw
Education
Brooklyn Law School 2009 — 2012
Juris Doctor (J.D.), Intellectual Property: Media and Information Law
Pace University School of Law 2008 — 2009
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.), Comparative Literature; Women's & Gender Studies
WMD Asset Management September 2014 - Present
Cohen & Steers March 2008 - May 2013
Cliffwood Partners LLC July 1997 - February 2008
J.P. Morgan August 1995 - July 1997
Skills
Alternative Investments, Portfolio Management, Equities, Investment Management, Bloomberg, Equity Research, Asset Management, Hedge Funds, Investments, Fixed Income, Investment Strategies
Education
Claremont McKenna College 1991 — 1995
Bachelor of Arts (B.A.), Methematics & Economics Dual Degree
Cohen & Steers 2007 - Present
SSgA 2002 - 2007
The Fessenden School 1999 - 2001
The Dexter School September 1997 - August 1999
Skills
Equities, Asset Management, Fixed Income, Asset Allocation, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Portfolio Management, Real Estate, Series 7
Education
Hobart and William Smith Colleges
BA
The Kent School
Richard Bernstein Advisors October 2013 - Present
ING Investment Management May 2012 - October 2013
Cohen & Steers October 1998 - May 2012
WNC Capital Corporations 1996 - 1998
Skills
Separately Managed..., Mutual Funds, Investment Strategies, Series 7, Series 63, Uniform Combined State..., Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Hedge Funds, Asset Managment, Equities, Portfolio Management, Investments, Relationship Management, Investment Management, Asset Management, Series 24, Financial Services, Variable Annuities, ETFs, 401k, Managing Accounts, Series 66, Financial Markets
Education
Babson College 1985 — 1989
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Noble & Greenough School 1980 — 1985
Fordham University October 2014 - Present
Fordham University September 2012 - October 2014
Cohen & Steers June 2011 - August 2012
Cohen & Steers May 2010 - July 2011
NBC Universal September 2009 - December 2009
Skills
Microsoft Office, PowerPoint, Word, Social Media, Writing, Account Management, Microsoft Excel, Microsoft Word, Fundraising, African Dance, Facebook, Friendly Personality, Social Media Marketing, Marketing, Research, Blogging, Outlook, Social Networking, Public Speaking, Leadership, Editing, Data Analysis, Market Research, Community Outreach, Teamwork, Yodeling, Classical Ballet
Education
Fordham University 2007 — 2011
BS, Business Administration
St. Joe's Prep
Non December 2011 - Present
Cohen & Steers September 2010 - December 2011
GE Asset Management September 1997 - September 2010
Skills
Legal Documents, Contract Negotiation, Outlook, Legal Assistance, Legal Research
Education
Adelphi University 1983 — 1983
Corporate/Securitiies ABA Approved Paralegal Certificate
Lock Haven University of Pennsylvania 1979 — 1983
Bachelor of Science (BS), Political Science and Government
Cohen & Steers May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Columbia University September 2010 - December 2010
Ernst & Young Shinnihon LLC September 2009 - August 2010
Cohen & Steers Capital Management June 2008 - August 2008
Carnegie Mellon University February 2008 - May 2008
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science with University Honors
Susquehanna International Group, LLP (SIG) July 2014 - Present
Barclays July 2013 - July 2014
Barclays August 2012 - July 2013
Barclays July 2011 - August 2012
Societe Generale Corporate & Investment Banking June 2010 - December 2010
Cohen & Steers January 2010 - April 2010
Merrill Lynch October 2009 - April 2010
Skills
Securities, Derivatives, Equity Derivatives, Options, Securities Lending, FX Options, Swaps, Wealth Management, Funding, Financial Risk, Bloomberg, Collateral Management, Portfolio Management
Education
Fordham University 2007 — 2011
BS, Marketing, Finance
Shanghai University 2008 — 2008
Study Abroad
BlackRock July 2014 - Present
Cohen & Steers July 2012 - July 2014
Goldman Sachs May 2010 - July 2012
Deutsche Bank Securities June 2007 - May 2010
Skills
Real Estate
Education
Georgetown University
Bachelor of Science (B.S.), Finance, General
AllianceBernstein June 2014 - Present
Cohen & Steers May 2011 - May 2014
Citi May 2008 - March 2011
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Equities, Fixed Income, Asset Management, Investments, Securities, Alternative Investments, Wealth Management, Bloomberg, Financial Services, Portfolio Management, Uniform Combined State..., FINRA, Series 65, Retirement Planning, Investment Strategies, ETFs
Education
Iona College 2005 — 2008
BBA, Finance
Principal Global Investors May 2014 - Present
W.P. Stewart Asset Management, NA, Inc. March 2009 - Present
Cohen & Steers January 2005 - August 2008
Dreyfus/Mellon Investments April 1997 - December 2004
Skills
Sales Management, Sales, Relationship Management, Training, Field Work, Marketing Strategy, Product Launch, Hedge Funds, Series 7, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Bonds, Investments, Mutual Funds, ETFs, Business Development, Fixed Annuities, Closed-end Funds, Investment Advisory, Series 63, Separately Managed..., Financial Services, Asset Managment, Securities, Finance, Equities, Series 24, Portfolio Management
Education
Brown University
Bachelor of Arts (B.A.)
Union College
MBA, Health Administration
Cohen & Steers June 2014 - Present
Education
City University of New York City College 2010 — 2014
Bachelor of Science (B.S.), Computer Science, 3.5
Schroders September 2012 - Present
Cohen & Steers March 2000 - September 2012
Boston Capital April 1994 - March 2000
Skills
Alternative Investments, Marketing
Education
Illinois State University 1989 — 1991
Master of Science (M.S.)
Ohio Wesleyan University 1985 — 1989
Bachelor of Arts (B.A.)
Cohen & Steers February 2014 - Present
Bursor & Fisher, P.A. October 2011 - February 2014
Columbia University School of Continuing Education June 2008 - August 2008
Education
The Ohio State University 2009 — 2011
Master’s Degree, English, Summa Sum Laude
Binghamton University 2006 — 2009
Bachelor’s Degree, English, Summa Cum Laude