GE Asset Management
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GE Asset Management Employees
PricewaterhouseCoopers (PwC) June 2013 - Present
GE Global Mobility Services September 2010 - May 2013
GE Asset Management June 2002 - September 2010
Skills
Tax, Access, Income Tax, Payroll, Team Building, Auditing, Microsoft Excel, Process Improvement, Account Reconciliation, Accounting, Financial Statements, Cross-functional Team..., SAP
Education
University of New Haven 2010 — 2012
Master of Science, Taxation
Sacred Heart University 1999 — 2010
Bachelor of Science, Accounting
Norwalk High School
Aon Hewitt 2014 - Present
GE Asset Managerment 2007 - 2014
GE Asset Management 2004 - 2007
GE Commercial Finance 2002 - 2004
GE Equity 2000 - 2001
Citibank Global Asset Management 1995 - 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Asset Allocation, Asset Management, Emerging Markets, Capital Markets, Product Management, Marketing, Investor Relations, Competitive Analysis, Customer Retention, Client Relations Skills, Asset Managment, Marketing Strategy, Developing Client..., Sales Presentations, Product Marketing, Bloomberg, Finance
Education
The University of Connecticut 2000 — 2002
MBA, Finance
Siena College
B.S., Economics
GE Asset Management 2008 - Present
XTF Global Advisors Specialists in ETF Portfolios 2007 - 2008
Prudential Financial 1994 - 2005
Prudential Financial / American Skandia 1994 - 2000
Skills
Superior skills in..., Extensive experience in..., Expert in turnaround..., Highly regarded for..., Mutual Funds, Retirement Planning, Leadership, Contract Negotiation, Strategic Planning, Insurance, Wealth Management..., Wealth Management, Fixed Annuities, Separately Managed..., Series 7, Asset Managment, Alternative Investments, Investment Advisory, Securities, 401k, Series 63, Relationship Management, Strategic Financial..., Investments, Investment Strategies, Retirement, Asset Allocation, Financial Services, IRAs, Financial Advisory, Portfolio Management, Equities, Strategy, Market Research, Bloomberg, Series 24, Public Speaking, Variable Annuities, ETFs, Sales Management, Wealth, Series 65, Investment Management, Fixed Income, Financial Planners, Hedge Funds, Uniform Combined State..., FINRA, Bonds, Estate Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
Masters in Business Administration, MBA, Finance
United States Naval Academy 1978 — 1982
Bachelor's Degree, Economics
John F Kennedy High School
Terex Corporation June 2015 - Present
Terex February 2012 - June 2015
Terex August 2007 - February 2012
GE Commerical Finance October 2006 - August 2007
GE Commercial Finance April 2006 - October 2006
GE Commercial Finance April 2005 - April 2006
GE Commercial Finance September 2003 - April 2005
GE Commercial Finance September 2002 - September 2003
GE Asset Management June 2000 - September 2002
Skills
Financial Analysis, Strategy, Pricing, Finance, Negotiation, Leadership, Business Planning, Portfolio Management, Cross-functional Team..., Marketing, Management, Sales, Valuation, Forecasting, Accounting, Managerial Finance, New Business Development
Education
The University of Connecticut School of Business 1996 — 2000
Bachelor's degree, Finance, Marketing
Ridgefield High School 1992 — 1996
Microsoft December 2012 - Present
GE Healthcare August 2012 - December 2012
GE Healthcare August 2009 - August 2012
GE Asset Management January 2008 - August 2009
GE Asset Management January 2007 - December 2007
GE Capital (Healthcare Financial Services) December 2004 - December 2006
CitiGroup (Mortgage Banking) June 2003 - December 2004
Huntleigh Financial Services June 1995 - April 2003
The Industrial Financial Corporation of Thailand May 1991 - April 1992
Skills
Managerial Finance, Finance, Strategic Financial..., Financial Reporting, Financial Planning, Corporate Finance, Budgets, Strategic Planning, Business Strategy, Business Analysis, Business Intelligence, Process Improvement, Cross-functional Team..., Variance Analysis, Financial Modeling, Finance Operations, Capital Markets, Hyperion Enterprise, Budgeting, Strategic Thinking, Financial Systems, Cognos, Hyperion, Essbase, Financial Management, Restructuring, Asset Management, Mining, Engineering, Technical Analysis of..., PowerView, Power BI, Business Partnership
Education
Saint Louis University 1993 — 1996
MBA, Finance and International Investments, GPA 3.9/4.0
Chulalongkorn University 1987 — 1991
Bachelor of Science, Mining Engineering
GE Crotonville Leadership
FUJIFILM SonoSite, Inc. July 2014 - Present
GE Healthcare March 2012 - July 2014
GE Healthcare February 2011 - March 2012
Morgan Stanley November 2009 - February 2011
GE Asset Management October 2007 - November 2009
Morgan Keegan June 2006 - August 2006
Kemper Sports Management May 2006 - June 2006
Skills
Portfolio Management, Salesforce.com, Cold Calling, Financial Analysis, Sales, Strategy, Territory Penetration, Territory Development, Territory..., Territory Account..., Medical Devices, Medical Billing, Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Ultrasound, Medical Ultrasound, Diagnostic Ultrasound, Women's Health, Urology, Management, Sales Operations, Microsoft Office, Microsoft Excel, Account Management, PowerPoint, Leadership, Healthcare, Public Speaking, Product Launch, Capital Equipment
Education
Providence College 2003 — 2007
BS, Business Management
Vectra Bank Colorado June 2014 - Present
Jones Lang LaSalle November 2013 - May 2014
Archstone August 2012 - May 2013
ProLogis January 2007 - May 2012
Preferred Real Estate Investments, Inc. 2006 - 2006
Legg Mason Real Estate Services 2003 - 2005
GE Asset Management 2000 - 2003
Skills
Argus Modeling, Financial Modeling, Financial Analysis, Investment Properties, Property Acquisitions, Property Disposition, Underwriting, Due Diligence, Retail, Multi-family, Hospitality, Office, Mixed-use, Industrial, Acquisitions, Real Estate, Property, Real Estate Transactions, Commercial Real Estate, Dispositions, Finance, Industrial Engineering, Land Acquisition
Education
Temple University 1996 — 2000
BBA, Finance and Real Estate
HJW Executive Search LLC January 2014 - Present
Legg Mason 2002 - December 2013
GE Asset Management 2000 - 2002
AIG Global Investment Group 1999 - 2000
Credit Suisse 1996 - 1999
Evaluation Associates 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Fixed Income, Analysis, Marketing Strategy, Asset Managment, Equities, Series 7, Portfolio Management, Wealth Management, Investments, Relationship Management, Mutual Funds, Series 63, Separately Managed..., Management, Financial Services, Sales, Asset Allocation, Marketing, Finance, Asset Management
Education
CFA Institute Chartered Financial Analyst (CFA)
Quinnipiac University 1988 — 1992
Bacelor of Science, Business Administration and Management
GE November 2014 - Present
GE Asset Management February 2013 - October 2014
GE Asset Management September 2012 - January 2013
GE July 2010 - August 2012
Skills
Accounting, Financial Modeling, Investment Strategies, Corporate Finance, Finance, Internal Controls, Managerial Finance, Investments, Business Strategy, Auditing, Hedge Funds, Mutual Funds, Fixed Income, Portfolio Management, Leadership Development, Equities, Asset Management, Financial Analysis, Financial Reporting, Hyperion Enterprise, Bloomberg
Education
The University of Connecticut School of Business 2007 — 2010
Bachelor of Science - Business, Finance, Economics, 3.92
Synchrony Financial August 2015 - Present
GE Capital June 2011 - August 2015
GE Capital March 2005 - June 2011
GE Asset Management March 2001 - February 2005
GE Capital October 1999 - March 2001
CNBC February 1998 - October 1999
GE Energy Management January 1996 - January 1998
GE Energy Management June 1995 - August 1995
Kimberly-Clark January 1994 - August 1994
Skills
Risk Management, Model Risk Management, Model Governance, Model Validation, Six Sigma, Financial Modeling, Capital Markets, Structured Finance, Advanced Excel Modeling, MS Access, Data Management and..., Securitization, Operational Excellence, Process Improvement, Analysis, Credit, Cross-functional Team..., Financial Risk, Finance, Portfolio Management, Visio, Risk Analytics
Education
The University of Connecticut 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
McLagan April 2015 - Present
McLagan March 2014 - April 2015
GE Asset Management September 2013 - March 2014
GE Asset Management August 2012 - September 2013
GE Asset Management July 2011 - March 2013
K2 Advisors April 2011 - June 2011
Legg Mason February 2011 - April 2011
Wachovia, A Wells Fargo Company August 2010 - December 2010
Wells Fargo Financial March 2010 - July 2010
Pace University Student Athlete Advisory Committee May 2008 - May 2009
Skills
Analytical, Bloomberg Terminal, Microsoft Office, Leadership, Public Speaking, Highly Adaptable, Quick Learner, Analytical Skills, Analysis, Management, Finance, Strategy, Banking, Process Improvement, Accounting, Training, Microsoft Excel, Financial Analysis
Education
Sacred Heart University 2010 — 2011
MBA, Finance
Pace University - Lubin School of Business 2005 — 2009
BA, Finance
Trumbull High School 2001 — 2005
Travelers March 2014 - Present
Wine.com / Chatham Spirits and Fine Wines October 2003 - January 2009
UnitedHealth Group June 2002 - October 2003
GE Asset Management October 2000 - May 2002
GE Capital March 1997 - September 2000
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Visio, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Statements, Financial Services, Corporate Finance, Management, PowerPoint, Analysis, Forecasting, Customer Service, Operations Management, Budgets, Data Analysis, Valuation, Business Planning, Marketing Strategy, Due Diligence, Financial Planning
Education
Rensselaer Polytechnic Institute at Hartford 1993 — 2000
Master of Business Administration (MBA), Management
Taipei Language Institute 1994 — 1994
Mandarin
University of Connecticut 1988 — 1993
Bachelor of Arts (BA), Economics and Political Science
Maastricht University 1991 — 1991
International Business
Education Management Corporation March 2008 - Present
GE Asset Management July 2004 - June 2005
Synergy Solutions June 2003 - March 2004
SRS Pharmaceuticals Pvt. Ltd., India November 2001 - December 2002
Skills
XML, ASP.NET, VBScript, SSRS, HTML, JavaScript, Crystal Reports, CSS, ADO.NET, C#, Leadership, Web Services, SQL, Microsoft SQL Server, SDLC, .NET, PL/SQL, SSIS, Business Intelligence, Visual Basic, Requirements Analysis, Visual Studio, Business Analysis, Software Development, Databases, Integration, Data Warehousing, Systems Analysis, SOA, Web Applications, Database Design, VB.NET, Requirements Gathering, Unix, Enterprise Architecture, Troubleshooting, Analysis, SharePoint, Visio, UML, Software Project..., IIS, T-SQL, Software Documentation, ETL, Agile Methodologies, Oracle
Education
University of Bridgeport 2005 — 2007
Masters, Computer Science
University of Mumbai 1997 — 2001
Bachelors of Engineering, Electronics and Telecommunications
GE Capital April 2014 - Present
GE Capital Real Estate August 2012 - April 2014
GE Capital Real Estate July 2011 - August 2012
GE Capital Real Estate November 2009 - August 2011
Boston Capital October 2008 - November 2009
GE Asset Management June 2007 - October 2008
GE Asset Management July 2003 - June 2007
GE Asset Management January 2003 - July 2003
GE Asset Management July 2000 - January 2003
International Music Network May 1996 - July 2000
Skills
CCAR Internal Controls, Risk Assessment, Financial Analysis, Controllership, Finance, Financial Reporting, Internal Controls, Corporate Finance, Corporate FP&A, Leadership, Management, Matrix Leadership, Portfolio Management, Due Diligence, Asset Management, Valuation
Education
University of Connecticut 1999 — 2001
MBA, Concentration in Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
Bachelors, Business Admn and Accounting
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
JP Morgan Chase May 2011 - May 2015
GE Energy June 2010 - May 2011
Patni Computer Systems May 2009 - August 2010
GE Capital August 2007 - May 2009
GE Asset Management February 2006 - August 2007
Patni Computer Services April 2005 - January 2006
Patni Computer Services March 2004 - March 2005
Larsen & Toubro Infotech January 2003 - September 2003
Skills
SDLC, Agile Methodologies, Requirements Analysis
Education
Pune Institute of Computer Technology 2002 — 2003
Master Of Computer Science (MCS), Computer Science
Pune Institute of Computer Technology 1999 — 2001
Bachelor Of Computer Science (BCS)
GE Asset Management January 2013 - Present
Fiera Capital Corporation July 2010 - August 2012
Montrusco Bolton March 2007 - August 2010
Industrial Alliance Securities September 2005 - March 2007
CTI CAPITAL January 2005 - September 2005
Skills
Asset Management, Equities, Portfolio Management, Investments, Hedge Funds, Wealth Management, Asset Managment, Mutual Funds, Equity Valuation, Bloomberg, Equity Research, Capital Markets, Mergers, Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Alternative Investments
Education
Université de Sherbrooke 2002 — 2004
bs, Finance
GE Global Research January 2015 - Present
GE Asset Management October 2007 - December 2014
Thomson Reuters January 2014 - May 2014
GE Capital April 2013 - December 2013
Skills
Business Analysis, SDLC, Requirements Gathering, Business Process..., Process Improvement, Business Requirements, Requirements Analysis, User Acceptance Testing, Data Warehousing, Microsoft SQL Server, Business Intelligence, PL/SQL, Oracle, SQL, Testing
Education
PSG College of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Civil Engineering
PSG College of Technology 2003 — 2007
Bachelor's degree
CRT Capital Group February 2012 - January 2015
home September 2010 - February 2012
GE Asset Management 2007 - 2010
Morgan Stanley Investment Management 2002 - 2007
K&L Gates 1997 - 2002
Skills
Mutual Funds, Asset Management, Investment Advisory, Corporate Governance, Compliance, Due Diligence, Contract Negotiation, Investments, AML, Equities, ISDA, Asset Managment, Portfolio Management, Litigation, Investment Management, Series 7, Securities, Private Equity
Education
Saint Louis University School of Law 1995 — 1998
JD
Principia College 1989 — 1993
BA, English/Political Science/Communications
GE Asset Management 2012 - Present
GE Asset Management March 2006 - April 2011
DWS Investments 2005 - 2006
DWS Investments 2003 - 2005
Zurich Scudder Investments 1998 - 2003
Skills
Strategy, Digital Marketing, Marketing, Market Research, Marketing Communications, Management, Portfolio Management, Leadership, Mutual Funds, Asset Management, Strategic Planning, Digital Strategy, Team Management, Equities, Vendor Management, Email Marketing, Sales, Risk Management, Finance, Strong strategic and..., Strong communication..., Strong project..., Successful track record, Digital Marketing..., Business Development
Education
State University of New York College at Plattsburgh
Bachelor of Science (BS), Marketing
Lord Abbett August 2003 - Present
Warburg Pincus 1994 - 2003
GE Asset Management March 1992 - January 1994
Education
Rutgers Business School
Master of Business Administration (MBA), Finance, General
Valcour Capital Management April 2012 - Present
Golub Capital December 2009 - April 2012
Aladdin Capital Management 2006 - 2009
GE Asset Management 2000 - 2006
State Street Bank April 1998 - May 1999
State Street Bank May 1997 - March 1998
Skills
Loans, Analytics, Financial Modeling, credit analysis, Fixed Income, Valuation, Portfolio Management, Investments, Accounting, Equities, Financial Statement..., Competitive Analysis, Restructuring, Risk Management, Hedge Funds, Structured Finance, High Yield, Leveraged Finance, Analysis, Credit
Education
Providence College 1992 — 1996
Bachelor of Science, Marketing
Northern Trust September 2012 - Present
Gibraltar Private Bank & Trust September 2010 - September 2012
ING March 2008 - July 2009
GE Asset Management August 2005 - March 2008
State Street Research 2003 - 2005
Merrill Lynch 2002 - 2003
State Street Research 2001 - 2002
Merrill Lynch 1996 - 2001
Gensym Corporation January 1993 - March 1996
Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
BlueCrest Capital Management, LLP May 2014 - Present
GE Asset Management May 2011 - May 2014
Hartford Investment Management 2009 - May 2011
Western Asset Management August 2006 - May 2009
Pacific Investment Management Company May 2004 - August 2006
Wilshire Associates March 2000 - December 2003
Skills
Fixed Income, Equities, Derivatives, Mutual Funds, Risk Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Trading, Financial Services, Analysis, Auditing, Hedge Funds, Process Improvement, Management, Series 7, Bonds, Alternative Investments
Education
University of California, Irvine 1994 — 1999
BA, Psychology
University of California, Irvine 1994 — 1999
BA, Economics
GE May 2014 - Present
GE January 2012 - January 2014
GE Asset Management July 2010 - January 2012
Nomura Securities June 2009 - August 2009
Ebmpapst June 2008 - August 2008
Skills
Auditing, Business Development, Business Strategy, Cross-functional Team..., Equities
Education
University of Kansas 2006 — 2010
B.S., Finance
Consortium Institute of Management and Business Analysis- Paderno del Grappa, Italy 2009 — 2009
International Business
Bridgewater Associates January 2011 - Present
GE Asset Management February 2010 - December 2010
GE Asset Management December 2007 - February 2010
Clayton 2006 - 2007
Clayton 1999 - 2006
Education
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Sacred Heart University 2003 — 2006
Masters, Secondary Education
University of Connecticut 1999 — 2003
Vanguard September 2013 - Present
Vanguard Institutional Investor Group April 2010 - September 2013
Vanguard February 2007 - March 2010
GE Corporate June 2004 - February 2007
GE Capital August 2002 - June 2004
GE Consumer Finance June 2000 - August 2002
GE Asset Management June 2000 - August 2002
GE Financial Assurance (Genworth) June 2000 - June 2002
GE 2000 - 2002
Philip Morris International June 1998 - June 2000
Skills
Six Sigma, Leadership, SDLC, Project Management, CRM, Business Process..., Vendor Management, ERP, DMAIC, DFSS, Lean Transformation, Information Technology, Change Management, Program Management, Operations Management, Capital Budgeting, Personal Branding, Data Warehousing, Business Analytics, Recruiting, Coaching, Mentoring, HR Software, Team Building, Professional..., CRM databases, Sales Process, Marketing, Non-profit Board..., Client Service Oriented, Process Excellence, Staff Management, Training, Quality Assurance, Forecasting
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (MBA)
Virginia Commonwealth University - School of Business
Bachelor of Science (B.S.), Business Information Systems/Information Engineering
GE Asset Management August 2002 - Present
Citigroup January 1993 - August 2002
Sterling National Bank April 1992 - January 1993
Skills
Bonds, Fixed Income, Financial Modeling, Portfolio Management, Capital Markets, Asset Management, Corporate Finance, High Yield, Valuation, Financial Analysis, Credit Analysis, Emerging Markets, Bloomberg
Education
University of Arizona 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance
General Electric Crotonville Leadership
GE Crotonville development
GE May 2014 - Present
GE Asset Management February 2012 - April 2014
GE Asset Management February 2011 - February 2012
GE Capital, Working Capital Solutions March 2007 - February 2011
GE Commercial Finance September 2005 - April 2007
GE Commercial Finance March 2005 - September 2005
GE Commercial Finance September 2003 - March 2005
GE Commercial Finance July 2001 - September 2003
CIGNA Healthcare March 1998 - April 2000
Accenture February 1994 - April 1998
Skills
Program Management, Process Improvement, Six Sigma, Strategy, IT Strategy, Business Intelligence, Enterprise Architecture, Governance, Vendor Management, SDLC, Management, Project Management, PMO, Leadership, Analytics, Business Process...
Education
Rensselaer Polytechnic Institute 1989 — 1993
Bachelor's of Science
GE Asset Management October 2000 - Present
ING Investment Management May 1994 - September 2000
Mercer Investment Consulting January 1990 - May 1994
Skills
Portfolio Management, Investments, Pensions, Asset Management, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Mutual Funds, Equities, Valuation, Corporate Finance, Financial Analysis, Investment Strategies, Investment Management, Financial Markets
Education
Université Laval 1984 — 1989
BBA, Finance
Cegep Francois-Xavier Garneau 1982 — 1984
DEC, Science
Petit Seminaire de Quebec 1977 — 1982
DES, High School
GE Corporate June 2014 - Present
GE Corporate May 2013 - June 2014
GE Corporate November 2010 - May 2013
GE Energy Financial Services September 2007 - October 2010
GE Asset Management 2001 - 2007
Skills
Human Resources, Onboarding, Six Sigma, Leadership, Project Management, Project Finance, Succession Planning, Energy, Employee Relations, Process Improvement, Talent Management, Change Management
Education
Sacred Heart University
Bachelor of Science (BS), Business Administration
Morgan Stanley Investment Management November 2011 - Present
GE Asset Management January 2008 - November 2011
US Trust - New York 2004 - 2007
UBS Global Asset Management 2003 - 2004
Zurich Scudder Investments (Scudder Investments) 1994 - 2002
Scudder Stevens & Clark 1994 - 2002
Irving Trust / Bank of New York 1986 - 1994
Skills
Alternative Investments, New Business Development, Mutual Funds, Asset Allocation, Asset Managment, Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Series 7, Equities, Investment Strategies, Fixed Income, Securities, Financial Services, Wealth Management, Series 63
Education
The University of Texas at Austin
Bachelor of Arts
University of Wisconsin-Madison
AIG May 2015 - Present
CMN, LLC. February 2006 - Present
MasterCard May 2009 - April 2015
Ipsos (formally Synovate) March 2008 - May 2009
GE Money July 2000 - January 2008
GE Asset Management May 1999 - July 2000
Duracell July 1996 - May 1999
Millward Brown, Inc January 1995 - July 1996
Moskowitz Jacobs, Inc June 1991 - December 1994
Skills
Analytics, Strategy, Market Research, Segmentation, Customer Insight, Marketing Research, Marketing Strategy, Marketing, Product Development, Leadership, Competitive Intelligence, Business Development, Cross-functional Team..., Credit Cards, Social Media, Market Planning, Financial Services, Qualitative Research, Program Management, Management, Brand Equity, Consumer Behaviour, Advertising, Data Analysis, Business Strategy, B2B, Strategic Planning, Market Analysis, Workshop Facilitation, Product Management, Advertising Research, Market Intelligence, Creative Problem Solving, Retail, Copy Testing, Marketing Management, Business Intelligence, Go-to-market Strategy, Pricing, Consumer Insight, Strategic Partnerships, FMCG, E-commerce, Mobile Payments, Business Insights, Positioning, User Experience Testing, Mentoring, Competitive Analysis, Project Management
Education
Sacred Heart University 1997 — 2000
MBA, Marketing
State University of New York at Stony Brook 1987 — 1991
BA, Economics
Franklin K. Lane H.S.
Franklin K. Lane H.S.
Gartner April 2015 - Present
Dreyfus August 2014 - April 2015
GE Asset Management October 2010 - April 2014
MeetingBridge April 2009 - December 2010
GE Asset Management April 2008 - April 2009
TracyLocke October 2006 - November 2007
Skills
Marketing Communications, Marketing Strategy, Series 7, Series 63, Project Management, Institutional..., Investment Strategies, Sales, Asset Management, Financial Reporting, Marketing Material..., RFP Generation, Competitive Analysis, Marketing, Account Management, Integrated Marketing, Digital Marketing, Advertising, Business Development, Digital Strategy
Education
Southern Connecticut State University 2004 — 2006
B.S. Business Administration, Marketing
University of Connecticut 2002 — 2004
GE Healthcare October 2013 - Present
General Electric July 2011 - October 2013
GE Asset Management August 2009 - July 2011
GE Asset Management September 2008 - August 2009
GE Plastics July 2007 - August 2008
GE Plastics July 2005 - July 2007
Skills
Managerial Finance, Finance, Strategic Financial..., Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Hyperion Enterprise, Financial Audits, Financial Reporting, Acquisition Integration, Forecasting, Valuation, Six Sigma, Investor Relations
Education
The University of Connecticut School of Business 2001 — 2005
Bachelors of Science, Finance
Oracle July 2015 - Present
Oracle March 2013 - Present
Oracle September 2010 - Present
Lumigent Technologies January 2010 - August 2010
VIRTERA June 2009 - January 2010
EMC Corporation June 2007 - January 2009
GE Asset Management 2006 - 2006
Skills
SaaS, Enterprise Software, Solution Selling, Sales, Business Development, Strategy, Sales Operations, Business Intelligence, Program Management, New Business Development, Lead Generation, Channel Partners, Management, Marketing Strategy, Email Marketing, Marketing, Building Relationships, Leadership, Sales Presentations, Sales Process, Salesforce.com
Education
University of Florida - Warrington College Of Business 2012 — 2013
Master of Business Administration (M.B.A.)
University of Rhode Island 2003 — 2007
Bachelor's Degree
Marlboro High School
Universitat Autònoma de Barcelona
Hollow Brook Wealth Management March 2014 - Present
CL King & Associates July 2010 - March 2014
GE Asset Management January 2007 - July 2010
Skills
Series 7, Series 63, Green Belt, Six Sigma, Fixed Income, Capital Markets, Equities, Financial Risk, Hedge Funds, Series 24, Prime Brokerage, Trading, Derivatives, Equity Research
Education
SUNY Albany 2003 — 2006
Bachelor of Science, Mathematics - Statistics
Sentinel Investments September 2007 - June 2012
Ryan Beck & Co. August 2003 - September 2007
GE Asset management June 2001 - July 2003
Morgan Stanley Dean Witter Advisors December 1996 - June 2001
Oppenheimer Capital November 1990 - December 1996
SEI Corporation August 1989 - November 1990
Sumitomo Bank of New York Trust Company March 1988 - August 1989
Skills
Financial Services, Consultative Sales..., Investment Sales, Relationship Management, Investments, Investment Strategies, Investment Research, Due Diligence, Competitive Analysis, Sales Presentation..., Peer Mentoring, Institutional Sales, Institutional..., New Business Development, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, ETFs, Strategy, Finance, Securities, FINRA, 401k, Series 6, Series 7, Series 63, Series 65, Six Sigma, Certified Green Belt, Certified Investment..., Morningstar Direct, Bloomberg
Education
The University of Connecticut 1983 — 1987
BA, Economics
Staples High School 1981 — 1983
USAA November 2012 - Present
GE Healthcare January 2012 - October 2012
GE Asset Management April 2008 - December 2011
GE Asset Management October 2005 - April 2008
GE Asset Management February 2005 - September 2005
Pratt & Whitney January 2003 - February 2005
United States Air Force January 2002 - January 2003
Skills
Program Management, Six Sigma, Change Management, Vendor Management, Project Management, Cross-functional Team..., Risk Management, Business Analysis, Data Management, Strategic Planning, Business Process..., Operations Management, Quality Assurance, Team Building, Business Intelligence, CRM Integration, Applications Software..., Operating Budgets, Strategic Financial..., Management, Business Process, Leadership, Process Improvement
Education
Webster University
Master of Business Administration (M.B.A.)
San Antonio College
Certificate, Oracle
Webster University
Master of Arts (M.A.), Computer Resources & Information Mgmt
Wayland Baptist University
Bachelor of Applied Science (B.A.Sc.), Education
GE Capital June 2014 - Present
GE Capital October 2010 - Present
GE Asset Management 2004 - December 2010
Citigroup Global Investments May 1996 - December 2004
Skills
Financial Analysis, Financial Modeling, Fixed Income, Equities, Investments, Risk Management, Portfolio Management, Asset Managment, Loans, Bloomberg
Education
The University of Connecticut School of Business 1997 — 2001
MBA, Finance
University of Connecticut 1990 — 1994
BS, Accounting & Finance Concentration
XL Catlin May 2015 - Present
ADZ Management 2008 - Present
Catlin 2014 - 2015
McGraw-Hill 2011 - 2014
Standard & Poor's 2010 - 2011
General Electric Asset Management 2005 - 2008
GE Asset Management 2003 - 2005
General Electric 2000 - 2002
General Electric 1998 - 2000
Toys R Us 1994 - 1998
Skills
Six Sigma, Business Process, Process Improvement, Project Management, Business Intelligence, Management, Change Management, Cross-functional Team..., Leadership, Business Transformation, Vendor Management, Strategy, Project Planning, PMP, Team Leadership, Resource Management, Analysis, Outsourcing, Lean Six Sigma, Lean Tools, Lean Thinking, Training & Development, Coaching & Mentoring, Business Process..., Large Group Facilitation, Risk Management, Business Analysis, Presentation Development, Business Requirements, IT Management, Software Project..., IT Strategy, SDLC, Integration, Client Presentation, Testing, Presentation Coaching, Presenter, Workshop Facilitation, Team Facilitation, Strategic Planning, Seeing the Bigger..., Data Analysis, Operational Excellence, Quality Improvement, Customer Focused Design, Customer-focused Service, Stakeholder Engagement, Operational Efficiency, Solution Implementation
Education
State University of New York College at Geneseo
Bachelor of Science, Accounting (concentration of study in Finance and Audit) + Minor: Computer Science
Graham Capital August 2013 - Present
Galtere January 2012 - August 2013
Galtere April 2011 - December 2011
GE Asset Management June 2001 - April 2011
KPMG Consulting 1998 - 2001
Education
Rensselaer Polytechnic Institute 1995 — 1998
BS
The University of Connecticut
MBA
Basso Capital May 2005 - Present
Tremont Capital May 2002 - May 2005
tremont 2003 - 2005
Parker Global November 1999 - May 2002
parker global 1999 - 2002
GE Asset Management 1998 - 1999
Skills
VBA, SQL, Hedge Funds, Microsoft SQL Server, Software Development, VB.NET
Education
University of Connecticut 1989 — 1994
185
GE Asset Management September 2015 - Present
GE Asset Management January 2010 - September 2015
GE Asset Management July 2007 - January 2010
GE Asset Management November 2005 - June 2007
GE Asset Management August 1999 - March 2006
GE Asset Management November 1997 - August 1999
GE Capital June 1993 - November 1997
Skills
Consultant Relations, Asset Management, Investments, Customer Presentations, Portfolio Management, Equity Research, Financial Analysis, Financial Modeling
Education
University of Connecticut 1989 — 1993
B.S. in Business Administration, with concentrations in Finance and Economics, 3.97 GPA
Salus Finance LLC September 2014 - Present
Connolly, LLC October 2013 - August 2014
Connolly, LLC 2012 - October 2013
General Electric Asset Management June 2007 - 2012
General Electric Asset Management June 2004 - June 2007
General Electric Asset Management September 2002 - June 2004
General Electric Asset Management September 2001 - September 2002
GE Asset Management May 2000 - September 2001
Skills
Vendor Management, Process Management, ITIL, Databases, Six Sigma, Service Delivery, Lean Management, Network Engineering, Network Architecture, Process Improvement, Process Engineering, Program Management, Black Belt, Service-now.com, Agile Methodologies, Network Security, Compliance, SOX Compliancy, SOX 404, IT Operations, Operations Management, Cloud Computing, Private Cloud, M&A experience, Risk Management, Strategic Leadership, Strategic Planning, Large Systems..., Capacity Planning, Organizational..., General Ledger, Medical Coding, Healthcare Information..., Healthcare Industry, Equity Trading, Fixed Income, Fixed Income Technology, Venture Capital, Auditing, Government Auditing, Healthcare Auditing, Commercial Auditing, Recovery Audit, ITIL Certified, ITIL v3 Foundations..., ITIL Process..., Datacenter..., Electricians, Controllers, Storage Area Networks
Education
Alliance Theological Seminary 2006 — 2020
Masters Divinity (non-degree work, for personal interest), Masters of Divinity, Church Development – Focuses on communication & organizational development
University of Connecticut 2000 — 2006
Bachelor of Science Business and Technology, Focus in Finance and Business Law
Pink Elephant 2009 — 2009
ITIL v3 Certification
GE Crotonville 2007 — 2007
Building Essential Leadership Skills (BELS)
GE Crotonville 2007 — 2007
Building Essential Leadership Skills (BELS)
GE Crotonville 2007 — 2007
Hiring the Right People
GE Crotonville 2007 — 2007
Effective Coaching Skills
GE Crotonville 2004 — 2004
New Manager Development Course (NMDC)
GE Crotonville 2003 — 2003
Fundamentals of Leadership (FoL)
Mt. Blue High School 1995 — 1999
High School Deploma
GE Asset Management June 2015 - Present
GE Asset Management August 2005 - May 2015
GE Equity Asia Pacific 1999 - 2005
GE Capital Asia Pacific Business Development Group 1997 - 1999
GE Money Hong Kong 1995 - 1997
Skills
Private Equity, M&A experience, Start-ups, Leveraged Finance, Mergers & Acquisitions, Hedge Funds, Emerging Markets, Finance, Financial Services, Strategic Financial..., Venture Capital, Portfolio Management, Investments, Valuation, Corporate Development, Management, Financial Modeling, Financial Planning
Education
Kellogg School of Management - Hong Kong University of Science and Technology 2004 — 2005
MBA
The Chinese University of Hong Kong
BBA
BMC Software July 2012 - Present
BMC Software May 2011 - August 2012
BMC Software May 2010 - May 2011
BMC Software April 2008 - May 2010
Bladelogic July 2007 - April 2008
GE Asset Management October 2004 - July 2007
GE Asset Management / GE Financial Assurance October 2004 - July 2007
General Electric 1998 - 2007
GE 1998 - 2004
IMI Computing 1987 - 1994
Skills
ITIL, Pre-sales, Systems Management, Configuration Management, Sales Engineering, IT Service Management, Enterprise Software, ITIL Certified, Cloud Computing, Enterprise Architecture, Automation, BMC Remedy, Solaris, SaaS, Infrastructure, Strategy, SDLC, Solution Architecture, Unix, BMC Patrol, Virtualization, CMDB, Professional Services, Data Center, Integration
Education
The University of Manchester 1984 — 1987
Bachelor of Science (B.Sc.)
Wolverhampton Grammar School
Fortune 500 Companies February 2009 - Present
Mindspark Interactive Network, Inc. 2013 - 2013
Mindspark Interactive Network, Inc. 2013 - 2013
PepsiCo November 2011 - September 2012
GE - Global Business Services February 2010 - October 2011
JetBlue Airways March 2009 - September 2009
GE Asset Management April 2007 - November 2008
Frontier Communications January 2003 - March 2007
MOTT'S of North America August 2002 - December 2002
IBM January 2001 - July 2002
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Analysis, Forecasting, Strategic Financial..., Finance, Budgets, Variance Analysis, Financial Reporting, Managerial Finance, Financial Modeling, Management, Strategic Planning, Risk Management, Income Statement, Access, Strategy, Account Reconciliation, Corporate Finance, Competitive Analysis, Leadership, Cash Flow, P&L, Financial Statements, Financial Forecasting, Acquisition Integration, Essbase, Portfolio Management, Cash Flow Forecasting, Hyperion Enterprise, Process Improvement, Six Sigma, Tax, GAAP, Fixed Assets, Business Process...
Education
University of New Haven 1997 — 1999
MBA, Finance
Southern Connecticut State University 1992 — 1995
BSc, Accounting
New York Institute of Finance, NY 2009 — 2009
Certificate, Risk Management for the Debt & Equity Markets
GE Asset Management July 2012 - Present
GE Asset Management May 2006 - July 2012
Morgan Stanley Investment Management September 2000 - March 2006
IBM Watson Research Center September 1996 - September 2000
Intel 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA
Princeton University 1987 — 1993
Ph.D.
GE Asset Management 2006 - Present
GE Asset Management 2002 - 2006
GE Asset Management 1997 - 2002
GE Asset Management February 1995 - January 1997
GE Asset Management February 1993 - February 1995
GE Asset Management April 1991 - February 1993
General Electric June 1989 - April 1991
General Electric December 1986 - June 1989
General Electric August 1985 - December 1986
General Electric March 1983 - August 1985
Skills
Analysis, Asset Allocation, Asset Management, Business Process..., Financial Analysis, Management
Education
Penn State University 1979 — 1983
Finance, General
Penn State University 1979 — 1983
Penn State University 1979 — 1983
GE Asset Management May 2015 - Present
UBS Investment Bank October 2012 - May 2015
UBS Investment Bank July 2006 - October 2012
UBS Investment Bank September 2003 - June 2006
Skills
Bloomberg, Equities, Fixed Income, Prime Brokerage, Trading Systems, Trading, Options, Capital Markets, CRM, Electronic Trading, Derivatives, Portfolio Management, Financial Services, Market Data, Hedge Funds, FX Options
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts, Latin American Studies
Universtiy of Connecticut 1996 — 2000
BA, Liberal Arst and Schience / Latin American Studies
Universidad
AXA Investment Managers April 2008 - Present
AXA Investment Managers June 2008 - April 2010
General Electric April 2006 - May 2008
GE September 2006 - April 2008
GE Asset Management 2006 - 2008
Education
Southern Connecticut State University 2001 — 2006
Bachelors, Finance
Athene Asset Management, L.P. September 2013 - Present
Kayne Anderson Capital Advisors June 2006 - July 2013
Citi Investment Research July 2004 - May 2006
GE Asset Management August 2002 - July 2004
RBC Capital Markets 1998 - 2000
Lehman Brothers 1997 - 1998
Skills
Equity Research, Equities, High Yield, Investment Management, Financial Modeling, Valuation, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Derivatives, Investments, MLP, Energy, Electric Utility, Shipping, Infrastructure
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Economics
University of California, Los Angeles 1994 — 1996
M.A., Latin American Studies
University of Michigan 1988 — 1992
BA, History
Harvard Westlake
Starbucks October 2014 - Present
UW Professional & Continuing Education October 2014 - June 2015
Alaska Airlines September 2012 - October 2014
Alaska Airlines January 2011 - September 2012
GE Asset Management May 2009 - August 2009
Lounsbury & Associates March 2003 - June 2008
Skills
Analysis, Forecasting, Analytics, Financial Modeling, Process Improvement, Data Analysis, Microsoft Excel, HR Metrics, Competitive Analysis, Desserts, Data Science, Java, VBA, SQL, R, SPSS, C#, Pricing, Revenue Management, Airlines, Project Management, PeopleSoft, AutoCAD Civil 3D, Financial Analysis, Finance, Program Management
Education
UW Professional & Continuing Education 2013 — 2014
Certificate, Data Science
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Finance
University of Alaska Anchorage 2003 — 2008
BS, Computer Science
University of Washington 1996 — 2000
BS, Civil Engineering
Morgan Stanley October 2010 - Present
Pfizer 2005 - 2010
Bristol-Myers Squibb 2003 - 2005
GE Asset Management 2001 - 2003
ePlacement 2000 - 2001
Hero Cycles Ltd 1997 - 2000
Malwa Cotton Spinning Mills Ltd. 1993 - 1997
Skills
SDLC, Data Warehousing, Business Intelligence, Vendor Management, Project Management, IT Strategy, Software Project..., Cross-functional Team..., Business Analysis, Change Management, Data..., Database Management, Service Delivery, Release Management, Operations Management, Agile, Configuration Management, Unix, Shell Scripting, SQL, Database Performance, Business Process..., Environment Management, SAP, Master Data Management, Requirements Analysis, Oracle, DB2, Sybase, Hadoop, Teradata, ETL, Data Migration, Database Design, Data Governance, Agile Methodologies
Education
Bachelor of Engineering ( Electronics and Communication)
Panjab University
Master’s Degree
GE Asset Management April 2006 - Present
GE Asset Management 1998 - Present
GE 2004 - 2009
DataEase International 1995 - 1996
Skills
Contract Negotiation, Automation, Data Modeling, Project Management, Budgets, Vendor Management, PMP, Data Warehousing, Portfolio Management, Program Management, Risk Management, Six Sigma, Finance, Leadership, Equities, SDLC, Management, Software Project...
Education
Sacred Heart University 1982 — 1987
BS Computer Sciences
Cool River Consulting January 2013 - Present
GE Asset Management November 2007 - October 2009
General Electric - Corporate September 2004 - November 2007
Hewitt Associates January 1986 - August 2004
Skills
Executive Pay, Deferred Compensation, Personnel Management, Succession Planning, Project Management, Talent Management, Human Resources, Employee Benefits, Benchmarking
Education
University of Connecticut
BA
GE Asset Management 2005 - Present
Condon O'Meara McGinty & Donnelly LLP 1993 - 1999
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
BlackRock June 2014 - Present
GE Asset Management March 2008 - May 2014
Ceres Capital Partners LLC March 2006 - January 2008
Pacific Investment Management Company July 1996 - March 2004
Pacific Investment Management Company July 1995 - July 1996
Pacific Investment Management Company August 1993 - July 1995
Wilshire Associates Incorporated July 1991 - August 1993
Skills
Fixed Income, Portfolio Management, Trading, Investments, Securities, Asset Allocation, Mutual Funds, Money Market, Financial Risk, Bloomberg, Structured Products, Derivatives, Capital Markets, Credit, High Yield, Government Agencies, Short-term, US Treasuries, Treasury, Finance, Cash Management, Asset Management, Investment Management, Financial Markets, ABS
Education
University of California, San Diego 1989 — 1991
MA, Applied Mathematics
University of California, Berkeley 1984 — 1988
BA, Applied Mathematics
GE Capital International - Working Capital Solutions September 2012 - Present
GE Corporate May 2008 - September 2012
GE Corporate Treasury December 2005 - May 2008
GE Asset Management 2003 - 2005
GE Consumer Finance 2000 - 2003
GE Card Services 1996 - 2000
Skills
Six Sigma, Business Process..., Cross-functional Team..., Change Management, Project Management, Business Analysis, Operational Excellence, Business Strategy, Vendor Management, Customer Oriented, Program Management, Building Relationships, Decisiveness, Inclusive Leadership, Simplification, Exceptional mentor &..., Global Cross-Functional..., Integration
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
The College of New Rochelle
BS, Business, Economics
East Lyme High School
GE Capital October 2012 - Present
GE Asset Management September 2010 - November 2012
GE Asset Management October 2006 - September 2010
Katahdin Paper August 2004 - September 2006
ACNielsen Canada 2001 - 2004
Skills
SDLC, Application Architecture, PMP, Software Project..., Application Development, Solution Architecture, Integration, Software Development, Virtual Teams, Systems Analysis, Program Management, Requirements Analysis, System Architecture, Object Oriented Design, Requirements Gathering, Architecture, Business Intelligence, Software Design, MS Project, Visio, System Design, Business Analysis, Database Design, Enterprise Architecture, Agile Methodologies, Agile Project Management, Project Portfolio...
Education
University of Connecticut 2007 — 2010
MBA, Finance
University of Toronto - Victoria University 1997 — 2001
H BSc, Human-Computer Interaction
GE Money Finance Integration Manager Six SigmaGE Asset ManagementJune 2001 - May 2004
GE Asset Management May 1998 - June 2001
Price Waterhouse June 1991 - May 1998
Education
The University of Manchester 1986 — 1989
BSc (Hons), Aeronautical Engineering
GE Asset Management October 1979 - Present
Education
Union College 1983 — 1985
Siena College 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting
GE Capital February 2015 - Present
GE Capital October 2014 - February 2015
GE Capital November 2013 - February 2015
GE Capital July 2010 - October 2014
GE September 2005 - July 2010
Genworth (Formerly GE Capital) September 2004 - September 2005
GE Asset Management April 2002 - September 2004
KPMG 1992 - 2002
Skills
CPA, Series 27, Finance, Capital Markets, Financial Reporting, Strategic Financial..., Business Development, Treasury, US GAAP, Auditing, Accounting, SEC filings, Financial Services, Portfolio Management
Education
The University of Connecticut School of Business 1989 — 1992
BA, Accounting
Cornerstone Real Estate Advisers July 2005 - Present
Babson Capital Management July 2005 - January 2010
Citigroup Insurance Investments April 2004 - July 2005
GE Real Estate July 2001 - April 2004
GE Asset Management June 1999 - July 2001
Skills
Asset Managment, Alternative Investments, Valuation, Investments, Portfolio Management, Mezzanine, Financial Modeling, Capital Markets, Due Diligence, Structured Finance, Private Equity, Investment Management, Investment Strategies, Financial Structuring, Real Estate Economics, Financial Analysis, Disposition, High Yield, Asset Management
Education
The University of Connecticut School of Business 1997 — 1999
MBA, Finance
Rollins College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Suffield Academy 1987 — 1991
High School
GE Captial February 2012 - Present
GE Capital Real Estate August 2010 - February 2012
GE Asset Management January 2008 - August 2010
Merrill Lynch August 2000 - December 2007
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Portfolio Management, Finance, Market Research, Mutual Funds, Mandarin, Private Equity, Emerging Markets, Investment Banking, Valuation, Business Strategy, Venture Capital, Due Diligence, Corporate Finance
Education
Renmin University of China
Master's degree, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business
Master, Accounting Information System
GE Asset Management May 2015 - Present
GE Corporate May 2013 - May 2015
GE Energy Financial Services January 2011 - May 2013
GE Treasury November 2007 - January 2011
GE Capital July 2003 - November 2007
GE Capital January 2002 - July 2003
GE Asset Management February 1997 - January 2002
Robert Half International 1996 - 1997
Skills
Employee Relations, Talent Management, Onboarding, Performance Management, Talent Acquisition, Succession Planning, Employee Engagement, Process Improvement, Vendor Management, HRIS, Change Management, Human Resources, Organizational..., Recruiting, Training, Leadership, Workforce Planning, HR Policies, Deferred Compensation
Education
University of Bridgeport 2006 — 2008
Masters, Counseling and Human Resources
Sacred Heart University 1999 — 2001
Bachelors, Business Administration
GE Capital August 2014 - Present
UBS Investment Bank April 2011 - August 2014
Royal Bank of Scotland 2009 - April 2011
GE Asset Management June 2007 - February 2009
GE Asset Management April 2005 - June 2007
People's Bank March 2004 - April 2005
People's Bank April 1998 - March 2004
Skills
Credit Derivatives, Middle Office, Structured Products, Fixed Income, Derivatives, Investment Banking, Credit, CDS, Bloomberg, Financial Markets
Education
Southern Connecticut State University 2000 — 2003
BS, Business Administration
University of New Haven
Business Administration
EverPoint Asset Management September 2014 - Present
GE Asset Management July 2008 - September 2014
Lehman Brothers July 2001 - March 2008
Education
The George Washington University 1997 — 2001
Rexel March 2014 - Present
Gexpro August 2013 - February 2014
Gexpro February 2012 - July 2013
Sikorsky Aircraft April 2010 - February 2012
GE Asset Management July 2008 - April 2010
GE Asset Management July 2006 - July 2008
GE Industrial Systems July 2004 - July 2006
GE Industrial Systems September 2003 - July 2004
GE Industrial Systems July 2003 - September 2003
GE Industrial Systems July 2001 - July 2003
Education
Sacred Heart University 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Connecticut 1997 — 2001
Bachelor of Science (B.S.), Finance
GE Asset management December 2014 - Present
GE Asset Management July 2013 - December 2014
GE February 2011 - July 2013
PineBridge Investments July 2010 - February 2011
Seavest Incorporated October 2008 - May 2010
TUDOR INVESTMENT CORPORATION October 2007 - October 2008
PricewaterhouseCoopers June 2004 - October 2007
Skills
Passed CFA level 1 on..., Performance Attribution, Risk Analysis, Analytical Skills, Investment Strategies, Equity Research Analysis, Financial Modeling, Accounting, Financial Reporting, Private Equity, Auditing, US GAAP, Financial Accounting, GAAP, Mutual Funds, Hedge Funds, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Payroll, Accruals, Consolidation, Investments, Financial Audits, Hyperion Enterprise, Corporate Finance, General Ledger, Tax, Portfolio Management, SEC filings, External Audit, Analysis, Chartered Financial..., Sarbanes-Oxley, Financial Risk, Financial Statements, Variance Analysis, Equities
Education
Quinnipiac University 2000 — 2004
BS, Accounting
UBS Global Asset Management June 2014 - Present
GE Asset Management January 2010 - May 2014
GE Asset Management January 2001 - December 2009
GE Capital Commercial Real Estate January 2000 - December 2000
GE Capital Structured Finance Group July 1997 - December 1999
Skills
Asset Management, Product Development, Marketing Research, Analytics, Product Management, Bloomberg, Portfolio performance..., Statistical Data..., Emerging Market Debt, Strategic Marketing, Project management, China Investment..., Fixed Income, Equities, Investment Management, Market Research, Portfolio Management, Marketing Strategy, Due Diligence, Business Development, Project Management, Portfolio Performance...
Education
University of Bridgeport 1994 — 1997
MBA, Business Management
Southern Connecticut State University
MLS, Library Science
Tianjin University
B.A., English for Science and Technology
GE Asset Management February 2015 - Present
GE Asset Management June 2008 - February 2015
GE Asset Management March 2004 - May 2008
GE Asset Management August 2002 - February 2004
GE Financial Assurance June 1997 - July 2002
GE Coporate June 1994 - June 1997
GE Infrastructure August 1992 - May 1994
GE Infrastructure January 1991 - July 1992
GE Infrastructure April 1988 - December 1990
Skills
Financial Modeling, Strategy, Portfolio Management, Risk Management, Mergers & Acquisitions, Finance, Equities, Six Sigma, Investments, Managerial Finance, Business Development, Product Management, Operations Management, Process Improvement, Financial Services, Financial Analysis, Cross-functional Team..., Auditing, Asset Management, Asset Managment, Alternative Investments
Education
Siena College 1984 — 1988
BS, Finance
GE Asset Management November 2013 - Present
GE Capital Asia Pacific September 2011 - October 2013
GE Capital May 2009 - September 2011
GE Equity October 2006 - May 2009
GE Corporate Financial Services - Bank Loan Group January 2006 - October 2006
GE Corporate Financial Services November 2003 - January 2006
GE Corporate Audit Staff September 2000 - October 2003
GE India March 1998 - August 2000
Coopers & Lybrand 1992 - 1996
Skills
Corporate FP&A, Planning Budgeting &..., Investor Relations..., Investor Reporting, Regulatory Affairs, Global Regulatory..., Stress Test, Private Equity, Pricing, Treasury, Accounting, SOX Compliancy, Controllership Functions, Reorganisation, Acquisition Integration, International Joint..., Complaince, Global Cross-Functional...
Education
S.P. Jain Institute of Management & Research 1996 — 1998
MBA, Management & Finance
Institute of Chartered Accountants of India - ICAI 1992 — 1995
Chartered Accountant, Finance, Accounting, Audit & Tax
SSMRV - Bangalore 1989 — 1992
Bachelor of Commerce (BCom), Finance & Commerce
CUNA Mutual Group August 2011 - Present
MEMBERS Capital Advisors August 2011 - Present
Allianz of America June 2001 - July 2011
GE Asset Management August 1998 - May 2001
Metropolitan Life Insurance Company 1995 - 1998
Skills
High Yield, Fixed Income, Credit, Asset Allocation, Portfolio Management, Trading, Investments, Bonds, Securities, Credit Analysis
Education
University of Connecticut 2000 — 2003
MBA, Finance
Villanova University 1989 — 1993
BS, Economics
Lazard Asset Management September 2013 - Present
GE Asset Management April 2011 - August 2013
Bank of America March 2007 - December 2009
Columbia Management December 2003 - March 2007
Columbia Management April 2001 - December 2003
PricewaterhouseCoopers October 1998 - April 2001
Skills
Asset Management, Bonds, Capital Markets, Credit, Emerging Markets, Financial Modeling, Fixed Income, Investments, Trading
Education
Tulane University 1997 — 1998
Master of Accounting, Accounting
University of International Business and Economics 1993 — 1997
bachelor, accounting
Dan Kruy Fitness LLC January 2010 - Present
Westchester Sports & Wellness May 2007 - August 2011
Greenwich Sports Medicine May 2005 - May 2007
GE Asset Management April 1997 - May 2005
Fleet Bank August 1995 - April 1997
Xerox January 1989 - August 1995
Skills
Fitness, Sports, Fitness Training, Sports Nutrition, Budgets, Strength Training, Financial Reporting, Forecasting, Process Improvement, Financial Analysis, Finance, Strategic Financial...
Education
University of Connecticut 1984 — 1989
BS, Economics
Brien McMahon High School
TREASURY PARTNERS 2009 - Present
GE Asset Management 2006 - 2009
GE Asset Management 2005 - 2006
Genworth Financial 2004 - 2005
Education
The University of Connecticut School of Business 2009 — 2014
MBA
University of Connecticut 1998 — 2001
Finance
Cardinal Capital Management, L.L.C. September 2014 - Present
GE Capital October 2013 - September 2014
Legg Mason January 2007 - October 2013
Northern Trust Global Advisors July 2005 - January 2007
GE Asset Management November 2001 - July 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Securities, Corporate Governance, FINRA, SEC, Alternative Investments, AML, Equities, Investments, Series 24
Education
University of Bridgeport 1991 — 1993
MS, Psychology
University of Bridgeport 1988 — 1991
BS, Management, Social Sciences
AREA Property Partners March 2006 - Present
GE Asset Management June 1978 - March 2006
Education
The University of Connecticut School of Business
BS/MBA, Finance and Real Estate
EnTrust Capital Senior Vice PresidentFidelity InvestmentsJanuary 2007 - March 2008
GE Asset Management 1997 - 2006
Nuveen Investments July 1991 - October 1996
Education
University of Arizona 1987 — 1991
BS, Finance
Altrinsic Global Advisors July 2014 - Present
GE Asset Management January 2006 - June 2014
GE Asset Management January 2006 - June 2014
GE Asset Management May 2010 - May 2012
GE Asset Management January 2004 - December 2005
Skills
Equities, Equity Research, Asset Managment, Emerging Markets, Strategy, Bloomberg, Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Investments, Asset Management
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Investments
Trinity College-Hartford 1990 — 1994
BA, Economics
Philips Consumer Lifestyle October 2012 - Present
GE Asset Management April 2010 - October 2012
Philips 2012 - 2012
JPMorgan Chase August 1991 - January 2009
JPMorgan Chase 1991 - 1998
Citytrust 1980 - 1991
Education
Sacred Heart University 1975 — 1979
B.S., Business Administration
Blue Sky Studios June 2013 - Present
Blue Sky Studios June 2012 - June 2013
Blue Sky Studios October 2010 - May 2012
GE Asset Management March 2007 - October 2010
Telekurs Financial 2006 - 2007
Skills
Maya, Visual Effects, Nuke, Computer Animation, 3D, Animation
Education
The University of Connecticut School of Business 2009 — 2012
MBA, Management
GE Asset Management 2010 - Present
Columbia Management Advisors 2007 - 2009
Rothschild Asset Management 2007 - 2007
U.S. Trust Company 2001 - 2006
WorldInvest, Sicav, Luxembourg 1999 - 2002
WorldInvest (US) Inc 1998 - 2001
Skills
Alternative Investments, Asset Managment, Asset Allocation, Investment Management, Hedge Funds, Mutual Funds, Portfolio Management, Equities, Investments, Wealth Management, Fixed Income, Investment Strategies, Financial Services, Investment Advisory, Derivatives, Financial Modeling, Securities, Capital Markets, Asset Management, Emerging Markets
Education
University at Albany
The Hartford Investment Management Company May 2014 - Present
GE Asset Management August 2007 - May 2014
American Skandia/Prudential Financial 1996 - 2007
Skills
FINRA, Corporate Law, Securities, Securities Regulation, Hedge Funds, Due Diligence, Investment Advisory, Financial Services, Mutual Funds, AML, Corporate Governance
Education
Quinnipiac University School of Law 1991 — 1995
J.D., Law
Sacred Heart University 1988 — 1991
B.S., Business/Legal Administration
GOAL Consulting October 2010 - Present
GE Asset Management July 2006 - July 2010
ING Mutual Funds 1999 - 2005
SEI Investments 1997 - 1999
SEI Investments - Fund Resources 1995 - 1997
Dreman Value Management 1993 - 1995
Dreman Value Management 1989 - 1995
Education
Saint Joseph's University 1977 — 1981
BS, Accounting
GE Asset Management December 2007 - Present
GE Asset Management, Inc. January 2010 - June 2011
GE Asset Management, Inc June 2005 - November 2007
GE Asset Management, Inc September 2001 - May 2005
GE Asset Management April 2000 - August 2001
GE Asset Management, Inc October 1997 - March 2000
GE Capital 1988 - 1997
Skills
Accounting, Mutual Funds, Project Management, Process Improvement, Sarbanes-Oxley Act, Corporate Finance, Program Management, Financial Analysis, Six Sigma, Auditing, Financial Reporting, Leadership, Finance, Management
Education
The University of British Columbia 1978 — 1982
Bachelor of Commerce (B.Com.), Accounting
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
Honeywell Capital Management LLC 2005 - Present
GE Asset Management 2002 - 2005
Lehman Brothers 2000 - 2002
Skills
High Yield, Credit Analysis, Portfolio Management, Fixed Income, Asset Management, Trading, Credit, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Economics, Political Science
RHS
GE Asset Management May 2002 - Present
Deutsche Bank March 1998 - April 2002
Goldman Sachs April 1996 - March 1998
Skills
Portfolio Management, Asset Management, Financial Modeling, Valuation, Management, Investments, Capital Markets, Strategy, Mutual Funds, Due Diligence
Education
University of Virginia School of Law 1993 — 1995
JD, Law
Princeton University 1989 — 1992
AB, Politics, summa cum laude
Brunswick School
GE Capital July 2014 - Present
GE Capital April 2012 - July 2014
GE Asset Management March 2010 - April 2012
GE Asset Management August 2006 - March 2010
Verilux, Inc. September 2001 - June 2006
Skills
Program Management, Financial Modeling, Leadership, Financial Analysis, Business Analysis, Risk Management, Analysis, Vendor Management, Process Improvement, Portfolio Management, Project Management, Finance, Spanish - Mother tongue
Education
University of New Haven 2009 — 2011
MBA, Finance
The University of Connecticut School of Business 2003 — 2006
Business Administration & Technology, Finance, Managerial & Interpersonal Behavior, Operations & Information Management, Marketing
Bow Tie Cinemas April 1999 - Present
GE Asset Management October 2013 - December 2013
Staples January 2011 - September 2011
Spherion Technology February 2008 - June 2008
Skills
Windows 7, Technical Support, Computer Hardware, Software Installation, Networking, Help Desk Support, Laptops, Routers, Switches, Printers, Windows, Customer Service
Education
New Horizons Computer Learning Center 2007 — 2010
A+ and Network+ Certification
University of Connecticut 2000 — 2005
Bachelor, General Studies; Information Technology; Business Information Systems
State Street October 2013 - Present
State Street May 2011 - October 2013
Lineage Restaurant 2010 - 2011
Abercrombie & Fitch 2008 - 2010
Deutsche Bank June 2007 - August 2007
New York Stock Exchange July 2005 - August 2005
GE Asset Management June 2004 - August 2004
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Asset Allocation, Data Analysis, Social Media, Financial Analysis, Research, Market Research, Sales, Asset Managment, Customer Service, Analytics, Financial Services, Microsoft Word
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Arts, Hispanic Studies
GE Asset Management January 2012 - Present
General Electric January 1999 - January 2012
Skills
Corporate Security, Physical Security, Crisis Management, Security, Business Continuity, Executive Protection, Security Management, Access Control, Risk Assessment, Emergency Management, Security Operations, Workplace Violence, Surveillance, Disaster Recovery, Security Audits
Education
Post University
BA, Criminal Justice
Citrin Cooperman September 2014 - Present
Walter McKeever & Co., LLC October 2004 - September 2014
GE Asset Management 2002 - 2003
Ernst & Young 1999 - 2002
Skills
Accounting, Accounting Research, Financial Statement..., Financial Reporting, Canadian GAAP, GAAP, Microsoft Excel, Tax Research, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Account Reconciliation, Financial Accounting
Education
The University of Connecticut
Bachelors, Accounting
Missouri S&T August 2014 - Present
The University of Texas at San Antonio August 2009 - August 2014
GE Asset Management June 2007 - February 2008
University of Alaska Fairbanks August 2005 - May 2007
Mellon Capital Management Corporation June 2006 - August 2006
Wahaha Group Co. Ltd April 2000 - May 2004
Zhejiang University September 1997 - April 2000
Xuzhou Institute of Architectural Technology June 1995 - August 1997
Skills
Microsoft Office, University Teaching, Microsoft Excel, Access, Strategic Planning, Public Speaking, Windows, Research, Matlab, HTML, Financial Analysis, Outlook, Budgets, English, Accounting, Customer Service, PowerPoint, Banking, Microsoft Word, Teaching, Negotiation
Education
The University of Texas at San Antonio 2009 — 2014
Finance
University of Alaska Fairbanks 2005 — 2007
Master of Business Administration (MBA)
Zhejiang University 1997 — 2000
Master of Science (MS), Mechanical Engineering
Zhejiang University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
GE Asset Management 2013 - Present
GE Asset Management 2010 - 2013
GE Asset Management 2007 - 2010
GE Capital - Real Estate 2005 - 2007
GE Capital - Real Estate 2002 - 2004
GE Corporate 2000 - 2002
GE Lighting 1998 - 2000
Skills
Asset Allocation
Education
Penn State University
MS in Chemical Engineering
The University of Connecticut School of Business
Master of Business Administration (MBA), Finance
University of Houston
BS in Chemical Engineering
GE Asset Management 2011 - Present
GE Asset Management 2005 - 2011
GE Asset Management 2004 - 2005
GE Asset Management 2002 - 2004
GE Asset Management 1997 - 2001
GE Asset Management 1997 - 2001
Education
Chartered Financial Analyst
Penn State University 1982 — 1986
Bachelor of Science (BS), Accounting
PineBridge Investments 2012 - 2013
GE Asset Management 2010 - 2012
GE Asset Management 2007 - 2010
Education
State University of New York College at Oneonta 2003 — 2007
Bachelor of Science
GE Asset Management April 2014 - Present
Mitsubishi UFJ Trust and Banking Corporation November 2012 - April 2014
UBS October 2006 - November 2012
American Express Company June 2003 - September 2006
First Republic Group Asset Management November 2001 - May 2003
Merrill Lynch and Company July 2001 - October 2001
China Foreign Economy and Trade Trust & Investment Company (FOTIC) August 1994 - July 1999
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA)
Renmin University of China 1990 — 1994
Bachelor of Arts
GE Asset Management May 2009 - Present
Skills
Management, Risk Management, Financial Modeling, Investments, Analytics, Finance, Portfolio Management, Due Diligence, Asset Management, Financial Analysis, Valuation, Corporate Finance, Insurance
Education
The Ohio State University 1981 — 1985
Bachelor's Degree, Finance, General
GE Asset Management 2009 - Present
AIG Financial Products 1992 - 2009
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
Bachelor of Business Administration (BBA), Accounting