GlobeOp Financial Services
Industry: Company
DescriptionFounded: 2000 Subsidiary: GlobeOp Financial Services (Cayman) Limited Parent organization: Financial Models Corp ltd
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GlobeOp Financial Services Employees
Employee
Years
Job
Industry
Rory Moran Rory Moran's GlobeOp Financial Services Experience February 2006 - May 2007
Job PreSales
Industry Financial Services
Experience
SimCorp June 2015 - Present
Deutsche Bank July 2014 - May 2015
Brookfield Investment Management Inc. May 2014 - June 2014
Soros Fund Management February 2012 - October 2013
Soros Fund Management November 2009 - January 2012
BlueMountain Capital Management August 2007 - October 2009
D.B. Zwirn & Co. May 2007 - August 2007
GlobeOp Financial Services February 2006 - May 2007
OppenheimerFunds June 2005 - August 2005
Skills
Mutual Funds, Credit, FX Options, Investments, Derivatives, Trading, Options, Account Reconciliation, Equities, Securities, Bonds, CDS, Financial Risk, Hedge Funds, Settlement, Commodity, Prime Brokerage, Swaps, Corporate Actions, Structured Finance, Foreign Exchange, Leadership, P&L Responsibility, P&L Analysis, Usability Testing, Employee Training, Pricing, Microsoft Excel, Vlookup, Murex, Charles River IMS, Full P&L Responsibility, Bookkeeping, Bloomberg Terminal, Market Pricing, Trading Systems, Bloomberg, Fixed Income, Valuation, Equity Derivatives, Equity Trading, Credit Derivatives, Capital Markets, Structured Products, Financial Services, Currency, MBS, ETFs
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Business Administration
SimCorp June 2015 - Present
Deutsche Bank July 2014 - May 2015
Brookfield Investment Management Inc. May 2014 - June 2014
Soros Fund Management February 2012 - October 2013
Soros Fund Management November 2009 - January 2012
BlueMountain Capital Management August 2007 - October 2009
D.B. Zwirn & Co. May 2007 - August 2007
GlobeOp Financial Services February 2006 - May 2007
OppenheimerFunds June 2005 - August 2005
Skills
Mutual Funds, Credit, FX Options, Investments, Derivatives, Trading, Options, Account Reconciliation, Equities, Securities, Bonds, CDS, Financial Risk, Hedge Funds, Settlement, Commodity, Prime Brokerage, Swaps, Corporate Actions, Structured Finance, Foreign Exchange, Leadership, P&L Responsibility, P&L Analysis, Usability Testing, Employee Training, Pricing, Microsoft Excel, Vlookup, Murex, Charles River IMS, Full P&L Responsibility, Bookkeeping, Bloomberg Terminal, Market Pricing, Trading Systems, Bloomberg, Fixed Income, Valuation, Equity Derivatives, Equity Trading, Credit Derivatives, Capital Markets, Structured Products, Financial Services, Currency, MBS, ETFs
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science, Business Administration
Jenny Hamann Jenny Hamann's GlobeOp Financial Services Experience June 2009 - August 2009
Job Technical Recruiter
Industry Human Resources
Experience
Recruiting Bandwidth May 2014 - Present
Revel Consulting February 2013 - March 2014
T-Mobile January 2011 - December 2012
Starbucks Coffee Company September 2010 - December 2010
Allen Partners September 2010 - December 2010
Starbucks Coffee Company June 2010 - September 2010
GlobeOp Financial Services June 2009 - August 2009
Skills
Recruiting, Taleo, Sourcing, Resume, Microsoft Office, Interviews, Human Resources, Talent Management, Temporary Placement, Executive Search, Applicant Tracking..., College Recruiting, Internet Recruiting, Onboarding, Talent Acquisition, Technical Recruiting, CRM, Screening, Networking, Contract Recruitment, Workforce Planning, Benefits Negotiation, Screening Resumes, New Hire Orientations, Performance Management, Cat Herding
Education
Pacific Lutheran University - School of Business 2006 — 2010
Bachelors of Business Administration, Human Resources
Jesuit High School 2003 — 2006
Recruiting Bandwidth May 2014 - Present
Revel Consulting February 2013 - March 2014
T-Mobile January 2011 - December 2012
Starbucks Coffee Company September 2010 - December 2010
Allen Partners September 2010 - December 2010
Starbucks Coffee Company June 2010 - September 2010
GlobeOp Financial Services June 2009 - August 2009
Skills
Recruiting, Taleo, Sourcing, Resume, Microsoft Office, Interviews, Human Resources, Talent Management, Temporary Placement, Executive Search, Applicant Tracking..., College Recruiting, Internet Recruiting, Onboarding, Talent Acquisition, Technical Recruiting, CRM, Screening, Networking, Contract Recruitment, Workforce Planning, Benefits Negotiation, Screening Resumes, New Hire Orientations, Performance Management, Cat Herding
Education
Pacific Lutheran University - School of Business 2006 — 2010
Bachelors of Business Administration, Human Resources
Jesuit High School 2003 — 2006
Eric Kohli's GlobeOp Financial Services Experience June 2010 - April 2015
Job Capital Markets Consultant at Accenture
Industry Financial Services
Experience
Accenture August 2015 - Present
GlobeOp Financial Services June 2010 - April 2015
HypoVereinsbank - UniCredit Bank AG September 2009 - December 2009
Sapient March 2008 - July 2009
Imagine Software Inc. December 2007 - March 2008
Countrywide Capital Markets March 2007 - December 2007
Wells Fargo (Wachovia Corp) July 2005 - April 2007
Bank of America December 2004 - July 2005
The Bank of New York April 2001 - October 2004
Sun Life Financial June 1999 - February 2001
Skills
Derivatives, Hedge Funds, Fixed Income, Bonds, Options, Credit Derivatives, Financial Risk, Bloomberg, Banking, Valuation, Account Reconciliation, Mutual Funds, FX Options, Trading, Securities, Equity Derivatives, Swaps, CDS, Financial Markets, Calypso, Interest Rate..., Forwards, ETFs, FX Spot, Fund Administration, Dodd-Frank, Derivative Operations, DTC, ISDA, Geneva, OTC, Scrittura, Prime Brokerage, Central Clearing, Trade Capture, Investor Relations..., Bank Loans, Exotic Derivatives, FX Derivatives, Repos, Swapswire, Operations Management, Wire Transfers, Bank Reconciliation, Futures, Kondor, Equities, Collateral
Education
State University of New York College at Plattsburgh 1993 — 1995
Bachelors, Communications
Mohawk Valley Community College 1991 — 1993
Associates, Liberal Arts
Accenture August 2015 - Present
GlobeOp Financial Services June 2010 - April 2015
HypoVereinsbank - UniCredit Bank AG September 2009 - December 2009
Sapient March 2008 - July 2009
Imagine Software Inc. December 2007 - March 2008
Countrywide Capital Markets March 2007 - December 2007
Wells Fargo (Wachovia Corp) July 2005 - April 2007
Bank of America December 2004 - July 2005
The Bank of New York April 2001 - October 2004
Sun Life Financial June 1999 - February 2001
Skills
Derivatives, Hedge Funds, Fixed Income, Bonds, Options, Credit Derivatives, Financial Risk, Bloomberg, Banking, Valuation, Account Reconciliation, Mutual Funds, FX Options, Trading, Securities, Equity Derivatives, Swaps, CDS, Financial Markets, Calypso, Interest Rate..., Forwards, ETFs, FX Spot, Fund Administration, Dodd-Frank, Derivative Operations, DTC, ISDA, Geneva, OTC, Scrittura, Prime Brokerage, Central Clearing, Trade Capture, Investor Relations..., Bank Loans, Exotic Derivatives, FX Derivatives, Repos, Swapswire, Operations Management, Wire Transfers, Bank Reconciliation, Futures, Kondor, Equities, Collateral
Education
State University of New York College at Plattsburgh 1993 — 1995
Bachelors, Communications
Mohawk Valley Community College 1991 — 1993
Associates, Liberal Arts
Eder Jean-Michel Eder Jean-Michel's GlobeOp Financial Services Experience November 2007 - March 2015
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
GlobeOp Financial Services November 2007 - March 2015
First Data Corporation October 2006 - November 2007
Skills
Credit Risk, Fixed Income, Derivatives, Equities, Hedge Funds, Capital Markets, Bloomberg, Credit Derivatives
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor, Finance
Prudential Financial March 2015 - Present
GlobeOp Financial Services November 2007 - March 2015
First Data Corporation October 2006 - November 2007
Skills
Credit Risk, Fixed Income, Derivatives, Equities, Hedge Funds, Capital Markets, Bloomberg, Credit Derivatives
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor, Finance
Ali Asgar Attarwala, CFE, ACDA Ali Asgar Attarwala, CFE, ACDA's GlobeOp Financial Services Experience May 2009 - June 2009
Job IT Auditor at Pentair
Industry Mechanical or Industrial Engineering
Experience
Pentair January 2014 - Present
Bally Technologies August 2011 - December 2013
Dr. Andrew Jansma, University at Buffalo November 2010 - May 2011
State University of New York at Buffalo - Lockwood Memorial Library June 2006 - May 2010
GlobeOp Financial Services May 2009 - June 2009
Skills
Auditing, Access, Access Lists, IT Audit, Microsoft Excel, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Visio, Business Process..., Business Analysis, Sarbanes-Oxley, Financial Reporting, Concur, ACL, Cognos, PowerPoint, TeamMate, Training, Audit Command Language, Project Management, Business Intelligence, Financial Statements, Forecasting, Financial Analysis, Data Analysis, Visual Studio, Word, Pivot Tables, ACL Core Client, ACL Audit Exchange, Mapics, Project Planning, SAP, SharePoint
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Accounting, Internal Audit, Financial Analysis
Pentair January 2014 - Present
Bally Technologies August 2011 - December 2013
Dr. Andrew Jansma, University at Buffalo November 2010 - May 2011
State University of New York at Buffalo - Lockwood Memorial Library June 2006 - May 2010
GlobeOp Financial Services May 2009 - June 2009
Skills
Auditing, Access, Access Lists, IT Audit, Microsoft Excel, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Visio, Business Process..., Business Analysis, Sarbanes-Oxley, Financial Reporting, Concur, ACL, Cognos, PowerPoint, TeamMate, Training, Audit Command Language, Project Management, Business Intelligence, Financial Statements, Forecasting, Financial Analysis, Data Analysis, Visual Studio, Word, Pivot Tables, ACL Core Client, ACL Audit Exchange, Mapics, Project Planning, SAP, SharePoint
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Accounting, Internal Audit, Financial Analysis
Anna Mnyukh Anna Mnyukh's GlobeOp Financial Services Experience June 2002 - October 2003
Job Sr Java Developer at Wellpoint Anthem
Industry Computer Software
Experience
Wellpoint Anthem June 2015 - Present
UnitedHealth Group September 2014 - May 2015
Cigna April 2014 - September 2014
ESPN September 2013 - March 2014
Sila Solutions Group February 2013 - September 2013
Webster Bank February 2010 - January 2013
Pratt & Whitney June 2009 - September 2009
Centerprise Inc July 2006 - January 2009
Five Mile Capital November 2003 - March 2006
GlobeOp Financial Services June 2002 - October 2003
Skills
UML, Java Enterprise Edition, Tomcat, JSP, Ant, AJAX, JBoss Application Server, SOAP, XML, JSON, Maven, Servlets, Struts, Spring, JUnit, Enterprise Architecture, EJB, JavaScript, XSLT, Java, SQL, Oracle, MyBatis, REST, Spring Batch, Spring Integration
Education
New York University 1996 — 2000
BS, Computer Science
New York University
Bachelor of Science (B.S.), Computer Science
Wellpoint Anthem June 2015 - Present
UnitedHealth Group September 2014 - May 2015
Cigna April 2014 - September 2014
ESPN September 2013 - March 2014
Sila Solutions Group February 2013 - September 2013
Webster Bank February 2010 - January 2013
Pratt & Whitney June 2009 - September 2009
Centerprise Inc July 2006 - January 2009
Five Mile Capital November 2003 - March 2006
GlobeOp Financial Services June 2002 - October 2003
Skills
UML, Java Enterprise Edition, Tomcat, JSP, Ant, AJAX, JBoss Application Server, SOAP, XML, JSON, Maven, Servlets, Struts, Spring, JUnit, Enterprise Architecture, EJB, JavaScript, XSLT, Java, SQL, Oracle, MyBatis, REST, Spring Batch, Spring Integration
Education
New York University 1996 — 2000
BS, Computer Science
New York University
Bachelor of Science (B.S.), Computer Science
Jeffrey Nissan Jeffrey Nissan's GlobeOp Financial Services Experience July 2006 - September 2007
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
VIDRIO Financial LLC December 2013 - April 2014
Lazard Asset Management October 2012 - December 2013
UPTON REALTY GROUP, Estate Agents & Property Stewards November 2012 - March 2013
Och-Ziff Capital Management October 2007 - July 2012
Och-Ziff Capital Management 2007 - 2012
GlobeOp Financial Services July 2006 - September 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Account Reconciliation, General Ledger, Cash Management, Bloomberg, Fund Of Funds, Fund Accounting, Bonds, Options, Investor Relations, Swaps, Derivatives, Alternative Investments, Credit Derivatives, Structured Finance
Education
SUNY Stony Brook 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stony Brook University
B.S, Business Management; Finance
J.P. Morgan May 2014 - Present
VIDRIO Financial LLC December 2013 - April 2014
Lazard Asset Management October 2012 - December 2013
UPTON REALTY GROUP, Estate Agents & Property Stewards November 2012 - March 2013
Och-Ziff Capital Management October 2007 - July 2012
Och-Ziff Capital Management 2007 - 2012
GlobeOp Financial Services July 2006 - September 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Account Reconciliation, General Ledger, Cash Management, Bloomberg, Fund Of Funds, Fund Accounting, Bonds, Options, Investor Relations, Swaps, Derivatives, Alternative Investments, Credit Derivatives, Structured Finance
Education
SUNY Stony Brook 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stony Brook University
B.S, Business Management; Finance
Sandy Lelievre's GlobeOp Financial Services Experience 2005 - 2006
Job
Industry Financial Services
Experience
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
Cynthia Fuentes Cynthia Fuentes's GlobeOp Financial Services Experience January 2011 - December 2013
Job Operations Manager at Centerbridge Partners
Industry Investment Management
Experience
Centerbridge Partners May 2014 - Present
GlobeOp Financial Services January 2011 - December 2013
Plainfield Asset Management May 2005 - December 2010
Deutsche Bank July 1996 - May 2005
Barclays Bank 1990 - 1996
Skills
Equities, Hedge Funds, Capital Markets, Fund Of Funds, Bloomberg, Fixed Income, Securities, Middle Office, Asset Management, Alternative Investments, Options, Prime Brokerage, Fund Accounting, Bonds, Fund Administration, Investment Banking, Portfolio Management, Derivatives
Education
Pace University - Lubin School of Business 1987 — 1991
Truman High School
Truman High School
Centerbridge Partners May 2014 - Present
GlobeOp Financial Services January 2011 - December 2013
Plainfield Asset Management May 2005 - December 2010
Deutsche Bank July 1996 - May 2005
Barclays Bank 1990 - 1996
Skills
Equities, Hedge Funds, Capital Markets, Fund Of Funds, Bloomberg, Fixed Income, Securities, Middle Office, Asset Management, Alternative Investments, Options, Prime Brokerage, Fund Accounting, Bonds, Fund Administration, Investment Banking, Portfolio Management, Derivatives
Education
Pace University - Lubin School of Business 1987 — 1991
Truman High School
Truman High School
Levon Arvanian Levon Arvanian's GlobeOp Financial Services Experience July 2006 - December 2010
Job Senior Manager, Product Control Rates, Scotiabank
Industry
Experience
Scotiabank December 2010 - Present
GlobeOp Financial Services July 2006 - December 2010
Suffolk County Community College March 2004 - December 2005
Education
New York Institute of Finance 2008 — 2008
Valuation and Pricing Program
State University of New York at Stony Brook 2002 — 2004
Master of Science (M.Sc.), Applied Mathematics and Statistics
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science (B.Sc.), Applied Mathematics & Economics(Dual Major)
Oxford University 2000 — 2000
Study Abroad Exchange Program, International Trade and Finace
Scotiabank December 2010 - Present
GlobeOp Financial Services July 2006 - December 2010
Suffolk County Community College March 2004 - December 2005
Education
New York Institute of Finance 2008 — 2008
Valuation and Pricing Program
State University of New York at Stony Brook 2002 — 2004
Master of Science (M.Sc.), Applied Mathematics and Statistics
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science (B.Sc.), Applied Mathematics & Economics(Dual Major)
Oxford University 2000 — 2000
Study Abroad Exchange Program, International Trade and Finace
Xiao (Celia) Deng, CPA Xiao (Celia) Deng, CPA's GlobeOp Financial Services Experience March 2012 - May 2012
Job Audit Senior
Industry Accounting
Experience
Deloitte January 2013 - Present
GlobeOp Financial Services March 2012 - May 2012
CICC February 2010 - April 2010
China Construction Bank June 2009 - August 2009
Zurich Financial Services January 2009 - January 2009
LianXun Securities July 2007 - September 2007
Education
Pace University 2010 — 2012
Master of Science (MS), Accounting
Southwestern University of Finance and Economics 2006 — 2010
Bachelor of Science in Finance, Finance
Deloitte January 2013 - Present
GlobeOp Financial Services March 2012 - May 2012
CICC February 2010 - April 2010
China Construction Bank June 2009 - August 2009
Zurich Financial Services January 2009 - January 2009
LianXun Securities July 2007 - September 2007
Education
Pace University 2010 — 2012
Master of Science (MS), Accounting
Southwestern University of Finance and Economics 2006 — 2010
Bachelor of Science in Finance, Finance
Hans Hufschmid's GlobeOp Financial Services Experience 2000 - December 2012
Job Managing Partner at AltB Partners LP
Industry Financial Services
Experience
AltB Partners LP January 2013 - Present
GlobeOp Financial Services 2000 - December 2012
Long Term Capital Management January 1995 - May 1999
Salomon Brothers August 1985 - December 1994
Skills
Credit, Finance, Trading, Management, Sales, Private Equity, Valuation, Financial Modeling, Corporate Finance, Hedge Funds, Alternative Investments, Equities, Fixed Income, Financial Analysis, Risk Management, Investor Relations, Capital Markets, Investment Banking, Investments, Financial Markets, Asset Management, Emerging Markets, Fund Of Funds, Options, Derivatives, Bonds
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance
University of Southern California - Marshall School of Business 1981 — 1983
BS, Finance
AltB Partners LP January 2013 - Present
GlobeOp Financial Services 2000 - December 2012
Long Term Capital Management January 1995 - May 1999
Salomon Brothers August 1985 - December 1994
Skills
Credit, Finance, Trading, Management, Sales, Private Equity, Valuation, Financial Modeling, Corporate Finance, Hedge Funds, Alternative Investments, Equities, Fixed Income, Financial Analysis, Risk Management, Investor Relations, Capital Markets, Investment Banking, Investments, Financial Markets, Asset Management, Emerging Markets, Fund Of Funds, Options, Derivatives, Bonds
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance
University of Southern California - Marshall School of Business 1981 — 1983
BS, Finance
Brett Goldblatt Brett Goldblatt's GlobeOp Financial Services Experience May 2011 - May 2012
Job Senior VP Private Equity IT Project Group at Citi
Industry Financial Services
Experience
Citi May 2012 - Present
GlobeOp Financial Services May 2011 - May 2012
JPMorgan Chase December 2007 - May 2011
Morgan Stanley March 2005 - December 2007
JPMorgan Chase July 2001 - February 2005
BNY Mellon 1999 - 2001
Eurobrokers 1997 - 1999
Skills
Business Analysis, Private Equity, Fund Of Funds, Project Management, Management, Mutual Funds, Fixed Income, Risk Management, Investments, Portfolio Management, Alternative Investments, Requirements Gathering, Hedge Funds, Derivatives, Equities, Finance, Financial Services, Financial Risk, Capital Markets, Trading Systems, Investment Banking, Banking, Trading, Operational Risk, Back Office, Financial Analysis, Securities, Asset Management
Education
New York University School of Graduate
PM Certification
Stony Brook University 1992 — 1997
Citi May 2012 - Present
GlobeOp Financial Services May 2011 - May 2012
JPMorgan Chase December 2007 - May 2011
Morgan Stanley March 2005 - December 2007
JPMorgan Chase July 2001 - February 2005
BNY Mellon 1999 - 2001
Eurobrokers 1997 - 1999
Skills
Business Analysis, Private Equity, Fund Of Funds, Project Management, Management, Mutual Funds, Fixed Income, Risk Management, Investments, Portfolio Management, Alternative Investments, Requirements Gathering, Hedge Funds, Derivatives, Equities, Finance, Financial Services, Financial Risk, Capital Markets, Trading Systems, Investment Banking, Banking, Trading, Operational Risk, Back Office, Financial Analysis, Securities, Asset Management
Education
New York University School of Graduate
PM Certification
Stony Brook University 1992 — 1997
Philip Ricciardi Philip Ricciardi's GlobeOp Financial Services Experience April 2011 - May 2012
Job Software Engineer at Zillion (formerly HealthFleet, Inc.)
Industry Computer Software
Experience
Zillion (formerly HealthFleet, Inc.) April 2015 - Present
Link Technology Group May 2012 - April 2015
GlobeOp Financial Services April 2011 - May 2012
Pace University September 2010 - January 2012
Northeast Westchester Special Recreation September 2005 - July 2008
Skills
Network Security, Technical Support, Data Center, Java, Computer Security, Norton Ghost, Windows Server, Windows, System Administration, jQuery, OS X, Information Technology, Android, Active Directory, Linux, HTML, Programming, Business Continuity, JavaScript, Java Enterprise Edition, Oracle SQL, PL/SQL, Information Assurance, Web Development, Desktop Support, Computer Repair, Networking, Disaster Recovery, Security, Play Framework, Akka
Education
Pace University 2013 — 2014
Master of Science (M.S.), Software Engineering and Development, 3.9
Pace University-Pleasantville/Briarcliff Campus 2009 — 2013
BS, Computer Science
Zillion (formerly HealthFleet, Inc.) April 2015 - Present
Link Technology Group May 2012 - April 2015
GlobeOp Financial Services April 2011 - May 2012
Pace University September 2010 - January 2012
Northeast Westchester Special Recreation September 2005 - July 2008
Skills
Network Security, Technical Support, Data Center, Java, Computer Security, Norton Ghost, Windows Server, Windows, System Administration, jQuery, OS X, Information Technology, Android, Active Directory, Linux, HTML, Programming, Business Continuity, JavaScript, Java Enterprise Edition, Oracle SQL, PL/SQL, Information Assurance, Web Development, Desktop Support, Computer Repair, Networking, Disaster Recovery, Security, Play Framework, Akka
Education
Pace University 2013 — 2014
Master of Science (M.S.), Software Engineering and Development, 3.9
Pace University-Pleasantville/Briarcliff Campus 2009 — 2013
BS, Computer Science
Bridget Emumwen, MBA Bridget Emumwen, MBA's GlobeOp Financial Services Experience 2005 - 2007
Job Senior fund accountant at HSBC Securities
Industry Financial Services
Experience
HSBC April 2007 - Present
Globeop Financial Services 2005 - 2007
BNY Mellon 1998 - 2005
Skills
Fund Administration, Bloomberg, Fund Accounting, Hedge Funds, Fund Of Funds, Mutual Funds, Offshore Funds, Hedge Accounting, Internal Controls, Account Reconciliation, Budgets, Treasury Services, Variance Analysis, Financial Audits, Project Management, Risk Analysis, Public Speaking, Compliance, business presentation, Strategic Planning, P&L Analysis, Manage Client..., Due Diligence, General Ledger, Team Building, Valuation, Banking, Securities, Fixed Income, Swaps, Alternative Investments
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Economics, and Financial Management
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management Information Systems and Services
University of Lagos
Bachelor of Science (B.Sc.), Finance and Banking
HSBC April 2007 - Present
Globeop Financial Services 2005 - 2007
BNY Mellon 1998 - 2005
Skills
Fund Administration, Bloomberg, Fund Accounting, Hedge Funds, Fund Of Funds, Mutual Funds, Offshore Funds, Hedge Accounting, Internal Controls, Account Reconciliation, Budgets, Treasury Services, Variance Analysis, Financial Audits, Project Management, Risk Analysis, Public Speaking, Compliance, business presentation, Strategic Planning, P&L Analysis, Manage Client..., Due Diligence, General Ledger, Team Building, Valuation, Banking, Securities, Fixed Income, Swaps, Alternative Investments
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Economics, and Financial Management
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management Information Systems and Services
University of Lagos
Bachelor of Science (B.Sc.), Finance and Banking
Brian Kaplan Brian Kaplan's GlobeOp Financial Services Experience January 2006 - July 2012
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions February 2014 - Present
State Street Alternative Investment Solutions November 2012 - February 2014
GlobeOp Financial Services January 2006 - July 2012
GlobeOp Financial Services November 2003 - December 2005
American Express January 2002 - November 2003
Merrill Lynch 2000 - 2001
Princeton Financial Systems 1997 - 2000
Rothstein Kass 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Hedge Funds, Financial Reporting, Fund Administration, Fund Accounting, Alternative Investments, Fund Of Funds, Derivatives, Equities, Fixed Income, Swaps, FX Options, Mutual Funds, Private Equity, Accounting, CDS, Asset Managment, Asset Management, Auditing, US GAAP, Finance, Financial Statements, Middle Office
Education
Montclair State University 1986 — 1990
BS, Accounting
State Street Alternative Investment Solutions February 2014 - Present
State Street Alternative Investment Solutions November 2012 - February 2014
GlobeOp Financial Services January 2006 - July 2012
GlobeOp Financial Services November 2003 - December 2005
American Express January 2002 - November 2003
Merrill Lynch 2000 - 2001
Princeton Financial Systems 1997 - 2000
Rothstein Kass 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Hedge Funds, Financial Reporting, Fund Administration, Fund Accounting, Alternative Investments, Fund Of Funds, Derivatives, Equities, Fixed Income, Swaps, FX Options, Mutual Funds, Private Equity, Accounting, CDS, Asset Managment, Asset Management, Auditing, US GAAP, Finance, Financial Statements, Middle Office
Education
Montclair State University 1986 — 1990
BS, Accounting
Daniel Porcello Daniel Porcello's GlobeOp Financial Services Experience December 2001 - June 2004
Job CFO at True Green Capital Management LLC
Industry Investment Management
Experience
True Green Capital Management LLC May 2013 - Present
ESL Investments June 2004 - May 2013
GlobeOp Financial Services December 2001 - June 2004
Deephaven Capital Management August 2000 - November 2001
SEI April 1999 - August 2000
State Investment Council, New Mexico April 1998 - April 1999
HSBC Bank Bermuda Limited July 1994 - April 1998
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Valuation, Middle Office, Bloomberg, CDS, Account Reconciliation, Investments, Swaps, Capital Markets, FX Options, Bonds, Options, Derivatives, Fund Administration, Fund Of Funds, Asset Management, Fund Accounting
Education
The University of Texas at Austin 1991 — 1993
Master's degree, Accounting
True Green Capital Management LLC May 2013 - Present
ESL Investments June 2004 - May 2013
GlobeOp Financial Services December 2001 - June 2004
Deephaven Capital Management August 2000 - November 2001
SEI April 1999 - August 2000
State Investment Council, New Mexico April 1998 - April 1999
HSBC Bank Bermuda Limited July 1994 - April 1998
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Valuation, Middle Office, Bloomberg, CDS, Account Reconciliation, Investments, Swaps, Capital Markets, FX Options, Bonds, Options, Derivatives, Fund Administration, Fund Of Funds, Asset Management, Fund Accounting
Education
The University of Texas at Austin 1991 — 1993
Master's degree, Accounting
Mark Dey's GlobeOp Financial Services Experience 2004 - Present
Job Director of Change Management at SS&C GlobeOp
Industry Financial Services
Experience
SS&C Technologies 2012 - Present
GlobeOp March 2004 - Present
Globeop Financial Services 2004 - Present
170 Systems June 2003 - March 2004
Akamai Technologies May 2000 - March 2003
Skills
Change Management, Process Improvement, Relationship Management
Education
Rensselaer Polytechnic Institute 1994 — 1998
Bachelor of Science (BS), Computer Science
SS&C Technologies 2012 - Present
GlobeOp March 2004 - Present
Globeop Financial Services 2004 - Present
170 Systems June 2003 - March 2004
Akamai Technologies May 2000 - March 2003
Skills
Change Management, Process Improvement, Relationship Management
Education
Rensselaer Polytechnic Institute 1994 — 1998
Bachelor of Science (BS), Computer Science
David Iosso's GlobeOp Financial Services Experience July 2003 - January 2009
Job SERVPRO FIRE WATER MOLD RESTORATION
Industry Environmental Services
Experience
Servpro Fire & Water Cleanup & Restoration July 2014 - Present
Farmers Insurance Group of Companies November 2011 - June 2014
Allstate Financial June 2011 - November 2011
Prudential Financial June 2009 - May 2011
GlobeOp Financial Services July 2003 - January 2009
Kestrel Technologies September 1998 - March 2003
Bear Stearns June 1986 - September 1998
Skills
Marketing, Sales Presentations, Commercial Insurance, Property & Casualty..., Retirement Planning, Insurance, Underwriting, Mutual Funds, Investments, Wealth Management, Workers Compensation, Series 6, Series 63, Long-term Care, Retirement, Bonds, Annuities, Restoration, Fire Restoration, Water Damage Restoration, Mold Remediation, Biohazard, Sales, Management
Education
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Servpro Fire & Water Cleanup & Restoration July 2014 - Present
Farmers Insurance Group of Companies November 2011 - June 2014
Allstate Financial June 2011 - November 2011
Prudential Financial June 2009 - May 2011
GlobeOp Financial Services July 2003 - January 2009
Kestrel Technologies September 1998 - March 2003
Bear Stearns June 1986 - September 1998
Skills
Marketing, Sales Presentations, Commercial Insurance, Property & Casualty..., Retirement Planning, Insurance, Underwriting, Mutual Funds, Investments, Wealth Management, Workers Compensation, Series 6, Series 63, Long-term Care, Retirement, Bonds, Annuities, Restoration, Fire Restoration, Water Damage Restoration, Mold Remediation, Biohazard, Sales, Management
Education
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Tucker Boyer Tucker Boyer's GlobeOp Financial Services Experience September 2008 - March 2011
Job at Rockit Solutions LLC
Industry Financial Services
Experience
Rockit Solutions LLC March 2011 - Present
GlobeOp Financial Services September 2008 - March 2011
PNC Global Investment Servicing January 2008 - September 2008
PNC Global Investment Servicing June 2005 - December 2007
Skills
Accounting, Microsoft Excel, Fund Accounting, Mutual Funds, Financial Reporting, Financial Analysis, Investments, Equities, Finance, Hedge Funds, Account Reconciliation, Financial Modeling, Valuation
Education
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Rockit Solutions LLC March 2011 - Present
GlobeOp Financial Services September 2008 - March 2011
PNC Global Investment Servicing January 2008 - September 2008
PNC Global Investment Servicing June 2005 - December 2007
Skills
Accounting, Microsoft Excel, Fund Accounting, Mutual Funds, Financial Reporting, Financial Analysis, Investments, Equities, Finance, Hedge Funds, Account Reconciliation, Financial Modeling, Valuation
Education
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Thomas Olsen Thomas Olsen's GlobeOp Financial Services Experience May 2009 - September 2010
Job Associate at Millennium Partners
Industry Financial Services
Experience
Millennium Partners August 2011 - Present
Bank of America September 2010 - August 2011
GlobeOp Financial Services May 2009 - September 2010
Hudson Capital Group February 2007 - April 2008
Credit Suisse March 2006 - January 2007
Skills
Derivatives, Fixed Income, Options, Equities, Financial Modeling, Hedge Funds, Trading, Corporate Finance, Finance, Capital Markets, Commodity Markets, Valuation, Bloomberg, Risk Management, Portfolio Management, Commodity
Education
Stevens Institute of Technology 2008 — 2008
M.S., Financial Engineering
Stevens Institute of Technology 2003 — 2007
B.S., Business and Technology, Mathematics
Sparta High School
Millennium Partners August 2011 - Present
Bank of America September 2010 - August 2011
GlobeOp Financial Services May 2009 - September 2010
Hudson Capital Group February 2007 - April 2008
Credit Suisse March 2006 - January 2007
Skills
Derivatives, Fixed Income, Options, Equities, Financial Modeling, Hedge Funds, Trading, Corporate Finance, Finance, Capital Markets, Commodity Markets, Valuation, Bloomberg, Risk Management, Portfolio Management, Commodity
Education
Stevens Institute of Technology 2008 — 2008
M.S., Financial Engineering
Stevens Institute of Technology 2003 — 2007
B.S., Business and Technology, Mathematics
Sparta High School
Elizabeth Barker's GlobeOp Financial Services Experience April 2004 - February 2006
Job
Industry Banking
Experience
Grant Thornton LLP November 2014 - Present
KPMG Advisory December 2010 - November 2014
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Old Lane February 2007 - December 2009
HSBC February 2006 - February 2007
GlobeOp Financial Services April 2004 - February 2006
Bear Stearns September 2003 - April 2004
Goldman Sachs 1998 - 2000
Skills
Derivatives, Hedge Funds, Equities, Trading, FX Options, Investments, Fixed Income, ISDA, Bloomberg, Securities, Banking, Risk Management, Portfolio Management, Valuation, Asset Management, Options, Financial Risk, Credit Derivatives, Global Regulatory..., Enterprise Risk..., Internal Audit
Education
Northeastern University 1996 — 2000
BS, Finance/ Accounting
Cranston West
Grant Thornton LLP November 2014 - Present
KPMG Advisory December 2010 - November 2014
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Plus One Health Management Inc 2010 - 2013
Old Lane February 2007 - December 2009
HSBC February 2006 - February 2007
GlobeOp Financial Services April 2004 - February 2006
Bear Stearns September 2003 - April 2004
Goldman Sachs 1998 - 2000
Skills
Derivatives, Hedge Funds, Equities, Trading, FX Options, Investments, Fixed Income, ISDA, Bloomberg, Securities, Banking, Risk Management, Portfolio Management, Valuation, Asset Management, Options, Financial Risk, Credit Derivatives, Global Regulatory..., Enterprise Risk..., Internal Audit
Education
Northeastern University 1996 — 2000
BS, Finance/ Accounting
Cranston West
Michael Koloniaris Michael Koloniaris's GlobeOp Financial Services Experience May 2004 - April 2011
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate September 2012 - Present
Keller Williams Realty June 2012 - September 2012
GlobeOp Financial Services May 2004 - April 2011
Prudential Financial 2001 - 2004
Circle Trust Company 1999 - 2001
Skills
Alternative Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities, Corporate Actions
Education
The University of Connecticut 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Norwalk Community College 1994 — 1995
Associate of Science (A.S.), Business Administration
William Raveis Real Estate September 2012 - Present
Keller Williams Realty June 2012 - September 2012
GlobeOp Financial Services May 2004 - April 2011
Prudential Financial 2001 - 2004
Circle Trust Company 1999 - 2001
Skills
Alternative Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities, Corporate Actions
Education
The University of Connecticut 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Norwalk Community College 1994 — 1995
Associate of Science (A.S.), Business Administration
Kay Montgomery Kay Montgomery's GlobeOp Financial Services Experience December 2008 - January 2009
Job Social Worker
Industry Civic & Social Organization
Experience
Catholic Guardian Society & Home Bureau 2011 - Present
KBS International February 2009 - April 2011
GlobeOp Financial Services December 2008 - January 2009
Interior Architects April 2008 - November 2008
Thor Equities, LLC June 2007 - March 2008
Kingsbrook Brokerage Service, INC January 2002 - March 2007
Skills
Administrative..., Data Entry, Event Planning, Outlook, Time Management
Education
The College of New Rochelle 2006 — 2011
Bachelor of Arts, Psychology
Catholic Guardian Society & Home Bureau 2011 - Present
KBS International February 2009 - April 2011
GlobeOp Financial Services December 2008 - January 2009
Interior Architects April 2008 - November 2008
Thor Equities, LLC June 2007 - March 2008
Kingsbrook Brokerage Service, INC January 2002 - March 2007
Skills
Administrative..., Data Entry, Event Planning, Outlook, Time Management
Education
The College of New Rochelle 2006 — 2011
Bachelor of Arts, Psychology
Aga (Agnieszka) Brakoniecka-Koziol Aga (Agnieszka) Brakoniecka-Koziol's GlobeOp Financial Services Experience 2006 - 2007
Job Operations Analyst at Millennium Partners
Industry Financial Services
Experience
Millennium Partners July 2011 - Present
Legg Mason & Co. LLC September 2007 - July 2011
GlobeOp Financial Services 2006 - 2007
Skills
Corporate Actions, Fixed Income, Equities, Trading, Securities, Swaps, Valuation, Account Reconciliation, Banking, Options, Bloomberg
Education
Southern Connecticut State University 2002 — 2006
BS, Management
Millennium Partners July 2011 - Present
Legg Mason & Co. LLC September 2007 - July 2011
GlobeOp Financial Services 2006 - 2007
Skills
Corporate Actions, Fixed Income, Equities, Trading, Securities, Swaps, Valuation, Account Reconciliation, Banking, Options, Bloomberg
Education
Southern Connecticut State University 2002 — 2006
BS, Management
Pan Gu Pan Gu's GlobeOp Financial Services Experience December 2010 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Investment Banking
Experience
GlobeOp Financial Services December 2010 - Present
Cohen Capital Group LLC May 2009 - August 2010
Stevens Institute of Technology August 2008 - May 2010
China Telecom August 2004 - July 2006
Education
Stevens Institute of Technology 2009 — 2012
Doctorate, Mathematics
Stevens Institute of Technology 2008 — 2010
Master, Financial Engineering
Sichuan University 2000 — 2004
Bachelor
GlobeOp Financial Services December 2010 - Present
Cohen Capital Group LLC May 2009 - August 2010
Stevens Institute of Technology August 2008 - May 2010
China Telecom August 2004 - July 2006
Education
Stevens Institute of Technology 2009 — 2012
Doctorate, Mathematics
Stevens Institute of Technology 2008 — 2010
Master, Financial Engineering
Sichuan University 2000 — 2004
Bachelor
Edward Ng Edward Ng's GlobeOp Financial Services Experience January 2010 - May 2010
Job
Industry Financial Services
Experience
JPMorgan Chase May 2012 - Present
Emerging Sovereign Group LLC May 2010 - May 2012
GlobeOp Financial Services January 2010 - May 2010
GlobeOp Financial Services November 2008 - January 2010
GlobeOp Financial Services January 2007 - October 2008
GlobeOp Financial Services January 2006 - December 2006
GlobeOp Financial Services January 2005 - December 2005
Skills
Collateral Management, Derivatives, Settlements, Reconciliations, Settlement, Confirmations, Bloomberg, Fixed Income, Swaps, CDS, Equities, Hedge Funds, Credit Derivatives, Back Office, Middle Office, FX, Reconciliation, Corporate Actions, Financial Reporting, Bonds, Cash Management, Fund Administration, Options, Excel, Funding, Securities, Fund Accounting, Client Service, Confirmation, Account Reconciliation, Financial Services, Investment Banking, FX Options
Education
The Culinary Institute of America 2001 — 2002
AOS, Culinary Arts
Edgemont Jr/Sr High School 1994 — 2000
JPMorgan Chase May 2012 - Present
Emerging Sovereign Group LLC May 2010 - May 2012
GlobeOp Financial Services January 2010 - May 2010
GlobeOp Financial Services November 2008 - January 2010
GlobeOp Financial Services January 2007 - October 2008
GlobeOp Financial Services January 2006 - December 2006
GlobeOp Financial Services January 2005 - December 2005
Skills
Collateral Management, Derivatives, Settlements, Reconciliations, Settlement, Confirmations, Bloomberg, Fixed Income, Swaps, CDS, Equities, Hedge Funds, Credit Derivatives, Back Office, Middle Office, FX, Reconciliation, Corporate Actions, Financial Reporting, Bonds, Cash Management, Fund Administration, Options, Excel, Funding, Securities, Fund Accounting, Client Service, Confirmation, Account Reconciliation, Financial Services, Investment Banking, FX Options
Education
The Culinary Institute of America 2001 — 2002
AOS, Culinary Arts
Edgemont Jr/Sr High School 1994 — 2000
Blythe Josovitz, PHR's GlobeOp Financial Services Experience May 2007 - February 2008
Job Benefits Administrator at Griffin Hospital
Industry Human Resources
Experience
Griffin Hospital February 2014 - Present
Higher One January 2011 - February 2014
Higher One March 2008 - December 2010
GlobeOp Financial Services May 2007 - February 2008
KeyTech, a division of Arrowpoint Technologies, Inc. 2005 - 2007
Skills
Recruiting, Onboarding, Payroll, Talent Acquisition, Employee Benefits, Benefits Administration, HRIS, Personnel Management, Employee Engagement, College Recruiting, Human Resources, Workforce Planning, Performance Management, Employee Relations, Deferred Compensation, Applicant Tracking..., PeopleSoft, New Hire Orientations, Hiring, Technical Recruiting, Employee Training, Talent Management, Internet Recruiting, Interviews, Staffing Services, Succession Planning, HR Policies
Education
The University of Connecticut 1998 — 2002
Bachelor of Arts (BA), Psychology
Griffin Hospital February 2014 - Present
Higher One January 2011 - February 2014
Higher One March 2008 - December 2010
GlobeOp Financial Services May 2007 - February 2008
KeyTech, a division of Arrowpoint Technologies, Inc. 2005 - 2007
Skills
Recruiting, Onboarding, Payroll, Talent Acquisition, Employee Benefits, Benefits Administration, HRIS, Personnel Management, Employee Engagement, College Recruiting, Human Resources, Workforce Planning, Performance Management, Employee Relations, Deferred Compensation, Applicant Tracking..., PeopleSoft, New Hire Orientations, Hiring, Technical Recruiting, Employee Training, Talent Management, Internet Recruiting, Interviews, Staffing Services, Succession Planning, HR Policies
Education
The University of Connecticut 1998 — 2002
Bachelor of Arts (BA), Psychology
Richard Bercovitz Richard Bercovitz's GlobeOp Financial Services Experience 2003 - Present
Job Associate Manager, Globe Op Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services 2003 - Present
Skills
Fund Accounting, Hedge Funds, Fund Administration, Equities, Alternative Investments, Securities, Bloomberg, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachelor of Science
GlobeOp Financial Services 2003 - Present
Skills
Fund Accounting, Hedge Funds, Fund Administration, Equities, Alternative Investments, Securities, Bloomberg, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachelor of Science
Samuel Krause Samuel Krause's GlobeOp Financial Services Experience November 2009 - December 2013
Job Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2015 - Present
SS&C GlobeOp January 2014 - April 2015
GlobeOp Financial Services November 2009 - December 2013
GlobeOp Financial Services August 2007 - November 2009
Boeing 2006 - 2006
Skills
Credit Derivatives, Derivatives, Collateral Management, Equity Swaps, IRS, Hedge Funds
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Great Neck South
High School
SS&C GlobeOp May 2015 - Present
SS&C GlobeOp January 2014 - April 2015
GlobeOp Financial Services November 2009 - December 2013
GlobeOp Financial Services August 2007 - November 2009
Boeing 2006 - 2006
Skills
Credit Derivatives, Derivatives, Collateral Management, Equity Swaps, IRS, Hedge Funds
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Great Neck South
High School
Jennifer Stead, Esq. Jennifer Stead, Esq.'s GlobeOp Financial Services Experience May 2012 - August 2012
Job Associate Attorney at Law Offices of Dwight D. Joyce
Industry Law Practice
Experience
Law Offices of Dwight D. Joyce October 2014 - Present
The Law Offices of Keith Betensky September 2013 - October 2014
Pace Women's Justice Center August 2012 - December 2012
GlobeOp Financial Services May 2012 - August 2012
Dairy Queen April 2004 - August 2011
Bergen County Justice Center May 2011 - July 2011
Marist College Institute for Public Opinion September 2006 - December 2006
Skills
Westlaw, Microsoft Office, Lexis, Legal Research, Legal Writing, Outlook, Research, Microsoft Word, Microsoft Excel, Policy
Education
Pace University School of Law 2010 — 2013
Juris Doctor, Law
Marist College 2006 — 2010
Bachelor of Arts, Political Science; Public Affairs
Law Offices of Dwight D. Joyce October 2014 - Present
The Law Offices of Keith Betensky September 2013 - October 2014
Pace Women's Justice Center August 2012 - December 2012
GlobeOp Financial Services May 2012 - August 2012
Dairy Queen April 2004 - August 2011
Bergen County Justice Center May 2011 - July 2011
Marist College Institute for Public Opinion September 2006 - December 2006
Skills
Westlaw, Microsoft Office, Lexis, Legal Research, Legal Writing, Outlook, Research, Microsoft Word, Microsoft Excel, Policy
Education
Pace University School of Law 2010 — 2013
Juris Doctor, Law
Marist College 2006 — 2010
Bachelor of Arts, Political Science; Public Affairs
Andrey Kotikovsky's GlobeOp Financial Services Experience December 2011 - March 2015
Job MSD Capital L.P.
Industry Financial Services
Experience
MSD Capital, L.P. March 2015 - Present
GlobeOp Financial Services December 2011 - March 2015
Empire Entertainment 2007 - 2012
Gen II November 2010 - December 2011
USA Hockey 2007 - November 2011
Wachovia, A Wells Fargo Company 2008 - 2009
ACC Capital Holdings - North Fork Bank 2003 - 2008
Skills
Investments, Accounting, Equities, Bloomberg, Hedge Funds, Financial Analysis, Loans, Banking, Capital Markets, Trading, Fixed Income, Alternative Investments, Equity Trading, Series 7, Due Diligence, Credit, Finance, Financial Reporting, Management, Valuation, Private Equity
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Accounting and Finance
State University of New York at Stony Brook 1998 — 2003
BA, Economics
MSD Capital, L.P. March 2015 - Present
GlobeOp Financial Services December 2011 - March 2015
Empire Entertainment 2007 - 2012
Gen II November 2010 - December 2011
USA Hockey 2007 - November 2011
Wachovia, A Wells Fargo Company 2008 - 2009
ACC Capital Holdings - North Fork Bank 2003 - 2008
Skills
Investments, Accounting, Equities, Bloomberg, Hedge Funds, Financial Analysis, Loans, Banking, Capital Markets, Trading, Fixed Income, Alternative Investments, Equity Trading, Series 7, Due Diligence, Credit, Finance, Financial Reporting, Management, Valuation, Private Equity
Education
Pace University - Lubin School of Business 2008 — 2011
MBA, Accounting and Finance
State University of New York at Stony Brook 1998 — 2003
BA, Economics
Mark Fong Woo's GlobeOp Financial Services Experience 2006 - 2008
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan February 1994 - December 2008
GlobeOp Financial Services 2006 - 2008
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Securities, Bloomberg, Options, Capital Markets, Alternative Investments, Asset Management, Financial Services, Investments, Portfolio Management, Investment Banking, Mutual Funds, Trading, FX Options, Trading Systems
Education
Pace University 1998 — 2002
BA, Computer Science, Finance
JPMorgan February 1994 - December 2008
GlobeOp Financial Services 2006 - 2008
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Securities, Bloomberg, Options, Capital Markets, Alternative Investments, Asset Management, Financial Services, Investments, Portfolio Management, Investment Banking, Mutual Funds, Trading, FX Options, Trading Systems
Education
Pace University 1998 — 2002
BA, Computer Science, Finance
Sarah Ringo Sarah Ringo's GlobeOp Financial Services Experience May 2010 - August 2010
Job Senior Associate at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2013 - Present
SS&C GlobeOp September 2011 - January 2013
Roanoke College Resource Development September 2008 - January 2011
Roanoke College Admissions September 2007 - January 2011
GlobeOp Financial Services May 2010 - August 2010
Skills
Fundraising, Public Relations, Mutual Funds, Hedge Funds, Fund Accounting, Financial Analysis, Financial Services, Time Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Data Analysis, Microsoft Office
Education
Roanoke College
Bachelor of Science, Political Science; East Asian Studies and Communications
SS&C GlobeOp January 2013 - Present
SS&C GlobeOp September 2011 - January 2013
Roanoke College Resource Development September 2008 - January 2011
Roanoke College Admissions September 2007 - January 2011
GlobeOp Financial Services May 2010 - August 2010
Skills
Fundraising, Public Relations, Mutual Funds, Hedge Funds, Fund Accounting, Financial Analysis, Financial Services, Time Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Data Analysis, Microsoft Office
Education
Roanoke College
Bachelor of Science, Political Science; East Asian Studies and Communications
Peeto Sebastian's GlobeOp Financial Services Experience June 2005 - January 2007
Job Software Engineer at Royal Caribbean Cruises, Ltd.
Industry Hospitality
Experience
Royal Caribbean Cruises, Ltd. June 2012 - Present
Rotech Healthcare October 2010 - June 2012
Verizon February 2009 - October 2010
Harvard University March 2008 - December 2008
Oregon Secretary of State June 2007 - December 2007
GlobeOp Financial Services June 2005 - January 2007
Lauren Software January 2004 - June 2005
Skills
Java Enterprise Edition, Java, Spring, Oracle, Hibernate, SQL, Weblogic, Tomcat, JBoss Application Server, Struts, J2ee, WebSphere MQ, Websphere, Ext JS, DB2, SoapUI
Education
MCA
MCA, Master in computer applications
University of Calicut
Bachelor of Commerce (B.Com.)
Royal Caribbean Cruises, Ltd. June 2012 - Present
Rotech Healthcare October 2010 - June 2012
Verizon February 2009 - October 2010
Harvard University March 2008 - December 2008
Oregon Secretary of State June 2007 - December 2007
GlobeOp Financial Services June 2005 - January 2007
Lauren Software January 2004 - June 2005
Skills
Java Enterprise Edition, Java, Spring, Oracle, Hibernate, SQL, Weblogic, Tomcat, JBoss Application Server, Struts, J2ee, WebSphere MQ, Websphere, Ext JS, DB2, SoapUI
Education
MCA
MCA, Master in computer applications
University of Calicut
Bachelor of Commerce (B.Com.)
Phil Tazza Phil Tazza's GlobeOp Financial Services Experience October 2010 - July 2015
Job Managing Director, Global Head of Investor Services at GlobeOp Financial Services
Industry Investment Management
Experience
GlobeOp Financial Services October 2010 - July 2015
Promontory Financial Group, LLC May 2010 - October 2010
JPMorgan Chase June 2007 - May 2009
UBS Alternative Investments May 2006 - May 2007
Bank of America 2002 - 2005
Merrill Lynch & Co. November 1999 - July 2002
Bankers Trust Company 1982 - 1999
Price Waterhouse September 1980 - October 1982
Skills
Product Development, Hedge Funds, Alternative Investments, Equities
Education
State University of New York at Albany 1979 — 1980
Bachelor's degree, Accounting
GlobeOp Financial Services October 2010 - July 2015
Promontory Financial Group, LLC May 2010 - October 2010
JPMorgan Chase June 2007 - May 2009
UBS Alternative Investments May 2006 - May 2007
Bank of America 2002 - 2005
Merrill Lynch & Co. November 1999 - July 2002
Bankers Trust Company 1982 - 1999
Price Waterhouse September 1980 - October 1982
Skills
Product Development, Hedge Funds, Alternative Investments, Equities
Education
State University of New York at Albany 1979 — 1980
Bachelor's degree, Accounting
Purnima Prakash's GlobeOp Financial Services Experience July 2006 - October 2010
Job Gift Accountant at New York University
Industry Venture Capital & Private Equity
Experience
New York University June 2013 - November 2014
MidOcean Partners October 2010 - June 2013
GlobeOp Financial Services July 2006 - October 2010
Skills
Financial Accounting, Microsoft Office, Credit Derivatives, Swaps, Total Return Swaps, Bonds, Loans, Bridge Loans, QuickBooks, Leveraged Finance, Accounting, Investments, Equities
Education
University at Albany 2002 — 2006
Bachelor of Arts (B.A.), Economics
New York University June 2013 - November 2014
MidOcean Partners October 2010 - June 2013
GlobeOp Financial Services July 2006 - October 2010
Skills
Financial Accounting, Microsoft Office, Credit Derivatives, Swaps, Total Return Swaps, Bonds, Loans, Bridge Loans, QuickBooks, Leveraged Finance, Accounting, Investments, Equities
Education
University at Albany 2002 — 2006
Bachelor of Arts (B.A.), Economics
Shweta Palekar Shweta Palekar's GlobeOp Financial Services Experience September 2011 - April 2014
Job Senior Associate at SS&C GlobeOp
Industry Financial Services
Experience
GlobeOp Financial Services September 2011 - April 2014
Tata Consultancy Services October 2009 - October 2010
Skills
Investment Banking, Capital Markets, Derivatives, Equities, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Analysis, MIS, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of California, Berkeley 2015 — 2016
International Diploma Program (U C Berkeley Extension), Business Administration and Management, General
Mulund college of commerce 2006 — 2009
B.com, Commerce
GlobeOp Financial Services September 2011 - April 2014
Tata Consultancy Services October 2009 - October 2010
Skills
Investment Banking, Capital Markets, Derivatives, Equities, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Analysis, MIS, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of California, Berkeley 2015 — 2016
International Diploma Program (U C Berkeley Extension), Business Administration and Management, General
Mulund college of commerce 2006 — 2009
B.com, Commerce
Joseph Matta Jr's GlobeOp Financial Services Experience September 2002 - October 2004
Job Treasury Manager and Acting Treasurer at Brookdale University Hospital and Medical Center
Industry Financial Services
Experience
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
Brookdale University Hospital and Medical Center June 2013 - Present
Citco Fund Services May 2012 - April 2013
Mitchell Martin Inc - Societe Generale of New Jersey August 2010 - February 2011
Federal National Mortgage Association (Fannie Mae) of Washington DC April 2006 - April 2010
Bank of New York Mellon October 2004 - April 2006
GlobeOp Financial Services September 2002 - October 2004
Mizuho Corporate Bank, Ltd June 2001 - September 2002
Merrill Lynch Capital Services September 2000 - July 2001
United States Trust Company September 1998 - September 2000
Merrill Lynch and Company April 1998 - September 1998
Skills
Fixed Income, Investments, Cash Management, Equities, Hedge Funds, Capital Markets, Treasury Management, Banking, Forecasting, Forecast Modeling, Treasury Services, Treasury Operations, Derivatives, Finance, Fund Accounting, Account Reconciliation, Accounting, Back Office, Investment Banking, Corporate Actions, Asset Management, Settlement, Fund Administration, Budgeting, FX Options, Financial Reporting, General Ledger, Cash, Prime Brokerage, Project Management, Middle Office, Private Fund Regulatory..., Liquidity, Net Asset Value..., Profit & Loss Management, Senior Management..., Departmental..., KPI Reporting, Operations Management, Trade & Cash..., Futures, Project Coordination, Project Implementation, Hedge Accounting, Asset, Funding, Securities Lending, Pricing, Financial Services, Portfolio Management
Education
Mercy College 1998 — 2000
Finance and Financial Management Services, 3.25
Caleb Tripp Caleb Tripp's GlobeOp Financial Services Experience August 2007 - May 2011
Job Senior Fund Accountant at DW Partners, LP
Industry Financial Services
Experience
DW Partners, LP March 2015 - Present
Saiers Capital, LLC (Manager of the Alphabet Funds) April 2013 - December 2014
Saiers Capital, LLC (Manager of the Alphabet Funds) May 2011 - April 2013
GlobeOp Financial Services August 2007 - May 2011
Skills
Hedge Funds, Equities, Derivatives, Fixed Income, Alternative Investments, Bloomberg, Accounting, Securities, Asset Management, Capital Markets
Education
The University of Connecticut 2003 — 2007
Bachelor of Arts, Economics, Political Science
DW Partners, LP March 2015 - Present
Saiers Capital, LLC (Manager of the Alphabet Funds) April 2013 - December 2014
Saiers Capital, LLC (Manager of the Alphabet Funds) May 2011 - April 2013
GlobeOp Financial Services August 2007 - May 2011
Skills
Hedge Funds, Equities, Derivatives, Fixed Income, Alternative Investments, Bloomberg, Accounting, Securities, Asset Management, Capital Markets
Education
The University of Connecticut 2003 — 2007
Bachelor of Arts, Economics, Political Science
Jeff Wallowitz Jeff Wallowitz's GlobeOp Financial Services Experience October 2002 - July 2011
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2011 - Present
GlobeOp Financial Services October 2002 - July 2011
Bank of New York Mellon September 2001 - September 2002
Skills
Hedge Funds, Bloomberg, Fund Accounting, Fund Administration, Alternative Investments, FX Options, Equities, Capital Markets, Financial Markets, Middle Office, Derivatives, Fund Of Funds, Fixed Income
Education
SUNY Stony Brook 2007 — 2009
MBA, Managment
SUNY Albany 1997 — 2001
BA, Economics
JPMorgan July 2011 - Present
GlobeOp Financial Services October 2002 - July 2011
Bank of New York Mellon September 2001 - September 2002
Skills
Hedge Funds, Bloomberg, Fund Accounting, Fund Administration, Alternative Investments, FX Options, Equities, Capital Markets, Financial Markets, Middle Office, Derivatives, Fund Of Funds, Fixed Income
Education
SUNY Stony Brook 2007 — 2009
MBA, Managment
SUNY Albany 1997 — 2001
BA, Economics
Daimeon Savage's GlobeOp Financial Services Experience February 2006 - March 2007
Job Senior Derivatives Specialist at GE Capital
Industry Financial Services
Experience
GE Asset Management September 2015 - Present
RR Donnelley Financial October 2012 - June 2015
Goldman Sachs February 2012 - September 2012
HSBC Securities September 2011 - February 2012
PECO Pallet, Inc. October 2009 - September 2011
GE Capital June 2009 - October 2009
Acuity Capital Management, LLC March 2007 - April 2009
GlobeOp Financial Services February 2006 - March 2007
Fidelis Care October 2005 - February 2006
Mercy College July 2001 - October 2005
Skills
Bonds, FX, Fixed Income, Accounting, Hedge Funds, Asset Management, Compliance, Financial Reporting, Options, Excel, Financial Analysis, Equities, Bloomberg, PowerPoint, Microsoft Office, Due Diligence, Corporate Finance, Fluent in Spanish, Fund Of Funds, XBRL, Trade Reconciliation, Investments, Trading, Account Reconciliation, Microsoft Excel, FX Options, Valuation, Finance
Education
Mercy College 2001 — 2004
Master of Business Administration, Finance
Mercy College 1999 — 2001
Bachelor's Degree, International Relations and Affairs, 3.9
North Carolina Wesleyan College 1997 — 1999
Food Service, Tourism and Hotel Management
Kingston College High School 1988 — 1994
Diploma
GE Asset Management September 2015 - Present
RR Donnelley Financial October 2012 - June 2015
Goldman Sachs February 2012 - September 2012
HSBC Securities September 2011 - February 2012
PECO Pallet, Inc. October 2009 - September 2011
GE Capital June 2009 - October 2009
Acuity Capital Management, LLC March 2007 - April 2009
GlobeOp Financial Services February 2006 - March 2007
Fidelis Care October 2005 - February 2006
Mercy College July 2001 - October 2005
Skills
Bonds, FX, Fixed Income, Accounting, Hedge Funds, Asset Management, Compliance, Financial Reporting, Options, Excel, Financial Analysis, Equities, Bloomberg, PowerPoint, Microsoft Office, Due Diligence, Corporate Finance, Fluent in Spanish, Fund Of Funds, XBRL, Trade Reconciliation, Investments, Trading, Account Reconciliation, Microsoft Excel, FX Options, Valuation, Finance
Education
Mercy College 2001 — 2004
Master of Business Administration, Finance
Mercy College 1999 — 2001
Bachelor's Degree, International Relations and Affairs, 3.9
North Carolina Wesleyan College 1997 — 1999
Food Service, Tourism and Hotel Management
Kingston College High School 1988 — 1994
Diploma
Vinish Nair's GlobeOp Financial Services Experience May 2007 - May 2010
Job Senior Business Analyst at L&T Infotech
Industry Financial Services
Experience
L&T Infotech May 2010 - Present
GlobeOp Financial Services May 2007 - May 2010
Sellcraft Technologies September 2006 - April 2007
Mphatic Consulting 2003 - August 2006
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Derivatives, SDLC, Business Process, Vendor Management, Business Requirements, Software Project..., Gap Analysis, Test Planning, Scrum, Back Office
Education
Narsee Monjee Institute of Management Studies 2009 — 2011
PGDBA, Business
Rajendra Mane College Of Engineering and Technology 1999 — 2003
BE, Mechanical
L&T Infotech May 2010 - Present
GlobeOp Financial Services May 2007 - May 2010
Sellcraft Technologies September 2006 - April 2007
Mphatic Consulting 2003 - August 2006
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Derivatives, SDLC, Business Process, Vendor Management, Business Requirements, Software Project..., Gap Analysis, Test Planning, Scrum, Back Office
Education
Narsee Monjee Institute of Management Studies 2009 — 2011
PGDBA, Business
Rajendra Mane College Of Engineering and Technology 1999 — 2003
BE, Mechanical
Ralph Giamei Ralph Giamei's GlobeOp Financial Services Experience May 2010 - December 2010
Job SQL Developer at The Navigators Group, Inc.
Industry Computer Software
Experience
The Navigators Group, Inc. June 2013 - Present
Eze Castle Integration February 2012 - June 2013
TimeLink January 2011 - February 2012
GlobeOp Financial Services May 2010 - December 2010
Pace University April 2009 - December 2010
Skills
Microsoft SQL Server, SQL, Software Documentation, Crystal Reports, Visio, Oracle, SharePoint, SDLC, Technical Support, Access, Business Objects, Databases, XML, Visual Basic, SSRS, MS Project, Requirements Analysis, JavaScript, HTML, Business Process, Data Analysis, Data Center, Networking, Operating Systems, Windows, Microsoft Office, Windows Server, SQL Server, Oracle SQL, HTML/XML, MS Office Suite, Wikis, OS X, Servers, Enterprise Software, TFS, SSIS, Business Requirements, Software Development, Agile Methodologies
Education
Pace University-Pleasantville/Briarcliff Campus 2007 — 2011
BS, Computer Science
The Navigators Group, Inc. June 2013 - Present
Eze Castle Integration February 2012 - June 2013
TimeLink January 2011 - February 2012
GlobeOp Financial Services May 2010 - December 2010
Pace University April 2009 - December 2010
Skills
Microsoft SQL Server, SQL, Software Documentation, Crystal Reports, Visio, Oracle, SharePoint, SDLC, Technical Support, Access, Business Objects, Databases, XML, Visual Basic, SSRS, MS Project, Requirements Analysis, JavaScript, HTML, Business Process, Data Analysis, Data Center, Networking, Operating Systems, Windows, Microsoft Office, Windows Server, SQL Server, Oracle SQL, HTML/XML, MS Office Suite, Wikis, OS X, Servers, Enterprise Software, TFS, SSIS, Business Requirements, Software Development, Agile Methodologies
Education
Pace University-Pleasantville/Briarcliff Campus 2007 — 2011
BS, Computer Science
Joshua Zatulove Joshua Zatulove's GlobeOp Financial Services Experience 2004 - 2005
Job Presales Engineer
Industry Financial Services
Experience
Actimize February 2011 - Present
Third Avenue Management March 2008 - November 2009
Sandelman Partners May 2005 - March 2008
GlobeOp Financial Services 2004 - 2005
IBM 2003 - 2003
iNautix (USA) LLC 2001 - 2001
MediaRight Technology 1999 - 2000
Skills
SQL, Microsoft SQL Server, Software Project..., Enterprise Software, Business Analysis, Databases, Software Development, Requirements Analysis, Pre-sales, .NET, Trading Systems, Integration, C#, Agile Methodologies, Vendor Management, Business Intelligence, SharePoint, Financial Services
Education
Rochester Institute of Technology 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Actimize February 2011 - Present
Third Avenue Management March 2008 - November 2009
Sandelman Partners May 2005 - March 2008
GlobeOp Financial Services 2004 - 2005
IBM 2003 - 2003
iNautix (USA) LLC 2001 - 2001
MediaRight Technology 1999 - 2000
Skills
SQL, Microsoft SQL Server, Software Project..., Enterprise Software, Business Analysis, Databases, Software Development, Requirements Analysis, Pre-sales, .NET, Trading Systems, Integration, C#, Agile Methodologies, Vendor Management, Business Intelligence, SharePoint, Financial Services
Education
Rochester Institute of Technology 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Bill Palumbo Bill Palumbo's GlobeOp Financial Services Experience October 2005 - April 2007
Job Fund Accountant
Industry Investment Management
Experience
Morgan Stanley Fund Services June 2013 - Present
Gramercy Advisors LLC September 2007 - January 2013
Och-Ziff Capital Management April 2007 - September 2007
GlobeOp Financial Services October 2005 - April 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Investments, Fund Accounting, Fund Of Funds, Financial Analysis, Emerging Markets, Fund Administration, Bloomberg, Derivatives
Education
NYIT
Master of Business Administration (M.B.A.), Business Administration and Management
NYIT
Bachelor of Science (B.S.), Business Administration and Management
Morgan Stanley Fund Services June 2013 - Present
Gramercy Advisors LLC September 2007 - January 2013
Och-Ziff Capital Management April 2007 - September 2007
GlobeOp Financial Services October 2005 - April 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Investments, Fund Accounting, Fund Of Funds, Financial Analysis, Emerging Markets, Fund Administration, Bloomberg, Derivatives
Education
NYIT
Master of Business Administration (M.B.A.), Business Administration and Management
NYIT
Bachelor of Science (B.S.), Business Administration and Management
Daniel Galperin, MBA Daniel Galperin, MBA's GlobeOp Financial Services Experience July 2004 - March 2006
Job Investment Accountant (Contract Position) at New York Life Insurance Company
Industry Financial Services
Experience
Citi September 2013 - February 2014
JPMorgan Chase June 2013 - September 2013
Citi March 2012 - May 2012
Pershing May 2011 - June 2011
UBS Financial Services August 2009 - December 2009
HSBC Alternative Fund Services March 2006 - December 2008
GlobeOp Financial Services July 2004 - March 2006
Kinetics Asset Management October 2003 - April 2004
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Microsoft Office, SQL, Hedge Funds, QuickBooks, Securities, Reuters, Geneva, Eagle, Account Reconciliation, Corporate Actions, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Crystal Reports, Monthly Close
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor’s Degree, Economics
Baruch College, Zicklin School of Business
Master of Business Administration, Finance and Marketing, 3.2
Citi September 2013 - February 2014
JPMorgan Chase June 2013 - September 2013
Citi March 2012 - May 2012
Pershing May 2011 - June 2011
UBS Financial Services August 2009 - December 2009
HSBC Alternative Fund Services March 2006 - December 2008
GlobeOp Financial Services July 2004 - March 2006
Kinetics Asset Management October 2003 - April 2004
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Microsoft Office, SQL, Hedge Funds, QuickBooks, Securities, Reuters, Geneva, Eagle, Account Reconciliation, Corporate Actions, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Crystal Reports, Monthly Close
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor’s Degree, Economics
Baruch College, Zicklin School of Business
Master of Business Administration, Finance and Marketing, 3.2
Sahilis Rondon's GlobeOp Financial Services Experience 2005 - 2007
Job Senior Asset Servicing
Industry Financial Services
Experience
Ares Management May 2012 - Present
Deutsche Bank July 2011 - May 2012
Goldman Sachs 2009 - 2010
Goldman Sachs 2007 - 2009
GlobeOp Financial Services 2005 - 2007
Citigroup/ Legg Mason 2003 - 2005
Citigroup /Salomon Smith Barney 2002 - 2003
Skills
Capital Markets, Asset Managment, Fixed Income, Derivatives, Hedge Funds, Asset Management, Corporate Actions, Bloomberg, Portfolio Management, Mutual Funds, Investments, Private Equity, Valuation, Trading, Financial Analysis, Finance, Equities
Education
State University of New York at Buffalo 1997 — 2002
BA, International Business and World Trade
Ares Management May 2012 - Present
Deutsche Bank July 2011 - May 2012
Goldman Sachs 2009 - 2010
Goldman Sachs 2007 - 2009
GlobeOp Financial Services 2005 - 2007
Citigroup/ Legg Mason 2003 - 2005
Citigroup /Salomon Smith Barney 2002 - 2003
Skills
Capital Markets, Asset Managment, Fixed Income, Derivatives, Hedge Funds, Asset Management, Corporate Actions, Bloomberg, Portfolio Management, Mutual Funds, Investments, Private Equity, Valuation, Trading, Financial Analysis, Finance, Equities
Education
State University of New York at Buffalo 1997 — 2002
BA, International Business and World Trade
Helen Burroughs, Editor Helen Burroughs, Editor's GlobeOp Financial Services Experience May 2004 - May 2008
Job Beta Reader at Quiethouse Copy Editing
Industry Writing and Editing
Experience
Freelance (2015) January 2015 - Present
Freelance (2015) January 2015 - Present
Quiethouse Copy Editing April 2015 - Present
Freelance (2015) January 2015 - Present
Freelance (2014) March 2014 - December 2014
Freelance (2014) March 2014 - December 2014
Freelance (2014) June 2014 - August 2014
SS&C Technologies May 2008 - June 2013
Food for Thought Booksellers June 2006 - June 2009
GlobeOp Financial Services May 2004 - May 2008
Skills
Editing, Proofreading, Creative Writing, Copywriting, Line Editing and Copy..., Developmental Editing, Manuscript Editing and..., Book Reviews, Beta Reader, Indexing, Writing, Social Media, Books, Publishing, Copy Editing, Accounting, Hedge Funds, Strategic Planning, Small Business, Fund Accounting, Financial Reporting, Private Equity, Finance, Bloomberg, QuickBooks, Microsoft Word, Access, Sales and Use Tax..., Individual Tax Returns, Corporate Tax Returns, Sales & Use Tax, Corporate Tax, Tax Returns, Investments, Accounts Receivable, Accounts Payable, Payroll, Resume and Cover Letter..., Public Speaking, Forwards, Futures, Microsoft Excel, PowerPoint, Accruals, Consultants, Derivatives, General Ledger, Physical Inventory, WordPress, Blogging
Education
The Editorial Freelancers Association (EFA) Online Courses 2015 — 2015
Indexing / Editing / Proofreading
New York University 2012 — 2015
Digital Publishing & Editing Certificate Programs
The Great Courses on DVD
Writing, General
Workshop in Business Opportunities (WIBO)
Certificate of Completion, Business Management Training
New York Institute of Finance
Certificate, Forwards & Futures, Finance, General
New York Institute of Finance
Certificate, Fundamentals of Hedge Funds, Finance, General
New York Institute of Finance
Certificate, Fundamentals of the Securities Industry
Pace University
Certificate, Taxation
Utica College of Syracuse University
B.S., Public Accounting
Norman Thomas High School
Diploma, Bookkeeping
Freelance (2015) January 2015 - Present
Freelance (2015) January 2015 - Present
Quiethouse Copy Editing April 2015 - Present
Freelance (2015) January 2015 - Present
Freelance (2014) March 2014 - December 2014
Freelance (2014) March 2014 - December 2014
Freelance (2014) June 2014 - August 2014
SS&C Technologies May 2008 - June 2013
Food for Thought Booksellers June 2006 - June 2009
GlobeOp Financial Services May 2004 - May 2008
Skills
Editing, Proofreading, Creative Writing, Copywriting, Line Editing and Copy..., Developmental Editing, Manuscript Editing and..., Book Reviews, Beta Reader, Indexing, Writing, Social Media, Books, Publishing, Copy Editing, Accounting, Hedge Funds, Strategic Planning, Small Business, Fund Accounting, Financial Reporting, Private Equity, Finance, Bloomberg, QuickBooks, Microsoft Word, Access, Sales and Use Tax..., Individual Tax Returns, Corporate Tax Returns, Sales & Use Tax, Corporate Tax, Tax Returns, Investments, Accounts Receivable, Accounts Payable, Payroll, Resume and Cover Letter..., Public Speaking, Forwards, Futures, Microsoft Excel, PowerPoint, Accruals, Consultants, Derivatives, General Ledger, Physical Inventory, WordPress, Blogging
Education
The Editorial Freelancers Association (EFA) Online Courses 2015 — 2015
Indexing / Editing / Proofreading
New York University 2012 — 2015
Digital Publishing & Editing Certificate Programs
The Great Courses on DVD
Writing, General
Workshop in Business Opportunities (WIBO)
Certificate of Completion, Business Management Training
New York Institute of Finance
Certificate, Forwards & Futures, Finance, General
New York Institute of Finance
Certificate, Fundamentals of Hedge Funds, Finance, General
New York Institute of Finance
Certificate, Fundamentals of the Securities Industry
Pace University
Certificate, Taxation
Utica College of Syracuse University
B.S., Public Accounting
Norman Thomas High School
Diploma, Bookkeeping
Denise R. Fairley Denise R. Fairley's GlobeOp Financial Services Experience February 2006 - April 2006
Job Seasoned Fixed Income Trade Support / Middle Office Operations / Portfolio Administration Professional
Industry Financial Services
Experience
The Metropolitan Transit Authority Business Service Center February 2012 - December 2012
Bokharian Jewish Community Center September 2011 - February 2012
Morgan Stanley - Fixed Income Private Wealth Management October 2007 - September 2008
BNY Brokerage/ ConverGex April 2006 - October 2007
GlobeOp Financial Services February 2006 - April 2006
Further Lane Securities February 2002 - July 2005
The Osprey Opportunity Fund February 2002 - July 2005
J.P. Morgan Chase June 2001 - January 2002
Imperial Capital, LLC November 1998 - May 2001
Weiss, Peck and Greer June 1998 - October 1998
Skills
Bloomberg Terminal, Open Bloomberg, Bloomberg Trading System, BLOT, Bloomberg Portfolio..., Rumba, CORE/MBS, Compass, BETA, Polypath, Lotus Notes, Bond Hub, DTC PTS Terminal, Passport, Quotron, Bond Express, Portia, ISIS, BOS, Mobius, Bear Prime, Net Exchange Pro, Geneva, Advent 5.2 and 6.0, RBS, System 2100, DTC, GSCC, SIAC, Spoolview, ALERT, BONDACT, Mainframe, Microsoft Word, Excel..., Bloomberg, Outlook, Excel, Word, Fixed Income, Bonds, Trading, Portfolio Management, Banking, Financial Analysis, Hedge Funds, Asset Management, Middle Office, Securities, Reconciliation, Settlements
Education
American Institute of Banking
Principles of Banking
Queensborough Community College
Liberal Arts
The Metropolitan Transit Authority Business Service Center February 2012 - December 2012
Bokharian Jewish Community Center September 2011 - February 2012
Morgan Stanley - Fixed Income Private Wealth Management October 2007 - September 2008
BNY Brokerage/ ConverGex April 2006 - October 2007
GlobeOp Financial Services February 2006 - April 2006
Further Lane Securities February 2002 - July 2005
The Osprey Opportunity Fund February 2002 - July 2005
J.P. Morgan Chase June 2001 - January 2002
Imperial Capital, LLC November 1998 - May 2001
Weiss, Peck and Greer June 1998 - October 1998
Skills
Bloomberg Terminal, Open Bloomberg, Bloomberg Trading System, BLOT, Bloomberg Portfolio..., Rumba, CORE/MBS, Compass, BETA, Polypath, Lotus Notes, Bond Hub, DTC PTS Terminal, Passport, Quotron, Bond Express, Portia, ISIS, BOS, Mobius, Bear Prime, Net Exchange Pro, Geneva, Advent 5.2 and 6.0, RBS, System 2100, DTC, GSCC, SIAC, Spoolview, ALERT, BONDACT, Mainframe, Microsoft Word, Excel..., Bloomberg, Outlook, Excel, Word, Fixed Income, Bonds, Trading, Portfolio Management, Banking, Financial Analysis, Hedge Funds, Asset Management, Middle Office, Securities, Reconciliation, Settlements
Education
American Institute of Banking
Principles of Banking
Queensborough Community College
Liberal Arts
Bob Schwartz Bob Schwartz's GlobeOp Financial Services Experience January 2005 - June 2012
Job Chief Technology Officer at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies June 2012 - Present
GlobeOp Financial Services January 2005 - June 2012
Lehman Brothers April 1995 - December 2004
Bankers Trust 1980 - 1995
Skills
Derivatives, Hedge Funds, Trading Systems, Back Office, Fixed Income, Market Data, Credit Derivatives, Risk Management, Capital Markets, Equities, Investment Banking, Equity Derivatives, Interest Rate..., FX Options, Options, Integration, SDLC
Education
Stony Brook University
BS, Computer Science
SS&C Technologies June 2012 - Present
GlobeOp Financial Services January 2005 - June 2012
Lehman Brothers April 1995 - December 2004
Bankers Trust 1980 - 1995
Skills
Derivatives, Hedge Funds, Trading Systems, Back Office, Fixed Income, Market Data, Credit Derivatives, Risk Management, Capital Markets, Equities, Investment Banking, Equity Derivatives, Interest Rate..., FX Options, Options, Integration, SDLC
Education
Stony Brook University
BS, Computer Science
Judith (Policarpio) Casper Judith (Policarpio) Casper's GlobeOp Financial Services Experience July 2006 - July 2008
Job Accounting Manager /Private Wealth Management
Industry Financial Services
Experience
Private Diversified Investment Company September 2008 - Present
GlobeOp Financial Services July 2006 - July 2008
THE BANK of New York July 1994 - July 2006
The Chase Manhattan Bank April 1987 - July 1994
Skills
Accruals, Balance, Reconciliation, Accounting, Fund Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Financial Statements, Financial Analysis, Tax, GAAP, Payroll, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, Equities
Education
St. John's University
Bachelor of Science
Private Diversified Investment Company September 2008 - Present
GlobeOp Financial Services July 2006 - July 2008
THE BANK of New York July 1994 - July 2006
The Chase Manhattan Bank April 1987 - July 1994
Skills
Accruals, Balance, Reconciliation, Accounting, Fund Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Financial Statements, Financial Analysis, Tax, GAAP, Payroll, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, Equities
Education
St. John's University
Bachelor of Science
Nerissa Vento's GlobeOp Financial Services Experience October 2008 - March 2011
Job CoOwner/Managing Partner at ClearStone LLC
Industry Real Estate
Experience
ClearStone LLC August 2012 - Present
Midstate Construction and James Co Property Management September 2011 - Present
Connecticut Real Estate Investors Association (CTREIA) November 2009 - October 2011
Public and Private Schools in Costa Rica April 2011 - April 2011
GlobeOp Financial Services October 2008 - March 2011
Merrill Lynch January 2007 - June 2007
John Hancock Financial Services January 2006 - June 2006
Skills
Derivatives, Real Estate, Project Planning, Investments, Training, Real Estate Development, Property Management, Mutual Funds, Investment Properties, Microsoft Excel, Asset Management, Trading, Real Estate Transactions, Coaching, Finance, Sales, Foreclosures, Commercial Real Estate, Financial Analysis
Education
Northeastern University 2004 — 2008
Dual, Finance and Entrepreneurship, Magna Cum Laude; GPA 3.6
ClearStone LLC August 2012 - Present
Midstate Construction and James Co Property Management September 2011 - Present
Connecticut Real Estate Investors Association (CTREIA) November 2009 - October 2011
Public and Private Schools in Costa Rica April 2011 - April 2011
GlobeOp Financial Services October 2008 - March 2011
Merrill Lynch January 2007 - June 2007
John Hancock Financial Services January 2006 - June 2006
Skills
Derivatives, Real Estate, Project Planning, Investments, Training, Real Estate Development, Property Management, Mutual Funds, Investment Properties, Microsoft Excel, Asset Management, Trading, Real Estate Transactions, Coaching, Finance, Sales, Foreclosures, Commercial Real Estate, Financial Analysis
Education
Northeastern University 2004 — 2008
Dual, Finance and Entrepreneurship, Magna Cum Laude; GPA 3.6
Matthew Knapp Matthew Knapp's GlobeOp Financial Services Experience January 2007 - Present
Job Fund Accountant at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2007 - Present
Constellation Wines US August 2006 - January 2007
Skills
Financial Reporting, Fixed Income, Bloomberg, Equities, Hedge Funds, Financial Analysis, Investments, Derivatives
Education
University at Buffalo 2002 — 2006
BS, Business Administration
GlobeOp Financial Services January 2007 - Present
Constellation Wines US August 2006 - January 2007
Skills
Financial Reporting, Fixed Income, Bloomberg, Equities, Hedge Funds, Financial Analysis, Investments, Derivatives
Education
University at Buffalo 2002 — 2006
BS, Business Administration
Felipe Osorio Felipe Osorio's GlobeOp Financial Services Experience October 2010 - June 2013
Job Associate at CFSA Banqueros de Inversion
Industry Financial Services
Experience
CFSA Banqueros de Inversion September 2015 - Present
Bois Capital January 2015 - August 2015
City Harvest February 2014 - September 2014
GlobeOp Financial Services October 2010 - June 2013
Bank of America July 2007 - July 2010
Oppenheimer & Co June 2006 - August 2006
Skills
Finance, Strategic Planning, Business Development, Modelli finanziari, Management, Analisi, Strategia, Analisi di bilancio, Valutazioni, Mercati di capitali, Finanza d'impresa, Project management, Banche d'investimento, Equities, Analysis, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
2003 — 2007
Bachelors of Science and Engineering, Industrial Engineering
Northwestern University 2003 — 2007
Bachelors of Science, Industrial Engineering
CFSA Banqueros de Inversion September 2015 - Present
Bois Capital January 2015 - August 2015
City Harvest February 2014 - September 2014
GlobeOp Financial Services October 2010 - June 2013
Bank of America July 2007 - July 2010
Oppenheimer & Co June 2006 - August 2006
Skills
Finance, Strategic Planning, Business Development, Modelli finanziari, Management, Analisi, Strategia, Analisi di bilancio, Valutazioni, Mercati di capitali, Finanza d'impresa, Project management, Banche d'investimento, Equities, Analysis, Strategy, Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
2003 — 2007
Bachelors of Science and Engineering, Industrial Engineering
Northwestern University 2003 — 2007
Bachelors of Science, Industrial Engineering
Antonio De Sante Antonio De Sante's GlobeOp Financial Services Experience January 2005 - July 2006
Job Experienced professional in customer relations, office administration and operational trade support
Industry Nonprofit Organization Management
Experience
Riverstone Senior Life Services August 2014 - Present
New York Foundation for Senior Citizens October 2010 - April 2014
ESP Technologies, LLC July 2006 - August 2007
Globeop Financial Services January 2005 - July 2006
Welch Capital Partners, LLC January 2001 - August 2004
Lord, Abbett & Co. LLC August 2001 - January 2002
Merrill Lynch March 1992 - June 2000
Education
New York Institute of Technology-Old Westbury 1988 — 1992
Bachelor's degree, Accounting, 3.3
Riverstone Senior Life Services August 2014 - Present
New York Foundation for Senior Citizens October 2010 - April 2014
ESP Technologies, LLC July 2006 - August 2007
Globeop Financial Services January 2005 - July 2006
Welch Capital Partners, LLC January 2001 - August 2004
Lord, Abbett & Co. LLC August 2001 - January 2002
Merrill Lynch March 1992 - June 2000
Education
New York Institute of Technology-Old Westbury 1988 — 1992
Bachelor's degree, Accounting, 3.3
Chao Cheng Gao's GlobeOp Financial Services Experience May 2005 - August 2006
Job
Industry Financial Services
Experience
Advent Capital Management August 2013 - Present
Oak Hill Advisors August 2006 - December 2012
GlobeOp Financial Services May 2005 - August 2006
Skills
Hedge Funds, Swaps, Bloomberg, Asset Managment, Middle Office, Fixed Income, Alternative Investments, Derivatives, Credit Derivatives, Equities, Capital Markets, Settlement, Options, Portfolio Management, Trading, Asset Management
Education
Stony Brook University 2002 — 2004
MS
Stony Brook University 1998 — 2002
BS
Advent Capital Management August 2013 - Present
Oak Hill Advisors August 2006 - December 2012
GlobeOp Financial Services May 2005 - August 2006
Skills
Hedge Funds, Swaps, Bloomberg, Asset Managment, Middle Office, Fixed Income, Alternative Investments, Derivatives, Credit Derivatives, Equities, Capital Markets, Settlement, Options, Portfolio Management, Trading, Asset Management
Education
Stony Brook University 2002 — 2004
MS
Stony Brook University 1998 — 2002
BS
Tamara Zurita's GlobeOp Financial Services Experience February 2004 - August 2005
Job Business/Operations Analyst
Industry Financial Services
Experience
AVM LP April 2007 - December 2008
Rock Ridge Advisors August 2005 - January 2007
GlobeOp Financial Services February 2004 - August 2005
Noble Americas April 2003 - February 2004
TradeCapture 1998 - 2003
TradeCapture Inc, STAMFORD, CT (now known as Amphora Inc) 1998 - 2003
Education
Pace University - Lubin School of Business 1997 — 2000
B.A., Finance
AVM LP April 2007 - December 2008
Rock Ridge Advisors August 2005 - January 2007
GlobeOp Financial Services February 2004 - August 2005
Noble Americas April 2003 - February 2004
TradeCapture 1998 - 2003
TradeCapture Inc, STAMFORD, CT (now known as Amphora Inc) 1998 - 2003
Education
Pace University - Lubin School of Business 1997 — 2000
B.A., Finance
Doug Syers's GlobeOp Financial Services Experience July 2003 - November 2005
Job
Industry Investment Management
Experience
Balyasny Asset Management L.P. January 2015 - Present
Balyasny Asset Management, LP November 2005 - January 2015
GlobeOp Financial Services July 2003 - November 2005
JPMorgan Chase July 2000 - July 2003
Education
San Diego State University-California State University 1998 — 2000
Bachelors
Balyasny Asset Management L.P. January 2015 - Present
Balyasny Asset Management, LP November 2005 - January 2015
GlobeOp Financial Services July 2003 - November 2005
JPMorgan Chase July 2000 - July 2003
Education
San Diego State University-California State University 1998 — 2000
Bachelors
Roni Rozenblat's GlobeOp Financial Services Experience February 2003 - March 2006
Job
Industry Financial Services
Experience
DINA Technologies Inc December 2014 - Present
LUX Fund Technology & Solutions, LLC April 2013 - December 2014
Alpine Woods Capital Investors, LLC May 2009 - April 2013
HBMJ Consulting LLC March 2006 - May 2009
GlobeOp Financial Services February 2003 - March 2006
ISE 2001 - 2003
Skills
Apple Swift Language, Integration, Advent, Bloomberg, SQL, Disaster Recovery, Financial Services, Project Management, C#, .NET, Moxy, APX, CRM, Hedge Funds, Java, Objective-C, RSL, iOS, Geneva, Software Development, IT Management, Software Project..., Requirements Analysis, Analysis, Requirements Gathering, Virtualization, Microsoft SQL Server, Mobile Technology, Application Integration, Financial Services..., IT Hardware Support
Education
NYU 2011 — 2012
Certificate Program
Polytechnic Institue of NYU 2001 — 2004
MS
Polytechnic Institute of NYU 1997 — 2001
Bachelor of Science
Charles E. Gorton
DINA Technologies Inc December 2014 - Present
LUX Fund Technology & Solutions, LLC April 2013 - December 2014
Alpine Woods Capital Investors, LLC May 2009 - April 2013
HBMJ Consulting LLC March 2006 - May 2009
GlobeOp Financial Services February 2003 - March 2006
ISE 2001 - 2003
Skills
Apple Swift Language, Integration, Advent, Bloomberg, SQL, Disaster Recovery, Financial Services, Project Management, C#, .NET, Moxy, APX, CRM, Hedge Funds, Java, Objective-C, RSL, iOS, Geneva, Software Development, IT Management, Software Project..., Requirements Analysis, Analysis, Requirements Gathering, Virtualization, Microsoft SQL Server, Mobile Technology, Application Integration, Financial Services..., IT Hardware Support
Education
NYU 2011 — 2012
Certificate Program
Polytechnic Institue of NYU 2001 — 2004
MS
Polytechnic Institute of NYU 1997 — 2001
Bachelor of Science
Charles E. Gorton
Kim Crean's GlobeOp Financial Services Experience March 2010 - January 2013
Job
Industry Professional Training & Coaching
Experience
Reed Exhibitions US January 2014 - January 2015
Royal Bank of Scotland January 2013 - January 2014
GlobeOp Financial Services March 2010 - January 2013
Kroll March 2006 - February 2009
UBS Wealth Management 2005 - 2006
UBS Investment Bank June 1999 - November 2004
Framework Entertainment (formerly Mindel Donegan) May 1997 - May 1999
The Gersh Agency 1996 - 1997
Skills
Training, Management, Program Management, Negotiation, Consulting, Coaching, Leadership Development, Event Management, Learning Management, Learning Management..., Program Development, Program Evaluation, Instructor-led Training, Process Improvement, Employee Training, Talent Management, Leadership, Strategy, Mentoring, Management Development, Event Planning, Team Building, Onboarding, Strategic Planning, Project Management, Budgets, Employee Engagement, Social Media, Training, Change Management, Instructional Design, Staff Development, Executive Management, Sales, People Management, Writing, Cross-functional Team..., People Skills
Education
University of California, San Diego 1991 — 1995
BA
Reed Exhibitions US January 2014 - January 2015
Royal Bank of Scotland January 2013 - January 2014
GlobeOp Financial Services March 2010 - January 2013
Kroll March 2006 - February 2009
UBS Wealth Management 2005 - 2006
UBS Investment Bank June 1999 - November 2004
Framework Entertainment (formerly Mindel Donegan) May 1997 - May 1999
The Gersh Agency 1996 - 1997
Skills
Training, Management, Program Management, Negotiation, Consulting, Coaching, Leadership Development, Event Management, Learning Management, Learning Management..., Program Development, Program Evaluation, Instructor-led Training, Process Improvement, Employee Training, Talent Management, Leadership, Strategy, Mentoring, Management Development, Event Planning, Team Building, Onboarding, Strategic Planning, Project Management, Budgets, Employee Engagement, Social Media, Training, Change Management, Instructional Design, Staff Development, Executive Management, Sales, People Management, Writing, Cross-functional Team..., People Skills
Education
University of California, San Diego 1991 — 1995
BA
Joana Tse's GlobeOp Financial Services Experience June 2010 - August 2012
Job Senior Tax Consultant
Industry Accounting
Experience
Deloitte August 2012 - Present
GlobeOp Financial Services June 2010 - August 2012
Deloitte January 2008 - July 2009
David C. Sobel CPA PC February 2006 - December 2007
Skills
Tax, Tax Accounting, Tax Research, Income Tax, US GAAP, Partnership Taxation, Accounting, Tax Preparation, GAAP, US Tax, Tax Returns, GoSystems
Education
Pace University - Lubin School of Business 2005 — 2010
MS, Taxation
University at Albany, SUNY 2001 — 2005
Deloitte August 2012 - Present
GlobeOp Financial Services June 2010 - August 2012
Deloitte January 2008 - July 2009
David C. Sobel CPA PC February 2006 - December 2007
Skills
Tax, Tax Accounting, Tax Research, Income Tax, US GAAP, Partnership Taxation, Accounting, Tax Preparation, GAAP, US Tax, Tax Returns, GoSystems
Education
Pace University - Lubin School of Business 2005 — 2010
MS, Taxation
University at Albany, SUNY 2001 — 2005
Maria Reid's GlobeOp Financial Services Experience January 2009 - Present
Job Software Engineer at Artnet Worldwide Corporation
Industry Financial Services
Experience
GlobeOp Financial Services January 2009 - Present
Artnet Worldwide Corporation August 2007 - Present
artnet 2007 - 2008
BDO Dunwoody LLP September 2005 - May 2007
Mercer HR Consulting Inc. December 2001 - September 2005
Skills
Visual Studio, Microsoft SQL Server, ASP.NET, Visio, SQL, Crystal..., SDLC, ASP, Visual Basic, .NET, Databases, Web Development, Web Applications
Education
Ryerson University 1991 — 1999
GlobeOp Financial Services January 2009 - Present
Artnet Worldwide Corporation August 2007 - Present
artnet 2007 - 2008
BDO Dunwoody LLP September 2005 - May 2007
Mercer HR Consulting Inc. December 2001 - September 2005
Skills
Visual Studio, Microsoft SQL Server, ASP.NET, Visio, SQL, Crystal..., SDLC, ASP, Visual Basic, .NET, Databases, Web Development, Web Applications
Education
Ryerson University 1991 — 1999
Ivan Kwan's GlobeOp Financial Services Experience 2001 - 2004
Job VP at Merrill LynchEquity cash & derivative Support
Industry Information Technology and Services
Experience
Merrill Lynch June 2012 - Present
HSBC Securities (USA) INC, NY February 2004 - May 2012
GlobeOp Financial Services 2001 - 2004
Skills
Unix, Equities, FX Options, Trading Systems, •Java, Swing, JDBC,..., •UNIX, Linux, Windows,..., •Sybase, Transaction..., •Murex, APAMA,, •JBuilder, IBM Visual..., •Control M, IBM/MQ,..., FINANCIAL PRODUCTS: ..., FIX, Equity Derivatives, Autosys, Shell Scripting, Perl Script, Oracle, microsoft products
Education
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science (BS), Computer Science & Applied Math
Merrill Lynch June 2012 - Present
HSBC Securities (USA) INC, NY February 2004 - May 2012
GlobeOp Financial Services 2001 - 2004
Skills
Unix, Equities, FX Options, Trading Systems, •Java, Swing, JDBC,..., •UNIX, Linux, Windows,..., •Sybase, Transaction..., •Murex, APAMA,, •JBuilder, IBM Visual..., •Control M, IBM/MQ,..., FINANCIAL PRODUCTS: ..., FIX, Equity Derivatives, Autosys, Shell Scripting, Perl Script, Oracle, microsoft products
Education
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science (BS), Computer Science & Applied Math
Christopher Cheetham CAIA, Chartered MCSI's GlobeOp Financial Services Experience January 2005 - April 2006
Job Founder at Soter Advisors Ltd
Industry Financial Services
Experience
Soter Advisors Ltd May 2013 - Present
NYAM LLC November 2008 - January 2013
GlobeOp Markets Ltd April 2006 - September 2008
GlobeOp Financial Services January 2005 - April 2006
GlobeOp Financial Services April 2004 - December 2004
Barclays Bank PLC August 2003 - March 2004
Skills
Energy Markets, Derivatives Trading, Relationship Management, Oil Industry, Refined Products, Equities, Trading Strategies, Bonds, Options, Hedge Funds, Derivatives, Commodity, Trading, Investments, Fixed Income, Technical Analysis, Commodity Markets, Risk Management, Hedging
Education
The University of Sheffield 1999 — 2002
Ba (Hons), Economics and Business Management
Merchant Taylors' School Crosby 1991 — 1998
Soter Advisors Ltd May 2013 - Present
NYAM LLC November 2008 - January 2013
GlobeOp Markets Ltd April 2006 - September 2008
GlobeOp Financial Services January 2005 - April 2006
GlobeOp Financial Services April 2004 - December 2004
Barclays Bank PLC August 2003 - March 2004
Skills
Energy Markets, Derivatives Trading, Relationship Management, Oil Industry, Refined Products, Equities, Trading Strategies, Bonds, Options, Hedge Funds, Derivatives, Commodity, Trading, Investments, Fixed Income, Technical Analysis, Commodity Markets, Risk Management, Hedging
Education
The University of Sheffield 1999 — 2002
Ba (Hons), Economics and Business Management
Merchant Taylors' School Crosby 1991 — 1998
Rob TeCarr's GlobeOp Financial Services Experience 2002 - 2004
Job Finance Professional
Industry Real Estate
Experience
River Bank Management, Inc. August 2009 - March 2014
Gleacher Fund Advisors LP March 2004 - December 2008
GlobeOp Financial Services 2002 - 2004
Education
Union College 1994 — 1998
fox lane
River Bank Management, Inc. August 2009 - March 2014
Gleacher Fund Advisors LP March 2004 - December 2008
GlobeOp Financial Services 2002 - 2004
Education
Union College 1994 — 1998
fox lane
Adam Wielgosz, CFA's GlobeOp Financial Services Experience July 2005 - February 2006
Job Valuations Analyst at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management May 2014 - Present
Moore Capital Management February 2006 - May 2014
GlobeOp Financial Services July 2005 - February 2006
Skills
Product Control, Equity Swaps, Swaptions, Interest Rate Swaps, FX Options, Interest Rate..., Repos, Forwards, Swaps, Futures, CDS, Fair Value, Decision Modeling, Exotic Derivatives, Options Pricing, Linear Regression, Hypothesis Testing, R, ANOVA, Credit Derivatives, Quantitative Finance, Options, Hedge Funds, Equity Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
M.B.A., Finance, Analytic Finance, Economics
Monmouth University 2001 — 2005
Bachelor of Science (BS), Finance, Marketing and Management
BlueMountain Capital Management May 2014 - Present
Moore Capital Management February 2006 - May 2014
GlobeOp Financial Services July 2005 - February 2006
Skills
Product Control, Equity Swaps, Swaptions, Interest Rate Swaps, FX Options, Interest Rate..., Repos, Forwards, Swaps, Futures, CDS, Fair Value, Decision Modeling, Exotic Derivatives, Options Pricing, Linear Regression, Hypothesis Testing, R, ANOVA, Credit Derivatives, Quantitative Finance, Options, Hedge Funds, Equity Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
M.B.A., Finance, Analytic Finance, Economics
Monmouth University 2001 — 2005
Bachelor of Science (BS), Finance, Marketing and Management
Greg Stockett's GlobeOp Financial Services Experience 2005 - 2007
Job Chief Financial Officer at REDI Global Technologies
Industry Computer Software
Experience
BondDesk Group LLC March 2008 - December 2013
GoldenSource 2007 - 2008
GlobeOp Financial Services 2005 - 2007
Barra Inc. 1996 - 2004
Deloitte & Touche 1989 - 1996
Skills
Capital Markets, Financial Markets, Equities, Securities, Trading, Electronic Trading, Investment Banking, Bonds, Alternative Investments, Investments, Fixed Income, Revenue Recognition, SEC filings, M&A experience, Investor Relations, Corporate FP&A, SaaS, Internal Controls, Enterprise Software, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
Bachelor's Degree, Corp. Finance & Accounting
BondDesk Group LLC March 2008 - December 2013
GoldenSource 2007 - 2008
GlobeOp Financial Services 2005 - 2007
Barra Inc. 1996 - 2004
Deloitte & Touche 1989 - 1996
Skills
Capital Markets, Financial Markets, Equities, Securities, Trading, Electronic Trading, Investment Banking, Bonds, Alternative Investments, Investments, Fixed Income, Revenue Recognition, SEC filings, M&A experience, Investor Relations, Corporate FP&A, SaaS, Internal Controls, Enterprise Software, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
Bachelor's Degree, Corp. Finance & Accounting
Antonio Kenyatta's GlobeOp Financial Services Experience April 2002 - July 2005
Job Controller at Dome Equities
Industry Financial Services
Experience
Dome Equities February 2012 - Present
Highbridge Capital Management November 2005 - December 2011
Refco Alternative Investments LLC July 2005 - November 2005
GlobeOp Financial Services April 2002 - July 2005
UBS 2000 - 2003
JP Morgan 1994 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Credit Derivatives, Valuation, Securities, Options, Bonds
Education
University of California, Berkeley 1990 — 1994
BA, English and Accounting
Dome Equities February 2012 - Present
Highbridge Capital Management November 2005 - December 2011
Refco Alternative Investments LLC July 2005 - November 2005
GlobeOp Financial Services April 2002 - July 2005
UBS 2000 - 2003
JP Morgan 1994 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Credit Derivatives, Valuation, Securities, Options, Bonds
Education
University of California, Berkeley 1990 — 1994
BA, English and Accounting
Arnon Steinhart's GlobeOp Financial Services Experience May 2006 - Present
Job CPA / Director at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services May 2006 - Present
Hudson Ventures January 2001 - April 2006
DCI August 1996 - December 2000
Execution Services Inc (ESI) 1988 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Financial Analysis, Investments, Derivatives
Education
Queens College 1982 — 1986
GlobeOp Financial Services May 2006 - Present
Hudson Ventures January 2001 - April 2006
DCI August 1996 - December 2000
Execution Services Inc (ESI) 1988 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Financial Analysis, Investments, Derivatives
Education
Queens College 1982 — 1986
Kenneth Summers's GlobeOp Financial Services Experience February 2004 - April 2009
Job Sr. Consultant at JP Morgan Chase
Industry Financial Services
Experience
GlobeOp Financial Services February 2004 - April 2009
J.H. Whitney & Co. October 1996 - August 2002
Education
Temple University - Fox School of Business and Management 2004 — 2006
MBA, Finance
Sacred Heart University
BS, Finance
GlobeOp Financial Services February 2004 - April 2009
J.H. Whitney & Co. October 1996 - August 2002
Education
Temple University - Fox School of Business and Management 2004 — 2006
MBA, Finance
Sacred Heart University
BS, Finance
Jared Tambini's GlobeOp Financial Services Experience July 2004 - March 2006
Job Counterparty Risk at Millennium Partners
Industry Financial Services
Experience
Millennnium Partners April 2012 - Present
Fortress Investment Group June 2009 - November 2011
DB Zwirn March 2006 - June 2009
GlobeOp Financial Services July 2004 - March 2006
Education
State University of New York College at Geneseo 1999 — 2003
BA, Economics
Millennnium Partners April 2012 - Present
Fortress Investment Group June 2009 - November 2011
DB Zwirn March 2006 - June 2009
GlobeOp Financial Services July 2004 - March 2006
Education
State University of New York College at Geneseo 1999 — 2003
BA, Economics
Christian Coronado's GlobeOp Financial Services Experience 2003 - 2006
Job SVP Derivatives Middle Office Operations at Citigroup
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Citigroup October 2009 - February 2015
Highbridge Capital Management, LLC May 2007 - October 2008
D.B. Zwirn & Co. 2006 - 2007
GlobeOp Financial Services 2003 - 2006
Hess Energy Trading Company, LLC 2000 - 2003
AST Stockplan 1998 - 1999
Skills
Derivatives, Middle Office, Credit Derivatives, Hedge Funds, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Equities, Swaps, Fund Administration, Equity Derivatives, FX Options, Options, Prime Brokerage, Securities, Alternative Investments, Interest Rate..., Bonds, Electronic Trading, Collateral Management, Back Office, Corporate Actions, Settlement, Structured Products, Market Data, Trading, Investment Banking, CDS, Team Leadership, Change Management
Education
City University of New York-Queens College
Economics
J.P. Morgan February 2015 - Present
Citigroup October 2009 - February 2015
Highbridge Capital Management, LLC May 2007 - October 2008
D.B. Zwirn & Co. 2006 - 2007
GlobeOp Financial Services 2003 - 2006
Hess Energy Trading Company, LLC 2000 - 2003
AST Stockplan 1998 - 1999
Skills
Derivatives, Middle Office, Credit Derivatives, Hedge Funds, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Equities, Swaps, Fund Administration, Equity Derivatives, FX Options, Options, Prime Brokerage, Securities, Alternative Investments, Interest Rate..., Bonds, Electronic Trading, Collateral Management, Back Office, Corporate Actions, Settlement, Structured Products, Market Data, Trading, Investment Banking, CDS, Team Leadership, Change Management
Education
City University of New York-Queens College
Economics
Diana Bellizzi's GlobeOp Financial Services Experience March 2006 - August 2010
Job Vice President Capital Formations Group Investor Relations at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group July 2010 - Present
GlobeOp Financial Services March 2006 - August 2010
Skills
Trading, Funding, Prime Brokerage, Project Management, Hedge Funds, Credit Analysis, Investor Relations, Investor Reporting, Operational Due..., Due Diligence, RFP, Coordination, Fundraising, Japanese Investors /..., Real Estate, Distressed Debt, Fund Administration, Onboarding, Conference Coordination, Private Equity, Fund Of Funds, Equities, Fixed Income, Derivatives, Valuation, Alternative Investments, Mutual Funds, Capital Markets, Financial Risk, Investments, Settlement
Education
Pennsylvania State University - University Park 2000 — 2004
Hotel Rest & Institutional Mgmnt
HHS 1996 — 2000
Bachelor of Science (BS)
Fortress Investment Group July 2010 - Present
GlobeOp Financial Services March 2006 - August 2010
Skills
Trading, Funding, Prime Brokerage, Project Management, Hedge Funds, Credit Analysis, Investor Relations, Investor Reporting, Operational Due..., Due Diligence, RFP, Coordination, Fundraising, Japanese Investors /..., Real Estate, Distressed Debt, Fund Administration, Onboarding, Conference Coordination, Private Equity, Fund Of Funds, Equities, Fixed Income, Derivatives, Valuation, Alternative Investments, Mutual Funds, Capital Markets, Financial Risk, Investments, Settlement
Education
Pennsylvania State University - University Park 2000 — 2004
Hotel Rest & Institutional Mgmnt
HHS 1996 — 2000
Bachelor of Science (BS)
Meredith McManus's GlobeOp Financial Services Experience December 2003 - July 2005
Job Associate Berk Wealth Management
Industry Financial Services
Experience
Berk Wealth Management September 2013 - July 2014
Morgan Stanley March 2009 - June 2013
Strategic Value Partners July 2005 - January 2009
GlobeOp Financial Services December 2003 - July 2005
Legend Group September 2000 - August 2003
Verizon Data Services August 1997 - July 2000
Skills
Equities, Hedge Funds, Fixed Income
Education
State University of New York College at Cortland 1992 — 1996
BA, Economics
Berk Wealth Management September 2013 - July 2014
Morgan Stanley March 2009 - June 2013
Strategic Value Partners July 2005 - January 2009
GlobeOp Financial Services December 2003 - July 2005
Legend Group September 2000 - August 2003
Verizon Data Services August 1997 - July 2000
Skills
Equities, Hedge Funds, Fixed Income
Education
State University of New York College at Cortland 1992 — 1996
BA, Economics
Carl Tichler's GlobeOp Financial Services Experience November 2009 - Present
Job Director at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services November 2009 - Present
Bloomberg December 2008 - December 2009
UBS Investment Bank February 2006 - November 2008
J.P. Morgan Chase February 2004 - June 2006
VitalWorks 2003 - 2004
The Millburn Corporation 2000 - 2002
Lehman Brothers October 1996 - September 1998
Skills
Derivatives, Fixed Income, Trading, Valuation, Sybase, Securities, Portfolio Management, Options, Credit Risk, Settlement, Financial Risk, Risk Management, Hedge Funds
Education
New York University 1987 — 1989
MA, Mathematics
Yale University 1980 — 1984
Bachelor of Science, Mathematics
GlobeOp Financial Services November 2009 - Present
Bloomberg December 2008 - December 2009
UBS Investment Bank February 2006 - November 2008
J.P. Morgan Chase February 2004 - June 2006
VitalWorks 2003 - 2004
The Millburn Corporation 2000 - 2002
Lehman Brothers October 1996 - September 1998
Skills
Derivatives, Fixed Income, Trading, Valuation, Sybase, Securities, Portfolio Management, Options, Credit Risk, Settlement, Financial Risk, Risk Management, Hedge Funds
Education
New York University 1987 — 1989
MA, Mathematics
Yale University 1980 — 1984
Bachelor of Science, Mathematics
Jesus Sinarahua's GlobeOp Financial Services Experience June 2004 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services June 2004 - Present
Needham & Company 1995 - 2004
Education
Schiller International University 1993 — 1994
MA, International Relations & Diplomacy
University at Albany, SUNY 1988 — 1992
GlobeOp Financial Services June 2004 - Present
Needham & Company 1995 - 2004
Education
Schiller International University 1993 — 1994
MA, International Relations & Diplomacy
University at Albany, SUNY 1988 — 1992
Louis Morgantini's GlobeOp Financial Services Experience April 2006 - May 2008
Job Director Margin Technology at Citigroup
Industry Information Technology and Services
Experience
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Martin Kindler's GlobeOp Financial Services Experience June 2002 - September 2013
Job Senior Vice President, Global Head of Client Services, Enterprise Risk Solutions at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2013 - Present
GlobeOp Financial Services June 2002 - September 2013
Wall Street Systems 1996 - 2001
JP Morgan 1993 - 1996
JP Morgan 1987 - 1991
Skills
Fixed Income, Market Risk, Hedge Funds, Derivatives, Risk Management, Equities, Financial Risk, FX Options, Asset Management, Mutual Funds, Credit Derivatives, Hedging, Financial Services, Portfolio Management, Alternative Investments, Fund Of Funds, Capital Markets, VAR, CDS, Asset Managment, Form PF, OPERA
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance/Statistics
New York University 1983 — 1987
B.S., Information Systems / Accounting
South Shore High School 1983 — 1984
Northern Trust September 2013 - Present
GlobeOp Financial Services June 2002 - September 2013
Wall Street Systems 1996 - 2001
JP Morgan 1993 - 1996
JP Morgan 1987 - 1991
Skills
Fixed Income, Market Risk, Hedge Funds, Derivatives, Risk Management, Equities, Financial Risk, FX Options, Asset Management, Mutual Funds, Credit Derivatives, Hedging, Financial Services, Portfolio Management, Alternative Investments, Fund Of Funds, Capital Markets, VAR, CDS, Asset Managment, Form PF, OPERA
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance/Statistics
New York University 1983 — 1987
B.S., Information Systems / Accounting
South Shore High School 1983 — 1984
Dmitry Feldman's GlobeOp Financial Services Experience November 2006 - Present
Job Derivatives Modeling
Industry Financial Services
Experience
GlobeOp Financial Services November 2006 - Present
Skills
Quantitative Finance, Fixed Income, Derivatives, Credit Derivatives
Education
New York University 2002 — 2004
M.S., Mathematics in Finance
Syracuse University 1995 — 1999
B.S., Finance, Mathematics
GlobeOp Financial Services November 2006 - Present
Skills
Quantitative Finance, Fixed Income, Derivatives, Credit Derivatives
Education
New York University 2002 — 2004
M.S., Mathematics in Finance
Syracuse University 1995 — 1999
B.S., Finance, Mathematics
Amit Amin's GlobeOp Financial Services Experience January 2011 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2011 - Present
SS&C GlobeOp January 2009 - January 2011
SS&C GlobeOp January 2007 - January 2009
Apple Bank for Savings May 2004 - December 2006
Skills
Middle Office, Fund Administration, Fixed Income, Hedge Funds, Swaps, Fund Accounting, Derivatives, Prime Brokerage, Corporate Actions, Settlement, Bloomberg, Credit Derivatives, FX Options, Collateral Management, Back Office, Equities
Education
Pace University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
GlobeOp Financial Services January 2011 - Present
SS&C GlobeOp January 2009 - January 2011
SS&C GlobeOp January 2007 - January 2009
Apple Bank for Savings May 2004 - December 2006
Skills
Middle Office, Fund Administration, Fixed Income, Hedge Funds, Swaps, Fund Accounting, Derivatives, Prime Brokerage, Corporate Actions, Settlement, Bloomberg, Credit Derivatives, FX Options, Collateral Management, Back Office, Equities
Education
Pace University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Henry Nekrilov's GlobeOp Financial Services Experience April 2007 - April 2009
Job Operations Analyst at SPNY Capital LLC
Industry Financial Services
Experience
HedgeServ February 2013 - May 2015
TIG Advisors, LLC August 2009 - February 2013
GlobeOp Financial Services April 2007 - April 2009
Skills
Fund Accounting, Fund Administration, Hedge Funds, Account Reconciliation, Valuation, Financial Analysis, NAV, Fund Services, Financial Reporting, Charles River IMS, Penny, Advent Geneva, Partner, Kondor+, Bloomberg Terminal, Reuters, Microsoft Office, NTAS, Advantage Data, Portfolio Management, Investments, Accounting
Education
Ramapo College of New Jersey
Bachelor of Science in Business Administration (B.S.)
HedgeServ February 2013 - May 2015
TIG Advisors, LLC August 2009 - February 2013
GlobeOp Financial Services April 2007 - April 2009
Skills
Fund Accounting, Fund Administration, Hedge Funds, Account Reconciliation, Valuation, Financial Analysis, NAV, Fund Services, Financial Reporting, Charles River IMS, Penny, Advent Geneva, Partner, Kondor+, Bloomberg Terminal, Reuters, Microsoft Office, NTAS, Advantage Data, Portfolio Management, Investments, Accounting
Education
Ramapo College of New Jersey
Bachelor of Science in Business Administration (B.S.)
Richard Flynn's GlobeOp Financial Services Experience 2003 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Commerzbank AG 2008 - Present
GlobeOp Financial Services 2003 - 2008
UBS 1999 - 2003
Sanford C. Bernstein 1998 - 1999
Skills
Fund Of Funds, Wealth Management
Education
Marist College 1996 — 1998
Commerzbank AG 2008 - Present
GlobeOp Financial Services 2003 - 2008
UBS 1999 - 2003
Sanford C. Bernstein 1998 - 1999
Skills
Fund Of Funds, Wealth Management
Education
Marist College 1996 — 1998
Christopher Pozzi's GlobeOp Financial Services Experience June 2006 - October 2007
Job Business Analyst at UBS Investment Bank
Industry Banking
Experience
UBS May 2015 - Present
UBS Investment Bank April 2011 - May 2015
EMC July 2010 - December 2010
UBS Investment Bank October 2007 - December 2008
GlobeOp Financial Services June 2006 - October 2007
KPMG US May 2003 - August 2003
KPMG US May 2001 - August 2001
Skills
Derivatives, Hedge Funds, Equities, Middle Office, Investment Banking, Microsoft Excel, Six Sigma, Process Improvement, Bloomberg, Fixed Income, Securities, Project Management, Microsoft Office, Teamwork, Swaps, Trading Systems, Visual Basic, Macro, Business Process..., Team Building, Procedure Manuals, Business Process..., Reporting & Analysis, Offshoring, Business Process..., Equity Derivatives, Risk Management
Education
Pace University 2000 — 2004
Bachelor's degree, Finance, General
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Accounting and Finance
UBS May 2015 - Present
UBS Investment Bank April 2011 - May 2015
EMC July 2010 - December 2010
UBS Investment Bank October 2007 - December 2008
GlobeOp Financial Services June 2006 - October 2007
KPMG US May 2003 - August 2003
KPMG US May 2001 - August 2001
Skills
Derivatives, Hedge Funds, Equities, Middle Office, Investment Banking, Microsoft Excel, Six Sigma, Process Improvement, Bloomberg, Fixed Income, Securities, Project Management, Microsoft Office, Teamwork, Swaps, Trading Systems, Visual Basic, Macro, Business Process..., Team Building, Procedure Manuals, Business Process..., Reporting & Analysis, Offshoring, Business Process..., Equity Derivatives, Risk Management
Education
Pace University 2000 — 2004
Bachelor's degree, Finance, General
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Accounting and Finance
Hakeem Odeyinde's GlobeOp Financial Services Experience August 2009 - July 2012
Job Associate Analyst – Fund Accounting & Operations at Vastardis Capital Services
Industry Financial Services
Experience
Vastardis Capital Services September 2012 - November 2013
GlobeOp Financial Services August 2009 - July 2012
GlobeOp Financial Services April 2007 - August 2009
Skills
Mutual Funds, Fund Administration, Hedge Funds, Fund Accounting, Bloomberg, Fixed Income, Fund Of Funds, Equities, Capital Markets, Securities
Education
Manhattanville College 2004 — 2006
Vastardis Capital Services September 2012 - November 2013
GlobeOp Financial Services August 2009 - July 2012
GlobeOp Financial Services April 2007 - August 2009
Skills
Mutual Funds, Fund Administration, Hedge Funds, Fund Accounting, Bloomberg, Fixed Income, Fund Of Funds, Equities, Capital Markets, Securities
Education
Manhattanville College 2004 — 2006
Gregory Muenker's GlobeOp Financial Services Experience November 2008 - Present
Job Senior Associate Operations at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services November 2008 - Present
GE Commercial Finance February 2008 - May 2008
GE Commercial Finance July 2004 - February 2008
GE Commercial Finance July 2002 - July 2004
HSBC Equator Incorporated November 1999 - July 2002
Education
Rutgers University-New Brunswick 1995 — 1999
B.S., Business Economics
GlobeOp Financial Services November 2008 - Present
GE Commercial Finance February 2008 - May 2008
GE Commercial Finance July 2004 - February 2008
GE Commercial Finance July 2002 - July 2004
HSBC Equator Incorporated November 1999 - July 2002
Education
Rutgers University-New Brunswick 1995 — 1999
B.S., Business Economics
Jason Falberg's GlobeOp Financial Services Experience July 2006 - July 2008
Job Senior Analyst Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth and Investment Management November 2013 - Present
State Street 2012 - October 2013
Neuberger Berman July 2008 - 2012
GlobeOp Financial Services July 2006 - July 2008
Madison Square Garden 2004 - 2004
Education
State University of New York College at Oswego 2000 — 2004
Barclays Wealth and Investment Management November 2013 - Present
State Street 2012 - October 2013
Neuberger Berman July 2008 - 2012
GlobeOp Financial Services July 2006 - July 2008
Madison Square Garden 2004 - 2004
Education
State University of New York College at Oswego 2000 — 2004
Mark Broadbent, CFA, CIPM's GlobeOp Financial Services Experience August 2006 - February 2007
Job Assistant Vice President Assistant Portfolio Manager Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management July 2014 - Present
Hartford Investment Management July 2012 - July 2014
Hartford Investment Management April 2009 - June 2012
Hartford Investment Management July 2007 - March 2009
Travelers Insurance February 2007 - July 2007
GlobeOp Financial Services August 2006 - February 2007
Advest, Inc. November 2003 - June 2006
Advest, Inc. 2001 - 2003
Advest, Inc. 1999 - 2001
Skills
Portfolio Management
Education
The University of Connecticut School of Business 1995 — 1999
Hartford Investment Management July 2014 - Present
Hartford Investment Management July 2012 - July 2014
Hartford Investment Management April 2009 - June 2012
Hartford Investment Management July 2007 - March 2009
Travelers Insurance February 2007 - July 2007
GlobeOp Financial Services August 2006 - February 2007
Advest, Inc. November 2003 - June 2006
Advest, Inc. 2001 - 2003
Advest, Inc. 1999 - 2001
Skills
Portfolio Management
Education
The University of Connecticut School of Business 1995 — 1999
Prachi Nadkarni Dipankar's GlobeOp Financial Services Experience December 2004 - 2006
Job Sr.Technical Recruiter at Synergistic
Industry Information Technology and Services
Experience
Synergy January 2010 - Present
Synergistic August 2007 - December 2010
Synergistic August 2007 - December 2009
GlobeOp Financial Services December 2004 - 2006
Trinity Computer Processing March 2000 - December 2004
Betasoft April 2004 - September 2004
Education
Ohlone College
Commerce Graduate, Multimedia
Synergy January 2010 - Present
Synergistic August 2007 - December 2010
Synergistic August 2007 - December 2009
GlobeOp Financial Services December 2004 - 2006
Trinity Computer Processing March 2000 - December 2004
Betasoft April 2004 - September 2004
Education
Ohlone College
Commerce Graduate, Multimedia
Manny Gomes's GlobeOp Financial Services Experience September 2008 - Present
Job Associate Director at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services September 2008 - Present
State Street Bank October 2004 - September 2008
State Street Bank August 1999 - October 2004
State Street Bank January 1999 - July 1999
State Street Bank May 1996 - January 1999
Skills
Global Custody, Equities, Fixed Income, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Securities, Middle Office, Bloomberg, Alternative Investments, Fund Accounting, Corporate Actions, Capital Markets
Education
Stonehill College 1992 — 1996
BS, Economics
GlobeOp Financial Services September 2008 - Present
State Street Bank October 2004 - September 2008
State Street Bank August 1999 - October 2004
State Street Bank January 1999 - July 1999
State Street Bank May 1996 - January 1999
Skills
Global Custody, Equities, Fixed Income, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Securities, Middle Office, Bloomberg, Alternative Investments, Fund Accounting, Corporate Actions, Capital Markets
Education
Stonehill College 1992 — 1996
BS, Economics
Bernardo Di Nunzio, CFA's GlobeOp Financial Services Experience December 2006 - Present
Job SSC & GlobeOp
Industry Financial Services
Experience
GlobeOp Financial Services December 2006 - Present
Amaranth Group 2003 - 2006
Skills
Fund Accounting, Fixed Income, Capital Markets, Hedge Funds, Financial Analysis, Equities, Derivatives, Bloomberg, Chartered Financial..., Middle Office, Alternative Investments, Credit Derivatives, Swaps, Securities
Education
Pace University
Finance
GlobeOp Financial Services December 2006 - Present
Amaranth Group 2003 - 2006
Skills
Fund Accounting, Fixed Income, Capital Markets, Hedge Funds, Financial Analysis, Equities, Derivatives, Bloomberg, Chartered Financial..., Middle Office, Alternative Investments, Credit Derivatives, Swaps, Securities
Education
Pace University
Finance
James Nieke's GlobeOp Financial Services Experience July 2007 - April 2010
Job Operations Supervisor at BTG Pactual
Industry Financial Services
Experience
BTG Pactual February 2014 - Present
BTG Pactual February 2012 - February 2014
BTG Pactual April 2010 - February 2012
GlobeOp Financial Services July 2007 - April 2010
Skills
Middle Office, Equities, Corporate Actions, Swaps, Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Settlement, Bloomberg, Back Office, Securities, Options, Fund Administration, Bonds, Supervisory Skills, Settlements, SEF, OTC Clearing
Education
State University of New York College at Plattsburgh 2003 — 2007
Bachelors, Accounting, Business Administration
BTG Pactual February 2014 - Present
BTG Pactual February 2012 - February 2014
BTG Pactual April 2010 - February 2012
GlobeOp Financial Services July 2007 - April 2010
Skills
Middle Office, Equities, Corporate Actions, Swaps, Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Settlement, Bloomberg, Back Office, Securities, Options, Fund Administration, Bonds, Supervisory Skills, Settlements, SEF, OTC Clearing
Education
State University of New York College at Plattsburgh 2003 — 2007
Bachelors, Accounting, Business Administration
Joseph Theodate, CQF's GlobeOp Financial Services Experience April 2007 - September 2010
Job AVP, Global Markets Finance at
Industry Investment Banking
Experience
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management June 2006 - July 2007
The Bank of New York January 2003 - June 2006
Skills
Quantitative Finance
Education
CQF Institute 2008 — 2008
CQF, Certificate in Quantitative Finance (CQF) - Delegate
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
University of Central Florida
BSBA, Finance
University of Maryland University College
MS, Finance
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management June 2006 - July 2007
The Bank of New York January 2003 - June 2006
Skills
Quantitative Finance
Education
CQF Institute 2008 — 2008
CQF, Certificate in Quantitative Finance (CQF) - Delegate
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
University of Central Florida
BSBA, Finance
University of Maryland University College
MS, Finance
Jeffrey Gibs's GlobeOp Financial Services Experience September 2003 - March 2005
Job Mutual Fund Operations
Industry Financial Services
Experience
Volumetric Fund May 2015 - Present
US Bancorp Fund Services - formally AIS March 2005 - May 2015
GlobeOp Financial Services September 2003 - March 2005
DLIBJ Asset Management March 2001 - January 2003
Volumetric Fund January 1997 - March 2001
Van Eck Global June 1995 - January 1997
JPMorgan Chase January 1989 - June 1995
Skills
Financial Services, Finance, Equities, Derivatives, Alternative Investments, Accounting, Bloomberg, Asset Management, Fixed Income, Hedge Funds, Management, Microsoft Office 2007, Middle Office, Fund Administration, Mutual Funds, Portfolio Management, Valuation, Microsoft Office
Education
Monmouth University 1984 — 1988
BS, Business with concentration in Computer Systems
Volumetric Fund May 2015 - Present
US Bancorp Fund Services - formally AIS March 2005 - May 2015
GlobeOp Financial Services September 2003 - March 2005
DLIBJ Asset Management March 2001 - January 2003
Volumetric Fund January 1997 - March 2001
Van Eck Global June 1995 - January 1997
JPMorgan Chase January 1989 - June 1995
Skills
Financial Services, Finance, Equities, Derivatives, Alternative Investments, Accounting, Bloomberg, Asset Management, Fixed Income, Hedge Funds, Management, Microsoft Office 2007, Middle Office, Fund Administration, Mutual Funds, Portfolio Management, Valuation, Microsoft Office
Education
Monmouth University 1984 — 1988
BS, Business with concentration in Computer Systems
Barry Fasciano's GlobeOp Financial Services Experience March 2008 - September 2008
Job Accounting Manager at directDME
Industry Accounting
Experience
directDME January 2009 - Present
GlobeOp Financial Services March 2008 - September 2008
Travelers Insurance April 2006 - March 2008
Citigroup Insurance Investments (a member of Travelers Life & Annuity) November 1985 - March 2006
Skills
Microsoft Excel, Tax, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Variance Analysis, Securities, GAAP, Accounting, Statutory Accounting, Managerial Finance, Capital Markets, Alternative Investments, Invoicing, Financial Statement..., Financial Risk, Bonds, Strategic Financial..., Private Equity, Bloomberg, Financial Accounting, Insurance, Fund Accounting, Hedge Funds, Sarbanes-Oxley, Investments, Auditing, Management, Equities, General Ledger, Valuation, Team Management, Derivatives, Banking, Risk Management, Integration, Asset Management, Fixed Income, Financial Services, Corporate Finance, Project Planning, Mutual Funds, Portfolio Management
Education
University of Connecticut 1987 — 1992
Masters of Business Administration
University of Connecticut 1980 — 1984
Bachelor of Science, Finance
directDME January 2009 - Present
GlobeOp Financial Services March 2008 - September 2008
Travelers Insurance April 2006 - March 2008
Citigroup Insurance Investments (a member of Travelers Life & Annuity) November 1985 - March 2006
Skills
Microsoft Excel, Tax, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Variance Analysis, Securities, GAAP, Accounting, Statutory Accounting, Managerial Finance, Capital Markets, Alternative Investments, Invoicing, Financial Statement..., Financial Risk, Bonds, Strategic Financial..., Private Equity, Bloomberg, Financial Accounting, Insurance, Fund Accounting, Hedge Funds, Sarbanes-Oxley, Investments, Auditing, Management, Equities, General Ledger, Valuation, Team Management, Derivatives, Banking, Risk Management, Integration, Asset Management, Fixed Income, Financial Services, Corporate Finance, Project Planning, Mutual Funds, Portfolio Management
Education
University of Connecticut 1987 — 1992
Masters of Business Administration
University of Connecticut 1980 — 1984
Bachelor of Science, Finance
Dante Tordiglione's GlobeOp Financial Services Experience September 2003 - March 2004
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
BNY Mellon September 2009 - July 2012
BNY Mellon May 2006 - September 2009
Investors Bank and Trust November 2004 - December 2005
The Bank of New York June 2004 - November 2004
GlobeOp Financial Services September 2003 - March 2004
State Street Corporation December 2000 - April 2002
Mutual / Hedge Funds Department June 1999 - December 2000
Mutual / Hedge Funds Department May 1998 - June 1999
Putnam Investments December 1996 - May 1998
Skills
Corporate Trust, Corporate Actions, Fund Accounting, Fixed Income, Derivatives, P&L, Private Equity, Business Relationship..., Product Management, Bonds, FX Options, Bloomberg, Hedge Funds, Equities, Options, Mutual Funds, Trading, Financial Services, Portfolio Management
Education
Marymount University 1991 — 1996
Bachelor of Business Administration, International Business
BNY Mellon July 2012 - Present
BNY Mellon September 2009 - July 2012
BNY Mellon May 2006 - September 2009
Investors Bank and Trust November 2004 - December 2005
The Bank of New York June 2004 - November 2004
GlobeOp Financial Services September 2003 - March 2004
State Street Corporation December 2000 - April 2002
Mutual / Hedge Funds Department June 1999 - December 2000
Mutual / Hedge Funds Department May 1998 - June 1999
Putnam Investments December 1996 - May 1998
Skills
Corporate Trust, Corporate Actions, Fund Accounting, Fixed Income, Derivatives, P&L, Private Equity, Business Relationship..., Product Management, Bonds, FX Options, Bloomberg, Hedge Funds, Equities, Options, Mutual Funds, Trading, Financial Services, Portfolio Management
Education
Marymount University 1991 — 1996
Bachelor of Business Administration, International Business
Joseph Theodate, CQF's GlobeOp Financial Services Experience April 2007 - September 2010
Job AVP, Global Markets Finance at Bank of America
Industry Investment Banking
Experience
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management 2006 - April 2007
Bank of New York 2003 - 2006
Education
Wilmott Associate & 7city Learning 2008 — 2008
CQF, Quantitative Finance
University of Maryland University College 2006 — 2008
MS, Finance
University of Central Florida 2000 — 2003
BSBA, Finance
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management 2006 - April 2007
Bank of New York 2003 - 2006
Education
Wilmott Associate & 7city Learning 2008 — 2008
CQF, Quantitative Finance
University of Maryland University College 2006 — 2008
MS, Finance
University of Central Florida 2000 — 2003
BSBA, Finance
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
Peter Salts's GlobeOp Financial Services Experience September 2005 - November 2011
Job Financial Services Professional
Industry Financial Services
Experience
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Dmitriy Matveyev's GlobeOp Financial Services Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
DiMaio Ahmad Capital February 2007 - December 2008
D.B. Zwirn & Co. April 2006 - January 2007
GlobeOp Financial Services 2005 - 2006
Skills
Hedge Funds
Education
Pace University 2000 — 2004
BBA, Finance
DiMaio Ahmad Capital February 2007 - December 2008
D.B. Zwirn & Co. April 2006 - January 2007
GlobeOp Financial Services 2005 - 2006
Skills
Hedge Funds
Education
Pace University 2000 — 2004
BBA, Finance
Anup Kavanakudiyil, PMP's GlobeOp Financial Services Experience 2004 - 2004
Job Director / C&ORC Chanage Management PM at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
HSBC Securities February 2013 - December 2014
Barclays Capital Inc. March 2007 - August 2010
Wexford Capital LLC June 2005 - March 2007
GlobeOp Financial Services 2004 - 2004
Lord Abbett 2002 - 2004
First Investors Corporation 1999 - 2002
Skills
Compliance, Process Improvement, Risk Management, AML, KYC, Financial Risk, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quality Center, Hedge Funds, Analysis, Derivatives, Fixed Income, Operational Risk, Strategy, Banking, Securities, Investment Banking, Capital Markets, Financial Services, Middle Office, Asset Management, Operational Risk..., Business Requirements, Team Management, FINRA, Back Office, Governance, Reference Data, Series 63, Due Diligence, Mutual Funds, Business Analysis, Management, Leadership, Anti Money Laundering
Education
Pace University School of Law 2004 — 2005
University of Virginia 1995 — 1999
BA
Byram Hills High School 1990 — 1995
UBS December 2014 - Present
HSBC Securities February 2013 - December 2014
Barclays Capital Inc. March 2007 - August 2010
Wexford Capital LLC June 2005 - March 2007
GlobeOp Financial Services 2004 - 2004
Lord Abbett 2002 - 2004
First Investors Corporation 1999 - 2002
Skills
Compliance, Process Improvement, Risk Management, AML, KYC, Financial Risk, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quality Center, Hedge Funds, Analysis, Derivatives, Fixed Income, Operational Risk, Strategy, Banking, Securities, Investment Banking, Capital Markets, Financial Services, Middle Office, Asset Management, Operational Risk..., Business Requirements, Team Management, FINRA, Back Office, Governance, Reference Data, Series 63, Due Diligence, Mutual Funds, Business Analysis, Management, Leadership, Anti Money Laundering
Education
Pace University School of Law 2004 — 2005
University of Virginia 1995 — 1999
BA
Byram Hills High School 1990 — 1995
Michael Merkur's GlobeOp Financial Services Experience 2004 - 2005
Job Program and Project Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Bank of America 2013 - 2014
Arc Partners May 2007 - 2013
BearingPoint May 2005 - May 2007
GlobeOp Financial Services 2004 - 2005
Park Avenue Equity Partners, L.P. 2002 - 2004
Credit Suisse First Boston 1998 - 2002
Skills
Process Improvement, Finance, Financial Risk, Strategy, Business Process, Integration, Strategic Planning, CRM, Risk Management, Credit Risk, Capital Markets, Business Analysis, Management, Outsourcing, Financial Services, Analysis
Education
State University of New York at New Paltz 1994 — 1998
Finance, Finance, Accounting, Business Theory
east meadow
Deutsche Bank 2014 - Present
Bank of America 2013 - 2014
Arc Partners May 2007 - 2013
BearingPoint May 2005 - May 2007
GlobeOp Financial Services 2004 - 2005
Park Avenue Equity Partners, L.P. 2002 - 2004
Credit Suisse First Boston 1998 - 2002
Skills
Process Improvement, Finance, Financial Risk, Strategy, Business Process, Integration, Strategic Planning, CRM, Risk Management, Credit Risk, Capital Markets, Business Analysis, Management, Outsourcing, Financial Services, Analysis
Education
State University of New York at New Paltz 1994 — 1998
Finance, Finance, Accounting, Business Theory
east meadow
Richard Provencher's GlobeOp Financial Services Experience October 2009 - Present
Job Director at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services October 2009 - Present
AIA Capital Markets LLC April 2007 - September 2009
UBS Securities LLC - Prime Brokerage Division 2002 - 2007
ING Furman Selz Asset Management LLC 1992 - 2002
Glickenhaus & Co. 1987 - 1992
Education
Pace University - Lubin School of Business 1984 — 1985
BBA, Accounting
GlobeOp Financial Services October 2009 - Present
AIA Capital Markets LLC April 2007 - September 2009
UBS Securities LLC - Prime Brokerage Division 2002 - 2007
ING Furman Selz Asset Management LLC 1992 - 2002
Glickenhaus & Co. 1987 - 1992
Education
Pace University - Lubin School of Business 1984 — 1985
BBA, Accounting
Peter Robillard's GlobeOp Financial Services Experience July 2004 - Present
Job SS&C GlobeOp Team manager of Operations and Fund Accounting
Industry Financial Services
Experience
GlobeOp Financial Services July 2004 - Present
Education
Saint Bonaventure University 2000 — 2004
BBA, Finance
GlobeOp Financial Services July 2004 - Present
Education
Saint Bonaventure University 2000 — 2004
BBA, Finance
Jaya Johnson's GlobeOp Financial Services Experience May 2012 - October 2012
Job @ Moody's
Industry Financial Services
Experience
Moody's Corporation January 2015 - Present
Citibank, BNP Paribas October 2012 - September 2014
GlobeOp Financial Services May 2012 - October 2012
Goldman Sachs February 2001 - March 2012
Verizon September 1999 - February 2001
Education
Stevens Institute of Technology 1998 — 1999
Master of Science (MS), Management Information Systems, General
Mount Carmel College, Bangalore, India 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Moody's Corporation January 2015 - Present
Citibank, BNP Paribas October 2012 - September 2014
GlobeOp Financial Services May 2012 - October 2012
Goldman Sachs February 2001 - March 2012
Verizon September 1999 - February 2001
Education
Stevens Institute of Technology 1998 — 1999
Master of Science (MS), Management Information Systems, General
Mount Carmel College, Bangalore, India 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
John Mircovich's GlobeOp Financial Services Experience October 2005 - Present
Job Fund Accounting Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services October 2005 - Present
Skills
Derivatives, Fund Accounting, Fund Administration, Hedge Funds, Fixed Income, Account Reconciliation, Securities
Education
Seton Hall University 1991 — 1995
BS in Accounting, Accounting
GlobeOp Financial Services October 2005 - Present
Skills
Derivatives, Fund Accounting, Fund Administration, Hedge Funds, Fixed Income, Account Reconciliation, Securities
Education
Seton Hall University 1991 — 1995
BS in Accounting, Accounting
Bob Kearney's GlobeOp Financial Services Experience January 2012 - Present
Job OTC Derivatives Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2012 - Present
HSBC January 2011 - December 2011
Lehman Brothers Holdings Inc. February 2010 - December 2010
Merrill Lynch and Co June 2006 - February 2010
Archeus Capital Management September 2004 - June 2006
MIZUHO CAPITAL MARKETS CORP March 1992 - September 2004
DKB Financial Products 1992 - 2001
WESTDEUTSCHE LANDESBANK GIROZENTRALE April 1987 - March 1992
National Bank October 1986 - April 1987
BANK BRUSSELS LAMBERT January 1984 - October 1986
Skills
Options, Settlement, Back Office, Accounting, Treasury Management, Trading, Foreign Exchange, Middle Office, Derivatives, Swaps, Capital Markets, Fixed Income, Equities, Bloomberg, Credit Derivatives, FX Options, Interest Rate..., Hedge Funds
Education
Montclair State University 1977 — 1981
B.S., Business Administration
GlobeOp Financial Services January 2012 - Present
HSBC January 2011 - December 2011
Lehman Brothers Holdings Inc. February 2010 - December 2010
Merrill Lynch and Co June 2006 - February 2010
Archeus Capital Management September 2004 - June 2006
MIZUHO CAPITAL MARKETS CORP March 1992 - September 2004
DKB Financial Products 1992 - 2001
WESTDEUTSCHE LANDESBANK GIROZENTRALE April 1987 - March 1992
National Bank October 1986 - April 1987
BANK BRUSSELS LAMBERT January 1984 - October 1986
Skills
Options, Settlement, Back Office, Accounting, Treasury Management, Trading, Foreign Exchange, Middle Office, Derivatives, Swaps, Capital Markets, Fixed Income, Equities, Bloomberg, Credit Derivatives, FX Options, Interest Rate..., Hedge Funds
Education
Montclair State University 1977 — 1981
B.S., Business Administration
Jason Bellows's GlobeOp Financial Services Experience 2004 - 2007
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2012 - June 2014
UBS Financial Services September 2007 - December 2011
GlobeOp Financial Services 2004 - 2007
Robeco 2002 - 2004
Anchin, Block & Anchin LLP 2001 - 2002
ING Barings/ABN AMRO Prime Brokerage 1999 - 2001
Rothstein Kass 1996 - 1999
Feldman, Radin & Company 1994 - 1996
Skills
Fund Of Funds, Financial Services, Accounting, Equities, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Fund Accounting, Derivatives, Corporate Actions, Alternative Investments, General Ledger, Auditing, Private Equity, Securities, Partnership Taxation, Valuation, Due Diligence, Bloomberg, Hedge Funds, Investor Relations, Internal Controls, GAAP, Financial Reporting, Financial Modeling, Capital Markets, Fund Administration, Financial Markets, US GAAP, Financial Accounting, Portfolio Management, Series 7, Tax, Investment Advisory, Asset Allocation, Wealth Management, Corporate Tax, Investment Management, High Net Worth..., Investment Banking, Financial Audits, Trading, Financial Statements, CPA, Options, Corporate Finance, Investments, Account Reconciliation, SEC filings
Education
The College of New Jersey 1990 — 1994
BS, Accounting
KPMG US July 2014 - Present
Rothstein Kass January 2012 - June 2014
UBS Financial Services September 2007 - December 2011
GlobeOp Financial Services 2004 - 2007
Robeco 2002 - 2004
Anchin, Block & Anchin LLP 2001 - 2002
ING Barings/ABN AMRO Prime Brokerage 1999 - 2001
Rothstein Kass 1996 - 1999
Feldman, Radin & Company 1994 - 1996
Skills
Fund Of Funds, Financial Services, Accounting, Equities, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Fund Accounting, Derivatives, Corporate Actions, Alternative Investments, General Ledger, Auditing, Private Equity, Securities, Partnership Taxation, Valuation, Due Diligence, Bloomberg, Hedge Funds, Investor Relations, Internal Controls, GAAP, Financial Reporting, Financial Modeling, Capital Markets, Fund Administration, Financial Markets, US GAAP, Financial Accounting, Portfolio Management, Series 7, Tax, Investment Advisory, Asset Allocation, Wealth Management, Corporate Tax, Investment Management, High Net Worth..., Investment Banking, Financial Audits, Trading, Financial Statements, CPA, Options, Corporate Finance, Investments, Account Reconciliation, SEC filings
Education
The College of New Jersey 1990 — 1994
BS, Accounting
Greg Ewoldt's GlobeOp Financial Services Experience July 2006 - August 2007
Job at Highline Capital Management
Industry Financial Services
Experience
Highline Capital Management April 2010 - Present
Galleon Group August 2007 - April 2010
GlobeOp Financial Services July 2006 - August 2007
Education
Trinity College-Hartford 2002 — 2006
BS, Economics
Highline Capital Management April 2010 - Present
Galleon Group August 2007 - April 2010
GlobeOp Financial Services July 2006 - August 2007
Education
Trinity College-Hartford 2002 — 2006
BS, Economics
Floyd Fletcher's GlobeOp Financial Services Experience July 2006 - April 2008
Job Collateral Control Shared Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
DTCC 2010 - 2011
State Street April 2008 - February 2009
GlobeOp Financial Services July 2006 - April 2008
Citigroup 2000 - 2004
Education
Siena College 1990 — 2000
Siena College 1995 — 1999
Bachelor of Science in Marketing and Management, Concentration in Finance
Siena College 1994 — 1999
BNY Mellon December 2013 - Present
DTCC 2010 - 2011
State Street April 2008 - February 2009
GlobeOp Financial Services July 2006 - April 2008
Citigroup 2000 - 2004
Education
Siena College 1990 — 2000
Siena College 1995 — 1999
Bachelor of Science in Marketing and Management, Concentration in Finance
Siena College 1994 — 1999
Ronald Roldan's GlobeOp Financial Services Experience November 2009 - January 2015
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street February 2015 - Present
GlobeOp Financial Services November 2009 - January 2015
State Street February 2007 - January 2009
Bisys-RK Alternative Investment Services, Inc. December 2004 - February 2007
New York Life Investment Management LLC January 2001 - December 2004
Skills
Hedge Funds, Account Reconciliation, Financial Statements, Accounting, Process Improvement, Analysis, Cash, Auditing, Finance, General Ledger, Valuation, Investments, Bloomberg, Equities, Financial Analysis
Education
Montclair State University 2009 — 2012
Masters' in Business Administration, Finance, 3.757
New Jersey City University 1997 — 2001
BS in Business Administration, Accounting
State Street February 2015 - Present
GlobeOp Financial Services November 2009 - January 2015
State Street February 2007 - January 2009
Bisys-RK Alternative Investment Services, Inc. December 2004 - February 2007
New York Life Investment Management LLC January 2001 - December 2004
Skills
Hedge Funds, Account Reconciliation, Financial Statements, Accounting, Process Improvement, Analysis, Cash, Auditing, Finance, General Ledger, Valuation, Investments, Bloomberg, Equities, Financial Analysis
Education
Montclair State University 2009 — 2012
Masters' in Business Administration, Finance, 3.757
New Jersey City University 1997 — 2001
BS in Business Administration, Accounting
Teresa (Cocchiarella) Kuhn's GlobeOp Financial Services Experience June 2005 - April 2006
Job Manager Investment Accounting
Industry Financial Services
Experience
Fund Dynamics December 2006 - December 2009
SS&C Technologies April 2006 - December 2006
GlobeOp Financial Services June 2005 - April 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Retirement System Group Inc. April 1986 - May 1991
EF hutton & Company, Inc November 1984 - April 1986
Education
New York Institute of Finance 1984 — 1984
None, Commodity Operations
Ocean County College 1982 — 1984
none, Accounting/Business Administration
Fund Dynamics December 2006 - December 2009
SS&C Technologies April 2006 - December 2006
GlobeOp Financial Services June 2005 - April 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Retirement System Group Inc. April 1986 - May 1991
EF hutton & Company, Inc November 1984 - April 1986
Education
New York Institute of Finance 1984 — 1984
None, Commodity Operations
Ocean County College 1982 — 1984
none, Accounting/Business Administration
Juan M. Pichardo's GlobeOp Financial Services Experience August 2006 - August 2014
Job Benefits Analyst
Industry Human Resources
Experience
The Lane Construction Corporation August 2014 - Present
GlobeOp Financial Services August 2006 - August 2014
Argent Mortgage Company, LLC January 2005 - March 2006
Bank of New York June 2004 - January 2005
Skills
Account Reconciliation, Banking, Credit, Finance, Fund Accounting, Fund Administration, Management, Training, Accounting, Financial Analysis, Alternative Investments
Education
Monroe College 2007 — 2008
Master, Business Management
Mercy College 2002 — 2004
Bachelor, Business Management
The Lane Construction Corporation August 2014 - Present
GlobeOp Financial Services August 2006 - August 2014
Argent Mortgage Company, LLC January 2005 - March 2006
Bank of New York June 2004 - January 2005
Skills
Account Reconciliation, Banking, Credit, Finance, Fund Accounting, Fund Administration, Management, Training, Accounting, Financial Analysis, Alternative Investments
Education
Monroe College 2007 — 2008
Master, Business Management
Mercy College 2002 — 2004
Bachelor, Business Management
Elizabeth Drew's GlobeOp Financial Services Experience April 2010 - March 2011
Job Product Controller at UBS Hedge Fund Solutions
Industry Financial Services
Experience
UBS Global Asset Management May 2015 - Present
SSARIS Advisors, LLC June 2012 - May 2015
Bridgewater Associates March 2011 - June 2012
GlobeOp Financial Services April 2010 - March 2011
Globe Op Financial Services June 2008 - April 2010
Mercer Human Resource Consulting May 2006 - September 2006
Skills
Hedge Funds, Fund Accounting, Fund Administration, Fixed Income, Equities, Bloomberg, Alternative Investments, Fund Of Funds, Derivatives, Mutual Funds, Private Equity, Securities
Education
The University of Connecticut 2004 — 2008
Actuarial Science
UBS Global Asset Management May 2015 - Present
SSARIS Advisors, LLC June 2012 - May 2015
Bridgewater Associates March 2011 - June 2012
GlobeOp Financial Services April 2010 - March 2011
Globe Op Financial Services June 2008 - April 2010
Mercer Human Resource Consulting May 2006 - September 2006
Skills
Hedge Funds, Fund Accounting, Fund Administration, Fixed Income, Equities, Bloomberg, Alternative Investments, Fund Of Funds, Derivatives, Mutual Funds, Private Equity, Securities
Education
The University of Connecticut 2004 — 2008
Actuarial Science
Robert Diaz Jr.'s GlobeOp Financial Services Experience 2000 - 2007
Job Managing Director at Gravitas
Industry Financial Services
Experience
Gravitas June 2014 - Present
SS&C Globeop 2007 - October 2013
GlobeOp Financial Services 2000 - 2007
Long Term Capital Management 1997 - 2000
Skills
Hedge Funds, Fund Administration, Derivatives, Fixed Income, Middle Office, Equities, Alternative Investments, Fund Accounting, Fund Of Funds, Capital Markets, Swaps, Credit Derivatives, CDS, Bloomberg, Prime Brokerage, Securities, Corporate Actions, Structured Products, FX Options, Options, Bonds
Education
Pace University - Lubin School of Business 1987 — 1993
BBA, Finance
Gravitas June 2014 - Present
SS&C Globeop 2007 - October 2013
GlobeOp Financial Services 2000 - 2007
Long Term Capital Management 1997 - 2000
Skills
Hedge Funds, Fund Administration, Derivatives, Fixed Income, Middle Office, Equities, Alternative Investments, Fund Accounting, Fund Of Funds, Capital Markets, Swaps, Credit Derivatives, CDS, Bloomberg, Prime Brokerage, Securities, Corporate Actions, Structured Products, FX Options, Options, Bonds
Education
Pace University - Lubin School of Business 1987 — 1993
BBA, Finance
Karin Soto's GlobeOp Financial Services Experience April 2008 - December 2008
Job Account Executive at Robert Half Financial Services
Industry Financial Services
Experience
Morgan Stanley June 2013 - July 2014
Morgan Stanley Fund Services August 2009 - June 2013
GlobeOp Financial Services April 2008 - December 2008
GlobeOp Financial Services July 2006 - April 2008
BNY Mellon August 2005 - July 2006
Financial Services Company June 2003 - August 2005
Skills
Hedge Funds, Investment Banking, Capital Markets, Management, Investor Relations, Bloomberg, Financial Services, Financial Analysis, Equities, Equity Derivatives, Fixed Income, Alternative Investments, Financial Markets, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Trust Management, Wealth Management, Business Analysis, Due Diligence, CRM, Anti Money Laundering, KYC
Education
Manhattanville College 1999 — 2003
Bachelor's degree
Hicksville High School
Morgan Stanley June 2013 - July 2014
Morgan Stanley Fund Services August 2009 - June 2013
GlobeOp Financial Services April 2008 - December 2008
GlobeOp Financial Services July 2006 - April 2008
BNY Mellon August 2005 - July 2006
Financial Services Company June 2003 - August 2005
Skills
Hedge Funds, Investment Banking, Capital Markets, Management, Investor Relations, Bloomberg, Financial Services, Financial Analysis, Equities, Equity Derivatives, Fixed Income, Alternative Investments, Financial Markets, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Trust Management, Wealth Management, Business Analysis, Due Diligence, CRM, Anti Money Laundering, KYC
Education
Manhattanville College 1999 — 2003
Bachelor's degree
Hicksville High School
Anowerul (Noor) Azim's GlobeOp Financial Services Experience June 2006 - April 2007
Job Senior Associate / Supervisor at State Street
Industry Accounting
Experience
State Street February 2011 - Present
ABN AMRO Bank N.V. June 2010 - February 2011
JPMorgan Chase April 2007 - May 2010
GlobeOp Financial Services, June 2006 - April 2007
Skills
Fund Accounting, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Middle Office, Bloomberg, Alternative Investments, Fixed Income, Securities, Equities, Bloomberg Terminal, Financial Reporting, Accounting, Options, Swaps, Valuation, Bonds, FX Options, Financial Statements, Interest Rate Swaps, CDS, SEC filings, VBA, Bloomberg Data License
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Finance and Management
State Street February 2011 - Present
ABN AMRO Bank N.V. June 2010 - February 2011
JPMorgan Chase April 2007 - May 2010
GlobeOp Financial Services, June 2006 - April 2007
Skills
Fund Accounting, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Middle Office, Bloomberg, Alternative Investments, Fixed Income, Securities, Equities, Bloomberg Terminal, Financial Reporting, Accounting, Options, Swaps, Valuation, Bonds, FX Options, Financial Statements, Interest Rate Swaps, CDS, SEC filings, VBA, Bloomberg Data License
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Finance and Management
Cedric Autet's GlobeOp Financial Services Experience October 2003 - February 2005
Job Chief Operating Officer at Artemus
Industry Fine Art
Experience
Artemus ǀ Art leasing & financing company - website: www.artemus.com October 2014 - Present
Bank of New York Mellon February 2005 - October 2014
GlobeOp Financial Services October 2003 - February 2005
A.B. Edelman Management Company Inc. (Hedge Fund with 250MM in AUM) March 2000 - October 2003
Skills
Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Financial Markets, Fund Accounting, Valuation, Financial Analysis, Private Equity, Software Proficiency, Operations Management, Client Relations, Budgeting, Staff Supervision, Finance
Education
Université Panthéon Assas (Paris II) 1996 — 1997
Master, Accounting & Finance
Université Panthéon Assas (Paris II) 1992 — 1996
Bachelor, Economics
Artemus ǀ Art leasing & financing company - website: www.artemus.com October 2014 - Present
Bank of New York Mellon February 2005 - October 2014
GlobeOp Financial Services October 2003 - February 2005
A.B. Edelman Management Company Inc. (Hedge Fund with 250MM in AUM) March 2000 - October 2003
Skills
Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Financial Markets, Fund Accounting, Valuation, Financial Analysis, Private Equity, Software Proficiency, Operations Management, Client Relations, Budgeting, Staff Supervision, Finance
Education
Université Panthéon Assas (Paris II) 1996 — 1997
Master, Accounting & Finance
Université Panthéon Assas (Paris II) 1992 — 1996
Bachelor, Economics
Vernon Barback's GlobeOp Financial Services Experience March 2004 - September 2012
Job Partner at AltB Partners LP
Industry Financial Services
Experience
AltB Partners LP January 2013 - Present
GlobeOp Financial Services March 2004 - September 2012
Citigroup Asset Management August 1999 - February 2004
Bankers Trust 1977 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Capital Markets, Investment Banking, Securities, Fixed Income, Private Equity, Fund Administration, Derivatives, Financial Markets, Equity Derivatives, Options, Credit Derivatives, Fund Of Funds, Bloomberg, Banking, Trading, Start-ups, Middle Office, Portfolio Management
Education
University of Cambridge 1974 — 1977
BA, Economics
AltB Partners LP January 2013 - Present
GlobeOp Financial Services March 2004 - September 2012
Citigroup Asset Management August 1999 - February 2004
Bankers Trust 1977 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Capital Markets, Investment Banking, Securities, Fixed Income, Private Equity, Fund Administration, Derivatives, Financial Markets, Equity Derivatives, Options, Credit Derivatives, Fund Of Funds, Bloomberg, Banking, Trading, Start-ups, Middle Office, Portfolio Management
Education
University of Cambridge 1974 — 1977
BA, Economics
Anderson DuPont's GlobeOp Financial Services Experience 2007 - January 2010
Job at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2010 - Present
GlobeOp Financial Services 2007 - January 2010
Pershing LLC, Bank of New York 2005 - 2006
Skills
Interest Rate Swaps, Total Return Swaps, Hedge Funds, Middle Office, Credit Derivatives, Bloomberg Terminal, Financial Services, Derivatives, CDS, Trading, Mutual Funds
Education
Pace University 2001 — 2005
BBA, Finance, Economics
Citco Fund Services January 2010 - Present
GlobeOp Financial Services 2007 - January 2010
Pershing LLC, Bank of New York 2005 - 2006
Skills
Interest Rate Swaps, Total Return Swaps, Hedge Funds, Middle Office, Credit Derivatives, Bloomberg Terminal, Financial Services, Derivatives, CDS, Trading, Mutual Funds
Education
Pace University 2001 — 2005
BBA, Finance, Economics
Teresa Kuhn's GlobeOp Financial Services Experience June 2005 - February 2006
Job Owner Sub Station Cafe
Industry Financial Services
Experience
Sub Station Cafe January 2010 - Present
Fund Dynamics November 2006 - December 2009
SS&C Technologies February 2006 - November 2006
GlobeOp Financial Services June 2005 - February 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Kenmar Advisory Corp January 1991 - June 1996
Retirement Systems Inc January 1986 - May 1991
EF Hutton & Co., Inc November 1984 - April 1986
Skills
Hedge Funds, Fund Administration, Reconciliation, Fund Accounting, Investments, Reconciliations, FX, Accounting, Bloomberg, Financial Reporting, General Ledger, Valuation, Equities, Mutual Funds, Financial Accounting, Accruals, Fixed Income, Securities, Compliance, Derivatives, Fund Of Funds, US GAAP, Risk Management, Cash Flow, Budgeting, Internal Controls, Alternative Investments, Excel, Back Office, Accounts Payable, Customer Relations, Private Equity, Portfolio Management, Due Diligence, Cash, Forecasting, Commodity, Financial Statements, Account Reconciliation
Education
Ocean County College 1982 — 1984
Business Administration/Accounting
NY Institute of Finance
Ocean County College
Accounting
Sub Station Cafe January 2010 - Present
Fund Dynamics November 2006 - December 2009
SS&C Technologies February 2006 - November 2006
GlobeOp Financial Services June 2005 - February 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Kenmar Advisory Corp January 1991 - June 1996
Retirement Systems Inc January 1986 - May 1991
EF Hutton & Co., Inc November 1984 - April 1986
Skills
Hedge Funds, Fund Administration, Reconciliation, Fund Accounting, Investments, Reconciliations, FX, Accounting, Bloomberg, Financial Reporting, General Ledger, Valuation, Equities, Mutual Funds, Financial Accounting, Accruals, Fixed Income, Securities, Compliance, Derivatives, Fund Of Funds, US GAAP, Risk Management, Cash Flow, Budgeting, Internal Controls, Alternative Investments, Excel, Back Office, Accounts Payable, Customer Relations, Private Equity, Portfolio Management, Due Diligence, Cash, Forecasting, Commodity, Financial Statements, Account Reconciliation
Education
Ocean County College 1982 — 1984
Business Administration/Accounting
NY Institute of Finance
Ocean County College
Accounting
Cindy Yip's GlobeOp Financial Services Experience November 2004 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services November 2004 - Present
Pershing LLC July 2004 - November 2004
Deutsche Bank March 2000 - July 2004
Education
Stony Brook University
BA
GlobeOp Financial Services November 2004 - Present
Pershing LLC July 2004 - November 2004
Deutsche Bank March 2000 - July 2004
Education
Stony Brook University
BA
Christy Chan's GlobeOp Financial Services Experience February 2008 - August 2011
Job Investment Operations Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2014 - Present
Sun Life Financial August 2011 - May 2014
GlobeOp Financial Services February 2008 - August 2011
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis
Education
The University of Connecticut
Bachelor of Science
Pioneer Investments May 2014 - Present
Sun Life Financial August 2011 - May 2014
GlobeOp Financial Services February 2008 - August 2011
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis
Education
The University of Connecticut
Bachelor of Science
Nicole Lehman, CAMS's GlobeOp Financial Services Experience May 2006 - October 2011
Job AntiMoney Laundering Compliance
Industry Financial Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2014 - Present
KPMG March 2013 - March 2014
Royal Bank of Scotland October 2011 - February 2013
GlobeOp Financial Services May 2006 - October 2011
Law Offices of Gregg M. Febbraio, P.C. January 2005 - February 2006
JPMorgan Chase July 2004 - January 2005
Skills
Compliance, AML, Real Estate, Hedge Funds, Asset Management, Fund Administration, Bank Secrecy Act, OFAC, Customer Due Diligence, Client On-boarding, Relationship Management, Cayman & Irish AML..., Transaction Surveillance, PEP's, Risk Assessment, Due Diligence, Asset Managment, KYC, Fund Of Funds, Alternative Investments, Banking, Investment Banking, Risk Management, Operational Risk
Education
Marist College 2004 — 2005
ABA Paralegal Certification, Criminal Law, Civil Procedure, Family Law, Wills, Trusts & Estates, Real Estate Law, Legal Research
State University of New York College at Oneonta 2000 — 2004
B.S., Human Ecology, Child Development & Family Studies, Psychology
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2014 - Present
KPMG March 2013 - March 2014
Royal Bank of Scotland October 2011 - February 2013
GlobeOp Financial Services May 2006 - October 2011
Law Offices of Gregg M. Febbraio, P.C. January 2005 - February 2006
JPMorgan Chase July 2004 - January 2005
Skills
Compliance, AML, Real Estate, Hedge Funds, Asset Management, Fund Administration, Bank Secrecy Act, OFAC, Customer Due Diligence, Client On-boarding, Relationship Management, Cayman & Irish AML..., Transaction Surveillance, PEP's, Risk Assessment, Due Diligence, Asset Managment, KYC, Fund Of Funds, Alternative Investments, Banking, Investment Banking, Risk Management, Operational Risk
Education
Marist College 2004 — 2005
ABA Paralegal Certification, Criminal Law, Civil Procedure, Family Law, Wills, Trusts & Estates, Real Estate Law, Legal Research
State University of New York College at Oneonta 2000 — 2004
B.S., Human Ecology, Child Development & Family Studies, Psychology
Clifford Jackson's GlobeOp Financial Services Experience June 2004 - May 2006
Job Hedge Fund Accountant at BNY Mellon Cutwater Asset Management
Industry Financial Services
Experience
BNY Mellon- Cutwater Asset Management May 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited March 2014 - September 2014
State Street Bank February 2013 - August 2013
BCP Securities October 2012 - January 2013
DTCC March 2012 - July 2012
Alliance Bernstein October 2010 - July 2011
OCE Information Technologies October 2008 - October 2009
Bank of NY October 2006 - January 2008
GlobeOp Financial Services June 2004 - May 2006
Lord, Abbett & Co April 1999 - May 2004
Skills
Fixed Income, Settlements, Equities, Bloomberg, Securities, Asset Management, Excel, Risk Management, Investments, Word, Access, Hedge Funds, Microsoft Office, Analysis, Accounting, Banking, Funding, Bonds, Problem Solving, FX, Mutual Funds, Asset Managment, Trading, FX Options, Finance, Microsoft Word, Settlement, Portfolio Management, Options, Corporate Actions, Financial Services, Derivatives, Swaps
Education
State University of New York at Buffalo 1979 — 1983
B.A, Political Science and Sociology
BNY Mellon- Cutwater Asset Management May 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited March 2014 - September 2014
State Street Bank February 2013 - August 2013
BCP Securities October 2012 - January 2013
DTCC March 2012 - July 2012
Alliance Bernstein October 2010 - July 2011
OCE Information Technologies October 2008 - October 2009
Bank of NY October 2006 - January 2008
GlobeOp Financial Services June 2004 - May 2006
Lord, Abbett & Co April 1999 - May 2004
Skills
Fixed Income, Settlements, Equities, Bloomberg, Securities, Asset Management, Excel, Risk Management, Investments, Word, Access, Hedge Funds, Microsoft Office, Analysis, Accounting, Banking, Funding, Bonds, Problem Solving, FX, Mutual Funds, Asset Managment, Trading, FX Options, Finance, Microsoft Word, Settlement, Portfolio Management, Options, Corporate Actions, Financial Services, Derivatives, Swaps
Education
State University of New York at Buffalo 1979 — 1983
B.A, Political Science and Sociology
Merihan Tynan's GlobeOp Financial Services Experience July 2011 - July 2013
Job Director of Data
Industry Financial Services
Experience
Cove Street Capital July 2015 - Present
Cove Street Capital February 2015 - July 2015
GlobeOp Financial Services July 2011 - July 2013
insparo asset management November 2010 - June 2011
GlobeOp Financial Services June 2005 - November 2010
Skills
Fixed Income, Derivatives, Hedge Funds, Middle Office, Fund Administration, Asset Management, Equities, Client Relationships..., Client Relations, Key Client Relationships, Investor Relations, Investor Presentations, Due Diligence, Operational Due...
Education
University of Brighton 2001 — 2006
Bachelor of Science (BSc), Business Studies, (Hons) 1st class
IUT Bayonne Pays Basque 2003 — 2004
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services, 1st class honours
Cove Street Capital July 2015 - Present
Cove Street Capital February 2015 - July 2015
GlobeOp Financial Services July 2011 - July 2013
insparo asset management November 2010 - June 2011
GlobeOp Financial Services June 2005 - November 2010
Skills
Fixed Income, Derivatives, Hedge Funds, Middle Office, Fund Administration, Asset Management, Equities, Client Relationships..., Client Relations, Key Client Relationships, Investor Relations, Investor Presentations, Due Diligence, Operational Due...
Education
University of Brighton 2001 — 2006
Bachelor of Science (BSc), Business Studies, (Hons) 1st class
IUT Bayonne Pays Basque 2003 — 2004
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services, 1st class honours
Mukteswar Sahu's GlobeOp Financial Services Experience August 2005 - February 2011
Job Technical Lead at iGATE Global Solutions
Industry Information Technology and Services
Experience
iGATE Global Solutions February 2011 - Present
GlobeOp Financial Services August 2005 - February 2011
Skills
Core Java, Java Enterprise Edition, Unix, AJAX, Spring, Hibernate, Servlets, PL/SQL, JSP, Java, XML, JMS, Agile Methodologies, UML, JavaScript, jQuery, CSS, J2EE Application...
Education
Sambalpur University 2001 — 2004
Master of Computer Applications (MCA)
Chandra sekhara behera zila school, Sambalpur, Odisha
iGATE Global Solutions February 2011 - Present
GlobeOp Financial Services August 2005 - February 2011
Skills
Core Java, Java Enterprise Edition, Unix, AJAX, Spring, Hibernate, Servlets, PL/SQL, JSP, Java, XML, JMS, Agile Methodologies, UML, JavaScript, jQuery, CSS, J2EE Application...
Education
Sambalpur University 2001 — 2004
Master of Computer Applications (MCA)
Chandra sekhara behera zila school, Sambalpur, Odisha
Paul Fitzpatrick, CPA's GlobeOp Financial Services Experience June 2004 - July 2012
Job Director at SS&C GlobeOp
Industry Financial Services
Experience
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
Nicole Scapellati's GlobeOp Financial Services Experience November 2010 - Present
Job Senior Associate at Globeop Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services November 2010 - Present
BNY Mellon June 2005 - August 2010
Education
Providence College 2001 — 2005
BS, Finance
GlobeOp Financial Services November 2010 - Present
BNY Mellon June 2005 - August 2010
Education
Providence College 2001 — 2005
BS, Finance
Abigail Heller's GlobeOp Financial Services Experience May 2010 - August 2010
Job Communications Assistant at Orthodox Union Advocacy Center
Industry Public Policy
Experience
Orthodox Union September 2012 - August 2014
thelab February 2012 - August 2012
New York University September 2009 - December 2011
GlobeOp Financial Services May 2010 - August 2010
Bret Adams Ltd. January 2010 - May 2010
Kazarian/Spencer/Ruskin & Associates May 2009 - August 2009
Skills
Microsoft Office, Mac, XHTML, CisionPoint, Dreamweaver, Research, Newsletters
Education
New York University 2008 — 2012
BA, Dramatic Literature, French
The Frisch School 2004 — 2008
Orthodox Union September 2012 - August 2014
thelab February 2012 - August 2012
New York University September 2009 - December 2011
GlobeOp Financial Services May 2010 - August 2010
Bret Adams Ltd. January 2010 - May 2010
Kazarian/Spencer/Ruskin & Associates May 2009 - August 2009
Skills
Microsoft Office, Mac, XHTML, CisionPoint, Dreamweaver, Research, Newsletters
Education
New York University 2008 — 2012
BA, Dramatic Literature, French
The Frisch School 2004 — 2008
PEIRAN ZHOU's GlobeOp Financial Services Experience June 2011 - August 2011
Job Financial Software Developer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2012 - Present
GlobeOp Financial Services June 2011 - August 2011
Bank of China April 2010 - July 2010
Shenzhen Bytter Technology Co., Ltd August 2009 - September 2009
South China Futures Brokerage Co., Ltd June 2009 - August 2009
Skills
Quantitative Finance
Education
Rutgers University-New Brunswick 2010 — 2012
Master, Mathematical Finance
Sun Yat-Sen University 2006 — 2010
B.S, Software Engineering
Bloomberg LP July 2012 - Present
GlobeOp Financial Services June 2011 - August 2011
Bank of China April 2010 - July 2010
Shenzhen Bytter Technology Co., Ltd August 2009 - September 2009
South China Futures Brokerage Co., Ltd June 2009 - August 2009
Skills
Quantitative Finance
Education
Rutgers University-New Brunswick 2010 — 2012
Master, Mathematical Finance
Sun Yat-Sen University 2006 — 2010
B.S, Software Engineering
Edison Lopez's GlobeOp Financial Services Experience July 2003 - August 2007
Job VP Finance at Centre Lane Partners, LLC
Industry Financial Services
Experience
Centre Lane Partners, LLC April 2011 - Present
Plainfield Asset Management August 2007 - April 2011
GlobeOp Financial Services July 2003 - August 2007
Skills
Accounting, Fund Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Internal Controls
Education
Pace University
BBA, Accounting
Centre Lane Partners, LLC April 2011 - Present
Plainfield Asset Management August 2007 - April 2011
GlobeOp Financial Services July 2003 - August 2007
Skills
Accounting, Fund Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Internal Controls
Education
Pace University
BBA, Accounting
Sharon Squitieri's GlobeOp Financial Services Experience July 2004 - July 2007
Job Owner at Simple Solutions by Sharon LLC
Industry Accounting
Experience
Simple Solutions by Sharon LLC June 2012 - Present
KLS Diversified Asset Management LP July 2011 - June 2012
Bridgewater Associates January 2010 - June 2012
Plainfield Asset Management July 2007 - December 2009
GlobeOp Financial Services July 2004 - July 2007
Skills
Hedge Funds, Microsoft Excel, Asset Management, Accounting
Education
Sacred Heart University 2001 — 2004
BS, Finance
Simple Solutions by Sharon LLC June 2012 - Present
KLS Diversified Asset Management LP July 2011 - June 2012
Bridgewater Associates January 2010 - June 2012
Plainfield Asset Management July 2007 - December 2009
GlobeOp Financial Services July 2004 - July 2007
Skills
Hedge Funds, Microsoft Excel, Asset Management, Accounting
Education
Sacred Heart University 2001 — 2004
BS, Finance
Helen Moss's GlobeOp Financial Services Experience June 2004 - May 2010
Job Accounting Consultant at Plainfield Asset Management
Industry Accounting
Experience
Plainfield Asset Management May 2011 - Present
IFS/State Street May 2010 - May 2011
GlobeOp Financial Services June 2004 - May 2010
SS&C Technologies 2003 - 2004
Zurich Capital Markets 2001 - 2003
Sanford C.Bernstein 1998 - 2000
Olympia Capital 1997 - 1998
Skills
Hedge Funds
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
BA, Political Science
Pace University
MBA, Finance
Plainfield Asset Management May 2011 - Present
IFS/State Street May 2010 - May 2011
GlobeOp Financial Services June 2004 - May 2010
SS&C Technologies 2003 - 2004
Zurich Capital Markets 2001 - 2003
Sanford C.Bernstein 1998 - 2000
Olympia Capital 1997 - 1998
Skills
Hedge Funds
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
BA, Political Science
Pace University
MBA, Finance
Norma Isaguirre (Home)'s GlobeOp Financial Services Experience January 2007 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2007 - Present
BNY Mellon July 1999 - January 2007
Deutsche Bank April 1997 - July 1999
Bankers Trust August 1994 - April 1997
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Account Reconciliation, Options, Middle Office, Financial Services, Corporate Actions, Financial Reporting, Capital Markets
Education
Pace University
MBA, Financial Management
University of the Philippines
Master of Statistics
University of the Philippines
BS Mathematics
GlobeOp Financial Services January 2007 - Present
BNY Mellon July 1999 - January 2007
Deutsche Bank April 1997 - July 1999
Bankers Trust August 1994 - April 1997
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Account Reconciliation, Options, Middle Office, Financial Services, Corporate Actions, Financial Reporting, Capital Markets
Education
Pace University
MBA, Financial Management
University of the Philippines
Master of Statistics
University of the Philippines
BS Mathematics
Edmund Charles's GlobeOp Financial Services Experience December 2003 - June 2008
Job Business Analyst, Hedge Fund Solutions
Industry Financial Services
Experience
TNC Fund Services January 2014 - Present
Cognizant Technology Solutions April 2012 - June 2013
Citi April 2011 - July 2011
Ryan Associates- Certified Advent Geneva® software implementation February 2010 - October 2010
Contrarian Capital Management July 2008 - November 2009
GlobeOp Financial Services December 2003 - June 2008
Fiduciary Trust Company International October 1993 - October 2003
Skills
Hedge Funds, Fixed Income, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Equity Derivatives, Equities, Portfolio Management, Derivatives, Bloomberg, Investments, Prime Brokerage, Financial Statements, Private Equity
Education
New York University 1996 — 1997
Certificate-Financial Markets, 3.5
Pace University - Lubin School of Business
BBA, Management Sciences and Quantitative Methods
TNC Fund Services January 2014 - Present
Cognizant Technology Solutions April 2012 - June 2013
Citi April 2011 - July 2011
Ryan Associates- Certified Advent Geneva® software implementation February 2010 - October 2010
Contrarian Capital Management July 2008 - November 2009
GlobeOp Financial Services December 2003 - June 2008
Fiduciary Trust Company International October 1993 - October 2003
Skills
Hedge Funds, Fixed Income, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Equity Derivatives, Equities, Portfolio Management, Derivatives, Bloomberg, Investments, Prime Brokerage, Financial Statements, Private Equity
Education
New York University 1996 — 1997
Certificate-Financial Markets, 3.5
Pace University - Lubin School of Business
BBA, Management Sciences and Quantitative Methods
Matthew Parkinson's GlobeOp Financial Services Experience September 2007 - March 2011
Job Controller at RiverPark Capital Management LLC
Industry Financial Services
Experience
RiverPark Capital Management LLC May 2012 - Present
Lightbox Capital Management March 2011 - June 2012
GlobeOp Financial Services September 2007 - March 2011
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, Derivatives, Accounting, Asset Management, Securities, Financial Services
Education
University of Connecticut 2004 — 2007
Bachelor of Science in Business Administration, Accounting
RiverPark Capital Management LLC May 2012 - Present
Lightbox Capital Management March 2011 - June 2012
GlobeOp Financial Services September 2007 - March 2011
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, Derivatives, Accounting, Asset Management, Securities, Financial Services
Education
University of Connecticut 2004 — 2007
Bachelor of Science in Business Administration, Accounting
Nahum Flores's GlobeOp Financial Services Experience August 2005 - July 2011
Job Portfolio Operations at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management July 2011 - Present
GlobeOp Financial Services August 2005 - July 2011
Education
Pace University 2000 — 2004
Finance
AQR Capital Management July 2011 - Present
GlobeOp Financial Services August 2005 - July 2011
Education
Pace University 2000 — 2004
Finance
Tasha Agro's GlobeOp Financial Services Experience June 2011 - Present
Job Senior Investor Relations Associate at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services June 2011 - Present
SS&C Technologies March 2009 - December 2010
SS&C Technologies November 2008 - March 2009
SS&C Technologies March 2007 - November 2008
Skills
Fund Accounting, Investor Relations, Treasury Services
Education
The University of Connecticut 2001 — 2006
Bachelor of Science, Economics
GlobeOp Financial Services June 2011 - Present
SS&C Technologies March 2009 - December 2010
SS&C Technologies November 2008 - March 2009
SS&C Technologies March 2007 - November 2008
Skills
Fund Accounting, Investor Relations, Treasury Services
Education
The University of Connecticut 2001 — 2006
Bachelor of Science, Economics
Josh Yunis's GlobeOp Financial Services Experience March 2011 - July 2012
Job Student at University of California, Los Angeles
Industry Entertainment
Experience
GlobeOp Financial Services March 2011 - July 2012
Bloomberg LP June 2011 - August 2011
The New Republic September 2010 - January 2011
Skills
Research, Microsoft Office, Microsoft Word
Education
UCLA 2012 — 2015
Master of Fine Arts (MFA), Cinematography and Film/Video Production
New York University 2006 — 2010
Bachelor's degree, Philosophy
GlobeOp Financial Services March 2011 - July 2012
Bloomberg LP June 2011 - August 2011
The New Republic September 2010 - January 2011
Skills
Research, Microsoft Office, Microsoft Word
Education
UCLA 2012 — 2015
Master of Fine Arts (MFA), Cinematography and Film/Video Production
New York University 2006 — 2010
Bachelor's degree, Philosophy
Moin Hydari's GlobeOp Financial Services Experience 2005 - 2006
Job Trading Desk Analyst at ZBI Services Switzerland
Industry Financial Services
Experience
ZBI Services Switzerland 2012 - 2014
Ziff Brothers Investments 2006 - 2012
GlobeOp Financial Services 2005 - 2006
Pershing, a BNY Mellon company 2003 - 2005
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Options, Securities, Hedge Funds, Portfolio Management, Bonds, Trading, Investments, Investment Banking, FX Options, Mutual Funds, Securities Lending
Education
Seton Hall University
Bachelor's Degree, Finance
ZBI Services Switzerland 2012 - 2014
Ziff Brothers Investments 2006 - 2012
GlobeOp Financial Services 2005 - 2006
Pershing, a BNY Mellon company 2003 - 2005
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Options, Securities, Hedge Funds, Portfolio Management, Bonds, Trading, Investments, Investment Banking, FX Options, Mutual Funds, Securities Lending
Education
Seton Hall University
Bachelor's Degree, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY