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
Financial Services Company March 2012 - March 2013
Silvercrest Asset Management January 2012 - March 2012
Deutsche Bank October 2010 - September 2011
GlobeOp Financial Services June 2008 - August 2010
Global Strategies Investment Management August 2005 - June 2008
GlobeOp Financial Services May 2002 - August 2005
PwC September 1998 - April 2002
BNY Mellon March 1997 - September 1998
Skills
Equities, Financial Analysis, Hedge Funds, Financial Reporting, Capital Markets, Accounting, Microsoft Excel, Auditing, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, General Ledger, Wealth Management
Education
University of Maryland University College 2010 — 2013
Master of Science (MS), Finance and Financial Management Services
Baruch College-Zicklin School of Business 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase June 2013 - Present
International Fund Services (N.A.), LLC April 2012 - June 2013
Neuberger Berman July 2008 - April 2012
Morgan Stanley April 2006 - July 2008
Citco Fund Services May 2005 - April 2006
GlobeOp Financial Services August 2004 - May 2005
Womens Integrated Network September 2000 - August 2004
Skills
Alternative Investments, Fund Of Funds, Investor Relations, Mutual Funds, Compliance, AML, KYC, Bank Secrecy Act, Internal Audit, Fund Administration, Hedge Funds, Customer Relations, Private Equity, Due Diligence, Client-focused, Client Service Oriented, Superior Client Service, 1940 Act, Team-oriented, Securities Exchange Act..., Portfolio Management, Financial Services, Customer Service, Client Services
Education
University of Maryland College Park 1994 — 1999
Bachelors of Science
University of MarylandCollege
Bachelor of Science
Ursuline
Norgate Technology September 2010 - Present
Oracle Financial Services Software Ltd April 2005 - September 2010
GlobeOp Financial Services August 2004 - April 2005
ABN AMRO October 2001 - April 2004
CMS Computers Ltd November 2000 - October 2001
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Capital Markets, Banking, Business Analysis, SDLC, Financial Risk, Risk Management, Hedge Funds, Spring, Electronic Trading, PL/SQL, Requirements Analysis, Unix Shell Scripting
Education
Padmabhushan Vasant Dada Patil Prathistans coll of engg
Bachelor of Engineering, Computer Science
University of Mumbai 2000 — 2005
Bachelors of Engineering, Computers
A H Wadia High School
Atlas Advisors December 2012 - March 2015
Citi June 2011 - December 2012
HSBC May 2010 - August 2010
HSBC May 2009 - August 2009
GlobeOp Financial Services June 2008 - August 2008
US Congress April 2008 - June 2008
Skills
Financial Modeling, Data Analysis, Investment Banking, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Corporate Finance, Business Strategy, Microsoft Excel, Market Research, Management Consulting, Bloomberg, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Corporate Strategy, Finance
Berkley High School
WorldCare Pet Transport December 2012 - Present
Goldman Sachs January 2010 - October 2011
DiMaio Ahmad Capital September 2007 - December 2008
GlobeOp Financial Services July 2004 - August 2007
Svenska Handelsbanken 1991 - 1995
Prudential Global Funding 1987 - 1991
Sumitomo Bank Ltd October 1984 - October 1987
Education
University of Rochester 1979 — 1983
BA, Political Science
JPMorgan Chase September 2009 - Present
JP Morgan June 2008 - September 2009
Bear Stearns June 2007 - June 2008
Globeop Financial Services May 2005 - May 2007
Education
University of Michigan 2001 — 2005
Goldman Sachs July 2015 - Present
Goldman Sachs June 2011 - July 2015
Federal Reserve Bank of New York June 2010 - August 2010
Merrill Lynch May 2006 - July 2009
GlobeOp Financial Services January 2005 - April 2006
Skills
Fixed Income, Equities, Derivatives, Valuation, Financial Modeling, Securities, Bloomberg, Hedge Funds, Equity Research, Investment Banking, Asset Managment, Investments, Capital Markets, Financial Analysis, Finance, Middle Office, Trading Systems, FINRA, Financial Markets, Business Strategy, Corporate Development, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Asset Management, Bank Management, Project Management, Business Analysis..., Corporate Governance, Financial Risk..., Data Gathering &..., Financial & Regulatory..., Trading Systems &..., Commodities, Foreign Exchange, Interest Rate Products, Structured Transactions, Listed &..., Alternative Investments, Funding & Liquidity, Risk Management, Financial Risk, Strategy, Investment Management, Private Equity, Analysis, Financial Services, Portfolio Management, Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Banking, Corporate Finance, and Management
University of Rhode Island - College of Business Administration 2000 — 2004
BS, Finance & MIS
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
SS&C GlobeOp August 2012 - Present
GlobeOp Financial Services August 2005 - July 2012
GlobeOp Financial Services March 2008 - November 2008
Skills
Fund Accounting, Fund Administration, Hedge Funds, Derivatives, Fixed Income, Bloomberg, Equities, Securities, Alternative Investments, Investment Banking, Financial Regulation, Regulatory Requirements, Middle Office
Education
University of Michigan 1999 — 2004
ESPN April 2014 - Present
Robert Half Finance & Accounting January 2013 - April 2014
Baatz Consulting April 2012 - January 2013
GlobeOp Financial Services April 2010 - June 2011
Alain Pinel Realtors October 2006 - April 2010
Gap Inc. October 1999 - February 2006
PowerBar January 1996 - January 1999
Grubb & Ellis Company January 1995 - January 1996
Technology Funding Inc. January 1992 - January 1995
Skills
Real Estate, Leases, Event Planning, Applicant Tracking..., Recruiting, sourcing, Human Resources, Executive Search, Boolean Searching, Generalist Duties, Networking, Onboarding, Management, Sourcing, Vendor Management, Training, New Hire Orientations, Budgets, Payroll, Temporary Placement, Marketing, Interviews, Hiring, Employee Relations, Finance, Temporary Staffing, Internet Recruiting, Talent Acquisition, College Recruiting
Education
University of San Francisco 1998 — 2000
Bachelors of Science, Organizational Behavior
Convergence Inc. April 2013 - Present
DAK Executive Search January 2012 - April 2013
Gladstone Associates, LLC - A DAK Company January 2012 - April 2013
GlobeOp Financial Services August 2010 - December 2011
Outsource Partners International September 2006 - August 2010
BISYS Fund Services February 2002 - August 2006
JPMorgan Chase March 1994 - February 2002
Deutsche Bank April 1992 - March 1994
Prudential Financial June 1982 - March 1992
Skills
Investor Relations, Financial Modeling, Mergers, Financial Analysis, Valuation, New Business Development, Team Building, Mergers & Acquisitions, Equities, Securities, Asset Management, Investments, Hedge Funds, Strategy, Risk Management, Private Equity, Financial Services, Mutual Funds, Finance
Education
University of Scranton 1978 — 1982
BS, Business Management
Brown Advisory June 2015 - Present
Highmount May 2012 - June 2015
GlobeOp Financial Services August 2010 - May 2012
Hedge Fund January 2008 - November 2008
State Street Bank July 2006 - January 2008
Scottrade March 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Equities, Trading, Portfolio Management, Valuation, Bonds, Options, Swaps, Mutual Funds, Private Equity, Alternative Investments, Settlement, Bloomberg, Axys, Derivatives, Emerging Markets, Securities
Education
University of Rhode Island 2003 — 2006
B.A, Economics
Private Client Resources March 2013 - November 2013
GlobeOp Financial Services October 2008 - March 2013
NexBank Securities June 2007 - October 2008
Interactive Brokers 2006 - 2007
Amaranth Group 2003 - 2005
American Express Financial 1996 - 2003
Boatmens Trust Company 1991 - 1994
Boston Safe Deposit 1985 - 1991
Skills
Fixed Income, Equities, Securities Lending, Project Management, Derivatives, Hedge Funds, Alternative Investments, Middle Office, Securities, Bloomberg, Fund Administration, Fund Accounting, Capital Markets, Back Office, Corporate Actions, Mutual Funds, Asset Management, Trading, Investments, Leadership, Risk Management
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Political Economy
CIT Group November 2013 - Present
Wells Fargo Securities October 2011 - October 2013
Ladenburg Thalmann September 2009 - September 2011
SMB-Capital June 2009 - August 2009
GlobeOp Financial Services May 2008 - August 2008
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance / Accouting
PAUL F. PENICHET, P.A. December 2012 - May 2013
MIAMI DADE PUBLIC DEFENDER’S OFFICE June 2012 - December 2012
THE HONORABLE EDWIN G. TORRES, U.S. DISTRICT COURT, SOUTHERN DISTRICT OF FLORIDA January 2012 - May 2012
DEUTSCHE BANK AG September 2007 - May 2009
GLOBEOP FINANCIAL SERVICES June 2006 - September 2007
PRESTON CAPITAL, L.L.C. August 2001 - June 2006
Skills
Litigation, Corporate Law, Courts, Legal Research, Legal Writing, Westlaw
Education
University of Miami School of Law 2010 — 2013
Doctor of Law (J.D.), Law, Magna Cum Laude
University of Wisconsin-Madison 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, Investment, and Banking
GlobeOp Financial Services August 2007 - Present
Hartford Investment Management Company 2005 - 2007
Citigroup Investments Inc 1999 - 2005
CIGNA 1988 - 1998
Skills
Cross-functional Team..., Project Management, Hedge Funds, Fixed Income, Equities, Valuation, Asset Managment, Alternative Investments, Mutual Funds, Investments, Financial Analysis, Risk Management, Finance, Capital Markets, Asset Management, Securities, Derivatives, Management
Education
University of Hartford 1994 — 1998
MBA, Finance
University of Scranton 1984 — 1988
BS, Accounting
SS&C GlobeOp December 2010 - Present
GlobeOp Financial Services July 2008 - December 2010
Investors Services of Hartford 2005 - 2007
Skills
Fund Administration, Hedge Funds, Operations, Project Implementation, Project Coordination, Onboarding, Fund Accounting, Middle Office, Derivatives, Fixed Income, Bloomberg, Fund Of Funds, Mutual Funds, Corporate Actions
Education
University of Hartford 2002 — 2007
MBA, Marketing and Finance
University of Hartford 2002 — 2006
Master of Business Administration (MBA), Finance, General
Goldman Sachs March 2014 - Present
Morgan Stanley December 2008 - February 2014
Goldman Sachs July 2006 - December 2008
GlobeOp Financial Services April 2005 - June 2006
MapInfo October 1999 - June 2004
Saretsky, Katz, Dranoff & Glass June 1995 - January 1998
Condon & Forsyth LLP September 1993 - June 1995
Supreme Court of Missouri August 1992 - August 1993
Skills
Corporate Governance, Corporate Law, Litigation, Contract Law, Commercial Litigation, Legal Writing, Negotiation, Licensing, Bankruptcy, Intellectual Property
Education
University of Missouri-Columbia School of Law 1989 — 1992
JD
Washington University in St. Louis 1983 — 1987
BA, Music and American History
Harvard Management Company 2009 - Present
D.B. Zwirn & Co. May 2007 - December 2008
GlobeOp Financial Services July 2005 - May 2008
Skills
Fixed Income, Valuation, Equities, Hedge Funds, Credit Derivatives, Capital Markets, Microsoft Excel, Derivatives
Education
University of Massachusetts, Amherst 2003 — 2005
MS, Applied Mathematics
Wichita State University 1999 — 2003
BS, Mechanical Engineering
Bank of Montreal September 2010 - Present
Scotia Capital January 2010 - September 2010
Deutsche Bank September 2007 - October 2009
GlobeOp Financial Services 2005 - 2007
Skills
Capital Markets, Investment Banking
Education
Thakur Institute of Management Research and Studies 2003 — 2005
MBA, Finance
University of Mumbai 2000 — 2003
B COM, Accounting, Economics
SS&C Technologies November 2009 - Present
JPMorgan Chase November 2008 - November 2009
GlobeOp Financial Services July 2004 - September 2008
Merrill Lynch Professional Clearing Corporation July 2002 - July 2004
GAMCO Investors, Inc. November 2000 - July 2001
Merrill Lynch & Co., Inc. September 1999 - November 2000
Education
University of Massachusetts, Amherst 1990 — 1995
BA, Political Science
Deloitte Financial Advisory Services September 2012 - Present
Forte Capital June 2011 - December 2011
Quantum Information Services P. Ltd. December 2008 - March 2010
CRISIL, A Standard and Poor's Company October 2007 - December 2008
GlobeOp Financial Services January 2006 - October 2007
Skills
Financial Analysis, Valuation, Investments, Spreadsheets, Capital Markets, Finance, Mutual Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance and Accounting
University of Mumbai 2004 — 2006
Masters in Management Studies, Finance
Mithibai College of Commerce & Economics, University of Mumbai 2000 — 2003
Bachelors of Commerce, Accounting and Economics
St. Joseph's School
Multitek Systems LLC, an IT Project Managemnt May 2010 - Present
Credit Suisse June 2014 - December 2014
GLOBEOP FINANCIAL SERVICES February 2008 - April 2009
UBS Investment Bank April 1998 - December 2007
UBS Investment Bank April 1998 - July 2001
Skills
Hedge Funds, Asset Management, Equities, Options, Fixed Income, Alternative Investments, Derivatives, Portfolio Management, Capital Markets, Valuation, Credit Analysis, Credit, Banking, Visio, Experienced Business..., Trading Assistant, Operations Management, Bloomberg, Microsoft Excel, Equity Derivatives, Financial Reporting, Operational Risk, FX Options, Management, Equity Research, Trading Systems, Financial Analysis, Structured Products
Education
University of Connecticut-Stamford 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance, 3.7
St. John's University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.0
Bank of America February 2015 - Present
Bank of America May 2014 - February 2015
Bank of America June 2011 - May 2014
GlobeOp Financial Services June 2010 - August 2010
The Inner Group June 2009 - August 2009
Cendant Mobility June 2005 - August 2008
Skills
Financial Reporting, Banking, Leadership, Analysis, Strategy, Microsoft Excel, PowerPoint, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), summa cum laude, Majors: Marketing and Finance; Minors: International Business and Economics
Consortium Institute of Management and Business Administration, Italy 2010 — 2010
Fall Study Abroad
Singapore American School 2000 — 2004
ICAP April 2012 - Present
Citco Fund Services August 2009 - January 2012
GlobeOp Financial Services 2008 - 2009
DTCC Deriv/SERV August 2001 - 2008
Skills
Investment Banking, Middle Office, Financial Services, Credit Derivatives, Fixed Income, Bloomberg, Equities, Derivatives, Capital Markets, Securities, Hedge Funds, FX Options, Options, Trading Systems, Alternative Investments, Back Office, Bonds, Corporate Actions, Equity Derivatives, Financial Markets, Prime Brokerage, Settlement, Trading, Swaps, Interest Rate..., Electronic Trading, Collateral Management, CDS, Structured Products
Education
University of Delaware 1993 — 1997
Bachelor of Arts (B.A.), International Relations and Affairs
Bergen Catholic 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
GlobeOp Financial Services November 2005 - Present
Carver Federal Savings Bank December 2004 - November 2005
Carver Federal Savings Bank November 2000 - November 2004
Skills
Accounting, Fund Accounting, Hedge Funds, Financial Reporting, Cash Management, Regulatory Reporting, Risk Management, Banking, Equities, Investments, Mutual Funds, Internal Audit, Valuation, Alternative Investments
Education
Herbert Lehman College, City College of New York 1997 — 1999
Bachelor of Science Degree
La Guardia Community College 1981 — 1984
A.S
University of Phoenix
Master of Business Administration (M.B.A.)