Goldman Sachs & Company
Industry: Investment banking company
DescriptionThe Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City, and also offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. Headquarters: New York City, NY Revenue: 32.07 billion USD (2017) Number of employees: 37,300 (2018) Executives: David M. Solomon (CEO, Chairperson), Founders: Marcus Goldman, Samuel Sachs Did you know: Goldman Sachs is the fifth-largest bank in the US by total assets ($968 B). wikipedia.org
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Goldman Sachs & Company Employees
Intel Corporation July 2011 - Present
University of California, Davis Graduate School of Management September 2009 - June 2011
Pacific Gas & Electric June 2010 - September 2010
Goldman Sachs & Company January 2006 - June 2009
Thomson Financial January 2005 - January 2006
Goldstein Associates January 2002 - January 2003
VTEC Laboratories January 2000 - January 2001
Education
University of California, Davis - Graduate School of Management 2009 — 2011
MBA, Marketing
Stevens Institute of Technology 1998 — 2002
B.E, Mechanical Engineering
New York University 1997 — 2002
B.S, Computer Science
Freepoint Commodities December 2013 - Present
Societe Generale Energy Corp February 2011 - May 2012
Sempra Energy Trading LLC May 2008 - February 2011
Sempra Energy Trading May 2008 - January 2011
RBS Sempra Commodities 2008 - January 2011
UBS AG September 2006 - May 2008
UBS Investment Bank 2006 - 2008
BNP Paribas January 2004 - September 2006
BNP Paribas 2003 - 2006
Goldman, Sachs & Company October 1992 - August 2002
Skills
Commodity, Derivatives, Commodity Markets, Swaps, Financial Risk, Options, Risk Management, ISDA, Middle Office, Argentine Tango, Due Diligence, Voice Over, Energy Markets, Financial Services, Credit
Education
University of Minnesota-Twin Cities 1982 — 1987
BA, Economics
University of Minnesota
B.A, Economics
University of Kentucky 2014 - Present
Lexington Hearing & Speech Center January 2015 - October 2015
Private Company January 2014 - September 2014
University of Kentucky, Kentucky Health News July 2012 - December 2013
MedCARE Health, LLC January 2012 - June 2012
Northwestern Mutual June 2009 - December 2011
Goldman Sachs & Company June 2008 - September 2008
Skills
Fundraising, Public Relations, Marketing, Leadership, Strategic Communications, Public Speaking, Social Media, Strategic Planning, Research, Business Development, Strategy, Management, Portfolio Management, Investments, Nonprofits, Event Planning, Press Releases, Social Networking, Business Planning, Training, Editing, Sales, Community Outreach, Advertising, Media Relations, Financial Management..., Asset Management, Direct Marketing, Event Management, Program Management, New Business Development, Social Media Marketing, Market Research, Integrated Marketing, CRM, Recruiting, Interviews, Marketing Communications, Facebook
Education
University of Kentucky 2012 — 2013
Master of Arts (M.A.), Communication, General
Transylvania University 2005 — 2009
B.A. in Business Administration, Business, Finance
Salvation Army of Greater New York, Divisional Headquarters October 2012 - Present
Berdon LLP October 1991 - December 2011
Berdon LLP October 1991 - December 2011
GOLDMAN SACHS & COMPANY January 1986 - January 1991
Skills
QuickBooks, Accounting, Accounts Receivable, Outlook, General Ledger, Microsoft Excel, Marketing, Employee Relations, Data Entry
Education
Pace University
Bachelor of Science, Biology, General
Dell October 2002 - Present
Powershift Ventures May 2001 - October 2002
Agillion May 2000 - May 2001
Booz Allen Hamilton October 1997 - May 2000
Goldman, Sachs & Company June 1996 - June 1997
Education
Stanford University Graduate School of Business 2007 — 2008
MS, Management, Sloan Fellow
Northwestern University 1992 — 1997
MS, Industrial Engineering
Bridgewater Associates March 2014 - Present
Strivectin Operating Company June 2013 - March 2014
DreamIt Ventures October 2012 - January 2013
GOLDMAN SACHS & COMPANY May 2012 - August 2012
Bridgewater Associates September 2009 - July 2011
GE July 2007 - August 2009
GE July 2005 - July 2007
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Management and Finance
Hamilton College 2001 — 2005
Bachelor of Arts Degree, Economics
The Lawrenceville School 1997 — 2001
mcgarrybowen July 2013 - Present
Draftfcb July 2010 - June 2013
Energy Access, Incorporated September 2005 - July 2010
Goldman Sachs & Company September 2008 - November 2008
WFYI Television June 2004 - August 2004
Skills
Direct Marketing, Marketing, Integrated Marketing, Digital Marketing, Email Marketing, Microsoft Office, Relationship Marketing, CRM, Mobile Marketing, CRM Integration, Behavioral Targeting, Behavioral Analytics, Responsys Interact, Entrepreneurship, Interactive Marketing, Sales, Team Management, Social Media, Advertising, Social Media Marketing, Digital Media, Marketing Strategy, Online Advertising, Account Management, Digital Strategy, Automotive, Graphic Design, Email distribution, Dynamic Programming, Direct Mail
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Radio Television Film; Business; Integrated Marketing Communications
Universitat Pompeu Fabra 2008 — 2008
Spanish Language & Culture
ROOSEVELT & CROSS, INC. (R&C) (Municipal Bond Broker/Dealer) November 1992 - January 2014
JJ KENNY CO, INC. (now Standard & Poor’s) April 1989 - October 1992
MATTHEWS & WRIGHT, INC. April 1985 - March 1989
OPPENHEIMER & COMPANY November 1982 - April 1985
DILLON, READ & COMPANY (now UBS AG) April 1982 - October 1982
GOLDMAN SACHS & COMPANY October 1980 - March 1982
CONTINENTAL INSURANCE January 1979 - August 1980
BANKERS TRUST COMPANY (now DEUTSCHE BANK) June 1978 - December 1978
PORT AUTHORITY OF NEW YORK & NEW JERSEY January 1977 - June 1978
Skills
Comparative Analysis, Fixed Income, Bonds, Risk Management, Securities, Capital Markets, Bloomberg, Derivatives, Financial Modeling, Asset Management, Hedge Funds, Portfolio Management, Financial Markets, Analysis, Structured Finance, Alternative Investments, Valuation, Mutual Funds, Equities, Investments, Credit Analysis
Education
Pace University - Lubin School of Business 1976 — 1978
M.B.A., Banking & Finance
College of the Holy Cross 1972 — 1976
B.A., Economics/Political Science
Deutsche Bank September 2014 - Present
Deutsche Bank June 2012 - August 2014
Goldman Sachs & Company October 2004 - July 2011
Glenwood SecuritiesInc June 1999 - October 2004
Skills
Electronic Trading, Smart Order Routing, Trading Strategies, Series 7, Series 63, Equities, Market Structure, Trading Systems, Routing, Trading, Market Data, Options, Back Office, Prime Brokerage, Bloomberg, Equity Trading, Equity Derivatives, Derivatives
Education
Eastern Connecticut State University
Bachelor of Arts
Delft Strategic Advisors, LLC May 2003 - Present
Advanced Portfolio Management (APM) January 2013 - Present
JPMorgan Chase Private Bank September 2001 - May 2003
Goldman, Sachs & Company 1998 - 2001
Salomon Brothers Asset Management 1985 - 1998
Skills
Portfolio Management, Financial Advisory, Equity Valuation, Due Diligence, Investment Advisory, Management, High Net Worth..., Pension Funds, Family Office, Strategy, Tactical Asset...
Education
Rensselaer Polytechnic Institute
Ph.D.
Rensselaer Polytechnic Institute
M.S.
Smith College
MSW
MicroStrategy April 2014 - Present
Baby Friendly America, LLC October 2014 - Present
MicroStrategy November 2010 - April 2014
Corporate Executive Board July 2007 - November 2010
Corporate Executive Board July 2005 - July 2007
Capital Advocates, LLC September 2004 - May 2005
Goldman, Sachs & Company May 2004 - September 2004
Herzfeld & Rubin P.C. August 2003 - May 2004
Skills
Copyright Law, Trademarks, Intellectual Property, Licensing, Corporate Law, Litigation, Legal Writing, Corporate Governance, Joint Ventures, Contract Negotiation, Privacy Law, Legal Research, Commercial Litigation, Software Licensing, Legal Advice, Policy, Negotiation, Westlaw, Legal Compliance, International Law, Employment Law, Legal Issues, Management, Patent Prosecution, Legal Assistance, Mergers & Acquisitions, Civil Litigation, Due Diligence, Strategy, Data Privacy, IT law, Mediation, Arbitration, Immigration Law, Competition Law, Securities Regulation, Courts, Cloud Computing, Public Policy, Venture Capital, Cloud Applications, Consulting, Policy Analysis, Government, E-commerce, Strategic Partnerships, Finance
Education
The George Washington University Law School 2003 — 2007
Juris Doctorate, Law
Boston University Questrom School of Business 2009 — 2009
Mini MBA for In-house Counsel program, Accounting, Finance, Strategy, Organizational Behavior
The George Washington University 1999 — 2003
Bachelor of Arts, Criminal Justice
Goldman Sachs & Company February 2004 - Present
El Paso Energy January 2001 - February 2004
Coastal Oil Company June 1999 - December 2000
Education
Texas A&M University 1993 — 1997
BS, Interdisciplinary Studies
Better Homes and Gardens Rand Pearl River, New York 10965 January 2006 - April 2015
Goldman, Sachs & Company 1979 - 1989
Skills
Real Estate, Selling, Residential Homes, Property Management
Education
The Wood School 1980 — 1981
Administrative, Administrative
St. Francis College 1978 — 1980
Associates, Psychology
ZeroChaos October 2012 - Present
Ernst & Young July 2012 - October 2012
PrO Unlimited May 2010 - June 2012
Addecco USA October 2009 - May 2010
Marsh & McLennan Companies, Inc. May 2007 - April 2009
McKinsey & Company April 2002 - May 2007
Goldman, Sachs & Company September 1996 - April 2002
Ernst & Young LLP 1989 - 1996
Skills
Global Mobility, Vendor Management, Expatriate Tax, Expatriate Management, Deferred Compensation, Employee Benefits, International Tax, Tax, Payroll, Talent Management, PeopleSoft, Executive Pay, Performance Management, HRIS, Technology, Expentia, Receivable Collection, Expatriate Tax Software, Account Reconciliation, Compensation, Finance, Human Resources, Income Tax, Personnel Management, Policy, Program Management, Restructuring
Education
Pace University 1985 — 1989
BBA, Management
Monsignor Farrell High School 1981 — 1985
Excel Partners LLC January 2008 - Present
Alterity Partners LLC 2001 - 2007
Goldman Sachs & Company 1997 - 2001
JP Morgan 1992 - 1997
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Corporate Development, Business Development, Investment Banking, M&A experience, Private Placements, Strategic Planning, Valuation, Strategic Financial..., Strategy, Business Strategy, Executive Management, Investments, Management, Financial Modeling, Due Diligence, Equities, Start-ups
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Georgetown University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Laboratory Corporation of America, LLC July 2014 - Present
Pinnacle Physicians Group/Stoltz and Hahn April 2014 - Present
Biotek Labs February 2013 - April 2014
Thomson Reuters May 2012 - August 2012
LIFECARE PHYSICIANS OF June 2009 - February 2011
Bayada Nurses February 2009 - June 2009
GOLDMAN SACHS & COMPANY May 1992 - November 2008
Bear Sterns September 1995 - November 1997
Skills
Microsoft Office 2007, Microsoft Office..., Adobe Acrobat, PowerPoint, Outlook, Microsoft Excel, Healthcare, Medical Terminology, Phlebotomy, Injectable, Medical Records, EKG, Administrative..., Training, Access, System Administration
Education
Kaplan University-Cedar Rapids Campus 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Nutrition Sciences
The Art Institute of Philadelphia, The International Culinary Institute of Philadelphia 2010 — 2012
Bachelor of Arts (B.A.), Restaurant, Culinary, and Catering Management/Manager, 4.0
ST. JOSEPH'S COLLEGE OF MAINE 2009 — 2010
Bachelor of Science Coursework, Healthcare Administration, 4.0
Bayada Nurses 2009 — 2009
Certification, Home Health Aide
University of Phoenix 2006 — 2008
Associate of Science, Healthcare Administration, 3.93
Harrison Career Institute 2003 — 2005
Dipolma, Cardiovascular Technology
Goldman, Sachs & Company 2006 - Present
1st Battalion, 75th Ranger Regiment 2003 - 2005
504th Parachute Infantry Regiment, 82nd Airborne Division 2001 - 2003
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, Finance
Gonzaga University 1997 — 2001
BBA, Finance / International Business
Nationwide Insurance February 2015 - Present
Calamos Investments June 2014 - August 2014
Odeon Capital Group LLC March 2013 - May 2013
CIBC 2011 - 2012
Knight Capital 2009 - 2010
BGC Cantor April 2009 - September 2009
Goldman Sachs & Company 2005 - 2009
Goldman Sachs 2004 - 2005
Goldman sachs 2000 - 2003
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Hedge Funds, Derivatives, CDS, Trading, Credit Derivatives, Investment Banking, Financial Modeling, Valuation, Quantitative Finance, Bonds, Equity Research, Financial Markets, Series 7, Bloomberg Terminal, Securities, Structured Products, Equity Derivatives, Investments, Mutual Funds
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, Analytical Finance, Economics and General Managment
Boston University, College of Engineering 2000 — 2004
Bachelor of Science, Electrical Engineering
CUNY Empire State September 2007 - June 2010
New York Metro RID 2009 - 2010
LaGuardia Community College September 2009 - December 2009
Deaf & Hard of Hearing Interpreting Services, Inc. (DHIS) August 2008 - June 2009
2003-2005 January 2003 - September 2005
GOLDMAN SACHS & COMPANY January 1998 - January 2003
Education
LaGuardia Community College 2007 — 2010
Professional Certificate, American Sign Language Interpretation
Swedish Institute College of Health Sciences 1999 — 2001
AA, Massage Therapy
School of Visual Arts 1994 — 1998
BFA, Fine Art & Art Therapy
Swedish Institute
BACHELOR OF FINE ARTS, SCULPTURE & ART THERAPY
School of Visual Arts
Morgan Stanley September 2011 - Present
nycblanks.com June 2006 - February 2010
International Fund Services July 2008 - August 2008
Unclaimed Dry Cleaning Inc December 2002 - December 2006
Goldman Sachs & Company September 1999 - October 2002
Goldman Sachs 1999 - 2002
Salomon Smith Barney June 1999 - July 1999
Rutgers University Campus Computing Facilities October 1997 - December 1998
Skills
Valuation, Troubleshooting, Management, Business Process..., Technical Support, Fixed Income, Accounting, Equities
Education
Baruch College, Zicklin School of Business 2006 — 2008
Masters of Business Administration, Finance & Investments
Rutgers the State University of New Jersey, School of Business 1996 — 1999
BS, Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Alduino Consulting Services Inc. 1989 - Present
Town of Yorktown (NY) Conservation Board 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - November 2006
Morgan Stanley July 2002 - April 2006
Morgan Stanley Dean Witter & Company May 1997 - April 2001
Deutsche Morgan Grenfell Inc. December 1995 - April 1997
Smith Barney Inc. July 1995 - November 1995
Phibro Division of Salomon Inc. February 1995 - June 1995
Goldman Sachs & Company August 1993 - January 1995
Morgan Stanley & Company July 1992 - July 1993
Skills
Unix, Oracle, Perl, XML, Databases, Start-ups, Program Management, Java, Web Services, Business Analysis, Management, Integration, Enterprise Software, Distributed Systems
Education
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
University of Florida
B.S. Engineering, Computer and Information Sciences
Kenexa, an IBM Company April 2014 - Present
Intellectual Capital Consulting April 2009 - Present
Aon August 2011 - March 2014
AON Hewitt (Formally Hewitt Associates) July 2007 - August 2011
Thomson Reuters June 2006 - June 2007
Courage Center February 2006 - May 2006
United Defense - Formally FMC Corporation June 1997 - March 2001
Comcast Communications January 1997 - June 1997
Goldman Sachs & Company May 1996 - January 1997
Merrill Lynch January 1996 - April 1996
Skills
Talent Acquisition, Talent Management, Recruiting, Applicant Tracking..., Sourcing, Performance Management, Leadership, Employee Relations, Training, Employer Branding, Internet Recruiting, Workforce Planning, Organizational..., Social Media, Marketing, Microsoft Office, Marketing Strategy, Technical Recruiting, Project Management, Deferred Compensation, Vendor Management, HR Consulting, College Recruiting, Recruitment Advertising, Blogging, Taleo, SEO, Analytics, SDLC, Social Media Development, Labor Relations, Marketing Communications, Creative Writing, Metrics, Job Coaching, Training & Development, Writing, Publishing, Avature, Ebay Sales, KPI, Diversity Recruitment, Creative Sourcing, Wordpress, Authoria, SourcePoint, Career Path Planning, Compensation, Full-cycle Recruiting, Career Advise
Education
Rutgers University-New Brunswick 1995 — 1997
Masters
Rutgers University-New Brunswick 1991 — 1995
Bachelor of Arts
Hopatcong 1987 — 1991
High School Diploma
North Shore-LIJ Health System May 2012 - Present
Logical Concepts Ltd June 1994 - Present
Novartis July 2011 - January 2012
The Noble Group September 2009 - November 2010
The Depository Trust & Clearing Corporation September 2003 - February 2009
American International Group (AIG) November 2002 - September 2003
Various financial IT organizations October 2002 - April 2003
Prudential Securities International February 2001 - November 2002
Goldman Sachs & Company November 1999 - January 2001
Guardian Life Insurance Company February 1999 - November 1999
Skills
Consulting, Projects, Vendor Management, Disaster Recovery, Integration, SDLC, IT Management, Business Analysis, ITIL, Servers, SharePoint, Security, Savings, Business Process..., System Administration, Risk Management, VMware, Active Directory, Project Planning, Data Center, Virtualization, Program Management, IT Strategy, Project Management, Process Improvement, Software Documentation, Strategic Planning, Networking, Windows Server
Education
Harvard Business School 2007 — 2008
Managing for Success
Queens College 1975 — 1980
BA, Computer Science
Washington & Scoville, LLC August 2015 - Present
UBS Wealth Management July 2013 - August 2015
J.P. Morgan 2009 - 2013
Wells Fargo 2002 - 2008
Goldman Sachs & Company 1997 - 2002
Zurich North America 1997 - 1997
U.S. Bank 1994 - 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration
Marquette University 1990 — 1994
Bachelor of Science, Economics & Philosophy
Fenwick High School 1986 — 1990
Louis Vuitton 2010 - Present
Limited Brands 2005 - 2009
The Limited 2005 - 2005
EXPRESS 2005 - 2005
Morgan Stanley 2004 - 2004
Goldman Sachs & Company 1999 - 2004
Skills
Brand Management, Product Development, Competitive Analysis, Business Strategy, Business Analysis, E-commerce, Management, Marketing, Marketing Strategy, Merchandising, Multi-channel Marketing, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Franklin & Marshall College
BA, Government
BASF April 2014 - Present
American Chemistry Council July 2011 - March 2014
Grocery Manufacturers Association November 2007 - August 2011
Goldman, Sachs & Company September 2004 - November 2007
SCORE! Educational Centers January 2004 - September 2004
Wagshal's Delicatessen and Catering October 2003 - February 2004
Harpers Wine and Spirits Magazine September 2003 - October 2003
State of Florida, Washington Office of Governor Jeb Bush September 2002 - September 2003
Skills
Sustainability, Leadership, Public Policy, Press Releases, Strategic Communications, Project Management, Media Relations, Research, Public Relations, Cross-functional Team..., Environmental Policy
Education
Kenyon College 1998 — 2002
Bachelor of Arts degree, English
Exeter University
The Key School
Goldman, Sachs & Company September 2013 - Present
American Express October 2012 - September 2013
c. myers corporation July 2010 - October 2012
ThunderShop September 2009 - June 2010
Local Government Commission June 2007 - June 2008
Skills
Financial Analysis, Analysis, CRM, Finance, Cross-functional Team..., Project Management, Business Strategy, Time Management, Risk Management, Marketing, Management, Data Analysis, Financial Modeling, International Business, Change Management, Project Planning, Banking, Teamwork, Global Business, Business Travel, Consulting, Efficiency, Salesforce.com, Billing Systems, Networking, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, SketchUp, Interest Rate Risk..., NetSuite, SharePoint, Strategy, Market Research, Business Process..., PowerPoint
Education
Thunderbird School of Global Management 2009 — 2011
M.S., Global Management
University of California, Davis 2004 — 2009
B.S., Landscape Architecture
West Monroe Partners 2010 - Present
Goldman, Sachs & Company August 2008 - December 2008
Energy Maintenance Services May 2008 - August 2008
UBS Financial Services January 2008 - January 2008
Skills
Data Analysis, Financial Modeling, Management, Management Consulting, Business Process..., Business Analysis
Education
DePauw University 2006 — 2010
Bachelor of Science, Economics
Law Offices of Raymond Marelic September 2005 - Present
GOLDMAN, SACHS & COMPANY 1990 - 1994
Skills
Corporate Governance, Commercial Litigation, Courts, Bankruptcy, Securities, Due Diligence, Litigation, Business Transactions, Civil Litigation, Capital Markets
Education
Rutgers University School of Law - Newark 1995 — 1998
J.D., commerical law
NBHS
Financial Industry Regulatory Authority (FINRA) March 2012 - Present
The St. Aloysius Education Clinic March 2009 - November 2014
2010-2011 MERRILL LYNCH February 2010 - May 2011
Merrill Lynch March 2010 - April 2011
2009 ATTRACT JOBS NOW July 2009 - January 2010
Attract Jobs Now July 2009 - September 2009
Goldman Sachs & Company July 2008 - September 2008
2008 GOLDMAN SACHS & COMPANY July 2008 - September 2008
GOLDMAN SACHS & COMPANY June 2008 - September 2008
Goldman Sachs & Company June 2008 - September 2008
Skills
Finance, Financial Analysis, Due Diligence, Strategy, Investments, Management, Portfolio Management, Start-ups, Valuation, CRM, Leadership, Analysis, Financial Modeling, Business Planning, Team Management, Private Equity, Financial Services, Strategic Planning, Equities
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management, Finance
University of Virginia 2000 — 2001
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting, Economics
Empire State Development August 2012 - Present
Lower Manhattan Development Corporation September 2008 - August 2012
Lower Manhattan Development Corporation March 2007 - September 2008
Lower Manhattan Development Corporation January 2005 - March 2007
Lower Manhattan Development Corporation January 2005 - March 2007
Lower Eastside Girls Club May 2004 - December 2004
Goldman Sachs & Company January 2000 - January 2003
Salomon Smith Barney January 1998 - January 2000
Skills
Policy, Public Speaking, Research, Media Relations, Microsoft Office, Fundraising, Urban Politics, Federal & State..., Project Management, Non-profits, Training, Program Management, Grant Administration, Budget Administration, Fund Allocation, Government Relations, Regulatory Compliance, Public Affairs, Community Affairs, Proposal Evaluations, Data Analysis, Budgets, Community, Community Outreach, Strategic Communications
Education
Milano The New School for Management and Urban Policy 2004 — 2007
Master of Science (M.S.), Urban Policy & Management
State University of New York College at Brockport 1994 — 1998
Bachelor of Science (B.S.), Political Science & Health Science
Barclays Investment Bank February 2008 - May 2014
Booz & Company 2006 - 2008
Merriman Curhan Ford 2004 - 2006
UBS Investment Bank 2002 - 2004
Goldman Sachs & Company 1999 - 2002
Lehman Brothers 1994 - 1999
Skills
Equities, Capital Markets, Business Transformation, Asset Managment, Acquisition Integration, Financial Services, Trading, Hedging, Strategic Consulting, Investment Banking, Corporate Development, Valuation, Financial Modeling, Asset Management, Hedge Funds, Fixed Income, Options, Mergers & Acquisitions, Strategy, Investments, Investor Relations, Start-ups, Finance, Business Strategy, Management
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance & Accounting
Fairleigh Dickinson University-Metropolitan Campus
BS, Finance & Accounting
Cole, Schotz, Meisel, Forman & Leonard, P.A. March 2005 - Present
Various Temporary Agencies July 1994 - March 2005
Cheryl Ackerman, M.D. April 2003 - April 2003
Goldman, Sachs & Company November 1999 - May 2001
Transcriber/ Word Processor May 1984 - November 1999
Island Consulting Associates 1995 - 1999
Songwriters' Hall of Fame Museum March 1978 - August 1981
Skills
PowerPoint, Editing, Adobe Acrobat, Illustrator, Data Entry, Wordperfect, Microsoft Office, Outlook, Spreadsheets
Education
City University of New York-Brooklyn College 1973 — 1978
B.S., Summa Cum Laude, Dance, Minor in Russian Language and Literature
High School Of Art & DesignNew 1967 — 1970
Vocational Diploma; Regents Diploma, Awards, Illustration & Advertising Art; Spanish
NJ State Dept of Education
Certificate of Eligibility, Vocational Arts; Dance 2002
Medcare Investment Funds January 2011 - Present
Refocus Group, Inc. January 2011 - Present
Red River Partners April 2008 - January 2011
Hines July 2006 - December 2008
Hines July 2005 - July 2006
Bain & Company June 2004 - August 2004
Expresiv Technologies April 2002 - May 2003
Polaris Venture Partners January 2000 - April 2002
Goldman, Sachs & Company July 1998 - January 2000
Skills
Venture Capital, Private Equity, Management Consulting, Investment Banking, Software, Due Diligence, Mergers, Start-ups, Entrepreneurship, Financial Modeling, Valuation, Investments, Mergers & Acquisitions, Management, Consulting, Corporate Development, Executive Management, Medical Devices, Portfolio Management, Real Estate Development, Corporate Finance, Acquisitions, Capital Raising, Strategy, M&A experience, Restructuring, Investor Relations, Emerging Markets, Asset Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance & Real Estate
Princeton University 1994 — 1998
A.B., Woodrow Wilson School of Public Policy & International Affairs
Strategic Counsel & Investment Capital January 2011 - Present
Connecticut Hedge Fund Association January 2011 - Present
Salvus Capital Management January 2011 - Present
Marketcore, Inc. December 2010 - Present
Restrictive Non-Compete / Sabbatical January 2009 - December 2010
Bridgewater Associates 2007 - 2008
Crown Castle International (NYSE: CCI) 2005 - 2007
Novadigm, Inc. (acquired by Hewlett-Packard) 2000 - 2004
Donaldson, Lufkin & Jenrette, Inc. (acquired by Credit Suisse First Boston) 1995 - 2000
Goldman, Sachs & Company May 1994 - September 1994
Skills
Private Equity, Corporate Development, Venture Capital, Corporate Finance, Mergers, Investment Banking, Hedge Funds, Capital Markets, Joint Ventures, LBO, Growth Capital, Debt, Divestitures, Buyouts, Loans, Due Diligence, Valuation, Restructuring, IPO, Mezzanine, Private Placements, Equities, Structuring, Acquisition Integration, Financial Modeling, Securities, M&A due diligence, Risk, Mergers & Acquisitions, Start-ups, Strategy, Financial Risk, Portfolio Management, Business Development, Executive Management, Finance, Investor Relations, Financial Services, Business Valuation
Education
Harvard Business School 1993 — 1995
MBA, Business Administration
Northwestern University 1984 — 1988
BS, Communication Studies
St. Paul Academy and Summit School 1980 — 1984
High School Diploma
Matthews Asia June 2015 - Present
Diamond Dragon Advisors Limited September 2013 - May 2015
Developing World Markets August 2005 - August 2013
Women's World Banking 2004 - 2005
Goldman Sachs & Company Bank, Switzerland 1999 - 2003
Goldman Sachs & Company 1997 - 1999
Skills
Emerging Markets, Investments, Private Equity, Financial Analysis, Business Strategy, Investor Relations, Fundraising, Business Development, Marketing, Capital Markets, Equities, Impact Investing, Private Placements, Asset Managment, Microfinance, Asia Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Dual Majors in Finance, and Business & Public Policy
University of Chicago 1994 — 1997
BA, Economics
Choate Rosemary Hall 1992 — 1994
1994
Maryknoll Convent
Anacapa Partners LP June 2014 - Present
The Bison Companies January 2012 - December 2014
TMG Partners July 2007 - June 2009
The JBG Companies August 2005 - July 2007
Goldman Sachs & Company June 2000 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Entrepreneurship, Fundraising, Private Equity, LEED AP, Six Sigma, Asset Management, Investments, Investment Properties, Start-ups, Mergers & Acquisitions, Portfolio Management, Finance, Venture Capital, Equity Research, Real Estate Development, Due Diligence, Real Estate, Equities, Emerging Markets, Analysis, LBO, Corporate Development, Investment Banking, Financial Structuring, M&A experience, Private Placements
Education
Brown University
BA, International Relations
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
JPMorgan Chase 1997 - 2010
New Jersey Institute of Technology June 1993 - December 1997
Goldman Sachs & Company July 1995 - May 1996
Skills
Apache, Unix, Solaris, Linux, Perl, AIX, Operating Systems
Education
New Jersey Institute of Technology 1992 — 1993
MS
Delhi University 1986 — 1990
BE
Colleran, O'Hara & Mills L.L.P. January 2012 - Present
Robinson Brog October 2008 - January 2012
McKinsey & Company May 1995 - September 2002
Dillon Read & Co. June 1990 - May 1995
Goldman Sachs & Company June 1989 - June 1990
Skills
Litigation, Appeals, Commercial Litigation, Contract Negotiation, Corporate Law, Bankruptcy, Real Estate, Research, Intellectual Property, Civil Litigation, Legal Research, Westlaw, Legal Documents, Arbitration
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
MPA, Public Administration
Saint John's University 1985 — 1987
MLS, Library and Information Science
Emerson College 1981 — 1983
B.A., Journalism
ASSENT LLC May 2007 - June 2009
TD AMERITRADE HOLDING INC April 2006 - May 2007
NEEDHAM AND COMPANY, LLC December 2005 - March 2006
GOLDMAN SACHS & COMPANY September 2005 - November 2005
JPMorgan Chase May 2005 - August 2005
Merrill Lynch November 2003 - September 2004
GEORGESON SHAREHOLDER COMMUNICATIONS September 2002 - November 2003
WALL STREET EQUITIES, INC March 1995 - September 2002
SMITH BARNEY, INC September 1994 - March 1995
L.C WEGARD & COMPANY April 1994 - May 1994
Education
City University of New York-Brooklyn College 1982 — 1984
Brooklyn College
BA, Economics
Check Point Software Technologies, Ltd. February 2015 - Present
BNP Paribas September 2012 - February 2015
Natixis July 2011 - March 2012
J.P. Morgan January 2011 - June 2011
Numis Securities, LLC September 2006 - January 2011
UBS Investment Bank June 2004 - September 2006
Goldman, Sachs & Company September 2003 - June 2004
Skills
Equities, Bloomberg, Hedge Funds, Equity Research, Series 7, Emerging Markets, Investments
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Management
Thunderbird School of Global Management 2005 — 2007
MBA, Global Management
Thunderbird, The School of Global Management 2005 — 2007
MBA, International Management
University of South Carolina 1997 — 2001
Bachelor of Science, Finance and International Business; Spanish; International Business
University of South Carolina-Columbia 1997 — 2001
Bachelor of Science (B.S.), Finance
BlackBigs ENt 2002 - Present
Goldman Sachs & Company 2000 - 2004
Education
New York University 1995 — 1999
CAPTRUST June 2006 - Present
Franklin Street Partners February 2005 - June 2006
Goldman, Sachs & Company June 1999 - February 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Management
Colgate University 1994 — 1999
BA, Economics
Hamilton College 1994 — 1995
Skaneateles Central High School 1989 — 1994
Slagelse Gymnasium 1992 — 1993
Goldman Sachs & Company Quantitative AnalyticsPG&E2004 - 2006
Skills
Financial Modeling, Valuation, Derivatives, Quantitative Finance, VBA
Education
Georgia Institute of Technology 2000 — 2004
Master of Science (M.S.), Financial Mathematics, 3.75
University of Science and Technology of China 1995 — 2000
B.S, Mathematics, 3.7
Goldman Sachs & Co July 2006 - Present
Goldman Sachs & Company September 2004 - July 2006
Marquette University August 2000 - May 2004
Skills
Trading, Investments, Series 6, Series 7, Series 63, Series 66
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Behavioral Finance and Applied Economics
Marquette University 2000 — 2004
BS, Major: Finance Minor: English
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - March 2011
Fidelity Investments May 2007 - May 2009
FMR Co. Systems April 2001 - May 2007
Goldman, Sachs & Company June 1999 - February 2001
Scudder Kemper Investments April 1999 - June 1999
Scudder Kemper Investments March 1998 - April 1999
Fidelity Investments June 1996 - March 1998
Merrill Lynch June 1995 - August 1995
Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs & Company January 2007 - Present
Goldman Sachs August 2006 - January 2007
Merrill Lynch June 2005 - August 2006
Merrill Lynch June 2004 - June 2005
Merrill Lynch April 1998 - June 2004
Merrill Lynch April 1997 - April 1998
Merrill Lynch December 1995 - April 1997
Skills
Account Reconciliation, Banking, CRM, Capital Markets
Education
Hampton University 1988 — 1992
Hampton University
B.S, Business Management
OppenheimerFunds September 2009 - Present
Sovereign Bank 2008 - September 2009
Goldman Sachs & Company 2005 - 2008
OppenheimerFunds 1998 - 2005
Putnam Investments 1993 - 1998
Putnam Investments 1993 - 1998
Education
Castleton University 1989 — 1993
Federal Reserve Bank of New York April 2013 - Present
Federal Reserve Bank of New York December 2011 - April 2014
PricewaterhouseCoopers November 2009 - December 2011
PricewaterhouseCoopers May 2006 - January 2010
HR Resource Solutions February 2006 - May 2006
BNP Paribas February 2005 - November 2005
BNP Paribas February 2005 - November 2005
Goldman Sachs & Company August 2000 - February 2005
Related Management April 1997 - August 2000
Related Management Company April 1997 - August 2000
Skills
Talent Acquisition, Human Resources, Employee Relations, HRIS, Recruiting, Deferred Compensation, Employee Benefits, Interviews, Succession Planning, Personnel Management, Benefits Administration, New Hire Orientations, PeopleSoft, Management, Payroll, Coaching, Sourcing, Workforce Planning, Policy, Performance Management, Strategy, College Recruiting, Temporary Staffing, Talent Management, Onboarding
Education
Bernard M. Baruch College - CUNY 1998 — 2000
Masters of Business Administration, Industrial/Organizational Psychology
Bernard M. Baruch College - CUNY 1998 — 2000
Bachelor of Business Administration, Human Resource Management
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
MBA, Industrial and Organizational Psychology
City University of New York-Baruch College 1990 — 1995
BBA, Human Resources
Agins Communications January 1986 - Present
Damson Oil Corporation 1982 - 1986
Manhattan Life Corporation 1981 - 1982
Goldman, Sachs & Company 1980 - 1982
American Express Company 1977 - 1980
Education
Adelphi University
Social Security Administration September 2008 - June 2014
MORGAN STANLEY March 2005 - May 2008
PRUDENTIAL SECURITIES September 2003 - December 2004
GOLDMAN SACHS & COMPANY January 1984 - November 2002
Skills
Settlement, Financial Services, Securities, Analysis, Project Management, Prime Brokerage, Equities, Risk Management, Trading, Finance, Mutual Funds, Insurance, Banking, Fixed Income, Business Analysis, Bloomberg, Investment Banking
Education
LIU Brooklyn 1987 — 1989
MBA, Business Management
Wagner College 1972 — 1975
BA, History
Open Lending November 1999 - Present
Various Startup Entities Related to Finance and Technology 1983 - 2013
Homeowners Mortgage and Equity 1992 - 1996
Goldman, Sachs & Company 1976 - 1978
Haskins & Sells (Deloiite & Touche) 1971 - 1973
Skills
Start-ups, Credit, Loans, Mortgage Lending, New Business Development, Management, Team Building, Sales Management, Fundraising, Product Management, Sales, Finance, Banking, Risk Management, Insurance, Investments, Bonds, Business Development, Strategic Planning, Financial Analysis
Education
The University of Texas at Austin 1974 — 1975
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1966 — 1971
Bachelor of Business Administration (B.B.A.), Accounting
Franklin Templeton Investments June 2010 - Present
Pepper Hamilton LLP July 2007 - May 2010
Seward & Kissel LLP September 1996 - July 2007
Hughes Hubbard & Reed LLP January 1996 - August 1996
DONOVAN LEISURE NEWTON September 1989 - December 1995
GOLDMAN SACHS & COMPANY August 1987 - August 1989
Education
Barnard College
Bachelor of Arts, Economics
Columbia School of International and Public Affairs
Masters, International Affairs
Harvard Law School
Juris Doctorate
RBC Capital Markets April 2013 - Present
Deutsche Bank Securities October 2010 - October 2012
Goldman Sachs & Company October 1985 - November 2008
Goldman Sachs & Company January 1997 - January 2008
Goldman Sachs & Company January 1985 - January 1997
Skills
Investment Banking, Options, Telephone Skills, Trading, Strategy, Fixed Income, Finance, Derivatives, Financial Markets, Equities, Portfolio Management, Electronic Trading, Bloomberg, Securities, Trading Systems, Commodity, Asset Allocation, Hedge Funds
Education
Lewis University 1973 — 1977
BA, Criminal/Social Justice
Mendel Catholic Prep School 1969 — 1973
Graduate
ENJC 2005 - Present
Goldman Sachs & Company 1970 - 2001
Skills
Volunteer Management, Community Outreach, Nonprofits, Fundraising, Teaching, Public Speaking, Program Development, Event Planning
Education
LIU Post
M.S., Elementary Education
Ariel Investments September 2011 - Present
Goldman Sachs & Company April 2002 - December 2008
Goldman Sachs May 2000 - April 2002
Tri-State Trading Corporation January 1995 - May 2000
Prime International August 1994 - December 1994
Prime International Trading, Limited June 1992 - July 1994
Rosenthal Collins Group February 1988 - May 1992
Education
Scottsdale Community College 1990 — 1991
Moraine Valley Community College
Robert Morris University - Illinois
Paralegal
School name:
Aetna July 2013 - Present
Aetna June 2011 - July 2013
DCS CAPITAL January 2005 - December 2009
WEST BROADWAY PARTNERS January 1998 - January 2005
GOLDMAN, SACHS & COMPANY January 1994 - January 1998
KPMG Peat Marwick January 1991 - January 1994
Skills
Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Marketing, Finance, Investments, Valuation, Management
Education
University of Notre Dame 1988 — 1991
B.B.A, Accounting
Cushman & Wakefield March 2015 - Present
AECOM November 2014 - March 2015
AnswerNet October 2013 - November 2014
Palette Telecommunications March 2008 - October 2013
CBS Corporation 2004 - 2008
Goldman Sachs & Company September 1998 - September 2004
PNC Bank NA 1997 - 1998
JWT 1993 - 1997
Citi 1987 - 1993
Skills
Telecommunications..., Systems Programming, Billing Systems, Project Management, Disaster Recovery, Troubleshooting, Manage Client..., Telecommunications..., Vendor Management, Maintenance & Repair, Customer Support, Supervisory Skills, Client Relations Skills, Contract Negotiation, Vendor Contracts, Vendor Managed Inventory
Education
BMCC
Telecommunications
Hunter College
Business Administration
The College of Staten Island
Accounting & Medical Technology
Williamson County School District November 2014 - Present
Self-Employed January 2004 - November 2014
toastmasters 2010 - 2014
AT&T August 1992 - October 1994
E.D.S. July 1991 - August 1992
Goldman Sachs & Company September 1989 - July 1991
The Garment Industry September 1986 - June 1989
Skills
Talent Management, Employee Engagement, Employee Relations, Coaching, Public Relations, Recruiting, Marketing, Sales, Talent Acquisition, Customer Service, Leadership Development, Organizational..., Public Speaking, Event Planning, Strategic Planning, Training Delivery, Marketing Strategy, Strategy, Training, Leadership, Executive Coaching, Staff Development, Blended Learning, Performance Management, Employee Training, Emotional Intelligence, Team Building, Personal Development, Cross-functional Team..., Career Counseling, Workshop Facilitation
Education
Mountain State University 2010 — 2012
Masters Degree, Strategic/Organizational Leadership, 4.0
University of Massachusetts, Amherst 1982 — 1985
Bachelor of Arts (BA), Mass Communications
Goldman, Sachs & Company June 2005 - Present
Deutsche Asset Management September 2000 - March 2005
Nomura Securities International, Inc September 1993 - August 2000
Ungerer & Company July 1992 - August 1993
Gruntal & Company July 1990 - June 1992
Technochem, Inc June 1989 - June 1990
Skills
Equities, Hedge Funds, Securities Lending, Mutual Funds, Banking, Funding, MBS, Fixed Income, Prime Brokerage, Series 7, Capital Markets, Derivatives, Alternative Investments, Bloomberg, Sales, Trading, Securities, Series 63, Investment Banking, Asset Managment, Bonds
Education
Lehigh University 1985 — 1989
B.S., Marketing
Goldman Sachs & Company February 1997 - Present
International Bank of Japan March 1994 - January 1997
Arthur Andersen & Co LLP July 1990 - February 1994
Skills
International Tax, Financial Analysis, Accounting, Corporate Tax, Income Tax, Finance, Due Diligence, Tax Accounting, Financial Reporting, SEC Filings, Tax Research
Education
Pace University - Lubin School of Business 1996 — 1998
MS, Taxation
Baruch College 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Heather Hill Farm LLC 2002 - Present
Deloitte, Touche & Tohmatsu LLP May 1999 - July 2001
Goldman Sachs & Company 1996 - 1998
South Street Seaport Museum 1994 - 1998
South Street Seaport Museum 1994 - 1998
GRAM International Ltd 1992 - 1996
Education
SSEES - University College London 1990 — 1992
MA
The London School of Economics and Political Science (LSE) 1987 — 1988
Certificate
Columbia University in the City of New York 1982 — 1986
BA
Sandler Capital Management March 2008 - October 2009
Merrill Lynch Pierce, Fenner, & Smith June 2006 - March 2008
Lazard Asset Management February 2004 - August 2005
Goldman, Sachs & Company April 2000 - October 2002
Credit Suisse First Boston November 1997 - April 2000
United Technologies Carrier Corp. -Branch Manager/Regional Financial Manager August 1992 - January 1997
National Semiconductor July 1987 - August 1990
Skills
Investments, Valuation, Private Equity, Equities, Portfolio Management, Hedge Funds, Investment Management, Start-ups, Finance, Analysis, Banking, Equity Research, Asset Management, Alternative Investments, Financial Modeling, Investment Banking
Education
The Wharton School 1990 — 1992
MBA, Finance and Strategic Management
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance with a Concentration in Strategic Management
Cornell University 1984 — 1987
Bachelor of Science, Chemical Engineering
Corporate Electric Group, Inc August 2009 - Present
Goldman Sachs & Company January 2000 - August 2009
Spear, Leeds & Kellogg LP March 1994 - January 2000
Daiwa Securities America January 1993 - March 1994
CS First Boston March 1988 - February 1992
Salomon Brothers, Inc June 1986 - February 1988
NYC Dept. of Parks - Orchard Beach LG 1979 - 1985
Skills
Trading, Equity Derivatives, Equities, Derivatives, Options, Financial Analysis, Management, ETFs, Finance, Fixed Income, Hedging, Portfolio Management
Education
Manhattan College 1982 — 1986
BS, Finance
St.Nicholas of Tolentine 1978 — 1982
Regents Diploma
Sideman & Bancroft December 2012 - Present
Goldman Sachs & Company November 2005 - November 2012
Kellogg Brown & Root March 2003 - October 2005
Everyone's Internet February 2001 - March 2003
Pennzoil December 1999 - September 2000
Skills
VMware
Education
University of Houston 1995 — 1999
Bachelors in Business Administration, Management Information Systems