Goldman Sachs Asset Management
Industry: Company
DescriptionFounded: 1989 Subsidiaries: Goldman Sachs Asset Management Co LTD, Parent organizations: Goldman Sachs, GSAM Holdings II LLC
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Goldman Sachs Asset Management Employees
Goldman Sachs Asset Management April 2010 - Present
Deloitte Consulting July 2007 - April 2010
Skills
Management Consulting, Business Analysis, SDLC, Process Improvement, Project Management, Data Analysis, IT Strategy, Financial Modeling, Strategy, Program Management, Financial Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2015
MBA, Analytic Management, Econometrics, Economics, Operations Management, Honors
University of Illinois at Urbana-Champaign 2003 — 2007
Computer Engineering, Engineering, Business, Spanish
Goldman Sachs Asset Management January 2015 - July 2015
Goldman Sachs Asset Management July 2011 - December 2014
The University of Iowa Residence Life August 2008 - May 2011
Goldman Sachs June 2010 - August 2010
Skills
Editing, Fixed Income, Microsoft Excel, Program Management, Financial Modeling, Financial Analysis, Data Analysis, Bloomberg, Event Planning, Research
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Concentrations in Entrepreneurship and Strategic Management
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Double Major in Finance and Marketing, Minor in Fine Art
Voya Investment Management (previously ING Investment Management) January 2011 - September 2014
Goldman Sachs Asset Management March 2008 - January 2011
Goldman Sachs Asset Management May 2006 - March 2008
FOLIOfn Investments, Inc. May 2004 - November 2005
E*TRADE Financial April 2002 - May 2004
E*TRADE Financial September 2000 - April 2002
Skills
Fixed Income, Bonds, Trading, Investments, Equities, Equity Trading, Portfolio Management, Hedge Funds, Securities, High Yield, Bloomberg, Financial Services, Investment Management, Series 7, Leveraged Finance, Investment Banking, Equity Derivatives, Capital Markets, Derivatives, Asset Management, Structured Products, Financial Markets, Alternative Investments, Private Equity, Asset Allocation, Emerging Markets, Series 63, Options, Corporate Credit, Credit, Credit Derivatives, Valuation, Financial Modeling, Investment Strategies, Middle Office, Mutual Funds, Fixed Income Trading, Series 24, BlackRock Aladdin, Bloomberg Terminal, Relationship Management, Product Management, Data Analysis, Core, Insurance, Electronic Trading, BlackRock Solutions..., Institutional..., ETFs
Education
The George Washington University - School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Economics/International Business
University of North Georgia 1997 — 2000
B.B.A., Management
DiMeo Schneider & Associates July 2014 - Present
DiMeo Schneider & Associates August 2012 - July 2014
Wells Fargo 2008 - 2012
Citigroup February 2008 - November 2008
Goldman Sachs Asset Management 2007 - 2007
Education
Culver Military Academy 2000 — 2003
High School
University of Colorado Boulder - Leeds School of Business
BA, Finance, Economics
Acadia Realty Trust June 2013 - Present
Goldman Sachs Asset Management July 2011 - June 2013
Goldman Sachs Asset Management June 2010 - August 2010
Skills
Valuation, Financial Modeling, Capital Markets, Due Diligence, Financial Analysis, Commercial Real Estate, Real Estate Transactions, Real Estate Economics
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Economics
Harvard-Westlake 2003 — 2007
Crow Hill Development September 2014 - Present
Goldman Sachs Asset Management April 2010 - August 2014
Montagu Square Development August 2005 - April 2010
Goldman Sachs November 2003 - August 2005
On2 Technologies June 1998 - July 2002
Skills
Adaptive Reuse, Real Estate, Real Estate Development, Real Estate Transactions, Digital Marketing, Historic Rehabilitation..., Digital Media, Digital Strategy, Web Analytics, Content Management, User Experience, Content Strategy, Marketing, Project Management, Social Media Marketing, Online Advertising, E-commerce, Asset Managment, Product Management, Marketing Strategy, Social Media, SEO, Analytics, Mutual Funds, Business Development, Marketing Communications, Usability
Education
The New School
MA, Media Studies
Towson University
BA, Communications
Goldman Sachs July 2015 - Present
Goldman Sachs Asset Management June 2012 - Present
CR Bard July 2007 - June 2012
Pfizer July 2006 - March 2007
Pfizer October 2003 - July 2006
Philips August 2002 - October 2003
Philips September 2000 - August 2002
CNA September 1999 - September 2000
Skills
Sales, Management, New Business Development, Leadership, Sales Operations, Sales Management, Marketing, Investments, Business Development, Customer Service, Healthcare, Portfolio Management, Project Management, Strategic Planning
Education
University of Kentucky
The Gatton College of Business and Economics, Bachelor of Business Administration - Finance and Marketing Double Major
The Coleman Company, Inc. April 2014 - Present
The Coleman Company, Inc. April 2012 - April 2014
Agility Solutions July 2008 - April 2012
Goldman Sachs Asset Management June 2007 - August 2007
Skills
Management Consulting, Internal Audit, Data Analysis, Internal Controls, Business Analysis, Forecasting, Leadership, Analysis, Finance, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Finance
Citi March 2015 - Present
Citi June 2014 - August 2014
Goldman Sachs Asset Management March 2010 - May 2014
Miles Wealth Management February 2008 - March 2010
Skills
Equities, Alternative Investments, Financial Modeling, Bloomberg, Fixed Income, Valuation, Capital Markets, Hedge Funds, Asset Managment, Investments, Derivatives, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 2002 — 2006
Goldman Sachs Asset Management 2009 - Present
J.P. Morgan 2001 - 2009
Education
University of Pennsylvania - The Wharton School
Bachelor of Science Economics, Decision Sciences
Goldman Sachs Asset Management March 2013 - Present
Goldman Sachs February 2010 - March 2013
Global Eco (Geco) Travel, LLC October 2008 - March 2013
Indea Capital Pte. Ltd. September 2008 - December 2008
US Department of Commerce, EDA Center for Economic Diversification May 2007 - May 2008
Undergraduate Research Opportunity Program October 2005 - April 2007
U.S. House of Representatives June 2004 - August 2004
Skills
Equities, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, Entrepreneurship, Series 7, SQL, Access, Broker-Dealer, Hedge Funds, Visual Basic, C++, Transaction Processing, Operational Cost..., Options, Fixed Income, FX, Transaction Cost..., Service Representative, Portfolio Implementation, Portfolio Management, Economics, Finance, VBA, Capital Markets, Alternative Investments, Equity Research, Securities, Bloomberg Terminal, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Prime Brokerage
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government, Asian Studies
Sylvania Southview High School
Aldwych Environmental & Renewables May 2014 - Present
Sustainable Development Capital LLP 2008 - November 2014
Citigroup 2007 - 2008
Nikko Citigroup 2004 - 2007
Goldman Sachs Asset Management 1997 - 2003
Skills
Capital Markets, Strategy, Investments, Portfolio Management, Asset Management, Equities, Trading, Asset Managment, Finance, Investment Banking, Banking, Private Equity, Investment Management, Electronic Trading, Options, Business Strategy, Financial Modeling, Due Diligence, Valuation, Hedge Funds, Mergers & Acquisitions, Project Finance, Emerging Markets, Corporate Finance, Business Development, Alternative Investments, Venture Capital
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Wesleyan University 1991 — 1995
BA
Horace Mann School 1987 — 1991
Diploma
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
Form & Matter May 2012 - Present
Goldman Sachs Asset Management June 2009 - Present
Hashplans May 2014 - January 2015
Chefler September 2013 - May 2014
Vaiad (acquired by iSocket) September 2011 - May 2012
FSA Asset Management July 2006 - June 2009
Skills
Hedge Funds, Capital Markets, Fixed Income, Structured Finance, Product Management, Business Strategy, Business Development, Leadership, Financial Modeling, Asset Management, Bloomberg, Equities, Valuation, Derivatives, Alternative Investments, Corporate Finance, Structured Products, Management, Private Equity, Equity Research, Portfolio Management, Technology, Due Diligence, Investments, Emerging Markets, Trading, Investment Banking, Financial Markets
Education
University of California, Berkeley 2002 — 2006
B.S., Materials Science and Engineering
University of California, Berkeley 2002 — 2006
B.S., Mechanical Engineering
University of California, Berkeley 2002 — 2006
Certificate in Management of Engineering and Innovation
Novartis December 2011 - Present
Goldman Sachs Asset Management January 2006 - January 2010
Skills
Excel, Asset Management, Word, Microsoft Office, Customer Relations, Risk Management, Team Building, PowerPoint, Process Improvement, Outlook, Microsoft Excel
Education
Towson University 2001 — 2006
BS, Major: Advertising Minor: Broadcast Film Writing, TV Studio Production
Columbia High School
ICG Advisors, LLC March 2014 - Present
Teahupo'o Partners February 2010 - March 2014
Goldman Sachs Asset Management March 2008 - August 2008
UBS Wealth Management July 2006 - March 2008
NBC Olympics January 2006 - April 2006
MSNBC January 2005 - April 2006
Weiss, Peck, & Greer August 2005 - January 2006
IMG June 2005 - August 2005
Skills
Hedge Funds, Economics, Financial Modeling, Spanish, Entrepreneurship, Research, Financial Analysis, Bloomberg, Equities, Private Equity, Social Media, Business Development, Fund Of Funds, Investments, Portfolio Management, Strategy, Mutual Funds, Alternative Investments, Emerging Markets, Valuation, Venture Capital, Corporate Finance, Asset Management, Investment Banking, Equity Research, Securities, Derivatives, Trading, Capital Markets, Series 7, Mergers & Acquisitions, Corporate Development, Fixed Income, Due Diligence, Asset Allocation, Investment Management
Education
Washington University in St. Louis 2003 — 2006
B.A., Economics
London School of Economics and Political Science 2003 — 2003
Certificate, Negotiation
Harvard-Westlake 1996 — 2002
C Space September 2013 - Present
C Space March 2011 - August 2013
C Space September 2009 - February 2011
Goldman Sachs Asset Management October 2007 - October 2008
Arnold Worldwide February 2007 - April 2007
Abt Associates June 2006 - August 2006
Skills
Community Management, Qualitative Research, Customer Insight, Strategy, Account Management, E-commerce, Marketing Research, Marketing, Market Research, Analytics, Survey Design, Online Research, Focus Groups
Education
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2009
Global Media & International Conflict (Summer Session 2009)
Tufts University 2003 — 2007
BA, Economics
Goldman Sachs January 2015 - Present
Goldman Sachs Asset Management May 2011 - January 2015
Towers Watson -- Tillinghast Insurance Consulting February 2007 - February 2010
Skills
Valuation, ALM, Asset Allocation, Risk, Economic Capital, Quantitative Finance, Financial Risk, VBA, Reinsurance, Insurance, Actuarial Science, Mergers, Financial Modeling, Derivatives, Quantitative Analytics, Portfolio Management, Investment Banking, Hedge Funds, Fixed Income, Bloomberg, Private Equity, Options, Fixed Annuities, Due Diligence, Risk Management, Equities, Investment Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2011
Master's, Financial Engineering
Worcester Polytechnic Institute 2004 — 2007
B.S., Actuarial Mathematics (With High Distinction)
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
Goldman Sachs Asset Management January 2012 - Present
Goldman Sachs Asset Management January 2010 - December 2011
JP Morgan Chase July 2006 - January 2010
Skills
Equity Derivatives, Financial Modeling, Marketing Strategy
Education
University of Richmond 2002 — 2006
Bachelor in Science: Business Administration, Finance, Management
University of Richmond - Robins School of Business 2002 — 2006
Goldman Sachs January 2014 - Present
Goldman Sachs July 2010 - December 2013
Goldman Sachs Asset Management June 2009 - August 2009
AMD August 2008 - December 2008
Skills
Java, Programming, SQL, Eclipse, C++, Unix, JavaScript, Databases, Web Applications, JIRA, Cognos, Version Control, Unit Testing, Software Engineering, Software Development, Linux, HTML, Microsoft Office, Problem Solving, Windows, Verilog, Struts, Object Oriented Design, JUnit, CVS, Project Planning, Software Design Patterns, GS Collections, Scala, IntelliJ IDEA
Education
University of Michigan 2005 — 2010
B.S.E, Computer Engineering
Morgan Stanley June 2013 - Present
Morgan Stanley June 2012 - August 2012
Goldman Sachs Asset Management November 2009 - July 2011
UBS Wealth Management July 2008 - December 2009
UBS Wealth Management May 2006 - July 2008
Skills
Series 7, Finance, Equities, Asset Management, Mutual Funds, Alternative Investments, Valuation, Fixed Income, Hedge Funds, Bloomberg
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
University of Wisconsin-Madison 2002 — 2006
BA, Communications
Goldman Sachs Asset Management July 2007 - September 2008
Skills
Equities, Investments, Accounting, Private Equity, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Bachelor's degree, Accounting
Union County College 2011 — 2012
Associates, Accounting
Goldman Sachs Asset Management July 2014 - Present
Goldman Sachs June 2013 - September 2013
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Economics, Financial Modeling
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Cape Town 2012 — 2012
Rialto Capital Management September 2014 - Present
JP Morgan Asset Management June 2011 - August 2014
Goldman Sachs Asset Management June 2010 - August 2010
BSW Wealth Partners March 2010 - March 2010
The Bozzuto Group June 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Bloomberg, Equities, Asset Management, Cupcakes, Microsoft Excel, Fixed Income, Corporate Finance, Hedge Funds, Alternative Investments, Investment Banking, Bloomberg Terminal
Education
University of Miami 2007 — 2011
Bachelors, Accounting & Finance
University of Miami - School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Chickasaw Capital Management, LLC November 2013 - Present
Goldman Sachs Asset Management May 2003 - September 2013
Skills
Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investments, Private Equity, Equities, Asset Allocation, Fixed Income, Risk Management, Institutional..., Series 7, Financial Advisory, Family Office, Capital Markets, Mutual Funds, FINRA Series 3,7, and..., Registered Series 3, 7,..., MLP's, Energy Capital Markets
Education
University of Alabama in Huntsville 1985 — 1989
BS, Finance
Clearwater Central Catholic HS
Calamos Investments September 2012 - Present
Black Capital LLC September 2009 - September 2012
Janus Capital Group April 2004 - July 2009
Goldman Sachs Asset Management June 2001 - April 2004
Skills
Executive..., Alternative Investments, Asset Management, Microsoft Office, Outlook, Portfolio Management
Education
University of Louisiana at Monroe
JRP Consulting April 1985 - Present
Goldman Sachs Asset Management February 1997 - November 1999
Skills
Investments, Equities, Portfolio Management, Asset Management, Fixed Income, Financial Modeling, Capital Markets, Private Equity, Hedge Funds, Investment Banking
Education
University of Michigan 1989 — 1992
Bachelors, Business and Psychology
Delaware Investments July 2014 - Present
Advisors Asset Management, Inc. January 2011 - July 2014
Goldman Sachs Asset Management November 2009 - February 2011
RiverSource Asset Management February 2007 - December 2009
Merrill Lynch January 2005 - February 2007
Creative Artists Agency May 2000 - April 2003
Skills
Practice Management, Emotional Intelligence, Investments, Asset Management, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Competitive Analysis, Finance, Financial Advisory, Financial Markets, Financial Services, Retirement, Sales, Sales Operations, Series 63, Series 7, Strategy, Uniform Combined State..., Separately Managed...
Education
The University of North Dakota 1995 — 2000
B.A., Liberal Arts
Goldman Sachs Asset Management July 2014 - Present
ClearBridge Investments (Legg Mason) June 2013 - August 2013
MSG Varsity (Cablevision) May 2012 - August 2012
Skills
Marketing, Fundraising, Leadership, Marketing Strategy, Sales, Sales Management, Relationship Management, Financial Services, Time Management, Finance, Market Research, Event Planning, Microsoft Word, Public Speaking, Microsoft Excel
Education
University of Dayton 2010 — 2014
Bachelor's Degree, Business Administration, Marketing (Sales Management Emphasis) & Entrepreneurship Double Major, Cum Laude
Chaminade High School 2006 — 2010
Goldman Sachs Asset Management January 2015 - Present
Goldman Sachs Asset Management April 2012 - Present
MF Global September 2011 - November 2011
GBM Grupo Bursatil Mexicano November 2006 - August 2009
Marina Mazatlan June 2005 - September 2006
Skills
Fixed Income, Investments, Derivatives, Swaps, Bonds, Strategy, Competitive Analysis, Analysis, Funding, Pricing, Foreign Exchange, Business Development, Real Estate, Sales, Benchmarking, Hedge Funds, Bloomberg, Business Strategy, Asset Management, Asset Allocation, Commodity, Financial Modeling, Portfolio Management, Trading
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
Master, Business Administration
Universidad Panamericana 2000 — 2005
B.S, Industrial Engineering
Goldman Sachs Asset Management August 2009 - Present
ADP Retirement Services January 2006 - August 2009
Wyeth Pharmaceuticals January 2005 - February 2006
Education
University of Oklahoma 1999 — 2003
RBC November 2009 - Present
RGT Advisors LLC March 2009 - October 2009
Goldman Sachs Asset Management August 2007 - January 2009
New York Daily News June 2006 - December 2006
Major League Baseball June 2005 - August 2005
Skills
Fixed Income, Derivatives, Structured Products, Equity Derivatives, Client Relations Skills, Equities, Alternative Investments, Investments
Education
University of Pennsylvania 2003 — 2007
BA, Political Science and French
The Trinity School 1999 — 2003
The Nightingale Bamford School
e2e Advisors 2001 - Present
Navigant Consulting October 2007 - January 2009
BearingPoint February 2006 - June 2007
AT Kearney April 1997 - August 2001
IBN June 1995 - April 1997
Merrill Lynch April 1992 - June 1995
Goldman Sachs Asset Management 1990 - 1991
Price Waterhouse 1987 - 1991
Shaw Data Services January 1984 - January 1988
Sullivan & Cromwell 1982 - 1984
Skills
Strategy, Management Consulting, IT Strategy, Program Management, CRM, Risk Management, Governance, Management, Business Strategy, Project Management, Financial Services, Consulting, Strategic Planning, Organizational..., Finance, Project Planning, Banking, Venture Capital, Financial Risk, Six Sigma
Education
University of Wisconsin-Madison 1979 — 1982
JD, Corporate Law
University of Colorado Colorado Springs 1976 — 1979
M.B.A, Management Information Systems and management science
University of Wisconsin-Madison 1969 — 1973
BS, Mathematics, Computer Science
Conquer Dreams January 2006 - Present
Fuji September 1999 - February 2000
Goldman Sachs Asset Management August 1995 - November 1998
Education
University of Maryland College Park 1991 — 1995
Monsignor Donovan 1987 — 1991
Olam International February 2013 - March 2015
Goldman Sachs Asset Management November 2010 - August 2012
Evalueserve May 2008 - November 2010
IBM November 2006 - May 2008
ETH Zurich May 2006 - August 2006
Indian Institute of Technology, Bombay May 2005 - July 2005
Indian Institute of Science May 2004 - July 2004
Skills
Equities, Financial Modeling, Derivatives, Fixed Income, Analytics, Trading, Team Management, Portfolio Management, Quantitative Finance, Risk Management, Options, VBA
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master of Financial Engineering (MFE)
FRM, GARP USA 2008 — 2008
FRM, Financial Risk Management
Indian Institute of Technology (BHU), Varanasi 2002 — 2006
B.Tech, Mining
Pfizer Consumer Healthcare September 2013 - Present
Pfizer Consumer Healthcare August 2012 - August 2013
Pfizer Consumer Healthcare December 2010 - August 2012
Bazooka Candy Brands, a division of the Topps Co. April 2009 - December 2010
Goldman Sachs Asset Management 2007 - 2009
Brown Brothers Harriman 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Marketing
Tufts University 2000 — 2004
BA, International Relations
Goldman Sachs Asset Management April 1997 - Present
Elmhurst Cycling Classic January 2013 - Present
Elmhurst Masters Competition Cycling, Inc. October 2008 - Present
Federated Investors June 1988 - December 1996
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Asset Management, Asset Allocation, Series 7, Series 63, Series 6, Wealth Management, Institutional Sales, Mentoring, Investments, Portfolio Management, Financial Services, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1993
MBA, Investments, Finance
West Virginia University 1984 — 1988
BS Business, Security Markets, Investments
Apple May 2014 - August 2014
Bridgewater Associates December 2010 - May 2013
Citadel Investment Group July 2008 - June 2010
Banc of America Securities June 2007 - August 2007
Goldman Sachs Asset Management June 2006 - August 2006
TransPerfect Translations June 2005 - August 2005
Skills
Strategy, Data Analysis, Analytics, Project Management, Cross-functional..., Data Management, Big Data, Leadership, Business Development, A/B Testing, Tableau, Spotfire, Due Diligence, Pay Close Attention to..., Employee Training, Capital Markets, Presentations, Emerging Markets, Persuasive Presentations, Financial Analysis, Fixed Income, Management, Analysis
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Operations and Information Management; Marketing
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science, Finance and Economics
Charming Collectables March 2014 - Present
FTH Enterprises May 2011 - Present
College Fashion July 2010 - July 2014
Oklahoma Daily August 2010 - May 2011
Goldman Sachs Asset Management June 2010 - August 2010
Skills
Social Media, Leadership, Blogging, Microsoft Excel, Public Relations, Social Media Marketing, Social Networking, Event Planning, Marketing Communications, Advertising, Editing, Press Releases, Marketing, WordPress
Education
University of Oklahoma 2007 — 2011
BBA, Economics
University of Oklahoma - Price College of Business 2007 — 2011
BBA, Economics
GLG August 2011 - Present
Goldman Sachs Asset Management June 2010 - August 2010
Visiting Nurse Service of New York November 2007 - July 2009
Leucadia National Corporation September 2006 - September 2007
Skills
International Business, Emerging Markets, Valuation, Financial Analysis, Commercial Operation, Service Management, Account Management, Investments, Negotiation, New Business Development, Financial Services, Marketing Strategy, Market Analysis, Strategy, Management, Sales, Cross-functional Team..., Contract Negotiation, Competitive Analysis, P&L Management, Market Research, Management Consulting, Business Development
Education
University of California, San Diego 2009 — 2011
Masters, International Affairs
University of California, Santa Barbara 2001 — 2005
BA, Classics
La Jolla High School
Berenberg Capital Markets June 2012 - Present
Dahlman Rose & Co. November 2010 - May 2012
Kepler Capital Markets October 2006 - November 2010
Credit Agricole Cheuvreux 2001 - 2006
Goldman Sachs February 1997 - February 2000
Goldman Sachs Asset Management 1997 - 2000
ATEL Capital 1994 - 1997
Skills
Equities, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Fixed Income, Equity Trading, Investments, Electronic Trading, Asset Managment, Series 7, Valuation, Financial Markets, Series 63, Securities
Education
University of Pennsylvania 1990 — 1994
Goldman Sachs Asset Managment June 2014 - Present
Goldman Sachs Asset Management 2007 - 2012
Colorado Air National Guard 2003 - 2009
USA Hockey 1999 - 2008
Education
INSEAD Business School 2012 — 2013
University of Pennsylvania - The Wharton School 2013 — 2013
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science, Business Administration, Finance
Cherry Creek 1998 — 2002
Four years of human interaction pre-smart phone era.
Goldman Sachs February 2008 - Present
Goldman Sachs Asset Management January 2005 - February 2008
Morgan Stanley Investment Management June 2002 - January 2005
Deloitte May 2000 - June 2002
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
University of Arizona 1992 — 1996
Goldman Sachs June 2011 - Present
MBA 2011 University of Texas McCombs School of Business August 2009 - May 2011
Goldman Sachs Asset Management June 2010 - August 2010
Teach For America June 2008 - July 2009
Teach For America June 2005 - May 2008
Education
The University of Texas at Austin 2009 — 2011
MBA, Business
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
Washington and Lee University 2001 — 2005
BA
St. Johns High School
First Trust Portfolios September 2012 - Present
Goldman Sachs Asset Management November 2009 - September 2012
AXA Distributors September 2006 - October 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, ETFs, Equities, Investments, Separately Managed..., Fixed Income, Asset Allocation, Asset Managment, Hedge Funds, Securities, Investment Strategies, Capital Markets, Series 66, Wealth Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance / Entrepreneurship
Villanova University 2002 — 2006
Bachelors of Science, Finance
Glynn Capital Management February 2014 - Present
The Somo Project November 2013 - Present
Praesidium Investment Management May 2011 - April 2013
Shumway Capital October 2009 - March 2011
Goldman Sachs Asset Management September 2006 - October 2009
General Electric Asset Management (GEAM) July 2004 - September 2006
DaimlerChrysler AG - MTU Aero Engines GmbH June 2002 - August 2002
Skills
Venture Capital, Hedge Funds, Private Equity, Investor Relations
Education
The University of Connecticut
Business, Management Information Systems, summa cum laude (with highest honors)
AIA Newark and Suburban Architects January 2015 — Present
Haider Engineering October 2009 — Present
Perkins Eastman September 2005 — March 2009
DMR Architects December 2003 — August 2005
John Ciardullo Architects October 1996 — December 2003
Barney's January 1993 — January 1996
Goldman Sachs Asset Management 1991 — 1996
Stephen Rooney 1990 — 1995
Stephen B. Jacobs Associates October 1983 — January 1991
Sedgwick 1991 — 1991
Skills
Submittals, Construction Management, Architectural Design, Mixed-use, Residential Design, AIA, SketchUp, AutoCAD, Construction Drawings, Architecture, Construction, Site Planning, Feasibility Studies, LEED, Building Codes, Renovation, Design Research, Urban Design, Sustainable Design, BIM, LEED AP, Architectures, Comprehensive Planning
Education
The University of Kansas 1969 — 1975
B.E.D, BA, Architecture, Psychology
Audax Group July 2012 - Present
Goldman Sachs Asset Management May 2010 - July 2012
United States Military Academy February 2008 - March 2010
US Army May 2006 - February 2008
US Army July 2005 - April 2006
United States Military Academy June 2004 - February 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Asset Management, Private Equity, Entrepreneurship, Investments, Leadership, Team Building, Analysis, Military
Education
United States Military Academy at West Point 2000 — 2004
BS, Business Administration and Management, General
Goldman Sachs Asset Management January 2014 - Present
Goldman Sachs Asset Management July 2008 - Present
Skills
Hedge Funds, Equities, Bloomberg, Fixed Income
Education
University of Miami - School of Business 2004 — 2008
CNHS
Goldman Sachs Asset Management March 2010 - March 2015
Deloitte & Touche 2007 - March 2010
American Express TBS 2005 - 2005
Skills
Auditing, Financial Analysis, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Modeling, Management, Real Estate, Real Estate Development, Commercial Real Estate, Property Management, Real Estate Investment..., REIT, Small Business..., Small Business Lending
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2007
MBOGO Capital, LLC March 2015 - Present
Logan Circle Partners April 2013 - March 2015
Goldman Sachs Asset Management January 2004 - April 2012
Goldman Sachs Asset Management January 1997 - January 2004
Liberty Investment Management (Acquired by Goldman Sachs) July 1995 - January 1997
Skills
Servers, Business Continuity, Troubleshooting, Citrix, Virtualization, VMware, Active Directory, System Administration, Windows Server, DHCP, Windows 7, VPN, Blackberry, Market Data, IIS, Windows Server 2003, Windows Server 2008, Windows Server 8, Group Policy, VMware ESX, Desktop Support, Computer Hardware, Workstations, XP, WinPE, Laptops, Backup Exec, Printers, Mobile Technology, Hardware Installation, Software Installation, Cisco Call Manager, Reuters, Bloomberg, Factset, Marimba, Altiris, BMC Remedy, Print Servers, Terminal Server, WiFi, LAN-WAN, Windows, Windows 8, Cisco devices, Workflow Analysis, BlackRock Aladdin, SEI APL, Technical Support, Disaster Recovery
Education
University of South Florida 1992 — 1992
BS, Management Information System
University of South Florida 1987 — 1991
BS, Management
QMA January 2012 - Present
Goldman Sachs Asset Management January 2010 - January 2012
Platinum Grove Asset Management October 2006 - January 2010
IMF June 2005 - June 2005
Banca Intesa Risk Management, Milan November 1999 - June 2001
Skills
Econometrics, Financial Economics, Forecasting, Portfolio Management, FX, Quantitative Research, Matlab, Asset Allocation, Global Macro, Global Tactical Asset..., Trading, Quantitative Finance, Macroeconomics, Economics, Volatility, FX Options
Education
University of California, San Diego - The Rady School of Management 2005 — 2006
Università Commerciale 'Luigi Bocconi' 2001 — 2006
PhD
University of California, San Diego 2002 — 2004
Università Commerciale 'Luigi Bocconi' 1994 — 1999
BA
Goldman Sachs Asset Management May 2008 - Present
Deutsche Bank December 2005 - April 2008
PIMCO July 2000 - December 2005
Skills
Investments, High Yield, Portfolio Management, Mutual Funds, Finance, Equity Research, Equities, Loans, CDS, Trading, High Yield Bonds, Financial Services, Leveraged Finance, Fixed Income
Education
The University of British Columbia 1996 — 2000
B.Com, Double Major (with Honors) - Finance & International Business
HKIS 1992 — 1996
Taconic Capital May 2014 - Present
Avenue Capital Group March 2011 - May 2014
Goldman Sachs Asset Management March 2007 - March 2011
Raymond James & Associates, Inc August 2005 - January 2007
Skills
Alternative Investments, Hedge Funds, Equities, Bloomberg, Series 7, Portfolio Management, Valuation, Fixed Income, Private Equity, Investment Banking, Asset Managment, Capital Markets, Financial Modeling, Asset Management, Securities, Equity Research
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Bachelors
CataMetrics Management, LLC August 2014 - Present
U.S. Wealth Management January 2012 - August 2014
Goldman Sachs Asset Management October 2007 - December 2011
US Wealth Management April 2000 - October 2007
Brown Brothers Harriman & Co 1998 - 1999
Skills
Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Management, ETFs, Dynamic Asset Allocation, Asset Allocation, Marketing Communications
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
早稲田大学 / Waseda University 1994 — 1994
Goldman Sachs Asset Management July 2009 - Present
Invesco April 2008 - June 2009
Franklin Templeton Investments July 2001 - March 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, Asset Allocation, Asset Managment, 401k, ETFs, Fixed Income, Equities, Wealth Management, Separately Managed..., Hedge Funds, Portfolio Management, Securities, Retirement Planning, Investment Strategies, Capital Markets
Education
University of California, San Diego 1997 — 2001
Wells Fargo's Wealth Management Group July 2010 - January 2014
Goldman Sachs Asset Management September 2005 - May 2010
Wachovia Corp December 2003 - September 2005
Wachovia Corp November 2000 - December 2003
Wachovia Corp January 1998 - January 2000
Skills
Wealth Management, Mutual Funds, Series 7, Financial Services, Separately Managed..., Series 63, Retirement Planning, Investments
Education
University of Alabama
Bachelor of Science, Business Management
Goldman Sachs Asset Management September 2012 - Present
Oaktree Capital Management August 2009 - September 2012
Houlihan Lokey Howard & Zukin July 2007 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Bloomberg, Investments, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Analysis, Venture Capital, Leveraged Finance
Education
University of California, Los Angeles 2003 — 2007
BA, Accounting and Political Science
Northern Trust August 2012 - Present
Henderson Global Investors June 2011 - August 2012
Goldman Sachs Asset Management July 2009 - March 2011
J. & W. Seligman/ RiverSource Investments June 2008 - June 2009
Northwestern Mutual 2005 - 2007
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Separately Managed..., Investments, Asset Managment, Securities, Wealth Management, Equities, Portfolio Management, ETFs, Hedge Funds, Investment Management, FINRA, Retirement Planning, Investment Advisory, Bloomberg, Series 65, Investment Strategies, Fixed Income, 401k
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Communications
Goldman Sachs Asset Management August 1997 - Present
Goldman Sachs Asset Management 1997 - Present
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration, Finance, General
Goldman Sachs Asset Management May 2010 - Present
Standard Chartered Bank December 2003 - July 2009
Prudential Financial November 1999 - September 2001
Prudential Financial June 1997 - November 1999
Prudential Financial September 1995 - June 1997
Registrar & Transfer Company August 1994 - September 1995
Bloomberg September 1993 - August 1994
Education
The College of New Jersey 1990 — 1994
Home March 2014 - Present
Goldman Sachs Asset Management September 2010 - March 2014
Lehman Brothers Asset Management May 2006 - September 2008
Lehman Brothers Asset Management August 2003 - May 2006
Indiana Public Employees' Retirement Fund April 2002 - August 2003
Skills
Portfolio Management, Structured Products, ABS, CDO, Hedge Funds, CMBS, Fixed Income, Investments, Bloomberg, Asset Management, Valuation
Education
University of Indianapolis - School of Business 2000 — 2002
MBA, Finance
Access Health Dental June 2012 - Present
Palm Tree Advisors July 2010 - Present
InfrastructureWorld July 2010 - January 2013
Jefferies & Company July 2007 - July 2010
Goldman Sachs Asset Management July 2006 - July 2007
Roxbury Capital Management 2004 - 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Financial Services, Valuation, Mergers & Acquisitions, Venture Capital, Equities, M&A experience, Corporate Finance, Capital Markets, Investments, Corporate Development, Alternative Investments, Asset Management, Financial Analysis, Business Transition
Education
Villanova University 2001 — 2006
Accounting / Business Administration, Finance, International Business, Accounting
London School of Economics and Political Science 2003 — 2003
Marketing
Jennison Associates LLC September 2015 - Present
Goldman Sachs June 2006 - August 2015
Goldman Sachs Asset Management June 2006 - August 2015
Skills
Equities, Fixed Income, Trading Systems, Derivatives, Hedge Funds, Prime Brokerage, Capital Markets, Options, Electronic Trading, FX Options, Investment Banking, Bloomberg, Interest Rate..., Asset Management, Sybase, Alternative Investments, Equity Trading, Credit Derivatives, Equity Derivatives, Middle Office, Low Latency, Portfolio Management
Education
The University of North Dakota 1997 — 1999
Master's degree, Computer Science
The PrivateBank and Trust Company January 2012 - October 2012
Goldman Sachs Asset Management December 2009 - January 2012
Marco Consulting Group July 2007 - December 2009
The PrivateBank and Trust Company June 2002 - July 2007
Education
University of Dayton 1998 — 2002
B.S. - Finance
Fidelity Worldwide Investment November 2013 - Present
Fidelity Worldwide Investment July 2010 - Present
AVIVA Investors June 2006 - December 2009
AXA Investment Managers 2000 - 2006
Goldman Sachs Asset Management 1998 - 2000
Österreichische Investmentgesellschaft 1994 - 1998
Matuschka GmbH 1988 - 1991
Bank Austria Creditanstalt 1984 - 1988
Skills
Asset Managment, Investment Banking, Equities, Hedge Funds, Banking, Financial Markets, Alternative Investments, Investment Management, Mutual Funds, Investments, Financial Services, Mergers, Business Development, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Fund Of Funds
Education
University of California, Berkeley - School of Law 1982 — 1983
LL.M., International Law, International Arbitration
Universität Wien 1977 — 1981
Dr.iur., Law
Lycee Francais de Vienne 1966 — 1977
Baccalaureat
Goldman Sachs Asset Management Regional DirectorGoldman Sachs1998 - Present
Skills
Financial Analysis, Investments, Series 7, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Fixed Income, Series 63, Mutual Funds, Asset Management, Securities, Portfolio Management, Asset Managment
Education
University of Illinois at Urbana-Champaign 1987 — 1992
Hatteras Funds December 2014 - Present
Franklin Street Partners February 2002 - November 2014
Goldman Sachs Asset Management January 2000 - November 2001
Valley National Bank 1989 - 1992
Valley National Bank 1989 - 1992
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Capital Markets, Financial Risk, Due Diligence, Fixed Income, Risk Management, Investments, Asset Allocation, Asset Management, Quantitative Analytics, Portfolio Management, Bloomberg, Asset Managment
Education
University of Utah 1981 — 1985
MS, Math
University of North Carolina at Asheville
BS, math
Goldman Sachs Asset Management December 2009 - Present
Dreyfus Investments October 1987 - December 2009
Dreyfus Investments April 2006 - April 2007
Dreyfus Investments September 2004 - April 2006
Skills
Sales, Mutual Funds, Alternative Investments, Series 63, Series 7, Separately Managed..., Asset Managment, Investments, Asset Management
Education
State University of New York at Albany 1983 — 1987
Bachelor of Arts (B.A.), Economics
UBS October 2005 - Present
Goldman Sachs Asset Management January 1995 - October 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Asset Managment, Equities, Alternative Investments, Capital Markets, Portfolio Management, Investment Banking, Valuation, Middle Office, Fund Administration, Investments, Bloomberg, Risk Management
Education
Trinity College, Dublin 1989 — 1993
Bachelor of Science (B.S.), Finance
CFA Insitute
CFA
Lehman Brothers - Real Estate Investment February 2003 - January 2008
Goldman Sachs Asset Management January 2000 - February 2003
Arthur Andersen September 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Investment Finance
University of Colorado Boulder 1990 — 1994
Goldman Sachs Asset Management April 2010 - Present
Putnam Investments 1995 - March 2010
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
Tufts University 1987 — 1991
BA, History
Prudential Financial June 2013 - Present
Goldman Sachs Asset Management December 2009 - June 2013
RiverSource Asset Management 2006 - December 2009
Putnam Investments 2000 - 2006
Fidelity Investments 1993 - 1998
Education
University of Massachusetts Boston
Knowledgent June 2015 - Present
Barclays March 2013 - Present
Barclays May 2010 - March 2013
Goldman Sachs Asset Management July 2007 - April 2010
Skills
SQL, Business Analysis, Perl, Software Development, Unix, Java, JavaScript, Project Management, Oracle, Agile Methodologies, Requirements Analysis, XML, Software Project..., Management, Databases, Business Intelligence, SDLC
Education
University of Pennsylvania 2005 — 2007
Master's degree, Bioinformatics
University of Mumbai 2000 — 2004
Bachelor's degree, Computer Engineering
Goldman Sachs May 2010 - Present
Brevan Howard May 2008 - April 2010
Goldman Sachs Asset Management January 2007 - April 2008
International Monetary Fund October 1998 - December 2006
The Brookings Institution August 1997 - September 1998
Skills
Emerging Markets, Econometrics, Fixed Income, Macroeconomics, Financial Markets, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Economic Policy, Economic Research, Economics, Eviews, FX Options, Financial Analysis, Financial Modeling, Foreign Exchange, Global Macro, International Economics, International Finance, Investment Banking, Investments, Private Equity, Quantitative Analytics, Quantitative Finance
Education
Yale University 1993 — 1998
Ph.D., Economics
London School of Economics and Political Science 1990 — 1993
B.Sc., Monetary Economics
First Avenue Partners LLP June 2015 - Present
Ackman-Ziff Real Estate Group July 2014 - June 2015
Brookfield Asset Management May 2011 - December 2013
Prudential Real Estate Investors January 2008 - May 2011
Morgan Stanley Investment Management January 2007 - December 2007
BlackRock Realty July 2005 - December 2006
Goldman Sachs Asset Management November 1999 - June 2005
Skills
Entrepreneurship, Marketing, Capital Raising, Product Development, Real Estate Private..., Valuation, Alternative Investments, Due Diligence, Capital Markets, Real Estate Economics, Investment Management, Real Estate, Emerging Markets, Risk Management, Strategy, Asset Management, Private Equity, Business Development, Investor Relations, Investments, Finance, Investment Properties, Investment Banking, Advisory Boards, Asset Managment, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Relationship Management, Sales, Financial Structuring, Funding, Management
Education
The Ohio State University 1995 — 1999
BA
Korn Ferry October 2011 - Present
Goldman Sachs October 2009 - October 2011
Goldman, Sachs & Co. February 2007 - October 2011
JP Morgan July 2006 - February 2007
Goldman Sachs Asset Management March 2006 - July 2006
Skills
Calendars, Equities, Private Equity, Travel Arrangements, Investments, Investment Banking, Bloomberg, Mergers, Recruiting, Asset Managment, Outlook, Hedge Funds, Valuation, Applicant Tracking..., Financial Services, Alternative Investments, Securities, Series 7, IPO, Asset Management, Mergers & Acquisitions, CRM, PowerPoint, Management, Interviews, Leadership, Microsoft Office, Event Planning, Microsoft Excel, Finance, Project Management
Education
University of Michigan
B.F.A., Music, 3.5 GPA
Goldman Sachs Asset Management January 2011 - Present
Standish Mellon Asset Management June 1998 - January 2011
Education
University of Chicago Graduate School of Business
Williams College
Highfields Capital March 2005 - Present
Goldman Sachs Asset Management October 1999 - March 2005
Dimensional Fund Advisors September 1996 - October 1999
Education
University of Southern California 1992 — 1996
B.S.
Wellesley High School 1988 — 1992
The Michael J. Fox Foundation for Parkinson's Research 2000 - Present
Goldman Sachs Asset Management April 1992 - April 1995
Goldman Sachs September 1986 - April 1992
Education
The Tuck School of Business at Dartmouth
William & Mary
Economics
Goldman Sachs Asset Management January 2010 - Present
Dow Jones Newswires 2006 - December 2009
Dow Jones 2004 - 2006
Dow Jones Newswires 2002 - 2004
Dow Jones Newswires 2001 - 2002
HarperCollins Publishers 2000 - 2001
Corrective Services 1998 - 2000
Rehame Australia 1996 - 2000
Skills
Corporate Communications, Copy Editing, Strategic Communications, Media Relations, Fixed Income, Blogging, Derivatives, Financial Markets, Emerging Markets, Investor Relations, Editing, Equities, Economics, Journalism, Editorial, Finance
Education
University of Melbourne 1991 — 1995
BA Hons, English, German
Goldman Sachs Asset Management 2004 - Present
Skills
Series 24, Series 63, Series 7, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Strategy, and Global Business
Trinity College-Hartford 2000 — 2004
BA, Economics
Manhasset High School 1996 — 2000
Goldman Sachs Asset Management March 2014 - Present
Goldman Sachs Asset Management March 2010 - March 2014
JPMorgan June 2008 - April 2010
Bear, Stearns & Co, Inc. October 2005 - June 2008
University of California, Santa Barbara August 2004 - June 2005
Hearst-Argyle March 2003 - August 2004
Skills
Analysis, Risk Management, Derivatives, Management, Project Management, Training, Valuation, Budgets, Trading, Marketing, Credit, Business Development, Sales, New Business Development, Credit Derivatives, Fixed Income, Financial Risk, Business Process, Equities, Integration, Hedge Funds, Investment Banking, Bloomberg, Disaster Recovery, Trading Systems, Swaps
Education
University of California, Santa Barbara 2004 — 2005
Master's, Business Economics
University of California, Santa Barbara 1998 — 2002
Bachelor's, Business Economics & Global Studies; Spanish minor
Santa Barbara City College
Certificate, TOESL, Teacher of English as a Second Language
Wells Fargo Investments August 2003 - Present
Wells Fargo 2003 - Present
Goldman Sachs Asset Management October 2000 - April 2001
Goldman Sachs 2000 - 2001
Fidelity Investments August 1995 - October 2000
Education
University of Phoenix
MBA
University of Utah 1994 — 1998
BS, Economics
New York Life Insurance Company September 2002 - Present
Goldman Sachs Asset Management 1999 - 2002
Prudential Financial 1995 - 1999
US Securities and Exchange Commission 1990 - 1995
Education
Western New England College School of Law 1987 — 1990
JD, Law
University of Massachusetts, Amherst 1983 — 1987
BA, Economics and Political Science, Univ. Honors Program
Fund Evaluation Group 2008 - Present
Nationwide Financial July 1995 - March 2008
Goldman Sachs Asset Management September 1988 - June 1995
Arthur Andersen 1985 - 1988
Education
University of Notre Dame 1981 — 1985
BBA
Summer Hill Capital Partners July 2007 - Present
National City Investment Banking June 2005 - July 2007
Goldman Sachs Asset Management August 2001 - May 2005
United States Marine Corps May 1995 - August 1999
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
University of Notre Dame 1991 — 1995
BBA, Accounting
Redkey Realty Leaders December 2004 - Present
Goldman Sachs Asset Management August 1998 - September 2001
Skills
Real Estate, Sellers, Investors, Short Sales, Real Estate Transactions, Selling, New Home Sales, Buyer Representation, Single Family Homes, Home, Purchase, Land, Real Estate Investment, Residential, Relocation, REO, Investment Properties, Residential Homes, FHA, First Time Home Buyers, Listings, Foreclosures, Referrals, SFR, Condos, New Homes, Real Property, e-PRO, Move Up Buyers, HUD, Relocation Buyers, Townhomes, Luxury, Vacation Homes, Sales
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Economics
Deutsche Asset Management September 2002 - Present
Goldman Sachs Asset Management May 1998 - July 2001
Jamison, Eaton & Wood, Inc. 1996 - 1998
Fahnestock & Co. 1994 - 1996
Skills
GIPS Compliance, Performance Measurement, Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Middle Office, Asset Management, Trading Systems, Fixed Income, Investments, Derivatives
Education
University of Rochester 1990 — 1994
BA
Montclair High School 1986 — 1990
IFlowSoft LLC Software EngineerLehman Brothers2006 - Present
Credit Suisse September 2009 - July 2011
Barclays Capital 2008 - 2008
Barclays 2008 - 2008
Lehman Brothers /Barclays Capital 2006 - 2008
U S Trust 2005 - 2006
Goldman Sachs Asset Management 2004 - 2005
Skills
Sybase, Trading Systems, Spring, Market Data, Unix, Electronic Trading, Java Enterprise Edition, Hibernate, SDLC, Derivatives, JMS, Agile Methodologies
Education
Worcester Polytechnic Institute 2001 — 2003
MS, Computer Science
University of Mumbai 1993 — 1999
B E, Comupter Engineering
Pine River Capital Management April 2014 - Present
Goldman Sachs Asset Management November 2008 - January 2014
Goldman Sachs Asset Management 2007 - 2008
Goldman Sachs 1987 - 2007
Goldman Sachs December 1983 - 1987
Arthur Andersen Consulting July 1982 - December 1983
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Equities, Derivatives, Capital Markets, Securities Lending, Asset Managment, Alternative Investments, Trading, Bonds, Buy-side, Securities
Education
The University of Chicago - Booth School of Business 1980 — 1982
MBA, Accounting and Finance
Vanderbilt University 1977 — 1980
none, Philosophy, Economics
Springpoint Senior Living March 2004 - Present
Goldman Sachs Asset Management January 1996 - January 2003
Skills
Elder Care, Financial Analysis, Budgets, Microsoft Excel, Microsoft Office, Data Analysis, Team Coordination, Employee Training, Budget Process, Financial Reporting
Education
The College of New Jersey 1990 — 1994
Bachelor's of Science, Accounting
Goldman Sachs Asset Management October 2005 - Present
Federal Reserve Bank of New York September 2004 - September 2005
NYC Department of Finance June 1999 - September 2004
Skills
Fixed Income, Sybase, Java, Electronic Trading, VBA, Credit Derivatives, Derivatives, SQL, Software Development, Equities, C++, XML, Business Analysis, Trading Systems, Prime Brokerage, SDLC, Agile Methodologies, Asset Management, Software Project..., Project Management
Education
State University of New York at Albany
Bachelor of Arts (B.A.)
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. August 2015 - Present
Fooda May 2015 - August 2015
High Road Craft Ice Cream, Inc. November 2013 - May 2015
Commonwealth Capital Securities May 2012 - November 2013
Goldman Sachs Asset Management November 2009 - May 2011
American Century Investments February 2008 - November 2008
CNL August 2001 - December 2007
Protective Life February 2001 - September 2001
American Express October 1998 - February 2001
Skills
Banking, Fundraising, Asset Management, Mutual Funds, Investment Advisory, Strategic Financial..., Relationship Management, Financial Services, Equities, Portfolio Management, Retirement Planning, Wealth Management, Investments, Alternative Investments, Retirement, Private Equity, Due Diligence, Financial Advisory, Series 7, Asset Allocation, Fixed Annuities, Securities, Hedge Funds, Series 63, Finance, Management, Sales, Sales Management, Leadership, Strategic Planning, Marketing, Customer Service, Financial Analysis, Team Building, New Business Development, Business Development, Risk Management, Marketing Strategy
Education
University of Alabama 1995 — 1999
Finance, Business
AllianceBernstein July 2011 - Present
Fischer & Co April 2008 - June 2011
Summit Private Investments September 2005 - April 2008
Princeton Brand Econometrics June 2003 - September 2005
Goldman Sachs Asset Management June 2002 - August 2002
Space Systems Loral 1999 - 2001
SAIC 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Investments, Private Equity, Asset Management, Fixed Income, Mutual Funds, Equity Research, Asset Allocation
Education
The University of Chicago 2001 — 2003
MBA, Analytical Finance, Econometrics
University of California, Los Angeles 1994 — 1998
B.S., Chemical Engineering
University of California San Diego School of Medicine August 2014 - Present
Goldman Sachs Asset Management June 2010 - April 2012
UCLA Anderson School of Management August 2008 - June 2010
Education Pioneers 2009 - 2009
US Army 2004 - 2008
USMC 2000 - 2004
Education
UCLA Anderson School of Management 2008 — 2010
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors of Science, Finance
Goldman Sachs Asset Management July 2004 - Present
Goldman Sachs & Co March 2001 - July 2004
JPMorgan Chase & Co. December 1987 - February 2001
Education
The University of Connecticut School of Business 1991 — 1994
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1983 — 1987
Bachelor of Science Business Administration, Finance
Goldman Sachs Asset Management April 2005 - Present
Sapphire Technologies May 2004 - April 2005
Pioneer Investments November 2000 - May 2004
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investments, Mutual Funds, Series 63
Education
Tufts University 1996 — 2000
BA, International Relations, Economics
Goldman Sachs Asset Management September 2002 - Present
Goldman Sachs September 2002 - Present
Van Kampen Investments 1997 - 2002
United Sates Army July 1988 - June 1995
Education
University of Montana 1985 — 1987
Business
401(k) Advisors July 2013 - Present
Goldman Sachs Asset Management 2005 - July 2013
Loyola Academy August 2003 - August 2005
Centennial High School August 2002 - August 2003
Skills
Series 7, Marketing Strategy, Series 63, Asset Allocation, Investments, Asset Managment, Mutual Funds, Investment Strategies
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance and Economics
University of Notre Dame 2000 — 2002
MEd, Secondary Education
University of Notre Dame 1996 — 2000
BS, Mathematics
CME Group July 2014 - Present
CME Group September 2011 - July 2014
Goldman Sachs Asset Management November 2009 - March 2011
State Street May 2007 - February 2009
State Street December 2006 - May 2007
State Street August 2003 - December 2006
Skills
Derivatives, Financial Analysis, Fixed Income, Equities, Securities, Capital Markets, Financial Markets, Bloomberg
Education
University of Massachusetts, Amherst 1999 — 2003
B.A., Economics, Minor in Psychology
Teak Investment Management, LLC January 2015 - Present
Equinox Institutional Asset Management, LP January 2013 - October 2014
Tapestry Asset Management LP 2002 - 2013
Commodities Corporation 1998 - 2002
Goldman Sachs Asset Management 1998 - 2002
Optima Fund Management 1996 - 1997
Lake Partners, Inc. 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investments, Equities, Derivatives, Trading, Fund Of Funds, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Securities, Asset Managment, Trading Systems, Bonds, Options, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance/Multinational Management
University of Mumbai 1985 — 1988
B. Com., Multinational Management
A Little Something White Bridal Couture July 2012 - Present
Goldman Sachs Asset Management April 2008 - April 2011
Goldman Sachs Asset Management January 2006 - April 2008
Goldman Sachs Asset Management July 2003 - January 2006
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
AllSquare Wealth Management, LLC Chief EconomistEmpire Asset2005 - 2012
Goldman Sachs Asset Management June 2002 - April 2005
The Ayco Company, L.P., A Goldman Sachs Company 1983 - 2005
The Ayco Company November 1983 - June 2002
Education
University at Albany, SUNY 1991 — 1993
ms, Taxation
Och-Ziff Capital Management August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Goldman Sachs Asset Management June 2010 - August 2010
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Investment Banking, Investments, PowerPoint, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Honors / Finance
Deutsche Asset Management January 2009 - Present
International Monetary Fund 2005 - 2008
Goldman Sachs 2002 - 2005
Goldman Sachs Asset Management 1998 - 2001
Deutsche Bank 1997 - 1997
McKinsey & Company 1996 - 1996
KPMG 1995 - 1995
Education
University of Cambridge 2005 — 2008
PhD, Finance
University of Cambridge 2001 — 2002
MPhil, Financial Engineering
University of Pennsylvania - The Wharton School 1994 — 1998
BSE and BS, Finance and Computer Science
Goldman Sachs May 2015 - Present
Goldman Sachs June 2012 - Present
Goldman Sachs Asset Management September 2010 - Present
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
London School of Economics and Political Science 2002 — 2003
Master of Science (M.Sc.), International Economics and Politics
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Goldman Sachs Asset Management 2005 - Present
Radla Capital Management 2000 - 2010
GF Investments 2003 - 2005
Skills
Valuation, Equities, Trading, Compliance, Strategic Planning, Analysis, Investments, Data Analysis, Private Equity, Derivatives, Alternative Investments, Asset Management, Securities, Structured Products, Series 7, Equity Derivatives, Fund Of Funds, Swaps, Series 63, Bloomberg, Reuters, Capital IQ, Analytics, Capital Markets, Financial Modeling, Risk Management
Education
Touro College 1999 — 2003
Bachelor of Science (BS), Accounting
Academia Rabbinica de Veniza 1998 — 1999
Bachelor of Arts (BA), Theology and Religious Vocations
NORD/LB September 2015 - Present
NORD/LB January 2015 - September 2015
Moody's Investors Service June 2011 - December 2014
Capital IQ June 2008 - May 2011
Goldman Sachs Asset Management June 2007 - August 2007
Skills
Microsoft Office, New Business Development, Business Relationship..., Capital IQ, Highly Adaptable, Financial Modeling, Data Modeling, Contract Negotiation, Credit Analysis, Credit Risk, Creativity, Finance, Hedge Funds, Investments, Asset Management, Adaptation, Capital Markets, Financial Analysis, Investment Banking, Equities, Analytics, Portfolio Management
Education
University of Southern California - Marshall School of Business 2005 — 2008
Business Administration, Real Estate Finance
Tulane University 2004 — 2005
Finance, Business
Goldman Sachs Asset Management 2007 - Present
IBM Global Services 1998 - 2004
Acesita March 1998 - March 1999
Zensar 1997 - 1998
Education
University of Pune 1993 — 1997
B.E. Computers
JPMorgan Asset Management January 2014 - Present
Thrivent Asset Management September 2012 - January 2014
Goldman Sachs Asset Management March 2010 - September 2012
RiverSource Investments January 2008 - March 2010
RiverSource Investments February 2006 - January 2008
Edward Jones January 2003 - February 2006
Skills
Mutual Funds, Separately Managed..., Asset Managment, Hedge Funds, Private Equity, Structured Notes, Alternative Assets, Consultative Sales..., Sales Presentation..., Investment Management, Economic Knowledge, Competitive Positioning, Fiduciary, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 63, Series 7
Education
University of Nebraska-Lincoln 1998 — 2002
Business Administration, Finance and Management
Citi November 2012 - Present
Deutsche Asset Management November 2005 - November 2012
Goldman Sachs Asset Management November 2000 - November 2005
HSBC Asset Management May 1998 - September 2000
Mitchell Hutchins Asset Management November 1996 - May 1998
Education
Touro College Jacob D. Fuchsberg Law Center
RBC Capital Markets July 2010 - Present
Goldman Sachs Asset Management July 1996 - May 2010
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
University of Pennsylvania 1992 — 1996
BSE, Electrical Engineering
Goldman Sachs Asset Management October 2013 - Present
Deere & Company August 2007 - August 2009
Deere & Company August 2005 - August 2007
Deere & Company August 2001 - August 2005
Deere & Company March 2000 - August 2001
Deere & Company 1996 - 2000
Deere & Company 1992 - 1996
Deere & Company 1988 - 1992
Skills
Strategic Planning, Business Strategy, Process Improvement, Cross-functional Team..., New Business Development, Product Development, Business Planning, Six Sigma, Continuous Improvement, Supply Chain Management, Manufacturing, Strategy, Change Management, Supply Chain, Sales Management, Purchasing, Lean Manufacturing, Product Management, Operations Management, Contract Negotiation, Business Process..., Management Consulting, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1972 — 1974
MBA, Accounting and Finance
The College of Wooster 1968 — 1972
Bachelor of Arts (B.A.), Economics
Citadel LLC May 2015 - Present
Goldman Sachs Asset Management November 2005 - May 2015
Bear Stearns August 2004 - October 2005
Rodman & Renshaw September 2003 - July 2004
Abbott Northwestern Hospital 2001 - 2003
Allina and Aspen Medical Groups 1999 - 2003
Strong Memorial Hospital 1995 - 1998
Skills
Equity Research, Valuation, Equities, Biotechnology, Financial Modeling, Due Diligence, Lifesciences, Pharmaceutical Industry, Equity Valuation, Bloomberg, Healthcare, Portfolio Management, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Master of Business Administration (MBA), MBA
University of Chicago - The Pritzker School of Medicine 1991 — 1995
MD, Medicine
University of Rochester 1986 — 1990
Bachelor of Science (B.S.), Biochemistry
Goldman Sachs Asset Management June 2012 - Present
Goldman Sachs Asset Management June 2011 - August 2011
Education
University of Georgia - Terry College of Business 2008 — 2012
Summit Funding, Inc. August 2014 - September 2015
imortgage January 2011 - August 2014
Bank of America 2005 - 2009
Wells Fargo Financial 2003 - 2005
Deutsche Bank 2002 - 2003
Goldman Sachs Asset Management 1999 - 2002
Skills
Credit, Banking, Credit Analysis, Loans, Mortgage Lending, Investment Properties, Mortgage Banking, Sales, Jumbo Mortgage, FHA financing, VA Financing, USDA Rural Housing, Down Payment Assistance, Financial Analysis, Financial Modeling, Credit Risk, Investments, New Construction Lending, FHA, New Home Sales, Refinance, USDA, VA loans, VA Loans, FHA Financing, Real Estate, First Time Home Buyers, Residential Homes, Real Estate Transactions, Loan Origination, Management, REO, Single Family Homes
Education
University of San Francisco 1994 — 1998
BS Finance, Economics
Goldman Sachs Asset Management July 2015 - Present
Goldman Sachs Asset Management July 2014 - June 2015
Mizuho Corporate Bank May 2013 - August 2013
BioAdvance May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Conentration in Finance, Cum Laude
Goldman Sachs November 2012 - Present
Goldman Sachs Asset Management July 2010 - Present
Skills
Asset Management, Series 7, Series 63, Bloomberg, Equities, Portfolio Management
Education
London School of Economics and Political Science 2009 — 2010
Spelman College 2006 — 2010
BA, Sociology
Goldman Sachs Asset Management January 2014 - Present
Goldman Sachs Asset Management August 2001 - December 2013
First Union Securities December 1997 - August 1999
Smith Barney July 1996 - November 1997
Skills
Bloomberg, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Fixed Income, Asset Management, Bonds, Credit, Hedge Funds, Finance, Equities, Valuation, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, History
Goldman Sachs Asset Management 2008 - Present
Education
University of Pennsylvania - The Wharton School
J.P. Morgan Private Bank December 1994 - Present
Goldman Sachs Asset Management December 1988 - December 1994
Education
University of Pennsylvania - The Wharton School
Goldman Sachs Asset Management May 2008 - Present
Goldman Sachs Group, Inc. April 2000 - May 2008
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Economics
Goldman Sachs 2005 - Present
Goldman Sachs Asset Management 2005 - 2009
Goldman Sachs 1999 - 2005
Education
University of Richmond
Bachelor's Degree, Business Administration