Cutwater Asset Management
Industry: Company
DescriptionHeadquarters: Armonk, NY Founded: 1993 Subsidiary: MBIA Asset Management UK Ltd Parent organizations: MBIA, Cutwater Holdings, LLC
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Cutwater Asset Management Employees
Employee
Years
Job
Industry
Catherine Hamm Catherine Hamm's Cutwater Asset Management Experience October 2012 - December 2012
Job Public Relations and Social Media Specialist
Industry Public Relations and Communications
Experience
Davis Schilken, PC May 2014 - February 2015
Advanced Tax Solutions February 2014 - May 2014
Pennichuck Water Corporation September 2013 - January 2014
MindSpark October 2012 - July 2013
Old Chicago Restaurants July 2007 - July 2013
Cutwater Asset Management October 2012 - December 2012
Wells Fargo Bank July 2008 - December 2009
American Eagle Outfitters July 2007 - July 2008
Bank of America August 2006 - July 2007
Skills
Event Planning, Social Media, Customer Service, Public Relations, Social Networking, Time Management, Editing, Media Relations, Journalism, Marketing, Facebook, Public Speaking, Newsletters, Team Leadership, Microsoft Office, Press Releases, Writing Skills, Customer Relations, Restaurants, Efficiency, Microsoft Word, Teamwork, Event Management, Social Media Marketing, Writing, Multi-tasked, PowerPoint, Leadership, Organization, Data Entry, Training, Sales, Research, Photography, Community Outreach, Communication, Client Relations, News Writing, Legal Research, Legal Writing, Microsoft Excel, Blogging, Twitter, Vocus
Education
University of Denver - Sturm College of Law 2014 — 2018
Doctor of Law (JD) Candidate 2018
Metropolitan State University of Denver 2010 — 2013
B.A, Journalism; Public Relations
Endicott College 2004 — 2006
Interior Design
Davis Schilken, PC May 2014 - February 2015
Advanced Tax Solutions February 2014 - May 2014
Pennichuck Water Corporation September 2013 - January 2014
MindSpark October 2012 - July 2013
Old Chicago Restaurants July 2007 - July 2013
Cutwater Asset Management October 2012 - December 2012
Wells Fargo Bank July 2008 - December 2009
American Eagle Outfitters July 2007 - July 2008
Bank of America August 2006 - July 2007
Skills
Event Planning, Social Media, Customer Service, Public Relations, Social Networking, Time Management, Editing, Media Relations, Journalism, Marketing, Facebook, Public Speaking, Newsletters, Team Leadership, Microsoft Office, Press Releases, Writing Skills, Customer Relations, Restaurants, Efficiency, Microsoft Word, Teamwork, Event Management, Social Media Marketing, Writing, Multi-tasked, PowerPoint, Leadership, Organization, Data Entry, Training, Sales, Research, Photography, Community Outreach, Communication, Client Relations, News Writing, Legal Research, Legal Writing, Microsoft Excel, Blogging, Twitter, Vocus
Education
University of Denver - Sturm College of Law 2014 — 2018
Doctor of Law (JD) Candidate 2018
Metropolitan State University of Denver 2010 — 2013
B.A, Journalism; Public Relations
Endicott College 2004 — 2006
Interior Design
Sal Narciso Sal Narciso's Cutwater Asset Management Experience November 2009 - December 2013
Job CTO/COO
Industry Information Technology and Services
Experience
Autonomic Controls, Inc. March 2014 - Present
Cutwater Asset Management November 2009 - December 2013
MBIA August 1997 - November 2009
TMG Financial Products 1994 - 1998
Ferrell Asset Management 1994 - 1995
Skills
Business Analysis, SharePoint, SOX, Integration, Microsoft Office, Active Directory, Negotiation, Disaster Recovery, Sarbanes-Oxley Act, IT Management, SDLC, Oracle, Management, Derivatives, Architecture, IT Strategy, Project Management, Enterprise Architecture, Business Continuity, Unix, Process Improvement, SQL, Portfolio Management, Cloud Computing, Microsoft SQL Server, Infrastructure, Enterprise Software, Risk Management, Vendor Management, Requirements Analysis, Windows, Data Center, Data Warehousing, Software Project..., Solution Architecture, Software Development, Business Process, Agile Project Management, Data Modeling, Talent Management, Requirements Gathering, Agile Methodologies, Database Design, Business Intelligence, SaaS, Leadership, Business Strategy, Databases, SOA, Strategy
Education
Marist College 1990 — 1994
BS, Management Information Systems
Autonomic Controls, Inc. March 2014 - Present
Cutwater Asset Management November 2009 - December 2013
MBIA August 1997 - November 2009
TMG Financial Products 1994 - 1998
Ferrell Asset Management 1994 - 1995
Skills
Business Analysis, SharePoint, SOX, Integration, Microsoft Office, Active Directory, Negotiation, Disaster Recovery, Sarbanes-Oxley Act, IT Management, SDLC, Oracle, Management, Derivatives, Architecture, IT Strategy, Project Management, Enterprise Architecture, Business Continuity, Unix, Process Improvement, SQL, Portfolio Management, Cloud Computing, Microsoft SQL Server, Infrastructure, Enterprise Software, Risk Management, Vendor Management, Requirements Analysis, Windows, Data Center, Data Warehousing, Software Project..., Solution Architecture, Software Development, Business Process, Agile Project Management, Data Modeling, Talent Management, Requirements Gathering, Agile Methodologies, Database Design, Business Intelligence, SaaS, Leadership, Business Strategy, Databases, SOA, Strategy
Education
Marist College 1990 — 1994
BS, Management Information Systems
Christopher Hagens, CFA Christopher Hagens, CFA's Cutwater Asset Management Experience November 2011 - December 2014
Job Credit Analyst at Insight Investment
Industry Financial Services
Experience
Insight Investment January 2015 - Present
Cutwater Asset Management November 2011 - December 2014
Cutwater Asset Management June 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Barclays Point, Fixed Income Analysis, Factset FIPA, Financial Reporting, Financial Modeling, Data Analysis, Data Modeling, Data Management
Education
University at Albany 2008 — 2010
Bachelor's Degree, Economics, Cum Laude
Boston University 2005 — 2007
Insight Investment January 2015 - Present
Cutwater Asset Management November 2011 - December 2014
Cutwater Asset Management June 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Barclays Point, Fixed Income Analysis, Factset FIPA, Financial Reporting, Financial Modeling, Data Analysis, Data Modeling, Data Management
Education
University at Albany 2008 — 2010
Bachelor's Degree, Economics, Cum Laude
Boston University 2005 — 2007
Laura M Goodrich, CPA, CGMA Laura M Goodrich, CPA, CGMA's Cutwater Asset Management Experience September 2012 - February 2014
Job Financial Operations Executive. Financial Statements & Reporting | Talent Mgmt | Change Mgmt.
Industry Financial Services
Experience
Bridgewater Associates February 2015 - Present
Glade Brook Capital Partners LLC December 2014 - February 2015
Cutwater Asset Management September 2012 - February 2014
Credit Suisse January 2011 - August 2012
Credit Suisse January 2010 - December 2010
Credit Suisse June 2004 - December 2009
Credit Suisse July 2001 - May 2004
Credit Suisse July 1999 - June 2001
Bear Stearns 1998 - 1999
PwC 1996 - 1998
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Product Control, Equities, Valuation, Cash Management, Derivatives, US GAAP, Strategic Financial..., Auditing, General Ledger, Capital Markets, Internal Controls, Risk Management, Cross-functional Team..., Asset Managment, Investments, Accounting, Due Diligence, Financial Accounting, Finance, Fixed Income, SEC filings, Investment Banking, IFRS, Financial Audits, ABS, Consolidation, Mergers, Corporate Finance, MBS, Internal Audit, CDO, Asset Management, Credit Derivatives, Account Reconciliation, Banking, Financial Services, GAAP, Management, Mergers & Acquisitions, Swaps, Structured Products, Fund Accounting, Securities, Restructuring, Middle Office, Securitization
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (B.S.), Accounting
Bridgewater Associates February 2015 - Present
Glade Brook Capital Partners LLC December 2014 - February 2015
Cutwater Asset Management September 2012 - February 2014
Credit Suisse January 2011 - August 2012
Credit Suisse January 2010 - December 2010
Credit Suisse June 2004 - December 2009
Credit Suisse July 2001 - May 2004
Credit Suisse July 1999 - June 2001
Bear Stearns 1998 - 1999
PwC 1996 - 1998
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Product Control, Equities, Valuation, Cash Management, Derivatives, US GAAP, Strategic Financial..., Auditing, General Ledger, Capital Markets, Internal Controls, Risk Management, Cross-functional Team..., Asset Managment, Investments, Accounting, Due Diligence, Financial Accounting, Finance, Fixed Income, SEC filings, Investment Banking, IFRS, Financial Audits, ABS, Consolidation, Mergers, Corporate Finance, MBS, Internal Audit, CDO, Asset Management, Credit Derivatives, Account Reconciliation, Banking, Financial Services, GAAP, Management, Mergers & Acquisitions, Swaps, Structured Products, Fund Accounting, Securities, Restructuring, Middle Office, Securitization
Education
State University of New York College at Oneonta 1990 — 1993
Bachelor of Science (B.S.), Accounting
John F. Grady III John F. Grady III's Cutwater Asset Management Experience 2008 - 2011
Job Managing Director at Public Trust Advisors
Industry Investment Management
Experience
Public Trust Advisors 2012 - Present
Cutwater Asset Management 2008 - 2011
PFM Asset Management 2003 - 2008
Skills
MBS, Cash Flow, Proposal Writing, Investments, Investment Strategies, Investment Advisory, ABS, Government Agencies, Asset Managment, Portfolio Management, Fixed Income, Bonds, Financial Modeling, Bloomberg, Asset Allocation, Finance, Investment Management, Series 7, Quantitative Analytics, Economics, Relationship Management, Treasury Management, Financial Risk, Capital Markets, Financial Services, Derivatives, Structured Finance, Investment Banking, Valuation, Alternative Investments, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Analysis, Asset Management, Credit Analysis, Wealth Management, Risk Management, Financial Structuring, Due Diligence, Securities, Retirement Planning, Structured Products, Banking, Credit, Financial Planning
Education
University of Florida - Warrington College Of Business
MBA
University of Florida
BSBA, Finance, Insurance, Economics
Public Trust Advisors 2012 - Present
Cutwater Asset Management 2008 - 2011
PFM Asset Management 2003 - 2008
Skills
MBS, Cash Flow, Proposal Writing, Investments, Investment Strategies, Investment Advisory, ABS, Government Agencies, Asset Managment, Portfolio Management, Fixed Income, Bonds, Financial Modeling, Bloomberg, Asset Allocation, Finance, Investment Management, Series 7, Quantitative Analytics, Economics, Relationship Management, Treasury Management, Financial Risk, Capital Markets, Financial Services, Derivatives, Structured Finance, Investment Banking, Valuation, Alternative Investments, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Analysis, Asset Management, Credit Analysis, Wealth Management, Risk Management, Financial Structuring, Due Diligence, Securities, Retirement Planning, Structured Products, Banking, Credit, Financial Planning
Education
University of Florida - Warrington College Of Business
MBA
University of Florida
BSBA, Finance, Insurance, Economics
Alina Sysak Alina Sysak's Cutwater Asset Management Experience July 2012 - October 2014
Job Operations Associate Portfolio Administration
Industry Financial Services
Experience
MacKay Shields LLC November 2014 - Present
Cutwater Asset Management July 2012 - October 2014
Barbashop LLC - Commodity Fund February 2009 - October 2012
Legg Mason May 2008 - February 2009
Merrill Lynch 2007 - 2007
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Account Reconciliation, Commodity, FINRA, Asset Allocation, Equities, Fixed Income, Asset Management, Derivatives, Alternative Investments, Securities, Capital Markets, Options, Financial Analysis, Bloomberg, Mutual Funds
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
MacKay Shields LLC November 2014 - Present
Cutwater Asset Management July 2012 - October 2014
Barbashop LLC - Commodity Fund February 2009 - October 2012
Legg Mason May 2008 - February 2009
Merrill Lynch 2007 - 2007
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Account Reconciliation, Commodity, FINRA, Asset Allocation, Equities, Fixed Income, Asset Management, Derivatives, Alternative Investments, Securities, Capital Markets, Options, Financial Analysis, Bloomberg, Mutual Funds
Education
Fairfield University 2004 — 2008
Bachelors of Science, Finance
William Stamos William Stamos's Cutwater Asset Management Experience January 2013 - Present
Job Client services analyst at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management January 2013 - Present
ING Financial Partners May 2011 - December 2012
Skills
Microsoft Excel, Economics, Finance, Financial Reporting, Accounting, Asset Management, Financial Analysis, Strategic Financial..., Series 7, Investments, Mutual Funds, Asset Allocation, Equities
Education
Georgetown University 2007 — 2011
Bachelor of Arts (BA), Philosophy
Harvard Business School Digital Learning
HBX CORe, Business Analytics, Economics and Financial Accounting
Cutwater Asset Management January 2013 - Present
ING Financial Partners May 2011 - December 2012
Skills
Microsoft Excel, Economics, Finance, Financial Reporting, Accounting, Asset Management, Financial Analysis, Strategic Financial..., Series 7, Investments, Mutual Funds, Asset Allocation, Equities
Education
Georgetown University 2007 — 2011
Bachelor of Arts (BA), Philosophy
Harvard Business School Digital Learning
HBX CORe, Business Analytics, Economics and Financial Accounting
Joseph Sevely Joseph Sevely's Cutwater Asset Management Experience May 2010 - Present
Job CFO at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management May 2010 - Present
MBIA May 2007 - May 2010
MBIA March 2006 - May 2007
MBIA Inc. January 1999 - March 2006
Bankers Trust Company June 1992 - January 1999
Chemical Bank June 1989 - June 1992
Merrill Lynch April 1986 - June 1989
Skills
Asset Management, Capital Markets, Market Risk, Structured Finance, Securities, Financial Risk, Project Finance, Financial Structuring, Corporate Finance, Hedge Funds, Finance, Credit Analysis, Due Diligence, Valuation, Restructuring, Structured Products, Private Equity, Investments, MBS, Equities, Emerging Markets, ABS, Financial Modeling, Investment Banking, Securitization, Financial Markets, Credit Derivatives, Fixed Income, Credit, Credit Risk, Asset Managment, Financial Analysis, Portfolio Management, Derivatives, Bonds, Bloomberg, Risk Management
Education
Massachusetts Institute of Technology
SB, Mathematics
The University of Chicago Booth School of Business
MBA, Finance
Cutwater Asset Management May 2010 - Present
MBIA May 2007 - May 2010
MBIA March 2006 - May 2007
MBIA Inc. January 1999 - March 2006
Bankers Trust Company June 1992 - January 1999
Chemical Bank June 1989 - June 1992
Merrill Lynch April 1986 - June 1989
Skills
Asset Management, Capital Markets, Market Risk, Structured Finance, Securities, Financial Risk, Project Finance, Financial Structuring, Corporate Finance, Hedge Funds, Finance, Credit Analysis, Due Diligence, Valuation, Restructuring, Structured Products, Private Equity, Investments, MBS, Equities, Emerging Markets, ABS, Financial Modeling, Investment Banking, Securitization, Financial Markets, Credit Derivatives, Fixed Income, Credit, Credit Risk, Asset Managment, Financial Analysis, Portfolio Management, Derivatives, Bonds, Bloomberg, Risk Management
Education
Massachusetts Institute of Technology
SB, Mathematics
The University of Chicago Booth School of Business
MBA, Finance
Alexander Ng Alexander Ng's Cutwater Asset Management Experience June 2010 - Present
Job Risk and Quantitative Strategies
Industry Capital Markets
Experience
Cutwater Asset Management June 2010 - Present
Tenor Capital Management May 2007 - June 2010
Rohatyn Group September 2004 - April 2007
Millennium Management LLC February 2000 - November 2002
Skills
Trading, Hedge Funds, Fixed Income, Equities, Portfolio Management, Quantitative Finance, Quantitative Analytics, Risk Management, Databases, Financial Modeling, Bonds
Education
Global Association of Risk Professionals 2006 — 2007
FRM Certification, Risk Management
Carnegie Mellon University 2000 — 2001
MSCF, Computational Finance
Rutgers University-New Brunswick 1991 — 1997
MA, Mathematics
University of Chicago 1987 — 1991
Bachelors, Mathematics
Cutwater Asset Management June 2010 - Present
Tenor Capital Management May 2007 - June 2010
Rohatyn Group September 2004 - April 2007
Millennium Management LLC February 2000 - November 2002
Skills
Trading, Hedge Funds, Fixed Income, Equities, Portfolio Management, Quantitative Finance, Quantitative Analytics, Risk Management, Databases, Financial Modeling, Bonds
Education
Global Association of Risk Professionals 2006 — 2007
FRM Certification, Risk Management
Carnegie Mellon University 2000 — 2001
MSCF, Computational Finance
Rutgers University-New Brunswick 1991 — 1997
MA, Mathematics
University of Chicago 1987 — 1991
Bachelors, Mathematics
Christopher Stegemann Christopher Stegemann's Cutwater Asset Management Experience May 2012 - August 2012
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments February 2014 - May 2014
Cutwater Asset Management May 2012 - August 2012
Delaware North May 2011 - August 2011
Buffalo Wire Works May 2010 - August 2010
Thomas Johnson Homes May 2009 - August 2009
Skills
Accounting, Banking, Investments, Microsoft Excel, Financial Accounting, Time Management, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
BSBA.FIN, Finance, Accounting, Economics, Graduate
Nichols School 2006 — 2009
Putnam Investments June 2014 - Present
Putnam Investments February 2014 - May 2014
Cutwater Asset Management May 2012 - August 2012
Delaware North May 2011 - August 2011
Buffalo Wire Works May 2010 - August 2010
Thomas Johnson Homes May 2009 - August 2009
Skills
Accounting, Banking, Investments, Microsoft Excel, Financial Accounting, Time Management, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
BSBA.FIN, Finance, Accounting, Economics, Graduate
Nichols School 2006 — 2009
Dmitry Reznikov Dmitry Reznikov's Cutwater Asset Management Experience February 2012 - September 2013
Job Risk and investment strategy professional
Industry Investment Management
Experience
Neuberger Berman December 2013 - Present
Cutwater Asset Management February 2012 - September 2013
UBP Asset Management 2009 - 2011
Fortress Investment Group 2007 - 2008
Credit Suisse 2004 - 2005
DIR Consulting, Inc. 2001 - 2004
Cisco Systems 1999 - 2001
Data General 1997 - 1999
Skills
Risk Management, Quantitative Analysis, Hedge Funds, Fund Of Funds, Python, SQL, Portfolio Management, Financial Risk, Quantitative Investing, Bloomberg, Fixed Income, Performance Attribution, Asset Allocation, Bonds, Structured Products, MBS, Global Macro, Monte Carlo Simulation, Market Risk, VAR, Quantitative Analytics, Derivatives, C#, .NET, IronPython, Microsoft SQL Server, SQLite, ORM Tools, Multithreaded..., Cygwin, Bash, Finance, Alternative Investments, Quantitative Finance, Equities, Asset Management, Mutual Funds, Investment Strategies, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MS
Brandeis University
BA.
Neuberger Berman December 2013 - Present
Cutwater Asset Management February 2012 - September 2013
UBP Asset Management 2009 - 2011
Fortress Investment Group 2007 - 2008
Credit Suisse 2004 - 2005
DIR Consulting, Inc. 2001 - 2004
Cisco Systems 1999 - 2001
Data General 1997 - 1999
Skills
Risk Management, Quantitative Analysis, Hedge Funds, Fund Of Funds, Python, SQL, Portfolio Management, Financial Risk, Quantitative Investing, Bloomberg, Fixed Income, Performance Attribution, Asset Allocation, Bonds, Structured Products, MBS, Global Macro, Monte Carlo Simulation, Market Risk, VAR, Quantitative Analytics, Derivatives, C#, .NET, IronPython, Microsoft SQL Server, SQLite, ORM Tools, Multithreaded..., Cygwin, Bash, Finance, Alternative Investments, Quantitative Finance, Equities, Asset Management, Mutual Funds, Investment Strategies, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MS
Brandeis University
BA.
Clifford Corso's Cutwater Asset Management Experience 1994 - Present
Job CEO, Chief Investment Officer and founding member of Cutwater Asset Management
Industry Financial Services
Experience
Insight Investment, North America January 2015 - Present
Cutwater Asset Management 1994 - Present
Rivus Bond Fund 1998 - 2010
Skills
Asset Management, Bonds, Derivatives, Finance, Fixed Income, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Credit, Credit Derivatives, Series 7, Hedge Funds
Education
Yale University 1980 — 1994
BA, Economics
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Insight Investment, North America January 2015 - Present
Cutwater Asset Management 1994 - Present
Rivus Bond Fund 1998 - 2010
Skills
Asset Management, Bonds, Derivatives, Finance, Fixed Income, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Credit, Credit Derivatives, Series 7, Hedge Funds
Education
Yale University 1980 — 1994
BA, Economics
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Charlie Hannigan Charlie Hannigan's Cutwater Asset Management Experience September 2011 - April 2014
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners April 2014 - Present
Cutwater Asset Management September 2011 - April 2014
Caxton Associates April 2009 - August 2011
The Carlyle Group February 2007 - December 2008
SAB Capital January 2006 - January 2007
Andor Capital Management January 2002 - December 2005
Boston Partners Asset Management 1995 - 1999
Xerox 1988 - 1995
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts, Economics
Oliver Ames High School 1980 — 1984
Perella Weinberg Partners April 2014 - Present
Cutwater Asset Management September 2011 - April 2014
Caxton Associates April 2009 - August 2011
The Carlyle Group February 2007 - December 2008
SAB Capital January 2006 - January 2007
Andor Capital Management January 2002 - December 2005
Boston Partners Asset Management 1995 - 1999
Xerox 1988 - 1995
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts, Economics
Oliver Ames High School 1980 — 1984
Emily Ferguson Emily Ferguson's Cutwater Asset Management Experience December 2011 - September 2013
Job Senior Analyst at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management LLC May 2014 - Present
Cutwater Asset Management December 2011 - September 2013
Cutwater Asset Management March 2011 - September 2013
Cutwater Asset Management July 2008 - February 2011
Cutwater Asset Management February 2007 - June 2008
Cutwater Asset Management December 2003 - January 2007
Jackson National Life Insurance Company 2002 - 2003
Invesco Funds 2001 - 2002
Alexander Ogilvy Public Relations Worldwide 2000 - 2001
Carter, Ryley, Thomas Public Relations 2000 - 2000
Skills
CRM, Investments, Leadership, Strategy, Marketing, Portfolio Management, Analysis, Sales, Email Marketing, Financial Services, Strategic Planning, Project Management, Proposal Writing, Management, Mutual Funds, Public Relations, Program Development, Editing, Contract Writing, Contract Negotiations, Microsoft Dynamics, Trafficking -..., Contract Negotiation
Education
University of Denver 2013 — 2013
Digital Marketing Summit
University of Denver - Daniels College of Business 2005 — 2007
Master of Science in Marketing, Integrated Marketing Strategies
The College of William and Mary - Williamsburg, VA 1996 — 2000
Bachelor of Arts, History
Collegiate School - Richmond, VA
High School Diploma
PFM Asset Management LLC May 2014 - Present
Cutwater Asset Management December 2011 - September 2013
Cutwater Asset Management March 2011 - September 2013
Cutwater Asset Management July 2008 - February 2011
Cutwater Asset Management February 2007 - June 2008
Cutwater Asset Management December 2003 - January 2007
Jackson National Life Insurance Company 2002 - 2003
Invesco Funds 2001 - 2002
Alexander Ogilvy Public Relations Worldwide 2000 - 2001
Carter, Ryley, Thomas Public Relations 2000 - 2000
Skills
CRM, Investments, Leadership, Strategy, Marketing, Portfolio Management, Analysis, Sales, Email Marketing, Financial Services, Strategic Planning, Project Management, Proposal Writing, Management, Mutual Funds, Public Relations, Program Development, Editing, Contract Writing, Contract Negotiations, Microsoft Dynamics, Trafficking -..., Contract Negotiation
Education
University of Denver 2013 — 2013
Digital Marketing Summit
University of Denver - Daniels College of Business 2005 — 2007
Master of Science in Marketing, Integrated Marketing Strategies
The College of William and Mary - Williamsburg, VA 1996 — 2000
Bachelor of Arts, History
Collegiate School - Richmond, VA
High School Diploma
Gene Havel Gene Havel's Cutwater Asset Management Experience September 2002 - January 2011
Job Customer Relations at Society of Plastics Engineers
Industry Financial Services
Experience
Society of Plastics Engineers November 2011 - Present
Cutwater Asset Management September 2002 - January 2011
IBM 1996 - 2002
IBM 1994 - 1996
Skills
SharePoint, Requirements Analysis, Project Management, Customer Service, Management, Program Management, Account Management, Incident Management, Change Management, Customer Satisfaction, Leadership, Business Analysis, Process Improvement, Sales Management, Vendor Management, Sales, Cross-functional Team..., Analysis, Risk Management, Strategic Planning, Team Leadership, CRM, Strategy, Market Research, Competitive Analysis, Financial Analysis, Product Management
Education
State University of New York College of Agriculture and Technology at Cobleskill 1975 — 1977
Associates, Business Administration
John Jay High School
Society of Plastics Engineers November 2011 - Present
Cutwater Asset Management September 2002 - January 2011
IBM 1996 - 2002
IBM 1994 - 1996
Skills
SharePoint, Requirements Analysis, Project Management, Customer Service, Management, Program Management, Account Management, Incident Management, Change Management, Customer Satisfaction, Leadership, Business Analysis, Process Improvement, Sales Management, Vendor Management, Sales, Cross-functional Team..., Analysis, Risk Management, Strategic Planning, Team Leadership, CRM, Strategy, Market Research, Competitive Analysis, Financial Analysis, Product Management
Education
State University of New York College of Agriculture and Technology at Cobleskill 1975 — 1977
Associates, Business Administration
John Jay High School
Frederic Vallon Frederic Vallon's Cutwater Asset Management Experience November 2009 - Present
Job Information Technology (AVP) at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management November 2009 - Present
MBIA October 2000 - November 2009
Chubb Institute May 2000 - September 2000
Accor 1997 - 1999
Sofitel Luxury Hotels and Resorts 1996 - 1996
CORA 1993 - 1995
Skills
Asset Management, Portfolio Management, Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Securities, Investments, Mutual Funds, Hedge Funds, Structured Finance, Credit Analysis, Investment Banking, Series 7, Oracle SQL Developer, Oracle Applications, Oracle Reports, SDLC, Budgets, Business Process, MS CRM 2011, Microsoft Office, Microsoft SQL Server, Microsoft Project, Crystal Reports, HTML, Scribe Insight, Velocity, Intex, CRM, FactSet, Visio, Autosys, Bloomberg Data License, Bloomberg Terminal, VBA, SharePoint, XML, Databases, Sales Management, Sales Operations, Vendor Relationship..., Vendor Relations, Contract Negotiation, Contract Management, Sarbanes-Oxley Act, PL/SQL, Project Management, Municipal Bonds
Education
Chubb Institute 1999 — 1999
Certificate, Information Technology
University of Minnesota-Twin Cities 1993 — 1993
International Exchange Program
Tecomah (France - Jouy-en-Josas) 1988 — 1989
Bachelor's Degree, Sales, Distribution, and Marketing Operations, General
Institut de Fontlongue (Miramas - France) 1985 — 1987
Associate's Degree, Food Marketing
Cutwater Asset Management November 2009 - Present
MBIA October 2000 - November 2009
Chubb Institute May 2000 - September 2000
Accor 1997 - 1999
Sofitel Luxury Hotels and Resorts 1996 - 1996
CORA 1993 - 1995
Skills
Asset Management, Portfolio Management, Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Securities, Investments, Mutual Funds, Hedge Funds, Structured Finance, Credit Analysis, Investment Banking, Series 7, Oracle SQL Developer, Oracle Applications, Oracle Reports, SDLC, Budgets, Business Process, MS CRM 2011, Microsoft Office, Microsoft SQL Server, Microsoft Project, Crystal Reports, HTML, Scribe Insight, Velocity, Intex, CRM, FactSet, Visio, Autosys, Bloomberg Data License, Bloomberg Terminal, VBA, SharePoint, XML, Databases, Sales Management, Sales Operations, Vendor Relationship..., Vendor Relations, Contract Negotiation, Contract Management, Sarbanes-Oxley Act, PL/SQL, Project Management, Municipal Bonds
Education
Chubb Institute 1999 — 1999
Certificate, Information Technology
University of Minnesota-Twin Cities 1993 — 1993
International Exchange Program
Tecomah (France - Jouy-en-Josas) 1988 — 1989
Bachelor's Degree, Sales, Distribution, and Marketing Operations, General
Institut de Fontlongue (Miramas - France) 1985 — 1987
Associate's Degree, Food Marketing
Jesse Fogarty, CFA, FRM Jesse Fogarty, CFA, FRM's Cutwater Asset Management Experience September 1996 - January 2015
Job Senior Portfolio Manager Insight Investment
Industry Financial Services
Experience
Insight Investment January 2015 - Present
Cutwater Asset Management September 1996 - January 2015
PwC August 1993 - September 1996
Skills
Fixed Income, Portfolio Management, Trading, Credit, Hedging, LDI, Credit Derivatives, Marketing, Asset Management, Credit Analysis, Credit Risk, Fixed Income Portfolio...
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Fordham University 1989 — 1993
Bachelor of Science, Accounting
Insight Investment January 2015 - Present
Cutwater Asset Management September 1996 - January 2015
PwC August 1993 - September 1996
Skills
Fixed Income, Portfolio Management, Trading, Credit, Hedging, LDI, Credit Derivatives, Marketing, Asset Management, Credit Analysis, Credit Risk, Fixed Income Portfolio...
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Fordham University 1989 — 1993
Bachelor of Science, Accounting
Sarah Lamarche Sarah Lamarche's Cutwater Asset Management Experience August 2010 - May 2011
Job Ernst & Young
Industry Financial Services
Experience
EY October 2011 - Present
Cutwater Asset Management August 2010 - May 2011
Manhattanville College January 2008 - May 2011
MBIA January 2010 - August 2010
Banco Central de la Rep. Dom. (Central Bank of the Dominican Republic) May 2009 - August 2009
United Nations Association of the Dominican Republic May 2008 - August 2008
Skills
Economics, PowerPoint, Excel, Spanish, Microsoft Office, English, Customer Relations, Word, Market Research, Access, Public Speaking, Research, Problem Solving, Data Analysis, Lotus Notes, Writing, Strategic Planning, Outlook, Windows, Financial Reporting, Accounting, Financial Analysis, Public Relations, Business Analysis, French, Portfolio Management, Bloomberg, Analysis, Financial Modeling, Project Management, International Relations, Management, Marketing, Microsoft Word, Microsoft Excel
Education
Manhattanville College 2007 — 2011
Bachelor of Arts, Economics & Political Science, 3.998/4.00
Colegio Babeque Secundaria 2001 — 2007
EY October 2011 - Present
Cutwater Asset Management August 2010 - May 2011
Manhattanville College January 2008 - May 2011
MBIA January 2010 - August 2010
Banco Central de la Rep. Dom. (Central Bank of the Dominican Republic) May 2009 - August 2009
United Nations Association of the Dominican Republic May 2008 - August 2008
Skills
Economics, PowerPoint, Excel, Spanish, Microsoft Office, English, Customer Relations, Word, Market Research, Access, Public Speaking, Research, Problem Solving, Data Analysis, Lotus Notes, Writing, Strategic Planning, Outlook, Windows, Financial Reporting, Accounting, Financial Analysis, Public Relations, Business Analysis, French, Portfolio Management, Bloomberg, Analysis, Financial Modeling, Project Management, International Relations, Management, Marketing, Microsoft Word, Microsoft Excel
Education
Manhattanville College 2007 — 2011
Bachelor of Arts, Economics & Political Science, 3.998/4.00
Colegio Babeque Secundaria 2001 — 2007
Jonathan F. Murray Jonathan F. Murray's Cutwater Asset Management Experience February 2011 - December 2011
Job Associate Strategy Analyst at Phidias Partners, LLC
Industry Philanthropy
Experience
Phidias Partners, LLC August 2015 - Present
Touro College Jacob D. Fuchsberg Law Center August 2012 - May 2015
Brooklyn Defender Services June 2014 - December 2014
Brooklyn Defender Services September 2013 - December 2013
Professor Richard Klein, Touro Law Center July 2013 - December 2013
Cutwater Asset Management February 2011 - December 2011
Pace University September 2008 - December 2010
Skills
Microsoft Office, Public Speaking, Westlaw, PowerPoint, Microsoft Excel, Research, Legal Writing, Criminal Defense, Legal Research, Courts, Microsoft Word, Criminal Law, LexisNexis, Lexis, Higher Education, Litigation, Leadership
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2015
Doctor of Law (J.D.), Criminal Law
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Phidias Partners, LLC August 2015 - Present
Touro College Jacob D. Fuchsberg Law Center August 2012 - May 2015
Brooklyn Defender Services June 2014 - December 2014
Brooklyn Defender Services September 2013 - December 2013
Professor Richard Klein, Touro Law Center July 2013 - December 2013
Cutwater Asset Management February 2011 - December 2011
Pace University September 2008 - December 2010
Skills
Microsoft Office, Public Speaking, Westlaw, PowerPoint, Microsoft Excel, Research, Legal Writing, Criminal Defense, Legal Research, Courts, Microsoft Word, Criminal Law, LexisNexis, Lexis, Higher Education, Litigation, Leadership
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2015
Doctor of Law (J.D.), Criminal Law
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Alec Finigan Alec Finigan's Cutwater Asset Management Experience June 2013 - August 2013
Job Westfield Capital Management
Industry Financial Services
Experience
Westfield Capital Management June 2015 - Present
Fidelity Investments July 2014 - June 2015
Cutwater Asset Management June 2013 - August 2013
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics
Belmont Hill School 2006 — 2010
High School
Westfield Capital Management June 2015 - Present
Fidelity Investments July 2014 - June 2015
Cutwater Asset Management June 2013 - August 2013
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics
Belmont Hill School 2006 — 2010
High School
Caroline Cortes Caroline Cortes's Cutwater Asset Management Experience December 2011 - June 2013
Job Results oriented, aspiring CPA. Ready for a new and challenging role in Financial Services or Public Accounting.
Industry Accounting
Experience
PayMatic April 2014 - July 2014
Cutwater Asset Management December 2011 - June 2013
Skills
GAAP, Financial Reporting, US GAAP, PAM for Securities, Microsoft Excel, Microsoft Word, WordPress, QuickBooks, Tax, Auditing, Access, Account Reconciliation, Finance, Journal Entries, CyberPay, Financial Accounting
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Public Accounting
PayMatic April 2014 - July 2014
Cutwater Asset Management December 2011 - June 2013
Skills
GAAP, Financial Reporting, US GAAP, PAM for Securities, Microsoft Excel, Microsoft Word, WordPress, QuickBooks, Tax, Auditing, Access, Account Reconciliation, Finance, Journal Entries, CyberPay, Financial Accounting
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Public Accounting
Kristel Richards Kristel Richards's Cutwater Asset Management Experience January 2013 - August 2013
Job National Account Manager at VARIDESK
Industry Staffing and Recruiting
Experience
VARIDESK June 2015 - Present
Gold SRD March 2015 - July 2015
Cutwater Asset Management January 2013 - August 2013
Wells Fargo - Corporate Trust Department November 2010 - November 2012
North Texas Tollway Authority October 2005 - October 2010
BNY Mellon March 2002 - October 2005
U.S. Trust Company July 1997 - March 2002
Enterprise Leasing Company of DFW July 1996 - June 1997
Skills
Investments, Bonds, Finance, Mutual Funds, Financial Analysis, Analysis, Banking, Training, Cash Flow, Budgets, Policy, Strategic Financial..., Customer Service, Financial Modeling, Auditing, Risk Management, Management, Procurement, Negotiation, Sales, Credit, Account Management, Leadership, Forecasting, Insurance, Relationship Management, Building Relationships, Financial Planning
Education
Texas Christian University 1992 — 1996
BS, Advertising/Public Relations
Regent's College 1995 — 1995
VARIDESK June 2015 - Present
Gold SRD March 2015 - July 2015
Cutwater Asset Management January 2013 - August 2013
Wells Fargo - Corporate Trust Department November 2010 - November 2012
North Texas Tollway Authority October 2005 - October 2010
BNY Mellon March 2002 - October 2005
U.S. Trust Company July 1997 - March 2002
Enterprise Leasing Company of DFW July 1996 - June 1997
Skills
Investments, Bonds, Finance, Mutual Funds, Financial Analysis, Analysis, Banking, Training, Cash Flow, Budgets, Policy, Strategic Financial..., Customer Service, Financial Modeling, Auditing, Risk Management, Management, Procurement, Negotiation, Sales, Credit, Account Management, Leadership, Forecasting, Insurance, Relationship Management, Building Relationships, Financial Planning
Education
Texas Christian University 1992 — 1996
BS, Advertising/Public Relations
Regent's College 1995 — 1995
Jeffrey S. MacDonald, CFA Jeffrey S. MacDonald, CFA's Cutwater Asset Management Experience 2007 - May 2012
Job Director of Fixed Income Strategies at Franklin Templeton / Fiduciary Trust
Industry Financial Services
Experience
Franklin Templeton / Fiduciary Trust 2013 - Present
Cutwater Asset Management 2007 - May 2012
Hartford Investment Management 2004 - 2007
Wellington Management 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Fixed Income, Portfolio Management, Institutional Investors, Mutual Funds, BlackRock Aladdin, Bloomberg AIM, FactSet, Perform, Oracle Discoverer, Microsoft Office, Asset Allocation, Bonds, Institutional..., Investment Banking, Investment Strategies, Investments, Structured Products, Trading, Asset Management
Education
Boston University 1995 — 1997
Master's, Business Administration
Trinity College-Hartford 1988 — 1992
BS, Public Policy
Franklin Templeton / Fiduciary Trust 2013 - Present
Cutwater Asset Management 2007 - May 2012
Hartford Investment Management 2004 - 2007
Wellington Management 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Fixed Income, Portfolio Management, Institutional Investors, Mutual Funds, BlackRock Aladdin, Bloomberg AIM, FactSet, Perform, Oracle Discoverer, Microsoft Office, Asset Allocation, Bonds, Institutional..., Investment Banking, Investment Strategies, Investments, Structured Products, Trading, Asset Management
Education
Boston University 1995 — 1997
Master's, Business Administration
Trinity College-Hartford 1988 — 1992
BS, Public Policy
Kim Lisella's Cutwater Asset Management Experience June 2002 - April 2013
Job Head of Distribution and Retirement Solutions at Legal & General
Industry Financial Services
Experience
Legal & General May 2015 - Present
Legal & General Investment Management America April 2013 - Present
Cutwater Asset Management June 2002 - April 2013
Skills
Fixed Income, Investment Strategies, Customized Solutions, Liability Driven..., Defined Benefit Pensions
Education
Marist College
MBA, Finance
Pace University
BBA, Magna Cum Laude, Accounting
Legal & General May 2015 - Present
Legal & General Investment Management America April 2013 - Present
Cutwater Asset Management June 2002 - April 2013
Skills
Fixed Income, Investment Strategies, Customized Solutions, Liability Driven..., Defined Benefit Pensions
Education
Marist College
MBA, Finance
Pace University
BBA, Magna Cum Laude, Accounting
David McCollum David McCollum's Cutwater Asset Management Experience June 2004 - Present
Job Managing Director at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management June 2004 - Present
Deutsche Bank March 2000 - May 2004
Skills
Securitization, Structured Finance, Fixed Income, Securities, Asset Managment, Investment Strategies, Investments, Mutual Funds, Capital Markets, Bonds, Bloomberg, Hedge Funds, Valuation, Structured Products, Investment Banking, Asset Management, Financial Structuring, Alternative Investments, Corporate Finance, Equities, Portfolio Management, Financial Modeling
Education
Aston University 1978 — 1982
Bachelor of Science (B.Sc.), Business Administration and Management, General
Coleraine Academical Institution 1971 — 1978
Cutwater Asset Management June 2004 - Present
Deutsche Bank March 2000 - May 2004
Skills
Securitization, Structured Finance, Fixed Income, Securities, Asset Managment, Investment Strategies, Investments, Mutual Funds, Capital Markets, Bonds, Bloomberg, Hedge Funds, Valuation, Structured Products, Investment Banking, Asset Management, Financial Structuring, Alternative Investments, Corporate Finance, Equities, Portfolio Management, Financial Modeling
Education
Aston University 1978 — 1982
Bachelor of Science (B.Sc.), Business Administration and Management, General
Coleraine Academical Institution 1971 — 1978
Samira Mattin's Cutwater Asset Management Experience July 2004 - Present
Job Portfolio Management at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management July 2004 - Present
St. Paul Travelers October 2002 - July 2004
Telecommunications Development Fund June 2002 - October 2002
Education
George Mason University
B.S., Finance
Cutwater Asset Management July 2004 - Present
St. Paul Travelers October 2002 - July 2004
Telecommunications Development Fund June 2002 - October 2002
Education
George Mason University
B.S., Finance
Fabrizia Del Vecchio Fabrizia Del Vecchio's Cutwater Asset Management Experience November 2010 - March 2011
Job Assistant Manager at Tommy Bahama
Industry Apparel & Fashion
Experience
Tommy Bahama September 2012 - February 2015
Abercrombie & Fitch October 2011 - August 2012
GiosBrun April 2011 - September 2011
Cutwater Asset Management November 2010 - March 2011
Skills
Merchandising, Fashion, Visual Merchandising, Retail, Marketing Strategy, Marketing, Apparel, Social Media, Marketing Communications, Social Media Marketing, Product Development, Advertising, Sales, Market Research, Sales Management, Customer Relations, Organization Skills
Education
Iona College 2014 — 2016
Master of Business Administration (MBA), Marketing
Pace University - Lubin School of Business 2006 — 2010
BBA, Marketing
Tommy Bahama September 2012 - February 2015
Abercrombie & Fitch October 2011 - August 2012
GiosBrun April 2011 - September 2011
Cutwater Asset Management November 2010 - March 2011
Skills
Merchandising, Fashion, Visual Merchandising, Retail, Marketing Strategy, Marketing, Apparel, Social Media, Marketing Communications, Social Media Marketing, Product Development, Advertising, Sales, Market Research, Sales Management, Customer Relations, Organization Skills
Education
Iona College 2014 — 2016
Master of Business Administration (MBA), Marketing
Pace University - Lubin School of Business 2006 — 2010
BBA, Marketing
Gautam Khanna CFA, CPA Gautam Khanna CFA, CPA's Cutwater Asset Management Experience March 2011 - Present
Job Managing Director, Portfolio Management at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management March 2011 - Present
Cutwater Asset Management March 2006 - February 2011
Cutwater Asset Management May 2003 - February 2006
TimesSquare Capital (Cigna Investment Management) August 1999 - May 2003
Xerox Corporation December 1994 - August 1997
Deloitte & Touche December 1991 - November 1994
Skills
Asset Management, Portfolio Management, Fixed Income, Investment Strategies, Hedge Funds, Asset Allocation, Tactical Asset..., Global Asset Allocation, High yield research, Asset Managment, Bonds, High Yield, Risk Management, Mutual Funds, Alternative Investments, Credit, Investment Management, Investments, Bloomberg, Economics, Capital Markets, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA
London Business School 1997 — 1999
MBA Exchange
Rochester Institute of Technology 1983 — 1991
BS
The Doon School 1980 — 1987
ISC
Cutwater Asset Management March 2011 - Present
Cutwater Asset Management March 2006 - February 2011
Cutwater Asset Management May 2003 - February 2006
TimesSquare Capital (Cigna Investment Management) August 1999 - May 2003
Xerox Corporation December 1994 - August 1997
Deloitte & Touche December 1991 - November 1994
Skills
Asset Management, Portfolio Management, Fixed Income, Investment Strategies, Hedge Funds, Asset Allocation, Tactical Asset..., Global Asset Allocation, High yield research, Asset Managment, Bonds, High Yield, Risk Management, Mutual Funds, Alternative Investments, Credit, Investment Management, Investments, Bloomberg, Economics, Capital Markets, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA
London Business School 1997 — 1999
MBA Exchange
Rochester Institute of Technology 1983 — 1991
BS
The Doon School 1980 — 1987
ISC
Nate Gill's Cutwater Asset Management Experience 2011 - 2011
Job Wealth Management Associate at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management May 2014 - Present
Loop Paper Recycling June 2013 - September 2013
ECO Roof and Solar August 2012 - September 2012
Dish Network May 2012 - July 2012
ECO Roof and Solar August 2011 - April 2012
Robert Half International April 2011 - January 2012
Cutwater Asset Management 2011 - 2011
UPS January 2010 - November 2010
Indiana Memorial Union May 2009 - December 2009
Big Brothers Big Sisters of South Central Indiana August 2007 - December 2007
Skills
Leadership, Fundraising, Time Management, Negotiation, CRM, Cold Calling, Strategic Planning, Outlook, Management, Sales, Social Media, Social Media Marketing, Customer Service
Education
Indiana University Bloomington 2005 — 2007
B.S., Public Management, Public Affairs, Finance
Ball State University 2002 — 2004
Business, Business Core
Zacks Investment Management May 2014 - Present
Loop Paper Recycling June 2013 - September 2013
ECO Roof and Solar August 2012 - September 2012
Dish Network May 2012 - July 2012
ECO Roof and Solar August 2011 - April 2012
Robert Half International April 2011 - January 2012
Cutwater Asset Management 2011 - 2011
UPS January 2010 - November 2010
Indiana Memorial Union May 2009 - December 2009
Big Brothers Big Sisters of South Central Indiana August 2007 - December 2007
Skills
Leadership, Fundraising, Time Management, Negotiation, CRM, Cold Calling, Strategic Planning, Outlook, Management, Sales, Social Media, Social Media Marketing, Customer Service
Education
Indiana University Bloomington 2005 — 2007
B.S., Public Management, Public Affairs, Finance
Ball State University 2002 — 2004
Business, Business Core
Jae Lee, EA's Cutwater Asset Management Experience November 2009 - Present
Job Assistant Vice President at Cutwater Asset Management, Enrolled Agent to practice before IRS
Industry Financial Services
Experience
Cutwater Asset Management November 2009 - Present
MBIA September 2004 - November 2009
RogersCasey 2003 - August 2004
RiskMetrics Group June 1999 - January 2003
IMS Business System June 1995 - June 1999
Dual Software January 1991 - May 1995
Skills
.net, asp.net, Financial Reporting, Financial Analysis, Ruby on Rails, SharePoint, Perl, Software Development, Development Management, Agile Project Management, Tax, Tax Law, C#, C, SSRS Reports, MS SQL Server, ASP.NET, SSRS, Derivatives, Microsoft SQL Server, Fixed Income, SQL, WinForms, Investments, Business Analysis, Risk Management, Equities, Asset Management, Agile Methodologies, Financial Services, Securities, Finance, Databases, Valuation, Trading
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Computer Science
Cutwater Asset Management November 2009 - Present
MBIA September 2004 - November 2009
RogersCasey 2003 - August 2004
RiskMetrics Group June 1999 - January 2003
IMS Business System June 1995 - June 1999
Dual Software January 1991 - May 1995
Skills
.net, asp.net, Financial Reporting, Financial Analysis, Ruby on Rails, SharePoint, Perl, Software Development, Development Management, Agile Project Management, Tax, Tax Law, C#, C, SSRS Reports, MS SQL Server, ASP.NET, SSRS, Derivatives, Microsoft SQL Server, Fixed Income, SQL, WinForms, Investments, Business Analysis, Risk Management, Equities, Asset Management, Agile Methodologies, Financial Services, Securities, Finance, Databases, Valuation, Trading
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Computer Science
Susan Yang Susan Yang's Cutwater Asset Management Experience January 2013 - Present
Job Risk and Quantitative Strategies Intern at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management January 2013 - Present
Skills
VBA, Microsoft Excel, C++, Python, SQL, Access, Bloomberg, Matlab, R, Derivatives, Fixed Income
Education
Baruch College 2012 — 2013
Master's degree, Financial Engineering
Zhejiang University 2008 — 2012
Bachelor's degree, Economics
Cutwater Asset Management January 2013 - Present
Skills
VBA, Microsoft Excel, C++, Python, SQL, Access, Bloomberg, Matlab, R, Derivatives, Fixed Income
Education
Baruch College 2012 — 2013
Master's degree, Financial Engineering
Zhejiang University 2008 — 2012
Bachelor's degree, Economics
David R. Wilson, CFA David R. Wilson, CFA's Cutwater Asset Management Experience August 1999 - November 2013
Job Managing Director & Head of Institutional Solutions at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Asset Management November 2013 - Present
Cutwater Asset Management August 1999 - November 2013
Thomson Financial August 1998 - August 1999
Skills
Asset Management, Liability Driven..., Customized Strategies, Product Specialist, Investment Strategies, Investment Management, Asset Allocation, ALM, Asset Managment, Fixed Income, Hedging, Investments, Structured Finance, Financial Modeling, Financial Structuring, Treasury Management, Bonds, LDI, Capital Markets, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
Bachelor of Arts (BA), Economics
Nuveen Asset Management November 2013 - Present
Cutwater Asset Management August 1999 - November 2013
Thomson Financial August 1998 - August 1999
Skills
Asset Management, Liability Driven..., Customized Strategies, Product Specialist, Investment Strategies, Investment Management, Asset Allocation, ALM, Asset Managment, Fixed Income, Hedging, Investments, Structured Finance, Financial Modeling, Financial Structuring, Treasury Management, Bonds, LDI, Capital Markets, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
Bachelor of Arts (BA), Economics
Rich Garay's Cutwater Asset Management Experience March 1992 - Present
Job Regional Director Marketing at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management March 1992 - Present
Brandon 1992 - 2010
L and J Tech 2009 - 2009
Education
Loyola University Chicago 1971 — 1975
Cutwater Asset Management March 1992 - Present
Brandon 1992 - 2010
L and J Tech 2009 - 2009
Education
Loyola University Chicago 1971 — 1975
Mac-Raymond Larbi's Cutwater Asset Management Experience December 2011 - Present
Job Financial Services
Industry Accounting
Experience
Cutwater Asset Management December 2011 - Present
Ernst & Young January 2005 - December 2011
Skills
Capital Markets, Financial Services, Finance, Banking, GAAP, Financial Accounting, Sarbanes-Oxley Act, Auditing
Education
City University of New York-Baruch College 2002 — 2006
Cutwater Asset Management December 2011 - Present
Ernst & Young January 2005 - December 2011
Skills
Capital Markets, Financial Services, Finance, Banking, GAAP, Financial Accounting, Sarbanes-Oxley Act, Auditing
Education
City University of New York-Baruch College 2002 — 2006
Damien Green's Cutwater Asset Management Experience April 2011 - April 2014
Job Business Analyst at Tudor
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION May 2014 - Present
Cutwater Asset Management April 2011 - April 2014
Shumway Capital May 2010 - April 2011
JPMorgan August 2008 - April 2010
JPMorgan June 2007 - August 2008
JPMorgan June 2003 - June 2007
Education
South Carolina State University 1999 — 2002
BS, Computer Science
TUDOR INVESTMENT CORPORATION May 2014 - Present
Cutwater Asset Management April 2011 - April 2014
Shumway Capital May 2010 - April 2011
JPMorgan August 2008 - April 2010
JPMorgan June 2007 - August 2008
JPMorgan June 2003 - June 2007
Education
South Carolina State University 1999 — 2002
BS, Computer Science
David Craparo's Cutwater Asset Management Experience February 2008 - May 2011
Job Investment Accounting Manager at W.R. Berkley
Industry Accounting
Experience
W.R. Berkley May 2011 - Present
Cutwater Asset Management February 2008 - May 2011
MBIA 2000 - 2008
Skills
Microsoft Office, Accounting, Auditing, Financial Reporting, Fund Accounting, Financial Analysis, Investments, Financial Modeling, Asset Management
Education
State University of New York at New Paltz 1997 — 2001
W.R. Berkley May 2011 - Present
Cutwater Asset Management February 2008 - May 2011
MBIA 2000 - 2008
Skills
Microsoft Office, Accounting, Auditing, Financial Reporting, Fund Accounting, Financial Analysis, Investments, Financial Modeling, Asset Management
Education
State University of New York at New Paltz 1997 — 2001
Jason Cameron's Cutwater Asset Management Experience 1999 - Present
Job Managing Director at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management 1999 - Present
MBIA Insurance Corp 1998 - 1999
CapMAC 1997 - 1998
Citibank 1996 - 1997
GE 1995 - 1996
Skills
Financial Engineering, Structured Finance, Fixed Income Asset..., ABS, CDO, Financial Structuring, Asset Managment, Investments, Credit, Financial Risk, Securitization, Capital Markets, Securities, MBS, Structured Products, Credit Analysis, Hedge Funds, Bloomberg, Derivatives, Portfolio Management, Asset Management, Risk Management
Education
The University of British Columbia 1994 — 1995
M.A., Economics
Western University 1989 — 1993
B.A. (honors), Economics
Cutwater Asset Management 1999 - Present
MBIA Insurance Corp 1998 - 1999
CapMAC 1997 - 1998
Citibank 1996 - 1997
GE 1995 - 1996
Skills
Financial Engineering, Structured Finance, Fixed Income Asset..., ABS, CDO, Financial Structuring, Asset Managment, Investments, Credit, Financial Risk, Securitization, Capital Markets, Securities, MBS, Structured Products, Credit Analysis, Hedge Funds, Bloomberg, Derivatives, Portfolio Management, Asset Management, Risk Management
Education
The University of British Columbia 1994 — 1995
M.A., Economics
Western University 1989 — 1993
B.A. (honors), Economics
Pam Erenberg's Cutwater Asset Management Experience July 2010 - May 2014
Job RFP Global Business Development at BlueBay Asset Management
Industry Investment Management
Experience
BlueBay Asset Management May 2014 - Present
Cutwater Asset Management July 2010 - May 2014
AXA Investment Managers April 2007 - July 2010
JPMorgan Asset Management March 2002 - April 2007
Deutsche Asset Management 2000 - 2002
Diversified Investment Advisors September 1997 - March 2000
Skills
RFP, Investments, Client Service, Fixed Income, Customer Relations, New Business Development, Excel, Proposal Writing, Due Diligence, PowerPoint, Microsoft Office, Word, Marketing Communications, Real Estate, Investor Relations, Asset Managment, Asset Management, Financial Services, CRM, Managing Database, Finance, Leadership, Hedge Funds, Strategy
Education
Manhattanville College
BA, Mathematics, 3.75
BlueBay Asset Management May 2014 - Present
Cutwater Asset Management July 2010 - May 2014
AXA Investment Managers April 2007 - July 2010
JPMorgan Asset Management March 2002 - April 2007
Deutsche Asset Management 2000 - 2002
Diversified Investment Advisors September 1997 - March 2000
Skills
RFP, Investments, Client Service, Fixed Income, Customer Relations, New Business Development, Excel, Proposal Writing, Due Diligence, PowerPoint, Microsoft Office, Word, Marketing Communications, Real Estate, Investor Relations, Asset Managment, Asset Management, Financial Services, CRM, Managing Database, Finance, Leadership, Hedge Funds, Strategy
Education
Manhattanville College
BA, Mathematics, 3.75
Richard Talmadge, CFA, FRM's Cutwater Asset Management Experience 2004 - Present
Job Director at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management 2004 - Present
Fitch Ratings June 2000 - February 2004
Duff & Phelps Credit Rating Co. December 1997 - June 2000
Skills
CMBS, Asset Management, Credit, Structured Finance, Portfolio Management, Fixed Income, Capital Markets, Investments, Securitization, Real Estate, Credit Analysis, Structured Products, Risk Management, Real Estate Finance, Credit Risk, MBS, Trading
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
New York University 1998 — 2003
MS, Real Estate Investment
Washington and Lee University 1992 — 1996
BA, Economics
Hamden High School 1988 — 1992
Cutwater Asset Management 2004 - Present
Fitch Ratings June 2000 - February 2004
Duff & Phelps Credit Rating Co. December 1997 - June 2000
Skills
CMBS, Asset Management, Credit, Structured Finance, Portfolio Management, Fixed Income, Capital Markets, Investments, Securitization, Real Estate, Credit Analysis, Structured Products, Risk Management, Real Estate Finance, Credit Risk, MBS, Trading
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
New York University 1998 — 2003
MS, Real Estate Investment
Washington and Lee University 1992 — 1996
BA, Economics
Hamden High School 1988 — 1992
Tom VanDermark, CFA's Cutwater Asset Management Experience July 1994 - Present
Job Portfolio Manager at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management July 1994 - Present
Skills
ABS, Separately Managed..., Fixed Income, Economics
Education
State University of New York at Albany 1992 — 1994
MBA, Finance
State University of New York College at Geneseo 1988 — 1992
Cutwater Asset Management July 1994 - Present
Skills
ABS, Separately Managed..., Fixed Income, Economics
Education
State University of New York at Albany 1992 — 1994
MBA, Finance
State University of New York College at Geneseo 1988 — 1992
Barry Howsden's Cutwater Asset Management Experience August 2003 - November 2011
Job Director of Accounting and Client Services, CCO
Industry Financial Services
Experience
Public Trust Advisors, LLC November 2011 - Present
Cutwater Asset Management August 2003 - November 2011
MBIA Asset Management 2003 - November 2011
Invesco Ltd. June 1995 - February 2003
Education
Colorado State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Littleton High School 1986 — 1990
General, General
Public Trust Advisors, LLC November 2011 - Present
Cutwater Asset Management August 2003 - November 2011
MBIA Asset Management 2003 - November 2011
Invesco Ltd. June 1995 - February 2003
Education
Colorado State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Littleton High School 1986 — 1990
General, General
Dan Nash's Cutwater Asset Management Experience January 1992 - January 2006
Job Operational Risk Manager at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2012 - Present
MBIA July 2006 - August 2011
Cutwater Asset Management January 1992 - January 2006
Skills
Operational Risk, Six Sigma, Fund Accounting, Basel II, SOX, Securitization, Fixed Income, Enterprise Risk, Investment Banking, Capital Markets, Investment Operations, Performance Measurement, Investment Products, Fixed Income Products, MBS, COSO, Residential Mortgages
Education
University of Rhode Island - College of Business Administration
BS; MBA, Finance
UBS Investment Bank July 2012 - Present
MBIA July 2006 - August 2011
Cutwater Asset Management January 1992 - January 2006
Skills
Operational Risk, Six Sigma, Fund Accounting, Basel II, SOX, Securitization, Fixed Income, Enterprise Risk, Investment Banking, Capital Markets, Investment Operations, Performance Measurement, Investment Products, Fixed Income Products, MBS, COSO, Residential Mortgages
Education
University of Rhode Island - College of Business Administration
BS; MBA, Finance
Anna Bulzomi's Cutwater Asset Management Experience September 2013 - Present
Job Head of Portfolio Compliance and Risk Reporting at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management September 2013 - Present
Cutwater Asset Management February 2012 - September 2013
Cutwater Asset Management April 2005 - February 2012
MBIA Insurance Corporation June 2003 - April 2005
MBIA Insurance Corporation May 1998 - June 2003
Nextel Communications, Inc. April 1996 - May 1998
Skills
Fixed Income, Asset Management, Derivatives, Investments, Bloomberg, Portfolio Management, Securities, Financial Services, Statutory Accounting, Accounting, Bank Reconciliation, Account Reconciliation, Data Analysis, Process Improvement, Trade Compliance, Financial Reporting, Financial Analysis, Variance Analysis, Financial Accounting
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Finance
Mercy College
Bachelors, Accounting
Cutwater Asset Management September 2013 - Present
Cutwater Asset Management February 2012 - September 2013
Cutwater Asset Management April 2005 - February 2012
MBIA Insurance Corporation June 2003 - April 2005
MBIA Insurance Corporation May 1998 - June 2003
Nextel Communications, Inc. April 1996 - May 1998
Skills
Fixed Income, Asset Management, Derivatives, Investments, Bloomberg, Portfolio Management, Securities, Financial Services, Statutory Accounting, Accounting, Bank Reconciliation, Account Reconciliation, Data Analysis, Process Improvement, Trade Compliance, Financial Reporting, Financial Analysis, Variance Analysis, Financial Accounting
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Finance
Mercy College
Bachelors, Accounting
Michele Lio Palmo's Cutwater Asset Management Experience August 2007 - July 2011
Job Senior Vice President at RBS Citizens
Industry Banking
Experience
RBS Citizens September 2011 - Present
Cutwater Asset Management August 2007 - July 2011
Scotia Capital June 1995 - July 2007
Skills
Credit Analysis, Portfolio Management, Trading, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Finance, Bonds, Business Development, Asset Management, Securities, Derivatives, Structured Finance, Structured Products
Education
University at Albany 1993 — 1995
MBA, Finance
State University of New York College at Brockport 1988 — 1992
BS, Major: Accounting / Minor: Economics
RBS Citizens September 2011 - Present
Cutwater Asset Management August 2007 - July 2011
Scotia Capital June 1995 - July 2007
Skills
Credit Analysis, Portfolio Management, Trading, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Finance, Bonds, Business Development, Asset Management, Securities, Derivatives, Structured Finance, Structured Products
Education
University at Albany 1993 — 1995
MBA, Finance
State University of New York College at Brockport 1988 — 1992
BS, Major: Accounting / Minor: Economics
Rohit Sood, CIPM's Cutwater Asset Management Experience December 2005 - January 2013
Job Director of Investment Accounting at W.R.Berkley
Industry Insurance
Experience
W.R.Berkley March 2013 - Present
Cutwater Asset Management December 2005 - January 2013
UBS Investment Bank-Stamford, CT March 2005 - December 2005
GE Asset Management – Stamford, CT May 2002 - March 2005
Swiss Re Life & Health January 1998 - May 2002
Skills
Microsoft Excel, Freedom G/L, Camra, Essbase (Hyperion),, Oracle, CAPS, Bloomberg Asset..., PAM, Certificate in..., Investment Performance, Bloomberg, Fixed Income, Investment Strategies, Financial Reporting, Derivatives, Valuation, Accounting, Trading, Structured Products, Auditing, Internal Audit, Investments, Financial Analysis, Asset Management, Internal Controls, SEC filings, CAMRA, Finance
Education
University of Bridgeport 1993 — 1995
Master's degree, Finance, General, 3.7
University of New Delhi 1988 — 1991
Bachelor's degree, Accounting, 3.2
Lawrence school lovedale 1982 — 1987
High School, Business/Commerce, General
W.R.Berkley March 2013 - Present
Cutwater Asset Management December 2005 - January 2013
UBS Investment Bank-Stamford, CT March 2005 - December 2005
GE Asset Management – Stamford, CT May 2002 - March 2005
Swiss Re Life & Health January 1998 - May 2002
Skills
Microsoft Excel, Freedom G/L, Camra, Essbase (Hyperion),, Oracle, CAPS, Bloomberg Asset..., PAM, Certificate in..., Investment Performance, Bloomberg, Fixed Income, Investment Strategies, Financial Reporting, Derivatives, Valuation, Accounting, Trading, Structured Products, Auditing, Internal Audit, Investments, Financial Analysis, Asset Management, Internal Controls, SEC filings, CAMRA, Finance
Education
University of Bridgeport 1993 — 1995
Master's degree, Finance, General, 3.7
University of New Delhi 1988 — 1991
Bachelor's degree, Accounting, 3.2
Lawrence school lovedale 1982 — 1987
High School, Business/Commerce, General
Shashanka Kotha's Cutwater Asset Management Experience October 2007 - September 2013
Job Senior Software Engineer
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Cutwater Asset Management October 2007 - September 2013
Home Shopping Network (HSN) 2002 - 2007
InfoVision21, Inc 1998 - 2001
Skills
Visual C#, C#, XAML, ADO.NET Data Services, Entity Framework, ASP.NET MVC, jQuery, JSON, SQL Server, JavaScript, ASP.NET, .NET, Web Services, PL/SQL, AJAX, SharePoint, WCF, T-SQL, Mobile Applications, Web Development, Scrum, LINQ, Visual Studio, TFS, IIS, Java, WPF, Silverlight, WinForms, Microsoft SQL Server, ASP.NET Web API, WinJS, Windows 8, Oracle
Education
Osmania University 1991 — 1994
B.Sc, Computer Science
HPS, Ramanthapur
Fidelity Investments February 2014 - Present
Cutwater Asset Management October 2007 - September 2013
Home Shopping Network (HSN) 2002 - 2007
InfoVision21, Inc 1998 - 2001
Skills
Visual C#, C#, XAML, ADO.NET Data Services, Entity Framework, ASP.NET MVC, jQuery, JSON, SQL Server, JavaScript, ASP.NET, .NET, Web Services, PL/SQL, AJAX, SharePoint, WCF, T-SQL, Mobile Applications, Web Development, Scrum, LINQ, Visual Studio, TFS, IIS, Java, WPF, Silverlight, WinForms, Microsoft SQL Server, ASP.NET Web API, WinJS, Windows 8, Oracle
Education
Osmania University 1991 — 1994
B.Sc, Computer Science
HPS, Ramanthapur
Matthew Bodo's Cutwater Asset Management Experience 2002 - Present
Job Fixed Income Trader at Insight Investment
Industry Investment Management
Experience
Insight Investment January 2015 - Present
Cutwater Asset Management 2002 - Present
MBIA Asset Management 2008 - 2011
MBIA Asset Management 2002 - 2007
Skills
Portfolio Management, Investments, Bonds, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Securities, Finance, Financial Services, Liquidity Management, Asset Managment, Trading Systems
Education
State University of New York at Albany
Bachelor of Science, Business Administration; Finance/Management
Hartwick College
Insight Investment January 2015 - Present
Cutwater Asset Management 2002 - Present
MBIA Asset Management 2008 - 2011
MBIA Asset Management 2002 - 2007
Skills
Portfolio Management, Investments, Bonds, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Securities, Finance, Financial Services, Liquidity Management, Asset Managment, Trading Systems
Education
State University of New York at Albany
Bachelor of Science, Business Administration; Finance/Management
Hartwick College
Michelle Houck's Cutwater Asset Management Experience August 2011 - January 2015
Job Director and Deputy General Counsel at MBIA
Industry Financial Services
Experience
MBIA January 2015 - Present
Cutwater Asset Management August 2011 - January 2015
Pzena Investment Management October 2004 - June 2011
Mayer Brown 1998 - 2004
Education
Columbia Law School 1993 — 1996
JD, Law
Harvard University
MBIA January 2015 - Present
Cutwater Asset Management August 2011 - January 2015
Pzena Investment Management October 2004 - June 2011
Mayer Brown 1998 - 2004
Education
Columbia Law School 1993 — 1996
JD, Law
Harvard University
Jacqueline Yelland's Cutwater Asset Management Experience July 2014 - June 2015
Job Fund Accountant
Industry Financial Services
Experience
Cutwater Asset Management July 2014 - June 2015
Ingenious Initiatives January 2013 - January 2014
Rockit Solutions LLC March 2011 - April 2012
Centaur Performance Group April 2009 - March 2011
JPMorgan Hedge Fund Services February 2008 - November 2008
Royal Bank of Scotland 2005 - 2007
Skills
Account Reconciliation, Fixed Income, Equities, Hedge Funds, Asset Managment, Securities, Fund Accounting, Partnership Accounting, Investor Relations..., PnL, Performance Management, Operations Management, Bank Reconciliation, Building Relationships, Fund Of Funds, Offshore Funds, NAV, Financial Analysis, Financial Reporting, Data Reconciliation, Organizational..., Helping Clients Succeed, Direct Client..., Multi Tasking, Highly detail oriented, VPM, Geneva, Sunguard, Bloomberg, Organization &..., Middle Office, Derivatives, Asset Management, Prime Brokerage, Client Liaison, Finance, Customer Service, Portfolio Management
Education
Ramapo College of New Jersey 2001 — 2002
BS, Finance
n/a
Bachelor of Science (BS), Finance
Cutwater Asset Management July 2014 - June 2015
Ingenious Initiatives January 2013 - January 2014
Rockit Solutions LLC March 2011 - April 2012
Centaur Performance Group April 2009 - March 2011
JPMorgan Hedge Fund Services February 2008 - November 2008
Royal Bank of Scotland 2005 - 2007
Skills
Account Reconciliation, Fixed Income, Equities, Hedge Funds, Asset Managment, Securities, Fund Accounting, Partnership Accounting, Investor Relations..., PnL, Performance Management, Operations Management, Bank Reconciliation, Building Relationships, Fund Of Funds, Offshore Funds, NAV, Financial Analysis, Financial Reporting, Data Reconciliation, Organizational..., Helping Clients Succeed, Direct Client..., Multi Tasking, Highly detail oriented, VPM, Geneva, Sunguard, Bloomberg, Organization &..., Middle Office, Derivatives, Asset Management, Prime Brokerage, Client Liaison, Finance, Customer Service, Portfolio Management
Education
Ramapo College of New Jersey 2001 — 2002
BS, Finance
n/a
Bachelor of Science (BS), Finance
Lars Boman, CFA's Cutwater Asset Management Experience September 2013 - December 2014
Job Credit Analyst at Insight Investment
Industry Financial Services
Experience
Insight Investment January 2015 - Present
Cutwater Asset Management September 2013 - December 2014
Cutwater Asset Management February 2011 - September 2013
Cutwater Asset Management September 2009 - February 2011
Automated Trading Desk a CITI company June 2008 - August 2008
Automated Trading Desk LLC June 2007 - August 2007
Skills
Trading, Portfolio Management, Financial Analysis, Credit Analysis, Fixed Income, Asset Managment, Bloomberg, Investments, Institutional..., Investment Strategies, Bonds, Bloomberg Terminal, Series 7, Alternative Investments, Financial Modeling, Investment Management, Asset Allocation, Series 63, Credit, Asset Management, Investment Banking
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, Economics
Tabor Academy 2001 — 2005
Insight Investment January 2015 - Present
Cutwater Asset Management September 2013 - December 2014
Cutwater Asset Management February 2011 - September 2013
Cutwater Asset Management September 2009 - February 2011
Automated Trading Desk a CITI company June 2008 - August 2008
Automated Trading Desk LLC June 2007 - August 2007
Skills
Trading, Portfolio Management, Financial Analysis, Credit Analysis, Fixed Income, Asset Managment, Bloomberg, Investments, Institutional..., Investment Strategies, Bonds, Bloomberg Terminal, Series 7, Alternative Investments, Financial Modeling, Investment Management, Asset Allocation, Series 63, Credit, Asset Management, Investment Banking
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, Economics
Tabor Academy 2001 — 2005
Monica Simon's Cutwater Asset Management Experience May 2010 - August 2010
Job Associate, Legal, Sales and Trading at Goldman Sachs
Industry Legal Services
Experience
Goldman Sachs September 2014 - Present
Axiom August 2012 - September 2014
Tagliaferro & LoPresti, LLP June 2011 - July 2012
Commodity Futures Trading Commission August 2010 - December 2010
Cutwater Asset Management May 2010 - August 2010
US Court of International Trade January 2010 - May 2010
Macquarie Bank January 2010 - May 2010
American Thoracic Society May 2001 - January 2010
Skills
Securities, Legal Research, Legal Writing, Research, Securities Regulation, French, International Law, Government, Corporate Law
Education
New York Law School 2007 — 2010
JD, Law
Sofia University St. Kliment Ohridski 1990 — 1995
MA, French Language and Literature
Goldman Sachs September 2014 - Present
Axiom August 2012 - September 2014
Tagliaferro & LoPresti, LLP June 2011 - July 2012
Commodity Futures Trading Commission August 2010 - December 2010
Cutwater Asset Management May 2010 - August 2010
US Court of International Trade January 2010 - May 2010
Macquarie Bank January 2010 - May 2010
American Thoracic Society May 2001 - January 2010
Skills
Securities, Legal Research, Legal Writing, Research, Securities Regulation, French, International Law, Government, Corporate Law
Education
New York Law School 2007 — 2010
JD, Law
Sofia University St. Kliment Ohridski 1990 — 1995
MA, French Language and Literature
Andrew Coke's Cutwater Asset Management Experience December 2012 - Present
Job Consultant at Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management December 2012 - Present
GlobeOp Financial Services August 2005 - August 2011
UBS Investment Bank 2000 - 2005
Skills
Hedge Funds, Finance, Alternative Investments, Equities, Fixed Income, Fund Accounting, Private Equity, Options, Portfolio Management, Fund Of Funds, Account Reconciliation, MS Office 2010, Advent Geneva/Partners, MS Access
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, A
Iona College 1993 — 1996
BBA, Accounting
Westchester Community College 1989 — 1993
AS, Accounting
Cutwater Asset Management December 2012 - Present
GlobeOp Financial Services August 2005 - August 2011
UBS Investment Bank 2000 - 2005
Skills
Hedge Funds, Finance, Alternative Investments, Equities, Fixed Income, Fund Accounting, Private Equity, Options, Portfolio Management, Fund Of Funds, Account Reconciliation, MS Office 2010, Advent Geneva/Partners, MS Access
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, A
Iona College 1993 — 1996
BBA, Accounting
Westchester Community College 1989 — 1993
AS, Accounting
Zachary Williams's Cutwater Asset Management Experience June 2010 - August 2010
Job Associate at Citigroup
Industry Financial Services
Experience
Citi August 2014 - Present
Citi June 2012 - August 2014
Citi May 2011 - August 2011
Cutwater Asset Management June 2010 - August 2010
Skills
Trading, Financial Modeling, Valuation, PowerPoint, Bloomberg, Economics, Financial Analysis, Data Analysis, Analysis
Education
Middlebury College 2008 — 2012
B.A., Economics, Cum Laude
The Taft School 2007 — 2008
High School Diploma
Delbarton School 2003 — 2007
High School Diploma
Citi August 2014 - Present
Citi June 2012 - August 2014
Citi May 2011 - August 2011
Cutwater Asset Management June 2010 - August 2010
Skills
Trading, Financial Modeling, Valuation, PowerPoint, Bloomberg, Economics, Financial Analysis, Data Analysis, Analysis
Education
Middlebury College 2008 — 2012
B.A., Economics, Cum Laude
The Taft School 2007 — 2008
High School Diploma
Delbarton School 2003 — 2007
High School Diploma
Patrick Wacker, CFA's Cutwater Asset Management Experience February 2015 - July 2015
Job Structured Analyst/Trader at Insight Investment
Industry Financial Services
Experience
Insight Investment January 2015 - Present
Cutwater Asset Management February 2015 - July 2015
Cutwater Asset Management March 2012 - February 2015
Cutwater Asset Management March 2011 - February 2012
Cutwater Asset Management September 2009 - February 2011
MBIA May 2009 - August 2009
Spencer Hudson May 2005 - September 2007
Skills
Portfolio Management, Asset Management, Trading, Structured Finance, Capital Markets, Investments, Fixed Income, MBS, Bloomberg, Equities, Valuation, Financial Risk, Financial Modeling, ABS
Education
Babson College 2005 — 2008
Bachelor of Science, Finance, Economics
Insight Investment January 2015 - Present
Cutwater Asset Management February 2015 - July 2015
Cutwater Asset Management March 2012 - February 2015
Cutwater Asset Management March 2011 - February 2012
Cutwater Asset Management September 2009 - February 2011
MBIA May 2009 - August 2009
Spencer Hudson May 2005 - September 2007
Skills
Portfolio Management, Asset Management, Trading, Structured Finance, Capital Markets, Investments, Fixed Income, MBS, Bloomberg, Equities, Valuation, Financial Risk, Financial Modeling, ABS
Education
Babson College 2005 — 2008
Bachelor of Science, Finance, Economics
Kevin M. King's Cutwater Asset Management Experience April 2010 - January 2013
Job Sales Account Executive Labor Specialist at Delta Dental
Industry Financial Services
Experience
Delta Dental May 2013 - Present
Cutwater Asset Management April 2010 - January 2013
AllianceBernstein September 2000 - September 2009
Skills
Taft-Hartley, Alternative Investments, Hedge Funds, Fixed Income, Series 7, Asset Management, Asset Allocation, Equities, Investment Strategies, Mutual Funds, Investments, Investment Management
Education
Siena College 1986 — 1990
BA, Political Science
Delta Dental May 2013 - Present
Cutwater Asset Management April 2010 - January 2013
AllianceBernstein September 2000 - September 2009
Skills
Taft-Hartley, Alternative Investments, Hedge Funds, Fixed Income, Series 7, Asset Management, Asset Allocation, Equities, Investment Strategies, Mutual Funds, Investments, Investment Management
Education
Siena College 1986 — 1990
BA, Political Science
Ray Furlong's Cutwater Asset Management Experience May 2012 - January 2013
Job Business Analyst at MediaBistro Holdings
Industry Financial Services
Experience
Prometheus Global Media January 2015 - Present
Parade Magazine June 2013 - January 2015
Fordham University August 2011 - May 2013
Cutwater Asset Management May 2012 - January 2013
Northwestern Mutual December 2011 - April 2012
Van Wagner Sports Group March 2011 - January 2012
Vanguard Benefit Solutions, LLC May 2011 - July 2011
Procter & Gamble December 2009 - January 2011
Fordham Road Business Improvement District September 2010 - December 2010
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance
Don Bosco Prep 2005 — 2009
Prometheus Global Media January 2015 - Present
Parade Magazine June 2013 - January 2015
Fordham University August 2011 - May 2013
Cutwater Asset Management May 2012 - January 2013
Northwestern Mutual December 2011 - April 2012
Van Wagner Sports Group March 2011 - January 2012
Vanguard Benefit Solutions, LLC May 2011 - July 2011
Procter & Gamble December 2009 - January 2011
Fordham Road Business Improvement District September 2010 - December 2010
Education
Fordham University 2009 — 2013
Bachelor of Science, Finance
Don Bosco Prep 2005 — 2009
Nils Demme's Cutwater Asset Management Experience September 2001 - February 2012
Job Experienced professional with fifteen years’ financial and accounting experience within various industries.
Industry Financial Services
Experience
Cutwater Asset Management September 2001 - February 2012
MBIA Insurance Corporation September 2001 - July 2005
Time Warner Cable April 1998 - September 2001
KPMG Peat Marwick January 1995 - April 1998
Skills
SEC reporting, Accounting, Bloomberg, Auditing, Asset Management, GAAP, Investments, SOX, Financial Reporting, Sarbanes-Oxley Act
Education
Western Connecticut State University 2009 — 2011
MBA, Finance Concentration
Pace University 1993 — 1995
Certification, Accounting
Pace University 1988 — 1992
BBA, Business Management
Cutwater Asset Management September 2001 - February 2012
MBIA Insurance Corporation September 2001 - July 2005
Time Warner Cable April 1998 - September 2001
KPMG Peat Marwick January 1995 - April 1998
Skills
SEC reporting, Accounting, Bloomberg, Auditing, Asset Management, GAAP, Investments, SOX, Financial Reporting, Sarbanes-Oxley Act
Education
Western Connecticut State University 2009 — 2011
MBA, Finance Concentration
Pace University 1993 — 1995
Certification, Accounting
Pace University 1988 — 1992
BBA, Business Management
Michael F. McCormick's Cutwater Asset Management Experience December 2011 - January 2014
Job
Industry Financial Services
Experience
SS&C Technologies December 2014 - Present
Cutwater Asset Management December 2011 - January 2014
Legg Mason Asset Management March 2011 - May 2011
Bank of America January 2003 - March 2009
Vector Capital March 2000 - January 2003
MDSass Investor Services, Inc January 1998 - March 2000
Chase & MDSass Partners October 1995 - January 1998
Skills
Risk Management, Research, Investments, Hedge Funds, Bloomberg, Derivatives, Asset Managment, Financial Modeling, Valuation, Fixed Income, Equities, Financial Analysis, Portfolio Management, Investment Banking, Series 7, Bonds
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Economics
SS&C Technologies December 2014 - Present
Cutwater Asset Management December 2011 - January 2014
Legg Mason Asset Management March 2011 - May 2011
Bank of America January 2003 - March 2009
Vector Capital March 2000 - January 2003
MDSass Investor Services, Inc January 1998 - March 2000
Chase & MDSass Partners October 1995 - January 1998
Skills
Risk Management, Research, Investments, Hedge Funds, Bloomberg, Derivatives, Asset Managment, Financial Modeling, Valuation, Fixed Income, Equities, Financial Analysis, Portfolio Management, Investment Banking, Series 7, Bonds
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Economics
Tom Tight's Cutwater Asset Management Experience July 2002 - July 2012
Job Managing Director at Public Trust Advisors
Industry Investment Management
Experience
Public Trust Advisors 2012 - Present
Cutwater Asset Management July 2002 - July 2012
Education
Saint Louis University
MBA, Finance
Saint Louis University
BSBA, Finance
Public Trust Advisors 2012 - Present
Cutwater Asset Management July 2002 - July 2012
Education
Saint Louis University
MBA, Finance
Saint Louis University
BSBA, Finance
Ragini Gupta's Cutwater Asset Management Experience July 2011 - August 2011
Job
Industry Financial Services
Experience
Interactive Brokers October 2013 - Present
GE Capital June 2012 - August 2012
Uniiverse March 2012 - July 2012
Cutwater Asset Management July 2011 - August 2011
American Express May 2011 - July 2011
Brunswick School April 2010 - August 2010
Eagle Ocean, Inc. May 2009 - August 2009
UBS June 2008 - August 2008
Brunswick School January 2004 - December 2007
Education
McGill University 2010 — 2013
Bachelor of Arts
Greenwich High School 2006 — 2010
Interactive Brokers October 2013 - Present
GE Capital June 2012 - August 2012
Uniiverse March 2012 - July 2012
Cutwater Asset Management July 2011 - August 2011
American Express May 2011 - July 2011
Brunswick School April 2010 - August 2010
Eagle Ocean, Inc. May 2009 - August 2009
UBS June 2008 - August 2008
Brunswick School January 2004 - December 2007
Education
McGill University 2010 — 2013
Bachelor of Arts
Greenwich High School 2006 — 2010
Thomas Stabile, CPA's Cutwater Asset Management Experience May 2005 - Present
Job Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management May 2005 - Present
GE Asset Management October 2002 - May 2005
PricewaterhouseCoopers August 1999 - October 2002
McGladrey & Pullen September 1998 - August 1999
Skills
Asset Management, Derivatives, Investments, Financial Analysis, Fixed Income, Mutual Funds, Accounting, Investment Management
Education
Hofstra University 1995 — 1997
BBA Accounting, Accounting
State University of New York at Binghamton 1992 — 1995
Cutwater Asset Management May 2005 - Present
GE Asset Management October 2002 - May 2005
PricewaterhouseCoopers August 1999 - October 2002
McGladrey & Pullen September 1998 - August 1999
Skills
Asset Management, Derivatives, Investments, Financial Analysis, Fixed Income, Mutual Funds, Accounting, Investment Management
Education
Hofstra University 1995 — 1997
BBA Accounting, Accounting
State University of New York at Binghamton 1992 — 1995
Marc McClure, CFA's Cutwater Asset Management Experience September 2008 - March 2014
Job Chief Investment Officer at City and County of Denver
Industry Financial Services
Experience
City and County of Denver March 2014 - Present
Cutwater Asset Management September 2008 - March 2014
SunCorp Corporate CU August 2001 - September 2008
Municipal Services Group July 1999 - August 2001
Skills
Portfolio Management, Asset Management, Investment Strategies, Investments, Fixed Income, Investment Management, Alternative Investments, Asset Allocation, Financial Risk, Bloomberg, Financial Modeling, Hedge Funds, Equities, Finance, Microsoft Excel, ALM, Quantitative Research, Calculus, Derivatives, Credit Derivatives, Bonds, Structured Products, Mutual Funds, Structured Finance, Securities, Economics, Trading, Capital Markets, Valuation
Education
Colorado School of Mines
Metropolitan State University of Denver
Regis University
City and County of Denver March 2014 - Present
Cutwater Asset Management September 2008 - March 2014
SunCorp Corporate CU August 2001 - September 2008
Municipal Services Group July 1999 - August 2001
Skills
Portfolio Management, Asset Management, Investment Strategies, Investments, Fixed Income, Investment Management, Alternative Investments, Asset Allocation, Financial Risk, Bloomberg, Financial Modeling, Hedge Funds, Equities, Finance, Microsoft Excel, ALM, Quantitative Research, Calculus, Derivatives, Credit Derivatives, Bonds, Structured Products, Mutual Funds, Structured Finance, Securities, Economics, Trading, Capital Markets, Valuation
Education
Colorado School of Mines
Metropolitan State University of Denver
Regis University
Justin DeVito's Cutwater Asset Management Experience November 2009 - December 2010
Job Fund Accountant at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management September 2014 - Present
SS&C GlobeOp October 2012 - Present
SS&C GlobeOp January 2011 - September 2012
Cutwater Asset Management November 2009 - December 2010
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Financial Statements, Account Reconciliation, Partnership Accounting, Microsoft Excel, Fund Administration
Education
Lehigh University 2005 — 2008
Bachelor of Science, Accounting and Finance
Pace University 2008 — 2010
Master of Business Administration (MBA), Accounting
Och-Ziff Capital Management September 2014 - Present
SS&C GlobeOp October 2012 - Present
SS&C GlobeOp January 2011 - September 2012
Cutwater Asset Management November 2009 - December 2010
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Financial Statements, Account Reconciliation, Partnership Accounting, Microsoft Excel, Fund Administration
Education
Lehigh University 2005 — 2008
Bachelor of Science, Accounting and Finance
Pace University 2008 — 2010
Master of Business Administration (MBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY