Cordium Company
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Cordium Employees
Cordium July 2015 - Present
Cordium June 2014 - June 2015
Consumer Protection and Fraud, San Francisco District Attorney's Office January 2014 - May 2014
University of San Francisco July 2013 - May 2014
University of San Francisco October 2012 - May 2013
Skills
Microsoft Office, Tutoring, Higher Education, Organization &..., Student Affairs, Teamwork, Time Management, Customer Service, Event Planning, Quick Study, Research, Management, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Legal Compliance
Education
University of San Francisco 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management
Cordium January 2015 - Present
Cordium January 2014 - December 2014
Cordium January 2012 - January 2014
Core Compliance & Legal Services, Inc September 2010 - December 2011
Jacko Law Group, PC September 2010 - December 2011
Equity Based Services, Inc April 2009 - August 2009
Education
California Western School of Law 2007 — 2010
Juris Doctor
University of California, Santa Barbara 2001 — 2005
B.A
Cordium January 2010 - Present
Cordium June 2006 - January 2010
Cordium June 2005 - June 2006
CleverDesign - CorchiaWolinerRhoda June 2004 - June 2005
Skills
Software Development, Microsoft SQL Server, C#, XML, Databases, SQL, Linux, Unix, jQuery, JavaScript, Trading Systems, SDLC, Web Development
Education
Rochester Institute of Technology 2000 — 2005
Bachelor of Science (B.S.), Information Technology
John Jay High School
Cordium July 2015 - Present
Cordium October 2014 - July 2015
American Academy of Actuaries February 2013 - August 2013
U.S. Department of the Treasury, Office of Financial Research June 2012 - August 2012
ClimaCheck Sweden AB March 2012 - May 2012
Technology Crossover Ventures May 2011 - July 2011
Kleiner Perkins Caufield & Byers July 2008 - May 2010
Toni & Guy October 2007 - April 2008
Accel Partners June 2007 - September 2007
Skills
Investments, Business Strategy, Venture Capital, Private Equity, Microsoft Excel, Finance, Legal Compliance, Regulatory Analysis, Regulatory Requirements, Data Analysis, Business Development, Regulatory Compliance, SEC Filings, Business Analytics, Corporate Development, Corporate Law
Education
The George Washington University Law School 2010 — 2014
JD
The George Washington University - School of Business 2011 — 2014
MBA, Business Analytics
Northwestern University 2003 — 2007
Bachelor of Arts (BA), English; Economics
Partners Group September 2013 - Present
Cordium June 2012 - August 2013
Lyxor Asset Management September 2011 - June 2012
Chambers of the Hon. Carolyn E. Demarest, Supreme Court of the State of NY, Commercial Division January 2011 - April 2011
Legal Services of the Hudson Valley May 2010 - August 2010
Cardozo Bet Tzedek Legal Services August 2009 - May 2010
Chambers for the Hon. Laura Jacobson, Supreme Court of the State of NY, Civil Term June 2009 - August 2009
New York Life Insurance Company April 2006 - July 2008
ING June 2005 - March 2006
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Compliance, Client Communication, Legal Services, Operational Due..., Legal Assistance, Policy, Government, Securities Regulation, Due Diligence, Policy Analysis, Research, Corporate Law, Corporate Governance, Private Equity, FINRA, Arbitration
Education
Benjamin N. Cardozo School of Law 2008 — 2011
Juris Doctor, Concentrations in Litigation and Corporate Law
Fordham University 2001 — 2005
B.A., Political Science
Cordium October 2014 - Present
Habitat for Humanity International October 2014 - Present
Cornell University May 2013 - Present
New York City Bar May 2011 - January 2015
Ogilvy & Mather December 2013 - June 2014
Cornell University School of Hotel Administration May 2013 - July 2013
Ogilvy & Mather June 2012 - August 2012
Boyce Thompson Institute for Plant Research at Cornell University April 2012 - May 2012
Campus Information and Visitor Relations, Cornell University March 2010 - March 2012
New York City Bar December 2008 - January 2012
Skills
Project Management, Social Media, Account Management, Business Development, Customer Service, Event Planning, Microsoft Office, Social Skills, Copywriting, Editing, Public Speaking, Marketing, Leadership, Research, Program Management, Microsoft Excel, Fundraising, PowerPoint
Education
Cornell University 2009 — 2013
B.A., History
Townsend Harris High School 2005 — 2009
Cordium January 2014 - Present
Cordium (formerly HedgeOp Compliance, LLC) August 2012 - Present
Cordium June 2011 - Present
Hartford Investment Management Company May 2009 - April 2010
The Honorable Vanessa L. Bryant, Federal District Court Judge, District of Connecticut June 2008 - August 2008
Skills
Compliance, Licensing, Hedge Funds, Due Diligence, Asset Management, marketing review, Regulatory Filings, Legal Research, SEC, Securities Regulation
Education
The University of Connecticut School of Law 2007 — 2010
Juris Doctor, Law
Trinity College-Hartford 2003 — 2007
Bachelor of Art, History
PitchBook Data September 2015 - Present
Security Management Partners September 2014 - September 2015
Cordium June 2013 - August 2014
NM Incite, a Nielsen/McKinsey Company July 2012 - May 2013
Equifax July 2011 - June 2012
Education
American University - Kogod School of Business 2007 — 2011
Bachelor of Science in Business Administration
Universidad Pontificia Comillas 2010 — 2010
ICADE
Holmdel High School 2004 — 2007
Cordium May 2015 - Present
Google October 2014 - April 2015
Google 2013 - 2014
Tris Pharma October 2012 - April 2013
BioReference Laboratories February 2012 - December 2012
CVS Caremark Corporation July 2004 - April 2012
Verizon Wireless August 2011 - February 2012
Skills
Nationally Certified..., Android Development, Wireless Networking, Microsoft Office, Windows 7, Pharmaceutical Industry, Pharmacy Technicians, Technical Presentations, Written & Verbal..., Testing, Troubleshooting, Data Entry, Training, Public Speaking, Microsoft Excel, Customer Service, Data Analysis, Leadership, Management, Microsoft Word, Research, Team Leadership, Sales, Project Management, PowerPoint, Quality Assurance
Education
New Jersey City University 2006 — 2010
Bachelor of Arts (B.A.)
Long Island University, Brooklyn Campus 2004 — 2006
Cordium July 2014 - Present
Cordium July 2013 - July 2014
Cordium US August 2012 - July 2013
UMass Amherst, College of Engineering 2011 - 2012
Hampden County District Attorney's Office June 2007 - June 2010
Skills
Marketing, Journalism, Social Media, Public Speaking, Public Relations, News Writing, Legal Writing, Legal Research, Proposal Writing, Editing
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.S., Magna Cum Laude, Communication and Media Studies
Klasko Immigration Law Partners, LLP September 2014 - Present
Cordium August 2013 - September 2014
Lyxor Asset Management (Societe Generale) June 2011 - August 2013
Law Offices of Jayshree J. Patel 2009 - 2011
New York Supreme Court Appellate Division Third Department August 2008 - August 2009
Ernst & Young, LLP September 2003 - July 2005
Skills
Asset Management, Corporate Transactions, Dodd-Frank, Asset Managment, Corporate Law, Risk Management, Derivatives, Hedge Funds
Education
New York University School of Law 2010 — 2013
Certification, Taxation
Emory University School of Law 2005 — 2008
J.D.
New York University - Leonard N. Stern School of Business 2000 — 2003
B.S., Accounting, Finance
Tenafly High School
Cordium April 2013 - Present
Meyers & Heim LLP September 2009 - April 2013
Education
New York Law School 2006 — 2009
J.D., magna cum laude
New York University 2002 — 2006
B.A., cum laude
Bethlehem Catholic High School
Cordium June 2013 - April 2015
HedgeOp Compliance, LLC July 2012 - June 2013
Pier 1 Imports 2007 - 2009
Skills
Social Media, Facebook, PowerPoint, Customer Service, Event Planning, Technical Support, Atlassian JIRA, Superior Client Service, Microsoft Dynamics, Technical Training, Professional Services, Social Networking
Education
Rutgers University 2010 — 2013
Bachelor's degree, Communication
Cordium October 2014 - Present
Summit Partners February 2012 - October 2014
Skills
Private Equity, Legal Compliance, Fund Administration, SEC filings, Code of Ethics, Trade Compliance, Regulatory Compliance, Investment Advisers Act, Financial Services, Securities
Education
Concordia University
Political Science and Government
University of Massachusetts, Amherst
Meyer Law Organization September 2015 - Present
Cordium April 2015 - May 2015
Hewins Financial Wipfli Hewins August 2014 - March 2015
Ord & Norman February 2014 - August 2014
The Schinner Law Group September 2013 - November 2013
The Saacke Law Group June 2013 - August 2013
Equinox Securities, Inc. 2008 - August 2012
Zecco Trading August 2007 - December 2008
Skills
Investments, Lexis, Westlaw, Start-ups, Legal Issues, Document Review, Bloomberg, Research, Legal Documents, Financial Analysis, Investment Banking, Customer Service, Corporate Law, Trials
Education
Golden Gate University, School of Law 2012 — 2015
Doctor of Law (JD) & Masters in Business Administration (MBA)
California State University-San Bernardino - College of Business and Public Administration 2007 — 2012
Bachelor of Science in International Business, Minors in Finance and Pre-Law
Cordium August 2014 - Present
Massachusetts Securities Division January 2014 - May 2014
Shapiro Haber & Urmy LLP September 2013 - January 2014
United Nations High Commissioner for Refugees June 2013 - August 2013
Jesuit Refugee Service June 2013 - August 2013
Massachusetts Department of Public Safety May 2013 - July 2013
Office of Consumer Affairs and Business Regulations 2012 - 2013
Lerner, Sampson & Rothfuss 2005 - 2011
Skills
financial compliance, Legal Compliance, Legal Research, Legal Writing, Westlaw, Pleadings, Litigation, Civil Litigation, Bankruptcy, Document Review, Electronic Discovery, Paralegal, Securities Regulation, Lexis, Investment Advisers Act, Securities Market, Investment Advisor..., Legal Assistance, Research, Motions, Corporate Governance, Policy, Due Diligence, Securities, Document Drafting, Financial Services, Hedge Funds, Private Equity, SEC, LexisNexis
Education
New England School of Law 2011 — 2014
Juris Doctorate, Focus on Securities Regulation
Northern Kentucky University
Bachelor of Arts (B.A.), Psychology
St. Henry District High School
Cordium April 2010 - Present
FIRST SPRING CORPORATION January 2002 - March 2010
Doremus January 1999 - January 2002
Viacom International January 1990 - January 1998
Showtime Networks 1986 - 1990
Skills
Talent Acquisition, Employee Benefits, Onboarding, Succession Planning, Human Resources, Personnel Management, Employee Relations, Temporary Placement, Recruiting, Performance Management, HR Policies, Organizational..., Employee Training, Compensation & Benefit, College Recruiting, Payroll, Deferred Compensation, Conflict Resolution, Training, Performance Appraisal, Benefits Administration, Talent Management, Policy, Applicant Tracking...
Education
Cornell University/Baruch College Graduate School of Industrial Labor Relations
M.S. Industrial Labor Relations, Human Resources Management
State University of New York at Albany
B.A., Sociology
Cordium January 2014 - Present
Xcelus January 2012 - January 2014
Contact Direct Marketing February 2007 - October 2011
Gelson's, The Super Market July 2004 - November 2006
Skills
Graphic Design, Advertising, Microsoft Office, Flash, Web Design, Adobe Creative Suite, QuarkXPress, Training Videos, Graphics, Email Marketing, Illustrator, Direct Mail, WordPress, Layout
Education
Brigham Young University - Hawaii 2001 — 2002
Bachelor of Fine Arts (B.F.A.), Painting
Ricks College 1996 — 2000
Associates, Drawing & Painging - Illustration
Cordium January 2006 - Present
NYLS Securities Arbitration Clinic April 2009 - May 2010
HedgeOp Compliance, LLC October 2002 - December 2005
Bear Stearns July 2003 - November 2003
Education
New York Law School 2007 — 2010
J.D., Magna Cum Laude
Cornell University 1998 — 2002
B.S., Magna Cum Laude, Applied Economics and Management
Cordium February 2015 - Present
Santander Bank, N.A. August 2014 - January 2015
State Street January 2014 - April 2014
Massachusetts Securities Division September 2013 - November 2013
Rhode Island Public Defenders Office May 2013 - August 2013
Vera Bradley May 2012 - May 2013
US Securities and Exchange Commission January 2013 - April 2013
Suffolk Superior Court May 2012 - August 2012
Trafford's Restaurant June 2011 - September 2011
University of Massachusetts Athletic Ticketing Office October 2008 - May 2011
Skills
Sales, Westlaw, Legal Research, Legal Writing, Lexis, PowerPoint, Data Entry, Microsoft Word, Microsoft Office, Microsoft Excel, Legal Assistance, Research, Time Management, Civil Litigation, Commercial Litigation
Education
New England School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law, 2LD
University of Massachusetts 2007 — 2011
Dual Bachelor of Arts, Psychology and Political Science
University College Cork 2010 — 2010
Semester Abroad, Political Science and Government
Cordium April 2014 - Present
Cordium September 2013 - March 2014
Raybestos Powertrain, LLC October 2010 - August 2013
Microsoft July 2004 - June 2009
Skills
New Business Development, Business Planning, Competitive Analysis, Account Management, Sales Management, Solution Selling, Key Account Management, Direct Sales, Channel Partners, Forecasting, International Sales, Product Development, Sales Operations, B2B, Sales Process, Business Development, Management, Hedge Funds, Sales
Education
Rose-Hulman Institute of Technology 2001 — 2004
Cordium March 2003 - Present
Euromoney Institutional Investor 2002 - 2003
Ramius Capital Management 1999 - 2001
Ramius Capital 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Managment, Securities, Private Equity, Due Diligence, Investments, Derivatives, Equities, Fixed Income, Capital Markets, Valuation, Asset Management
Education
Cornell University 1998 — 2002
BS, Applied Economics Management
Cordium May 2013 - Present
HedgeOp Compliance, LLC March 2001 - May 2013
Skills
Alternative Investments, Securities, Private Equity, Fund Of Funds, Asset Management, Equities, Due Diligence, Investments, Capital Markets, Derivatives, FINRA, AML, Investment Management, Fixed Income
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Finance
Pace University
Masters Degree, Education
Mercy College January 2015 - Present
Cordium July 2010 - January 2015
Drum Associates, Inc. March 2008 - November 2008
Skills
Recruiting, Event Planning, Microsoft Office, Interviews, Management, College Recruiting, PowerPoint, Spanish, Research, Microsoft Excel, Microsoft Word, Executive Search, Onboarding, Social Media, Hedge Funds, Due Diligence, Financial Services, AML, Outlook, Human Resources, Mutual Funds, Fund Of Funds
Education
Mercy College
Master's Degree, Counseling with an extension in Bilingual School Counseling
University of New Haven 2002 — 2006
Bachelor of Arts (B.A.), Psychology
University of New Haven 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice (Investigative Services)
Parth Capital Management July 2011 - Present
Cordium June 2009 - Present
Connotate Technologies January 2008 - August 2009
Merrill Lynch 2007 - 2007
Skills
Agile Methodologies, C#, Enterprise Software, Equities, SQL, Hedge Funds, SDLC, Software Development, Fixed Income, ASP.NET, Enterprise Architecture, Microsoft SQL Server, Windows, Microsoft Office, SOA, Databases, Web Services, XML, Perl, Software Project...
Education
Rutgers University-New Brunswick 2004 — 2009
BS, Mechanical and Aerospace Engineering
U.S. Securities and Exchange Commission September 2015 - Present
Cordium March 2010 - August 2015
Seward & Kissel LLP September 2006 - January 2010
Seward & Kissel LLP May 2005 - August 2005
Skills
Hedge Funds, Private Equity, Securities, Securities Regulation, Alternative Investments
Education
University of Michigan Law School 2003 — 2006
JD
Columbia College (NY) 1999 — 2003
BA, Economics, French
Cordium July 2007 - Present
Cordium February 2006 - June 2007
Cordium January 2005 - February 2006
Skills
Due Diligence, Investments, Hedge Funds, Private Equity, Alternative Investments, Investment Management, Asset Management, Research, Fund Of Funds, Securities Regulation, AML, Private Placements
Education
Fordham University 2000 — 2004
BS, Business Administration
Alexandria Real Estate Equities, Inc. May 2014 - Present
Cordium March 2013 - May 2014
Boy Scouts of America January 2013 - May 2013
Brooklyn College August 2011 - December 2011
Diversant, LLC January 2010 - June 2011
Park Avenue (Seasons) August 2007 - January 2010
Skills
Information Technology, Blackberry, Troubleshooting, Software Documentation, Vendor Management, Laptops, Hardware, Technical Support, Help Desk Support
Education
City University of New York-Brooklyn College 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Informations Systems
Cordium June 2015 - Present
Finxera October 2014 - May 2015
SIEMIC Testing and Certification Services June 2013 - September 2014
SIEMIC Testing and Certification Services March 2012 - June 2013
Girl Leaders at UCLA December 2010 - June 2011
Skills
Public Speaking, Account Management, Social Networking, PowerPoint, Research, Microsoft Excel, Social Media, Customer Service, Microsoft Word, Event Planning, Facebook, Editing, Social Media Marketing, Sales Presentation..., Press Releases, YouTube, Adobe Creative Suite, Conference Production, Marketing, Excel, Writing, Seminar Marketing, Marketing Communications, Online Marketing, WordPress, Data Analysis, Word, Customer Satisfaction, Customer Retention, Microsoft Office, HTML
Education
University of California, Los Angeles 2009 — 2011
Political Science- International Relations, Political Science
University of California, Los Angeles (UCLA) 2009 — 2011
Bachelor of Arts, Political Science-International Relations
Cordium October 2012 - Present
Yardi Systems June 2012 - August 2012
Pioneer Research America July 2010 - August 2010
Skills
Microsoft Excel, Python, Ruby on Rails, Amazon Web Services..., Microsoft Word, Github, Git, Hedge Funds, Microsoft Office, Ruby, AJAX, JavaScript, CSS, Facebook API, C#, Databases, Object Oriented Design
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's of Science, Computer Science
Saatchi & Saatchi Wellness February 2015 - Present
Saatchi & Saatchi Wellness September 2013 - January 2015
Cordium May 2012 - August 2013
Connotate, Inc. October 2009 - April 2012
Skills
Enterprise Software, Agile Methodologies, SQL, Analytics, Technical Training, Reporting & Analysis, Web Analytics, C#, SaaS, Microsoft SQL Server
Education
Bucknell University 2006 — 2009
B.S., Neuroscience
Rutgers, The State University of New Jersey-New Brunswick
Cordium January 2014 - Present
x May 2012 - January 2014
Life Technologies April 2011 - May 2012
Ruck Pate Architecture 2004 - 2010
OfficeMax 1995 - 2002
Skills
Video Production, Contract Negotiation, Mobile Applications, Microsoft Office, E-Learning, Business Development, Employee Training, Training, Mergers & Acquisitions, Public Speaking, Strategy, Sales, Strategic Planning, Account Management, Corporate Law, Leadership, Customer Service, Management, Salesforce.com, Project Management
Education
Barrington High School
Georgetown University
Paralegal
University of Illinois at Urbana-Champaign
Cordium December 2011 - Present
Skills
Hedge Funds, Fund Of Funds, Due Diligence, Research, Spanish, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments, Strategic Planning, Training, Management
Education
UNC Kenan-Flagler Business School 2012 — 2015
Master of Business Administration (M.B.A.)
New York University
B.A.